sábado, 22 de abril de 2017

APR 22 17 SIT EC y POL



APR 22 17 SIT EC y POL
ND denuncia debacle d Globaliz neoliberal y propone State-Social + Capit-compet in Econ


ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics



When future historians look back at the beginning of the 21st century, they’ll note that we grappled with many big issues. However, historians will not view these ideas and events in isolation. Instead, they will link them all, at least partially, to an overarching trend that is intimately connected to today’s biggest problems: the “hollowing out” of the middle class.
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Three weeks ago we introduced the real "50 Cent" - the mystery trader whose pattern of huge, near-daily trades on the VIX is turning heads in the options market. Having reportedly suffered $89 million in losses so far in 2017 however, the trader is not giving up on his strategy and just doubled-down...

On Wednesday morning, the trader, nicknamed "50 Cent" by Macro Risk Advisors because of their predilection for contracts that cost roughly that much, bought an additional 100,000 VIX calls betting that the index will climb about 40% by May.
Sending VIX Call volumes to near-record highs...


Still, positioning from hedge funds suggests the trader might be on to something. They haven't been this bullish on the VIX since March 2016, according to data from the US Commodity Futures Association.


Notably, 50 Cent's options would become profitable only if the VIX climbed to between 19 and 26, according to data compiled by MRA.
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...There's Central Bank manipulation.

Here are three questions most alert investors are asking:
  • Question #1: When will financial assets ever ‘correct’ and fall in price?
  • Question #2: How much does overt propping by the central banks have to do with today's elevated prices?
  • Question #3: How much does covert propping by central banks play a role in these inflated markets?

As I’ve outlined before, that economic boom the central banks have been staking everything on been MIA the entire time during the “recovery” following the Great Recession.  And there’s no sign of it showing up any time soon.

The latest Atlanta Fed GDPNow forecast for the US stands at a paltry 0.5%:


To explain this in depth, let's tackle those questions above one at a time, in reverse order.
Question #3: How much does covert propping by central banks play a role in these inflated markets?
Now let’s look at the CME's Central Bank Incentive Program ("CBIP").  Here’s the notice from the CME webpage.



But there’s nothing remotely on here that looks anything like a CME option or future product:SEE DOCT  at http://media.peakprosperity.com/images/SNB-Balance-sheet-2017-04-21.jpg

The Fuse Is Lit...

Many people might be tempted to shrug their shoulders and say “why should I care if the central banks are monkeying around the in the markets?”
In Part 2: The Coming Conflagration, where we answer Question #2 and the all-important Question #1 raised above, it becomes abundantly clear why all of us should care -- deeply.
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"You are not an investor. One can only be an investor in functioning markets. There have been no functioning markets since at least 2008, and probably much longer. That’s when central banks started purchasing financial assets, for real, which means that is also the point when price discovery died. And without price discovery no market can function."

A recent graph from Citi and Haver illustrated it this way:  OPEN Image Location at:  https://3r8md7174doo44lgpk3kou79-wpengine.netdna-ssl.com/wp-content/uploads/2017/04/CentralBanksMoreAndMore350.jpg

Note the rise in central bank balance sheets before 2008. There’s nothing innocent about it.
As an aside, I like this variation from the Twitter account of “Rudy Havenstein”, which came with the comment:

Here is a chart of the well being of the American middle-class and poor over the same period.

As I said a few weeks ago in Our Economies Run on Housing Bubbles, the housing bubbles created in this way are essential in keeping our economies going, because it is through mortgages -loans in general- that money is created in these economies.

If this money creation machine would stop, so would the economies.

Tyler Durden observes today via Bank of America that BoJ and ECB have bought more assets so far in 2017 than central banks ever have before. One may wonder at what point the term ‘asset’ will lose its rightful meaning to the same extent that ‘investor’ and ‘markets’ have:

A quick, if familiar, observation to start the day courtesy of Bank of America which in the latest overnight note from Michael Hartnett notes that central banks (ECB & BoJ) have bought $1 trillion of financial assets just in the first four months of 2017, which amounts to $3.6 trillion annualized, “the largest CB buying on record.” As Hartnett notes, the “Liquidity Supernova is the best explanation why global stocks & bonds both annualizing double-digit gains YTD despite Trump, Le Pen, China, macro…”

The bubble created by artificial demand cannot be allowed to burst all at once, it has to be done “gradual and predictable.” As if that is possible, as if the Fed controls the bursting of bubbles it has itself created. And Yellen is not going to call you or me, she could not care less; she’s going the call the pigs she fattened up most. The Fed is more than anything a bunch of academics, seduced exclusively by textbook theories that are shaky at best, to transfer wealth to the most sociopathic and hence seductive financial predators, at everyone else’s expense.

And that expense is humongous. At the same time that the Fed and the rest of the world’s central banks fattened their balance sheets as seen in the graph above, this is what happened to US debt vs GDP:  See image at:  https://3r8md7174doo44lgpk3kou79-wpengine.netdna-ssl.com/wp-content/uploads/2017/04/FREDUSNominalDebtVsGDP-1-1.jpg

The Fed bubbles, intended to keep market players whole, are blown at the expense of the real economy. Imagine if all those $20 trillion and counting in central banks’ bubble blowing would have been used to prop up Main Street instead of Wall Street; everybody would have been better off except for the ‘investors’ who are not even real investors.

A great representation of all that’s wrong in this comes courtesy of this Lance Roberts graph. A chilling illustration of the price you pay for setting S&P records.  To see this graphic open   https://3r8md7174doo44lgpk3kou79-wpengine.netdna-ssl.com/wp-content/uploads/2017/04/MarginDebtCreditBalanceVsSAndP.jpg

These days, every rising asset price, every single bubble, comes at the expense of enormous increases in debt. And there are still people who wish to claim that this is not a bubble. That it is OK to get into deep debt to purchase a home, or stocks, with leverage: can’t miss out on those rates! And sure, that is still true in theory; all you have to do is get out in time. If only the Fed can get out in time, if only you can get out in time.

Good luck with all that, but you’ve been warned, you’re hereby on notice. The odds that you’ll be able to ‘get out in time’ are vanishingly small. And even if you do, most others just like you won’t. And neither will the Fed academics. They have the most so-called ‘money’ at their disposal, and the least sense of what to do with it. But they have their advisers in the private banking industry to tell them all about where to put it: in one bubble or another; anywhere but the real economy.

Great article!  To read the whole art Open the author’s one :  https://www.theautomaticearth.com/2017/04/you-are-not-an-investor/   instead of the source used here:
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A few days ago Charles Schwab, the investment brokerage firm, announced that the number of new brokerage accounts soared 44% during the first quarter of 2017. More specifically, Schwab stated that individual investors are opening up stock trading accounts at the fastest pace the company has seen in 17 years. Anyone remember what happened 17 years ago?
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"Thousands of new doors opened and rents soared. This created a bubble, and like housing, that bubble has now burst." - Richard Hayne, Urban Outfitters CEO, March 2017
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo

"The American empire is becoming increasingly insecure and desperate, which also makes it increasingly dangerous. Empires don’t reform. America is tired of being controlled by a small group of unaccountable, incompetent, greedy, unethical crooks running around stealing everything in sight. Enough is enough."
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Indeed, both futures have come to pass and are merely economically separated and dispersed into diverse geographic locations...
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WE ARE THE WORST TERRORIST ENEMY OF THE WORLD. Only Trump make Qst like below:

Between alleged interference in U.S. elections by Russia, recent nuclear posturing by North Korea, and chemical weapon atrocities in Syria it’s hard to keep track of which country is supposed to be the bona fide number one “enemy” of the United States.

[ Real allies we don’t have it .. pay ones n terrified puppets  we do.. Most Nations hate us, It is a FACT ]
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"Yes, we seemed to have lost today. The alt-right held their ground. If we wanna take action against them, we need to be better organized and better trained... A shocking number of our comrades went in there with absolute no combat training. We need to set up seminars..."

[[  The battle is not with guns .. yet.  Our brigades should be first ready to put down this regime via Referendums at local State and region-levels .. Secession is an option where there is work done in this perspective.  The first task is to get our soldiers support.. Bring them home should be our 1st command  No more wars .. PEACE IS THE SOLUTION. We should foster “Dismantling nuke heads worldwide” now ]]
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Yesterday, a massive US power grid failure was seen across the entire United States in one simultaneous fashion. Many have speculated about a cyber attack (or blamed it on the Russians), but it is more likely a Space Weather Event.  [ Perhaps is our own experiment ]
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WORLD ISSUES and ME
Global depression is on…China, RU, Iran search for State socialis+K- compet. D rest in limbo


“The missing [missiles] were either brought down by S-300 battery or were taken over by Russian electronic jamming and were plunged into the sea,” explains Dr. Karasik. “Now, this alternative theory means that the US and Russia have already clashed if you will—technically—with the use of the TLAMs (Tomahawk missiles) and then being intercepted or taken over by Russian control.”
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"It Was Good While It Lasted: Sit back, relax, the bear market in bonds may be over. It would not be unreasonable to expect at least a 50 bps decline from peak to trough in G3 yields following a peak in yield momentum."
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DEMOCRACY NOW
US politics crisis: Trump captured by Deep state to reproduce old cronyism without alter-plan

GREAT COVERAGE ON MARCH FOR SCIENCE  .. We love Amy Goodman and her staff
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GLOBAL RESEARCH
Global Econ-Pol crisis leads to more business-wars:  profiteers US-NATO under screen

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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n chances of WW3


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The Peace Commandment   By Philip A. Farruggio  ..Finally
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Is Zionism Antisemitic?  By Leon Rosselson  The collab in 1930s with Nazi apparatchiks, is a fact.
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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered .. pro RU view

Nuestros alumnos condenados al fracaso pero el maestro queda en el aula
CENTCOM Releases Video Showing Daesh Using Civilian Human Shields  https://sputniknews.com/military/201704231052893612-centcom-daesh-human-shields/

RELATED
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Mattis Dismisses North Korean Threats as Watchdog Site Says Nuke Test Zone Ready  https://sputniknews.com/asia/201704231052894506-mattis-dismisses-threat-nuke-test/

RELATED 1

RELATED 2
DPRK Could Use Nuclear Arms Against Australia Amid 'Toeing the Line' of US  https://sputniknews.com/politics/201704231052896312-north-korea-threatens-australia-nuclear/
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THE LOSER don’t accept reality in Syria.. they should look for plastic bags to hide our soldiers
West Looking for 'Tools to Squeeze Russia-Led Coalition From Syria'  https://sputniknews.com/politics/201704221052878810-west-syria-russia-coalition/

RELATED 1
West Inflates Number of Casualties in Syria to Justify Intervention – Assad  https://sputniknews.com/middleeast/201704211052843676-assad-west-casualties-syria/

RELATED 2
Assad Not Ruling Out Russian Ground Troops' Help in Syria  https://sputniknews.com/middleeast/201704211052855225-assad-russia-ground-troops/
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RT SHOWS
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Keiser Report   Episode 1061  Max and Stacy ask whether or not it’s the end of easy money.
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WASHINGTON BLOG
Flash points on US politics: internal contradict.. Hugh Smith good articles reproduced


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NOTICIAS IN SPANISH
Latino America fight to break with collapsing Empire:  leftist view on alternatives


COL        Mocoa, una tragedia poco natural  Renán Vega
                Peligra la Paz en Colombia y en Nuestra América  P Montesinos
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Trump  La madre de todas las hipocresías  Robert Fisk
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ARG Capitalismo y patriarcado   Comunidad feminista  Victoria Siloff
Sin feminismo estúpido –de genero- la izquierda es más coherente y constructivo
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EC           Yo no quiero democracia, quiero mis privilegios  Luis Varese
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USA  El racismo como política migratoria  Guillermo Castillo
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Ciencia crítica  Cinco razones para Marchar por la Ciencia  Varios
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No hay USD para ciencia pero si para derrocharlo en nuke-desfiles por los mares del mundo
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PRESS TV
Global situation described by Iranian observers.. Titles often distorted by ISR-Mossad


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'59% of Britons live in areas where diesel pollution threatens health'
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Protesters rally in UK against Trump  policies on science, climate change
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