martes, 25 de abril de 2017

APR 24 17 SIT EC y POL



APR 24 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

The fake victory of Macron in economic terms:

According to the bookies, it's a done deal...


Stocks Up, Oil Down


With VIX slammed back to a 10 handle...But that did nothing for the S&P...


Thanks to a yuuge short squeeze...


So, bond yields rolled over all day and the yield curve flattened... but bank stocks were bid!?


EFFECTS USDJPY ended at the LoD...


For the 7th day in a row, spot gold was hit right before the London Fix...


So stocks love a Le Pen loss...BUT...There's just a couple of problems...
Macro data is collapsing...


Earnings expectations are falling...


And debt ceiling concerns are growing...

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RELATED: 
Will Macron Serve The Interests Of The American Deep State?   The accrued momentum in colossal sums of money flowing this way and that way has allowed unreality to reign in international finance for a while. But that is now flying apart. The ultimate reality, politicians and economists will soon discover, is that you can’t create your own reality.  Look at this picture of France reality:

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BACK TO AMERICA’S ECON COLLAPSE


It appears the hope that a centrist candidate will win the French election is enough to trump tumbling macro-economic data, disappointing earnings, and flailing inflation in the US economy. June rate hike odds have spiked to 69% overnight (even as debt ceiling risks begin to price in... and the dollar drops)...
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We don’t need to bomb WS.. News-title is stupid!  We need to implement both Roosevelt policy n other post-neoliberal agenda.. Global neoliberalism only benefit big crook Corp


What all this warrants is extreme caution in Bubbleville. With geopolitical risk flashing bright red, half percent GDP growth, record high equity valuations and a delusional Fed that continues threatening interest rate normalization; the market’s reality check [collapse] is surely imminent.
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Who's going to pay bubble-valuation prices for the millions of suburban homes Baby Boomers will be off-loading in the coming decade as they retire/ downsize?
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NO way to stop big-Corp “neoliberal collapse”.. if investors said so, it is true. Si los ratones no tienen que comer, comerán el queso de la trampa .. Lo que significa que esto se va “a la merda” 


The biggest problem for individuals, and the culprit of the great “ETF buying panic,” is the “herding effect” as investors rush to chase market returns. The coming problem will be “loss aversion,” as the herding effect runs in reverse in the rush to get out.
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'Exchange-Traded Fund (ETF)'. An ETF, or exchange traded fund, is a marketable security that tracks an an index, a commodity, bonds, or a basket of assets like an index fund. Unlike mutual funds, an ETF trades like a common stock on a stock exchange. ETFs experience price changes throughout the day as they are bought and sold. ETFs typically have higher daily liquidity and lower fees than mutual fund shares, making them an attractive alternative for individual investors.  http://www.investopedia.com/terms/e/etf.asp

The Inherent Costs Of “Low Costs”

There is a “cost” to chasing “low costs” and “being average.” I do NOT disagree that costs are an important component of long-term returns; however there are two missing ingredients of “buy and hold”  index investing are ignoring: 1) time; and, 2) psychology.

As I have discussed previously, the most important commodity to all investors is “time.” It is the one thing we cannot manufacture more of. There is a massive difference between AVERAGE and ACTUAL RETURNS ON INVESTED CAPITAL. The impact of losses, in any given year, destroys the annualized “compounding” effect of money.


The Passive Indexing Trap

Let me just clarify the record – “There is no such thing as passive investing.”   While you may be invested in an “index,” when the next bear market correction begins, and the pain of loss becomes large enough, “passive indexing” will turn into “active panic.” 

Not surprisingly, as markets have risen, individuals begin to rationalize the current price trend will continue indefinitely. The longer the rising trend lasts, the more ingrained the belief becomes until the last of “holdouts” finally “buy in.”

We can see this in the surge of ETF flows. As the “bull market” continues to run, the more rampant the increase in flows have become. (Note – they same thing was occurring in 2005-2007.)


There are two problems forming.
The first is leverage. While investors have been chasing returns in the “can’t lose” market, they have also been piling on leverage in order to increase their return.


The 2nd. Importantly: as prices decline it will trigger margin calls which will induce more indiscriminate selling.

The forced redemption cycle will cause catastrophic spreads between the current bid and ask pricing for ETF’s. As investors are forced to dump positions to meet margin calls, the lack of buyers will form a vacuum causing rapid price declines which leave investors helpless on the sidelines watching years of capital appreciation vanish in moments. Don’t believe me? It happened in 2008 as the “Lehman Moment” left investors helpless watching the crash.


Over a 3-week span, investors lost 29% of their capital and 44% over the entire 3-month period. This is what happens during a margin liquidation event. It is fast, furious and without remorse.

Currently, with complacency and optimism near record levels, no one sees a severe market retracement as a possibility. But maybe that should be warning enough. 
You are paying for what you will get, both now and in the future.

However, the real goal of any investment advisor is not to “beat the index” on the way up, but rather to protect capital on the “way down.” It is capital destruction that leads to poor investment decision making, emotionally based financial mistakes and destruction of financial goals. It is also what advisors should be hired for, evaluated on, and ultimately paid for, as their real job should be keeping you out of “the trap.”
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"In the next 30 years, the world’s pain will be much greater than its happiness.... Social conflicts over the next 30 years will hugely impact every industry.”
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MORE on our fake economy

"At some point, we’re going to have to realize that a bunch of loans that have been made are not going to be repaid."
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"We’re going to be putting a 20% tax on softwood lumber coming in, a tariff on softwood coming into the United States from Canada" said Donald Trump, and Wilbur Ross added that "we tried to negotiate a settlement but we were unable."
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Late last week, lawyers representing the Cherokee Nation filed a lawsuit against major pharmaceutical companies, claiming they have pumped dangerous painkillers into Native American communities in Oklahoma. The Washington Post obtained a copy of the court filing and reported that the companies are accused of breaking laws by “failing to prevent the diversion of pain pills to the black market.”
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo


We all knew it was coming and now it has finally been confirmed that the Senate's favorite Socialist will introduce legislation later this week calling for a $15 federal minimum wage.  For those silly 'math' people out there, that's a mere 107% increase in minimum wage over just a few short years, which we suspect will at least slightly outpace inflation over the same period.
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Trump has ordered his White House aides to accelerate his tax plan, the WSJ writes, "slashing the corporate rate to 15% and prioritizing cuts in tax rates over an attempt to not increase the deficit" which means that without an offsetting source of revenue, Trump is about to unleash up to $2 trillion in extra debt, a proposal which will face fierce pushback from conservatives as it appears to be a continuation of the status quo under the Obama administration, and may well be DOA.
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"Julian Assange, along with the whistleblowers who reveal to us the evil that is being done in our name, are heroes. They deserve our respect and admiration, not a prison cell. If we allow this president to declare war on those who tell the truth, we have only ourselves to blame."
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"...the dominance of these firms in their specific niches presents a threat not just to economic competition, but liberty and freedom generally speaking. After all, the government itself doesn’t need to censor free speech if it can just lean on powerful companies with platform monopolies to do the dirty work for it."
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We want to know where are the bunkers for common people?
"On April 26, we’ll go one step further and stage a very realistic emergency event involving multiple sites and actors posing as the casualties.  However, there is no reason for residents to be alarmed because the exercise will occur in a controlled environment."
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"There are many things the President does not know. This is intentional on the part of the moneyed interests that control the very fabric of our society...Patiently these elitists have been awaiting the day when their “1984” society is a reality, crafting and shaping it all along throughout the decades."

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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

AMERICAN STYLE of making big-easy money

In what has been dubbed a "spectacular heist" reminiscent of any number of B-rated Hollywood action movies, an army of heavily armed robbers, estimated between 50 and 60, targeted the cash storage facility of a Prosegur SA security vault in Paraguay's Ciudad del Este, stealing as much as $40 million.
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Nuke weapons: from blackmails to real dangers of WW3


Nuclear bombs have a strange quality: They are a type of weapon that countries spend enormous sums of money to develop but don’t actually intend to use.

[[ If you have a gun at home.. there is a chance that you or your kids may use by mistake.. IS URGENT  a de-nuclearization policy worldwide, starting with the most powerful nationS ]]
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"Canada can’t take care of the whole world and it seems lately like that’s the way it isIt makes you a little cranky . . . it makes us a little mad."

[[ What it we bought a Canadian airplane-ticket  to fly other country.. should we cancel.. ticket?]]
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DEMOCRACY NOW
US politics crisis: Trump captured by Deep state to reproduce old cronyism without alter-plan


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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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ZC ZCOMM.ORG/  https://zcomm.org/all-types/   &  COUNTER PUNCH CP


Tom Engelhardt: The Honeymoon of the Generals Why Trump’s Wars Seem So Familiar
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Les Leopold: Young People Want Radical Change  On Corporate Economic Propaganda
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Rachael Boothroyd-Rojas:   A media blockade against Venezuela
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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered .. pro RU view


US Plan for the Middle East is to 'Change Borders of Two Dozen States'  https://sputniknews.com/middleeast/201704241052942670-us-turkey-middle-east/

RELATED
U-Turn: Trump Seems to Continue Obama Administration ‘Plan to Divide Syria'  https://sputniknews.com/politics/201704231052908992-trump-syria-plan/
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US Nuclear-Powered Sub to Join USS Carl Vinson Near Korean Peninsula  https://sputniknews.com/military/201704241052954229-us-submarines-joins-carl-vinson/

RELATED
US Navy Claims USS Carl Vinson Heading Toward North Korea, Again  https://sputniknews.com/military/201704191052792773-us-navy-claims-vinson-nk/
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Assange Could Vanish Without Trace if Extradited to Sweden and Then Sent to US  https://sputniknews.com/us/201704251052962465-assange-vanish-extradition-sweden/

RELATED
Trump Efforts to Prosecute Julian Assange 'Spurious', Ex-US Army Lawyer Says  https://sputniknews.com/us/201704251052959177-trump-efforts-charge-assange-spurious/
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US Senator Wants More Details on Trump’s Foreign Conflicts of Interest  https://sputniknews.com/us/201704251052962170-us-senator-trump-foreign-conflicts-interest/

RELATED 1
Congress Democrats Inquire on Trump Son-in-Law Adviser's Conflict of Interest  https://sputniknews.com/us/201703091051394392-kushner-conflict-of-interest-trump/

RELATED 2
Conflict of Interest? China Finally Awards Trump Trademark After One-China Chat  https://sputniknews.com/politics/201702181050829158-china-gives-trump-trademark/
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RT SHOWS
On contact  ‘Mourning Becomes Electra’ with Eunice Wong & David Herskovits  Eugene O’Neill shattered American myth
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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


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VEN       Siete claves para entender la crisis actual  Emiliano Teran
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El Día de la Madre Tierra   Julio César Centeno
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La temeraria economía de Brasil   Sergio Martín Carrillo
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Ecuador  Rafael Correa fortalecería Unasur  Kintto Lucas
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PRESS TV
Global situation described by Iranian observers.. Titles often distorted by ISR-Mossad


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World must shift from paradigm of imposition to paradigm of dialogue: Zarif
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