MAY 12 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
"Probably nothing..?."
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US Macro Data has collapsed for 8
straight weeks to its weakest and most negative in 12 months...
The last time US Macro and stocks decoupled like this was in
mid 2015 and did not end well for stocks...
Finally to put a nail in this utter idiocy - here is 'soft'
and 'hard' data... equities have even decoupled from the hype in 'soft' data...
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For the first time since October 2015, core consumer prices rose at a
pace slower than The Fed's mandate. The 1.9% YoY rise is the weakest print since
Sept 2015. The last time this pattern played out - in 2012 - The
Fed unleashed Operation Twist and subsequently QE3 to stall the disinlationary
dive...
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For the first time ever, the number of market
indexes now exceeds the number of U.S.
stocks...
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"It’s been a winning strategy to assume that nothing will ever
change... but change
is inevitable"
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"we fear that
whatever the magnitude of the downturn that eventually comes, whenever it
eventually comes, it will likely produce much greater social and political
conflict than currently exists. The idea of conflicts getting even worse
in a downturn is scary. When
the next downturn comes, it’s probably going to be bad."
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"...the casino is completely unhinged...Get out while you still
can!"
Stated differently, the casino is
completely unhinged. And the market moved hardly four S&P points — in the
wrong direction — after the Comey firing.
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The
egotistical arrogance is disgusting...
"There is nothing riskier than the widespread perception that there is no risk."
Here is what I am reading this weekend.
POLITICS
- Trump Talks Trumponomics With Economist by Tyler Durden via ZeroHedge
- 6-Month Window & A Fiscal Fumble by Jason Leach, CFA via FusionPoint Capital
- Why Comey Dismal Is A Negative by Edward Harrison via Credit Writedowns
- America’s Economy Is Adequate Again by Matt O’Brien via Wonkblog
- Tax Cuts & The Stock Market by Jeffrey Kleintop via Charles Schwab
- Trump Stuck In A Low Growth Trap by Robert Samuelson via RCM
- Glass-Steagall Reboot Worse Than Disease by Allan Golombek via RCM
- Killing Banking Rules Will Bring Downturn by Mark Thoma via Fiscal Times
- Pay Attention To The Hard Data by Charles Lieberman via Bloomberg
- Clock Is Ticking On Tax Reform by Jeremy Scott via Forbes
- Pressure Is Building To Raise Rates Faster by Tim Duy via Fed Watch
- Tax Plan Would Blow Up The Deficit by Rob Garver via Fiscal Times
- Why Tax Revenue Projections Are ALWAYS Wrong by Richard Rahn via Washington Times
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MARKETS
- There’s No Growth – Stunning Warning For OPEC by Tyler Durden via ZeroHedge
- The Bond Market Didn’t Get The Memo by Caroline Baum via MarketWatch
- What’s The Deal With Low Volatility by James Picerno via Capital Spectator
- The Great Narrowing Of The S&P 500 by Wolf Richter via Wolf Street
- Perfect For All Of Eternity by David Stockman via Daily Reckoning
- Get Ready For Lower Market Returns by Michael Santoli via CNBC
- Losing Control by Eric Parnell via Seeking Alpha
- Stock Market Still Has Room To Run by Michael Kahn via Barron’s
- Don’t Wait For Recessions To Sell by Anora Mahmudova via MarketWatch
- As Optimism Multiplies, Risk & Disappointment Expand by Doug Kass via Real Clear Markets
- Storytelling Animals by Charlie Bilello via Pension Partners
- A Bear Market Approaches, But A Bull Run First by Howard Gold via MarketWatch
- Are You Done Looking For A Top Yet? by Avi Gilburt via Nasdaq
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RESEARCH /
INTERESTING READS
- Pension Tension II: Don’t CA My TX by Danielle DiMartino-Booth via Money Strong
- Dalbar 2016: Investors Remain Own Worst Enemy by Tom Allen & Mark Hebner via IFA.com
- You, My Friend, Are Crazy by Meb Faber via Faber Research
- Good Banks, Bad Banks by Chris Whalen via Daily Reckoning
- ETF’s Reach $4 Trillion In AUM by Value Walk
- The Time Seems Very, Very Different by Denis Ouellet via Edge & Odds
- The Pig Has Exited The Python by Mark Hanson via MHanson.com
- Is $1 Million Enough To Retire? by Taylor Schulte via Kiplinger
- An Accident Waiting To Happen by Jason Zweig via Intelligent Investor
- Why 401k’s Are Vulnerable To Tax Reform by Gail Marks Jarvis via Chicago Tribune
- Why Are Markets Ignoring Black Swans by Nouriel Roubini via Project Syndicate
- Financial Lessons From Mom by Carrie Schwab-Pomerantz via Schwab
- Investors Ignore Central Investing Principles by John Hussman via Hussman Funds
- Record Close But No Cigar by Dana Lyons via Tumblr
- A Lot Of Smart People Using Those 4-Words by Jesse Felder via The Felder Report
POLITICS
La seudo democ y sist duopolico es obsoleto por fraudulento y
corrupto. Urge cambiarlo
"James Comey better hope that there are no
"tapes" of our conversations before he starts leaking to the
press!"
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Globalists say we should stand for a “rules-based world order.” Not
exactly “Remember the Alamo!” or “Remember Pearl Harbor!
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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
Despite threats, promises, and tweets from President Trump, it appears
the Mexican manufacturing industry is doing very well...
Industrial Production just surged by
the most in 7 years!
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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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Washington
is Preparing a Nuclear First Strike against Russia. Are You Ready to Die? Zero
Awareness and No Discussion By Dr. Paul Craig
Roberts
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Mike Whitney The
Russian Hacking Fiasco
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Robert J Mastronardi How
the Sanders Phenomenon Unleashed a Socialist Movement
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Pepe Escobar The
Decline of the West Revisited
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Peter Koenig Review:
Michael Hudson’s “‘J’ is for Junk Economics”
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Joseph Natoli What
the Present Reveals: Possibilities
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Jack Random The
Meaning of Mendacity
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SPUTNIK and RT SHOWS
The nasty business of
US-NATO-Global-wars uncovered .. pro RU view
Washington Remains in a Tizzy Following Trump’s Firing of FBI Director Comey https://sputniknews.com/politics/201705131053568767-washington-unrest-following-comey-firing/
RELATED
‘Witness Intimidation’: Trump May Have Crossed Legal Lines With Comey Tweet https://sputniknews.com/us/201705121053563798-trump-may-have-crossed-line/
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RT SHOWS
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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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Pensamiento Crítico en la transición
socialista Frank
Josué Solar
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PRESS TV
Global situation
described by Iranian observers.. Titles distorted n incomplete sentences
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