viernes, 16 de junio de 2017

JUN 15 17 SIT EC y POL



JUN 15 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 everything is rotten .. wherever you put a finger you get pus


Shares in Booz Allen Hamlton are crashing after hours (down 13%) after releasing an 8-K admitting that the Department of Justice is investigating the NSA Contractor's direct and indirect charging practices.

RELATED :  System failure
Failure is built in to any system constructed solely of hierarchical, centralized organizations. No skin in the game + no self-correcting feedback = complete and total failure.
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Some more dismal data this morning - yeah seriously more of it - sent the US Macro Surprise Index to its weakest level in over two years...


And while 'weak' growth expectations has traditionally prompted panic bids in 'growth' stocks


With the highest growth FANG stocks getting slammed to 8-week lows...before dip-butyers jumped back in again...


Banks extended their gains today even as the yield curve collapsed...


While The Fed continues to ignore the collapse of America's economy, the dollar is not...

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"The impact of S&P 500 derivatives has been supporting the market going higher in the first few days of this week (expiry momentum), and will turn into a headwind next and the following week (reversion of expiry effect, and reversion due to monthly/quarterly rebalances).."
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"Stock investors have been waiting on the Godot of growth for most of this century and one can’t help but wonder at what point they’ll get up and leave the theater..."
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If investors don’t get returns expected.. then the neoliberal system is obsolete

"You will see some very, very bad May numbers for a lot of firms"

Two days ago, JPM's head quant made a striking observation: "Passive and Quantitative investors now account for ~60% of equity assets (vs. less than 30% a decade ago). We estimate that only ~10% of trading volumes originates from fundamental discretionary traders." In short, markets are now "a quant's world"

Bloomberg confirmed today, when looking at another divergence between quant funds and traditional, discretionary managers: "systematic strategies have barely budged from near-record participation in U.S. stocks. Meanwhile, fundamental equity long-short managers can’t afford to be anything but picky, considering the market’s narrow leadership. The result: the largest gap on record between humans’ and computers’ gross exposure to U.S. equities, data compiled by Credit Suisse Group AG show."

As the chart below shows, and confirms what JPM already revealed, "for now, systematic traders are the dominating force in markets."


What is just as curious,is that according to Credit Suisse "quants hit the highest gross exposure to equities on record around May 12. It’s since come down slightly, but still remains elevated."

Overall, according to HFR, quant funds "which use sophisticated statistical models often developed by Ph.D.s rather than trade based on human research and intuition to find attractive trades" were up a modest 1.44% YTD drastically underperforming both the S&P's 8.7% gain for the same period and the 5.7% return for the Vanguard Balanced Index Fund, which invests 60% in stocks and 40% in bonds, "highlighting how far quant hedge funds are lagging behind more traditional investments."


You will see some very, very bad May numbers for a lot of firms,”

The returns, bad as they may be, have not stunted investor interest. As we have shown on numerous occasions, there has been a titanic shift in capital away from "expensive" active/discretionary strategies and into all forms of "cheaper" passive strats including quants.


Finally, one question remains: if virtually everyone, from quants, to hedge funds to vanilla funds are all underperforming the market, who is outperforming it?
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo


"The United States is in a time of great danger. It is not my son’s happy boyhood memories that are at stake. It is his future, and all of ours..."
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"As this society becomes more and more officially violent, it is probable that unofficial violence will also increase. In fact, it is almost a mathematical axiom. It is also one not comprehended by those most responsible for initiating the process."
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"I don’t know how much more of this the country can take.  We are at a boiling point. There’s going to be a civil war."
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"...the intensification of air strikes, which have paved the ground for an SDF advance in Raqqa, has resulted not only in staggering loss of civilian life, but has also led to 160,000 civilians fleeing their homes and becoming internally displaced..."
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"Why is that Hillary Clintons family and Dems dealings with Russia are not looked at, but my non-dealings are?"
"Crooked H destroyed phones w/ hammer, 'bleached' emails, & had husband meet w/AG days before she was cleared- & they talk about obstruction?"
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Students are running out of reasons to pursue higher education...
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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


At this moment the disagreement between India and Pakistan over Kashmir is one of the world’s most dangerous confrontations. It could only too easily lead to nuclear war, given Pakistan’s preparedness to use tactical nuclear weapons if Indian forces penetrate Pakistani territory, as they will probably do if there is a major fire-exchange incident along the Line of Control.
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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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COUNTER PUNCH 


Gregory Barrett  The Russians Didn’t Do It
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John W. Whitehead  Lynching Free Speech
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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered .. pro RU view


Putin: US Always Interfered in Russian Elections, Especially in 2012  https://sputniknews.com/politics/201706161054681451-usa-always-interferes-russia-elections/

Vladimir Putin said that the United States always interfered in Russian elections, doing so especially aggressively in 2012.

"[They did it] in 2000, and in 2012, this always happened. But especially aggressively in 2012. I will not go into details," Putin told US filmmaker Oliver Stone in the interview broadcast by the Showtime television network when asked whether the United States interfered in the 2012 elections.

RELATED 1
Putin on Possible Russia-US Cyberwar: Action Produces Equal, Opposite Reaction  https://sputniknews.com/politics/201706161054681176-putin-usa-cyberwar/

Vladimir Putin said that for every action there was an equal and opposite reaction when asked about a possible Russia-US war in cybersphere.

"Well, maybe, if there is an action there is always an equal and opposite reaction," Putin told US filmmaker Oliver Stone in the interview broadcast by the Showtime television network, when asked whether a "secret war" in cybersphere was underway between the countries.

RELATED 2
THEY BOTH COVER UP THEIR FAULTS.. READ THIS
Moscow: US-Russian Channel to Share Data on Cyberattacks Has Never Been Used  https://sputniknews.com/science/201705241053916194-us-russia-cyberattacks-channel/

Russian Foreign Ministry spokeswoman Maria Zakharova said Tuesday that the mechanism that Washington and Moscow created for sharing data on the counterattacks under the Obama administration "has virtually never been used."

"This mechanism was activated by the previous administration. We have a special mechanism for informing each other, the two capitals about cyberattacks… Many statements have been made — by [former Secretary of State John] Kerry, [former US President Barack] Obama, [former Secretary of State Hillary] Clinton — but this mechanism has virtually never been used," Zakharova told Russia's Komsomolskaya Pravda radio station.
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China Launches First-Ever Cutting Edge X-Ray Telescope  https://sputniknews.com/asia/201706161054680697-china-x-ray-telescope-launch/

China has successfully launched their first-ever X-ray space telescope to study phenomena like black holes, gamma ray bursts and pulsar stars, according to state news agency Xinhua.

"We are looking forward to discovering new activities of black holes and studying the state of neutron stars under extreme gravity and density conditions, and physical laws under extreme magnetic fields," lead scientist Zhang Shuangnan told Xinhua. "These studies are expected to bring new breakthroughs in physics."
"Insight is expected to push forward the development of space astronomy and improve space X-ray detection technology in China," Xinhua reported.

RELATED:
IF comes a confrontation US-NATO allies vs. RU-ChI allies it won’t be only Nukes war, but x-ray War

Incredibly Powerful X-Ray Laser Creates ‘Molecular Black Hole’ in Lab  https://sputniknews.com/science/201706021054223104-x-ray-laser-black-hole/
 
California physicists fired the most powerful x-ray laser ever constructed at an iodine molecule, tearing the molecule apart in the process – and briefly causing the iodine molecule to exhibit black hole-esque behavior.

When you have something that powerful, you want to shoot it at stuff. The physicists used the LCLS laser on a single iodine atom that was bound to a methyl molecule (comprising one carbon and three hydrogen atoms), firing a beam 1,000 times thinner than a human hair at it. They weren't sure what would happen to such a molecular formation when struck with a laser of this magnitude.

"When, say, a star is close to a black hole, the gravitational pull of the black hole causes a transfer of matter [away] from the star," explained Robin Santra, a physicist at the University of Hamburg. "It is known that when this happens, not only is matter sucked into the black hole, but there is also the ejection of strong jets of matter away from the black hole."
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THE BUSINESS OF DESTRUCTION CONTINUES ..
Pentagon Builds Robo-Wingmen to Fly With Manned Fighter Jets  https://sputniknews.com/military/201706161054678897-pentagon-build-robotic-drones-wingmen/

A California-based defense company this week announced that it will be rolling out a new set of drones to fly as robotic wingmen for human fighter pilots. Kratos Defense & Security Solutions developed the UTAP-22 Mako with funding from DIUx, the US Defense Department's Silicon Valley laboratory.

The highly maneuverable Mako’s altitude capacity and supersonic speed capabilities could enable it to fly alongside the F-35 or F-16 fighters, according to aviation experts. After being awarded a $12.6 million contract for the drone, Kratos says it will soon determine how autonomous it can be, in advanced testing over California’s Mojave desert. The Mako has already successfully flown alongside manned aircraft.
This development is part of an effort by the US military to discern how robotics may be used in future conflicts, in which human-piloted craft like the F-35 Joint Strike fighter will likely be accompanied by unmanned systems, though it’s unlikely they’ll replace manned crafts.
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READ MORE ON THE SCIENCE OF MURDER here:
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US Approves Multimillion Air-to-Air Missile Sale to Indonesia and Malaysia  https://sputniknews.com/military/201505061021753680/

The United States has approved a proposed $47 million sale of air-to-air Sidewinder missiles and associated parts to Indonesia as well as $21 million sale of Advanced Medium Range Air-to-Air Missiles to Malaysia.

“This proposed sale will contribute to the foreign policy objectives and national security interests of the United States by making Indonesia more capable of defeating threats to regional stability and strengthening its homeland defense,” DSCA said on Tuesday.

RELATED 1
The worse of this business is that this equipment can be put in the hands of Islamic terrorists
Dangerous Liasons: 70 Malaysians Suspected of Having Ties to ISIL    https://sputniknews.com/asia/201504141020854236/  

Police across Malaysia reportedly have tightened security after it was discovered that 70 people, including Malaysian Armed Forces servicemen, have ties with ISIL. [same may happen in Indonesia]

Last week, 17 people, including two Malaysian Armed Forces personnel were detained by Malaysian security forces on suspicion that they had ties with terrorist groups, particularly ISIL.

RELATED:  2
Malaysian Air Force Equips Russian Fighters With American Bombs  https://sputniknews.com/military/201706161054678568-malaysian-air-force-russian-fighters/

The Malaysian Air Force has announced that they have modified their Russian-made Sukhoi Su-30 fighter jets to be able to drop GBU-12 laser-guided bombs, having successfully tested the new platform in late 2016.

The Royal Malaysian Air Force put out a video showing their Su-30MKMs, supermaneuverable fighters specifically designed for use by Malaysian forces, dropping 500-pound GBU-12s made by Lockheed-Martin and Raytheon. The video's accompanying caption said that the test occurred in November 2016 at the Air Force's weapons testing range.
However, the segment has since been deleted from the video.

Malaysian ground forces also can use hand-held designators to pick out targets.
In 2012, Malaysia purchased six Raytheon AN/ASQ-228 Advanced Targeting Forward-Looking Infrared pods for bomb and missile targeting. It used them to upgrade their Boeing F/A-18D Hornets, which are primarily used by the US Marines for air support during night attacks.
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Related
A POSITIVE DIRECT CONTAC WITH THE NATION
73 Questions in Four Hours: What Russians Asked President Putin  https://sputniknews.com/russia/201706151054667531-putin-direct-line-2017/

President Putin has wrapped up his 15th annual Q&A session. This year it lasted four hours and he answered 73 questions. As usual, the most commonly-asked questions dealt with social issues, however there were many interesting ones regarding Russia's international relations policy and, of course, some about the President's personal life.

On the relations with the US
'Russia Has Many Friends in the US, But Media Hysteria Exerts Influence on People's Minds'
"We know that we have a lot of friends in the United States. I was told about this by my US colleagues, and opinion polls, held at least a month ago, say that we have many friends there. Unfortunately, however, such hysteria in the media certainly affects the mindset," Putin said.

More on US in “Direct Line with Vladimir Putin”:
'Russia is ready to grant asylum to Comey if he is persecuted in the US'
The US tries to sway public opinion — it is them who tried to influence Russia's hearts and minds through different NGOs.

On relations with Ukraine
'If Poroshenko wants to be truly European he should close his off-shore accounts first'

The Russian leader advised Poroshenko to stay alert on his way to the European Union, where he is likely to meet more "gendarmes" than in Russia.

"By the way, if you remember, it says 'and you, blue uniforms of gendarmes, and you, the people obedient to them,' and there, where he [Poroshenko] is heading, there are more blue uniforms than we have, and he should not relax… he should stay alert. At the same time, I want to say that we have nothing against those guys… We have nothing against you, we wish you love and harmony, and good luck," Putin said.
On the Arctic
"Russia Should Have a Missile Launch Control System in the Arctic Due to the Actions of US Subs"
Commenting on the developments in the Arctic, the President said that Russia should deploy a missile launch control system in the Arctic region due to the activities of US submarines approaching Russian borders in the region.
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RT SHOWS
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Keiser Report  Episode 1084  Max and Stacy discuss Donald Trump’s Potemkin trade deals with Saudi Arabia and real job losses at ward of the state, Boeing.
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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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Cómo funciona la globalización  Deuda soberana y economías intervenidas  I A
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BRA        “Reforma laboral” Un tiro por la espalda a la clase trabajadora

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Película “La Mujer del Animal”   “De la exclusión brutal, nacen todos los males de COL”
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                Una realidad económica para la reflexión  Antonio Lorca
                Trabajo, empleo y salarios: la cuña ideológica del poder  Fdo Luengo
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ALC        Contra el aumento en los impuestos  OLEP
                Amenazas terroristas al Canal de Panamá?  Olmedo Beluche
                Juntos por el Perú  Yorka Gamarra
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PAL        Palestina y los estudios poscoloniales  Anthony Alessandrini
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COL        FARC  Continúa proceso de dejación de armas [y EL Gbno  sus masacres]
                Cómo va la Jurisdicción Especial para la Paz?  Camilo Bernal
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                Mariátegui: 123 años de su nacimiento   Gustavo Espinoza         
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


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 Trump is currently under investigation for possible obstruction of justice
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Employment and social inequality to be discussed in Brussels.
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from the capital Ankara to Istanbul. Will Erdogan kill this US zombie?
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Mideast leaders wanted US to bomb Iran: Are they US-NATO friends?
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