JUN 7 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 big
Ice Age call was that the tight positive correlation between equity
yields and bond yields that market participants had enjoyed since 1982, driven
by ever-lower inflation, would break down. The "long bull market"
(see chart below) had been a mirror image of the 1965- 1982 period when yields
on both assets had risen together. The Ice Age thesis, predicted
that while interest rates and bond yields would continue to fall, equity yields
would decouple and begin to rise on a secular basis. For those with a
historical perspective the Ice Age would be a mirror
image of the 1950-65 period, which had been dubbed in the 1950s
"the culting of the equity market" - a term popularised by George
Ross-Goobey - link.
In the Ice Age, government bonds
would rerate relative to equities, with the latter declining in absolute as
well as relative terms.
One important implication of the Ice Age thesis was that
widely used metrics from the 1980s and 90s, such as the
bond/equity earnings yield ratio, would break down. Hence you should no longer
buy equities when this ratio fell to 0.8 as they would be undergoing a secular
de-rating.
SEE all graphs n their comments
at: http://www.zerohedge.com/news/2017-06-07/investors-should-be-petrified-coming-ice-age-here-are-albert-edwards-scariest-charts
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An extremely volatile day in FX
markets highlights the sensitivities ahead of tomorrow...
FANG Stocks bounced back modestly
from yesterday's late-day tumble but not convincingly...
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"The
level of complacency about where markets are today is pretty scary,” the TPG
co-CEO said Wednesday. “People are just sort of assuming it’s OK, that it is
what it is, and I have to say that I’m a little bit concerned about it."
Goldman
pointed out recently, the very reason why volatility is so low - the
biggest red flag for many of the abovementioned billionaires - is because
turnover at hedge funds has collapsed to record lows.
If the gentlemen above want to see higher volatility, and see
their warnings realized, the solution is simple: all they have to do is sell.
…
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In the latest red flag for the US economy,
moments ago the Fed reported that consumer credit for the month of April rose a
paltry $8.2 billion, barely half the consensus estimate of $15.5 billion, and
40% of march's $19.5 billion. This was the lowest monthly increase in consumer
credit going back nearly 6 years to August 2011.
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Fracking was only the beginning. What comes next is an extraction coup of
gigantic proportions...
Just
when you thought there couldn’t be any more oil in TEXAS … new technology is about to unlock an extremely shallow
field that is brimming with heavy oil that has been impossible to
recover--until now.
Many oil companies
have spent many millions of dollars trying to unlock this gem, but expensive
steam injections weren’t efficient enough to make it competitive or economic,
even if they had succeeded.
While steam injections cost
$50 per barrel, the new technology lifts the oil at under $10 per barrel—an astounding savings, even if oil prices crashed to lows
not seen since the late 90s.
This dramatically reduced cost of
extraction should send the Saudis back to the
OPEC negotiating table in a panic.
But this is the story
of Petroteq Energy - a small company with huge ambitions to
become a driving force of a brand new chapter in the American oil revolution
...
The Field of Dreams
The Texas Permian Basin has been producing oil for almost
100 years, but geological assessments show that even though billions of barrels
have already come out of this sleeping giant, billions more are still waiting
to be pumped.
Texas: The Oil Giant that
Never Sleeps
Nothing is inaccessible anymore. We proved that with
shale, but that was only the first step in a momentous journey.
Fracking was only the beginning. What comes next is an
extraction coup of gigantic proportions.
…
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POLITICS
La seudo democ y sist duopolico es obsoleto por fraudulento y
corrupto. Urge cambiarlo
“I need
loyalty, I expect loyalty... I hope you can see your way clear to
letting this go, to letting Flynn go. He is a good guy. I hope you can let this go."
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"The president is pleased that Mr. Comey has finally publicly
confirmed his private reports that the President was
not under investigation in any Russia probe. The President feels completely and totally vindicated. He
is eager to continue to move forward with his agenda."
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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
Update: the bill has passed, Bloomberg reports:
TURKEY APPROVES BILL ALLOWING
TRAINING TO QATAR SECURITY FORCES
[[ So: Qatar won’t be
invaded by Saudi’ friends, including US?. .]]
Turkey's parliament will fast-track a bill on
Wednesday allowing its troops to be deployed to a Turkish military base in
Qatar, officials from the ruling AK Party and the nationalist opposition said, according
to Reuters.
In the ongoing
diplomatic crisis between Qatar and its Gulf/Arab peers, which is either the
result of Saudi nat gas envy or - for those who watch CNN - Russian hacking, Turkey has emerged as a vocal supporter
of the small but wealthy state. On Tuesday, Turkish President
Recep Erdogan defended Qatar, saying:
"Let me say at the outset that we do not think the sanctions
against Qatar are good," Erdogan said in a speech in Ankara."Turkey
will continue and will develop our ties with Qatar, as with all our friends who
have supported us in the most difficult moments,"
Turkey's support for Qatar also has ideological reasons as
in the past both both have provided support for the Muslim Brotherhood in Egypt
and backed rebels fighting to overthrow Syrian President Bashar al-Assad.
Erdogan was careful
not to criticise Riyadh, calling on the member nations of the Gulf Cooperation Council to "resolve
their differences through dialogue".
"Efforts to isolate Qatar ... will not
solve any problem," said Erdogan, praising
Doha's "cool-headedness" and "constructive approach".
As we reported last night, speaking to Al
Jazeera, analyst Giorgio Cafiero of Gulf
State Analytics, a geopolitical risk consultancy based in Washington, DC, said: "I think the Kuwaitis as well as Omanis ... fear
the prospects of these tensions escalating in ways which could undermine the
interest of all six members of the GCC: Gulf Cooperation Council
"There are many analysts who believe that a
potential break-up of the GCC has to be considered right now. If these
countries fail to resolve their issues and such tensions reaches new heights,
we have to be very open to the possibility of these six
Arab countries no longer being able to unite under the banner of one council,"
said Cafiero.
He added that if
tension escalates, some have warned of a "military
confrontation"
…
Source : http://www.zerohedge.com/news/2017-06-07/turkey-fast-tracks-bill-approving-troop-deployment-qatar
...
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The German Cabinet officially backed the
withdrawal of German troops from Incirlik air base in Southern Turkey,
following a bitter diplomatic spat between Berlin and Ankara in which the
latter refusal to allow German lawmakers access to its soldiers there.
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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
Terrorism in Tehran: Reality Confounds
Rhetoric Paul Pillar
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Saudis Demand Total Surrender But Qatar Will
Not Fold By Moon Of Alabama
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Trump's Sword Dance Sets Off the War of the
Wahhabis By Pepe Escobar
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The UK has been reported as covertly supporting al-Nusra in
Syria.
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Search for Justice in the American Police State
By John W. Whitehead
We have entered a new regime and it’s called the American
police state.
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Patrick Cockburn Why
Saudi Arabia and Its Allies Suddenly Cut Ties to Qatar
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John W. Whitehead Twilight
of the American Courts
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Union Juive Française Pour La Paix An
Intolerable Europeanization of ‘Antisemitism’ Blackmail
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SPUTNIK and RT SHOWS
The nasty business of
US-NATO-Global-wars uncovered .. pro RU view
Trump 'Impeachable' if Comey Fired to Stop Russia Probe - US Lawmaker https://sputniknews.com/us/201706011054206986-us-trump-comey-impeachable/
President
Donald Trump committed an impeachable offense if the ex-FBI Director James
Comey not easing off the investigation into Russia's interference in the 2016
election.
US Congressman Jerry Nadler of New York said
in an interview on Thursday:
"If
the president fired Comey because he asked for loyalty and hadn’t gotten
it, because he had asked him to ease off on the investigation of
[Michael] Flynn — because in effect he was asking him to ease
off the investigation of possible collusion by the Trump
campaign with the Russians in subverting the election — that
would be obstruction of justice which is an impeachable offense,"
Nadler stated in an interview with CNN.
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Trump Feels 'COMPLETELY and TOTALLY VINDICATED' by Comey's Testimony https://sputniknews.com/us/201706081054419657-trump-vindicated-comey-testimony/
US
President Donald Trump said he felt he was "completely and totally
vindicated" after former FBI Director James Comey publicly confirmed that
the President was not under investigation in any Russia probe.
RELATED
Trump to Interview Former FBI Deputy John Pistole to Replace Comey https://sputniknews.com/us/201705301054136328-us-fbi-comey/
US President Donald Trump is
expected to meet former FBI Deputy Director John Pistole, according to media
reports.
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South Korea Calls for THAAD to Be Put on Hold for ‘Environmental Assessment https://sputniknews.com/asia/201706071054417121-moon-calls-for-thaad-suspension/
On
Wednesday the office of South Korean President Moon Jae-in announced that
further deployment of the US’ controversial Terminal High Altitude Area Defense
system (THAAD) could be suspended for more than a year pending an environmental
impact assessment, a proposition that could strain Seoul’s longstanding
relationship with Washington.
In an overnight effort some
say was deliberately timed to precede Moon’s predicted win in the
country’s elections May 9, THAAD’s radar and launchers were hurriedly deployed
at its site in Senjou county in late April.
RELATED
1
Nature Disapproves: Environmental Check May Suspend THAAD Deployment in S Korea https://sputniknews.com/asia/201706061054351073-thaad-south-korea-environment-check/
A new environmental assessment
may delay or even suspend the deployment of THAAD in South Korea for as long as
a year.
"The
order to conduct an environmental impact assessment is a guideline
to enhance the procedural legitimacy of the deployment, so the
defense ministry will review ways to conduct such a study," South
Korean Defense Minister Han Min-koo said, as quoted by the Yonhap
news agency.
RELATED 2
US Senator Denies Misleading Seoul on THAAD as China Lodges Protest https://sputniknews.com/politics/201706021054222169-senator-defends-thaad-deployment-korea/
US
Senator Dick Durbin (D-Il) is defending the US’ deployment of the Terminal High
Altitude Area Defense system (THAAD) in South Korea, saying that Washington was
transparent with the Seoul government, which has launched a probe into the
addition of four launchers to the system without the knowledge of the country’s
president.
Since the US and South Korea
reached a joint decision in July to deploy the anti-ballistic missile
defense system, it has been a source of controversy. Residents have
protested its impact on the environment; China is said to suspect
that its radar could be used to spy on Beijing’s military activities,
straining relations with Seoul; and US President Donald Trump has urged
that Washington and Seoul share the cost of installing and operating
THAAD.
Rand
Corporation senior defense analyst Bruce Bennett said, "The problem is
that given the range of the interceptors with THAAD, you really need
at least two and probably three or four THAAD batteries in South
Korea in order to defend the whole country."
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European Defense: US Will Prevent Germany From Seeking Regional Hegemony https://sputniknews.com/europe/201706071054401585-us-germany-european-defense/
LISTEN Radio Sputnik
'The US will prevent Germany from seeking regional hegemony' - Federico Petroni
'The US will prevent Germany from seeking regional hegemony' - Federico Petroni
The EU has unveiled an
unprecedented plan for common defense spending to help Europe stand alone as a
global military power. Sputnik Radio discussed the issue with Federico Petroni,
Contributing Editor at Limes Magazine and Co-founder of the iMerica website,
who explained why the US and UK won't favor the idea.
What is not commonly understood, he further said, is
that the EU’s ambitions in the defense area rely on Berlin's desire
to consolidate an exclusive sphere of influence inside the
continent and among like-minded countries. In fact, Germany is trying
to project itself as an anchor army of Europe, he said. It is
doing so by strengthening ties in the military sphere with the
armies of the Netherlands, Romania, the Czech Republic, Lithuania, Norway
and other like-minded countries.
However this initiative won't
resonate well in the so-called Anglosphere: principally the US and the UK,
he said.
"The US will also
intervene to avoid any attempt by Germany to consolidate an
exclusive sphere of influence inside Europe. In fact, this is what
the American geopolitics is all about: avoiding the birth of a
regional hegemonic power inside the continent. That is what the World War
I and World War II and the Cold War were fought for. And
this is what the current tension in Eastern Europe is all about,"
Federico Petroni concluded.
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RT SHOWS
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NOTICIAS IN SPANISH
Latino America fight
to break with collapsing Empire: leftist
view on alternatives
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1ro. Porque era el mal menor frente a
la Clinton. 2do Porque Sanders traiciono la 3ra option
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El 2016 fue lo
peor en dos décadas
OIT
y CEPAL coinciden: desempleo el 2016 llegó a 8.9%. Para el 2017 se
prevee el 9.2%
El crecimiento económico regional será de 1.1%, lo cual debilitará
aún más el mercado laboral
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PRESS TV
Global situation
described by Iranian observers.. Titles distorted n incomplete sentences
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‘Wahhabism
root cause of terrorists’ ideology
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