JUL 21 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
Since the election of Donald Trump as
President, 'hope' has triumphed
over reality...
There's just two things...
First: this exuberant surge in 'stretched' asset values across the globe is driven by
one simple factor and it's not Trump...
Second the
So, the question is - will 'hope'
continue to triumph over 'history' as record levels of
money-printing worldwide is seen only as a good thing with no downside... none at all?
…
See all graphs & comments at: http://www.zerohedge.com/news/2017-07-21/trumptopian-markets-where-hope-triumphs-over-history
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"Bull markets are born on pessimism,
grow on skepticism, mature on optimism, and die on euphoria."
HERE the readings for
this weekend:
Politics/Fed/Economy
- The Imperial City’s Fiscal Waterloo by David Stockman via Daily Reckoning
- GDP Growth Rates Continue To Fall by James Picerno via Capital Spectator
- Repeal & Replace Falls Flat On Its Face by Caroline Baum via MarketWatch
- Thoughts On Full Employment & The Asset Based Recovery by Edward Harrison via Credit Writedowns
- Rosenberg: Warning Signs Are Bubbling In The Economy by David Rosenberg via Gluskin-Sheff
- Is The Economy Really Different This Time by Joe Calhoun via Alhambra Partners
- 4-Signs The Economy Is Stalling by Stephen McBride via Mauldin Economics
- The False Premise Of GOP Tax Cuts by Editorial via New York Times
- The Fed Has Hit The Pause Button by James Rickards via Daily Reckoning
- Fed Does Brutal Take-Down Of Trump’s Budget by Pedro Da Costa via BI
- All Signs Point To Slowdown In Inflation by Lakshman Achuthan via Bloomberg
- Occupational Hazards by Tyler Durden via ZeroHedge
- The Quiet Demise Of Austerity by James McCormack via Project Syndicate
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Markets
- The Smell Of Dry Paint In The Morning by Danielle DiMartino-Booth via Money Strong
- Real Reason Stocks Are Hitting Records by Brian Maher via The Daily Reckoning
- History & Gravity Aren’t On The Side Of Stocks by Sue Chang via MarketWatch
- Stock Picking Dying Due To Dearth Of Stocks by Jason Zweig via WSJ
- Perfect Market Indicator Says Sell Now by Mark Kolakowski via Investopedia
- 10-Years Later Bull Market Shows No Signs Of Ending by Michael Santoli via CNBC
- Forecasting Recessions Can Boost Returns by Simon Constable via US News
- The Single Biggest Market Risk by Hedgeye
- Bull Market Still Has Legs by Michael Kahn via Barron’s
- Market Is Believing The Fed For Now by Conrad de Aenlle via NT Times
- One Reason Expensive Stocks Can Continue To Climbs by Anora Mahmudova via MarketWatch
- Stocks Will Top Out In 3-Weeks by Avi Gilburt via MarketWatch
- Here’s Why The Stock Market Isn’t Overpriced by Bob Pisani via CNBC
- Stock Market Bulls Are Wrong, It Will End Badly by Doug Kass via The Street
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Research /
Interesting Reads
- Did London Just Press The “Brexit” Panic Button by Wolf Richter via Wolf Street
- The Logic Of Patience (Investing) by Value Investor India
- Do You Need $1 Million To Retire by Maurie Backman via Motley Fool
- A Chat With Peter Bernstein by Jason Zweig via Intelligent Investor
- We’re Not Prepared For The Next Recession by Mark Thoma via Fiscal Times
- 7-Habits To Help Your Kids Be Successful by Vanessa McGrady via Forbes
- 50% Of American Homeowners Have Buyer’s Remorse by Abigail Summerville via CNBC
- Economy Set To Break Two Records, Only One Is Good by Pedro Da Costa via BI
- Every Seven Years by Scott Galloway via L2 Daily
- A Fanatic Is Someone Who Won’t Change Their Mind by Cliff Asness via AQR Capital Management
- 5-Surprising Facts About “Made In America” by Irina Ivanova via MoneyWatch
- Tennis Legend “Boris Becker” Bankrupt by Tyler Durden via ZeroHedge
- Wrecking Ball by John Hussman via Hussman Funds
- Are Investors Too “Bulled” Up by Dana Lyons via Tumblr
- Wear Your Twitter Trolls Like A Badge Of Honor by Jesse Felder via The Felder Report
….
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"The Swarm Effect": Every Trader Today Has Just These Two Choices
“
Como me dan pena las abandonadas que amaron creyendo ser amadas” Nasty business rule US
"...one faces a choice between two
scenarios: 1) A small probability of losing all
of your money all at once at an undisclosed time in the future, or 2) A high probability of gradually losing small amounts over an
indefinitely long period of time, keeping in mind that persistent small
losses over an indefinite time period could lead to large cumulative
losses."
RELATED
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For only
the second time in the last 27 weeks (and 4th in the last 56 weeks), the
number of US oil rigs fell last week (down 1 to 764 rigs). There is a growing concern that the rising rig count
has now outpaced the lagged response to pricing and is due to rollover further...
RELATED 1:
RELATED 2
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Those who profit with Stud debt will soon bankrupt
"While the collapse of the student loan bubble may be the catalyst
for a general financial downturn and will certainly be the cause of tremendous social pain and dislocation,[ to whom?] it will, nevertheless, be a necessary
prerequisite if America and, for that matter, the Western world is to ever
break the grip of leftist ideology which rules it. May the bursting of the student loan
bubble commence!"
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Who is the strangler: Big speculator CEOs or Central Govt?
It depends on who benefit a Nation
Nine days after his "unprecedented" strangle trade, the unknown trader who
made waves last week when he bet $10 million on a sharp move in 10Y yields over the
coming days, has made a profit of $10 million.
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Based on gold’s seasonal patterns, adding bullion to your portfolio sometime in the next month or two could prove a very
smart move.
[[ Yeap..If you want to buy gold coins for $129 each.. call
1844 307 8809. Offered at Blomb news ]]
…
RELATED:
The last
time the money supply grew at a smaller rate was during September 2008 — at a rate of
5.2 percent.
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This week we have no finer example
for one to ponder than Mr. Musk himself in what can only be deemed as one of the most blatant examples of what I’ve coined
“future-hype.”
Can you say, “It’s different this
time?” Or, does one need to be shown a “picture” as the Silicon Valley
aficionados likes to call them, for why this seemingly brazen, over the
top claim, needed to be stated in the first place? Fair enough. Once again, to wit:
Suddenly everything about the
“future” is getting questioned. Especially when it comes to all that future P/E payoff in riches.
Or. said differently: “If it sounds too good to be true, maybe it is.” But we shall see, after-all…
…
...
RELATED :
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According to the latest BofA flow show report, private client cash -
i.e., high net worth individuals who still allocate
capital to single-stocks and ETFs on a discretionary basis - is now at a
record low, taking out the cash levels observed
in the period just prior to the last market peak in 2007.
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POLITICS
La seudo democ y sist duopolico es obsoleto por fraudulento y
corrupto. Urge cambiarlo
"...there are a lot of billionaires buying bunkers trying to get ready for
the Apocalypse… or whatever it is they are getting ready for… they may have information we don’t...when Forbes Magazine starts publishing the Doomsday map then I have to think there’s some validity
to it."
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"Most people believes we need more fake
money to 'prime the pump' and get the economy rolling again... Almost no
one realizes it, but it was these stimulating, pump-priming, new credit-based dollars
that fueled the trends that ruined America’s working-class wage earner."
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Congress’ Radical Plan To End Illegal Money
"Perhaps they may unwittingly do us all a favor and fail to
raise the debt ceiling. Could the dopes in Congress hatch a more radical plan to put an end to
the government’s illegal money? Only by accident..."
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It's official: moments ago the much
anticipated departure of (now former) White House press secretary, Sean Spicer
took place, when according to the NYT Spicer
resigned on Friday morning, "telling President Trump he vehemently
disagreed with the appointment of New York financier Anthony Scaramucci as
communications director."
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The ban would be announced on 27 July to come
into effect 30 days later. Additionally, Rowan Beard of Young Pioneer Tours, told the BBC the embassy was urging all US
nationals to depart immediately.
[[ In case T hit N-Korea.. Cia agents will be saved ..
what about millions of innocent people in N-K?]]
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T won’t be deposed softly.. A US Pres said “we repect our
dictators, they are our sons of M F”
"The whole nauseating spectacle will be attended by violent
popular revolt of region against region and tribe against tribe in a
great civil explosion of long-suppressed angst...Too
many nasty forces are vectoring in on the scene to overthrow the dream state
America has been languishing in."
[[ As the
flag shows.. He may be cut by a machine gun.. or by a sniper as JFK ]]
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"The markets' overall sense of 'goldilocks' - not too hot, not too cold - explains
much of the gap between buoyant stock
indexes and lagging economic and policy fundamentals...What remains more elusive, however, is confidence that this
will end up at an enjoyable destination."
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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
Ramzan
Kadyrov, the leader of Chechnya, gave a rare interview to a media outlet in the United States that
aired Tuesday, and what he said is taking many aback...
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Take your pick: Syrian al-Qaeda (HTS) or Syrian
Taliban (Ahrar al-Sham)? Rebel held Idlib is finally
collapsing under it's own Salafi weight [ then why to invade syria?] and the Turkish
Army is poised to invade in support of its local proxies.
…
[[ Who are Turk’ local proxies? Of course not the Kurds:ppk. If Kurds are
Syrian, is up to the Syrian Govt to get a pact with them. ‘The Kurds inside’
make no sense for Turkey’ pretext to invade Syria. Whatever the case, it is up
to Gov of Syria to accept T or K over there. No regimen
change nor Syria’ division is the Law. If Turk or Kurds are allied with
US’ plans, they should be taken out from Syria. ]]
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Hundreds of thousands of migrants who’ve
appealed decisions by Germany’s immigration courts have brought the country’s
legal system to the brink of collapse, a German judge has warned.
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US-Saudi war on Iran
only benefit Israel.. so the likely effect could
be the wipe out of 2 States: I-S
"Who else wants a U.S. war with Iran, besides ISIS? Unfortunately,
their number is legion: Saudis, Israelis, neocons and their think tanks,
websites and magazines, hawks in both parties on Capitol Hill, democracy
crusaders, and many in the Pentagon who want to deliver payback for what the
Iranian-backed Shiite militias did to us in Iraq. President Trump is key."
[[ We may kill many in Iran & we’ll get nothing in return..
we’ll lose 2 partners (the golden chicken included.. bye-bye petro-USD). US
already sacrificed Iran in war with Iraq.. we gave Ch-W to S-H ]]
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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
White House Admits Defeat in Syria By Finian Cunningham
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Empire of Destruction By Tom Engelhardt
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Palestinians Have a Legal Right to Armed
Struggle By Stanley L Cohen
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The Reign of Propaganda By Paul Craig Roberts Prop is the executive arm of the invisible
Govt
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A Tale of Two Nations: Russia vs USA Economic
Prospects By F. William
Engdahl
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Are We Becoming Western Money Slaves? By Peter Koenig
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When We Can No Longer Tell the Truth...
By Charles Hugh Smith
Liberty: right to
tell people what they do not want to hear
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COUNTER PUNCH
Jeffrey St. Clair Red
State, Blue State; Green State, Deep State
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Matthew Kovac Is
the Flint Water Crisis a Crime Against Humanity?
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David W. Pear Venezuela
Under Siege by U.S. Empire
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Maria Paez Victor Venezuelan
Opposition Now Opposes the People’ Nation
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Reza Fiyouzat Billionaire
In Panic Over Dems’ Self-Destruct
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David Penner The
Barbarism of Privatized Health Care
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Randy Shields Matters
of National Insecurity
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SPUTNIK and RT SHOWS
The nasty business of
US-NATO-Global-wars uncovered .. pro RU view
One person used as excuse to kill Mlls of innocent people..
what type of ethics is this?
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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
Rev rusa, el repudio a las deudas, la
guerra y la paz Eric Toussaint
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Justo lo que necesitamos entre BRA, Peru, Bol y
Chile: unir Atlant y Pacif y dejar atrás líos inter
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¿Por qué
se cayó todo y no se ha hundido nada? Jhonny
Lazo
[[ En España no cayó el sistema porque el Capit Trasnac lo
restauro? vs Trotky: “La restauración
del capitalismo implica intensificación de la explotación, pérdida de millones
de vidas humanas, el descenso, para millones de seres humanos, debajo del nivel
mínimo de las condiciones medias de existencia, la inseguridad perpetua del trabajador
”.
Si esto ocurre en España el edificio Cap se auto-destruyo Econ. Lo
que falta es que las clases oprimidas se unan y tomen el poder Pol. Esto requiere
Pdo y coordinac mundial. Se necesita comandos internac que golpeen el eje Econ
del poder imperial. Se necesita tomar el espíritu Guevarista e ir mas allá de la
Guerrilla. Ni esto ni las huelgas sirven hoy. El nuevo Pdo debe disponer de 2
aparatos. Uno encargado de luchar por la paz y la coexistencia humana y otro –altamente
tec- de preparar respuestas directas al poder Econ y Pol del imperio. ]]
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PRESS TV
Global situation described by Iranian
observers.. Titles distorted n incomplete sentences
‘Iran
entitled to respond to US violation of JCPOA’ respond, don’t talk.
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Erdogan
censures German officials' remarks Erd play double Str.. they will be
incinerate by 2 Sp
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Sean
Spicer resigns as White House spokesman or, he was remove by T
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IMF
approves $1.8bn loan for Greece IMF nasty business with sovereign debt
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Seoul
seeks military dialogue amid Pyongyang's silence force US to take
out Thadds first
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