lunes, 24 de julio de 2017

JUL 23 17 SIT EC y POL



JUL 23 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



“There seems to be an overall view that people are invincible, that things will always go up, that there are no risks and no matter what goes on, no matter what foolishness is in play, people don’t care,”
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"Considering that forward estimates are generally overstated by 33% on average, the risk is high of disappointment... The risk for investors is “willful blindness” that builds when complacency reaches extremes. It is worth remembering that the bullish mantra we hear today is much the same as it was in both 1999 and 2007."
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"Multiple failures in the US to pass healthcare legislation, despite single-party control, raise questions about a whole host of other issues, from the debt ceiling, to the budget, to taxes. The debt ceiling worries us most, given that action may need to be taken within as little as seven weeks..."
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Todays’ world:


Euro is up
Figure 10 implies that Currency HFs were short the euro (i.e. their performance was negative related to that of the euro) during January and February this year but they had shifted to a pretty long position in the euro in April and May. They appear to have taken profit in June missing out on the euro rise. The fact that Currency HFs had missed out on the euro’s rise in June, makes them a good candidate in them catching up in July, thus explaining the positioning build up revealed by CFTC data.


The dollar is down since 2014

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ONE MORE DOSIS OF XINOFOBIA

“Wait, that’s not even part of your model?” asked the private sector, imagining itself in the presence of the Fed. “You seriously don’t even consider the crushing weight of the pension avalanche that is bearing down on us? You don’t even take into consideration what’s happening in China?” Silence. “Do you even understand today’s world? Pensions and China are the only two things that matter!" 



This won't help US-China relations...
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"The language from the prospectus seems clear that if the VIX Short Term Futures Total Return index moves 80% in a day, then XIV has to unwind. While an 80% move in a single day is very unlikely, I believe that the lower VIX goes, the easier it is for it to occur... and there are clear paths to some uglier scenarios."

Full Report below...
Incredible Short Interest In VIX ETFs and ETNs

Given the year to date returns it is easy to see why investors would want to own XIV and SVXY (both up more than 90%) or to be short VXX (down 54%), but why be short both? (for percentage of float short I used short interest and shares outstanding as of June 30th as that was last date I head short interest information).


There is strategy that involves shorting both, rebalancing weekly and harvesting the differences that occur in these two volatile indices. (I had only run daily rebalancing which was flattish on the year, but weekly rebalancing works better).
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo


"So what did we do wrong? People didn’t know what we stood for, just that we were against Trump. And still believe that."
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"It's very sad that Republicans, even some that were carried over the line on my back, do very little to protect their President."
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More Americans want to see U.S. President Donald Trump impeached than Richard Nixon amid the Watergate scandal, a new poll has revealed... Why? because supporting Israel abuses on Palestine & ISIS terrorists in Syria
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"This campaign of lies, leaks and Russophobia is the handiwork of Obama’s top national security advisors, who blatantly misused Washington’s surveillance apparatus to discredit Trump and to effectively nullify America’s democratic process... the entire public debate has
been hijacked by the shadowy forces of the Deep State and their partisan and media collaborators."
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BLAMING THE POSTMAN.. intelligence or stupidity?

"[Wikileaks] are a 'non-state hostile intelligence service' and are plotting to 'take down America any way they can and find any willing partner to achieve that end'..."
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BACK TO NAZISM

A Tennessee judge is gaining national media attention for his unique incentive offered to inmates upon sentencing: convicts can undergo a free taxpayer funded sterilization procedure and get a 30 day reduction in jail time.
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" McCain has encouraged the spread of death worldwide. The day he leaves congress will be a victory for the human race..."
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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

NOT DOUBT .. CHINA IS IN FAVOR OF PEACE.. but mistakes in both side has to be corrected

"China doesn’t advocate and tries hard to avoid a military clash with India, but China doesn’t fear going to war to safeguard sovereignty either, and will make itself ready for a long-term confrontation." - Global Times
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The hyperinflationary-hell in Venezuela’s currency is deepening as a crippling dollar shortage and a threat of oil sanctions (amid President Maduro's attempts to rewrite the constition to maintain his grip on power) take their toll on the economy.
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"The statements of the White House, as usual, are an example of interference in Iran’s internal affairs and the demands are unacceptable and rejected... We don’t see the situation in our region as a winning or losing battle. It’s a situation where the initial U.S. invasion of Iraq has led everybody to lose..."
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"It feels like an avalanche," said Jingzhou Tao, a lawyer at Dechert LLP in Beijing, who does mergers and acquisitions work. This is sending a shock wave through the business community.”
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The European Union "sounded an alarm on Saturday" about moves in the U.S. Congress to step up U.S. sanctions on Russia, urging Washington to keep coordinating with its G7 partners. In a statement by a spokeswoman after Republicans and Democrats in the U.S. Congress reached a deal that could see new legislation pass, the European Commission warned of possibly "wide and indiscriminate" "unintended consequences."
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"Europe’s economy is booming, except it’s not. Mario Draghi is hawkish, except he’s not. If there is one thing policymakers, media, and regular folks in all these places are starting to really understand, it’s that something important continues to be missing. "
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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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Syria Summary - Consolidating The West - Marching East  By Moon Of Alabama next US bases in Sy
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Donald Trump and the Coming Fall of American Empire  By Jeremy Scahill & Alfred McCoy
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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered .. pro RU view


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RT SHOWS
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Keiser Report  Episode 1100  Max & Stacy talk to Tyson Slocum, direct of Public Citizen's Energy Progr
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NOTICIAS IN SPANISH
Latino America fight to break with collapsing Empire:  leftist view on alternatives


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Ecol        -Suicidio climático  Luis Moreno y Daniele Conversi
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Política migratoria  Hay una guerra en la frontera sur de Europa  Mikel Otero
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences

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