AUG 11 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
Overnight saw more China
turmoil.. (MSCI China ETF saw its biggest
drop since Brexit)
Then
Europe followed through with Corporate credit markets crashing by the most in
18 months...
And while stocks
bounced today in US, the week was not pretty.
Summary:
- Dow's worst week in 5 months (Mar '17)
- S&P's worst week since pre-election (Nov '16)
- Russell 2000 worst week since Feb '16
- Financials worst week in 5 months
- VIX biggest percentage spike since Aug '15 (China Deval)
- HY Credit Risk biggest jump since election (Nov '16)
- Silver's biggest week since Jul '16
- Gold's biggest week since Apr '16
- Ofshore Yuan's best week in 7 months (Jan '17)
As
Small Caps outperformance since the election has been erased...
FANG
Stocks suffered their 3rd losing week in a row, dropping to one month lows...
For
the worst week since Dec 2016...
Market
Breadth (by any measure) remains dismal...
The
Dollar Index closed lower for the 4th week of the last 5, erasing last Friday's
post-payrolls ramp...
And as the dollar sank, Bitcoin
had its best week since pre-Brexit anxiety sent the virtual currency surging in
June 2016... to a new record hiugh at $3550
Bonus
Chart: "Probably nothing?"
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A crackdown on capital outflows
and corporate dealmaking caused foreign investment
by Chinese investors to plunge during
the first half of the year
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"We’re barely keeping up with the inflow of orders... People are concerned with North Korea, World War III and what President Trump might do... I’ve never seen it at these levels..."
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"...long-term, these
pension shortfalls are truly going to create an epic
financial and social crisis... It’s a
ticking time bomb, and one with so much certainty that we can practically circle a date on a calendar for when it
will hit."
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"...Unfortunately, in the
financial markets, irrationality historically prevails and very few investors survive the fall..."
Here the reading for this weekend.
Politics/Fed/Economy
- Trump Economy: Progress & Peril by Stephen Moore via The Washington Times
- The Dem’s “Better Deal” by Allan Golombek via RCM
- Debt Limit Showdown by Caroline Baum via MarketWatch
- Debt Ceiling Fight, This Time Is Different by Michael Hiltzik via LA Times
- Republicans Can’t Just Pivot On Tax Reform by Russell Berman via The Atlantic
- Trump & The Outrageous Tax Reform Hoax by Brian Beutler via The New Republic
- Trump’s Great Growth Debate Is Guesswork by Robert Samuelson via RCM
- If Gov’t Doesn’t Act, Fools Rush In by Brad DeLong via Project Syndicate
- What Happens In Washington Matters To The Markets by Komal Sri-Kumar via Bloomberg
- The False Premise Of GOP Tax Cuts by Editorial via New York Times
- What’s Trump Got To Do With It? by Andrew Ross-Sorkin via NY Times
- Something Unusual About Jobs Numbers by John Crudele via NY Post
- Trump May Rate Credit For Market Boom by Ira Stoll via NY Sun
- No Trump Bump by Heather Long via Washington Post
- Our Broken Economy – In One Chart by David Leonhardt via NYT
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Markets
- Charts Without Context Breed Hysteria by Aaron Brown via Bloomberg
- Expect A Market Crash by Tyler Durden via ZeroHedge
- Pay No Mind To The Market’s Seasonal Curse by Sue Chang via MarketWatch
- 401k Accounts Are Booming, What Should You Do? by Stan Choe via AP
- Paul Singer: The World’s Most Feared Investor by Ahmed, Deveau, Sam & Benhamou via Bloomberg
- What Happens When There’s A Rush Of Sell Orders? by Jared Dillian via Mauldin Economics
- Markets Don’t Crash From All-Time Highs by Charlie Bilello via Pension Partners
- North Korea Effect On Stocks by Michael Kahn via Barron’s
- Hickey: Trouble Ahead For The Markets by Christoph Gisiger via Finanz Und Wirtschaft
- U.S. Companies Less Profitable More Highly Valued by John Mauldin via Mauldin Economics
- Beneath Market Calm Are Signs Of Caution by Landon Thomas via NY Times
- Gundlach: Too Much Glee In The Markets by Erik Schatzker via Bloomberg
- Stock Market Bulls Are Wrong, It Will End Badly by Doug Kass via The Street
- This Is Why It’s So Hard To Be A Contrarian by Stefan Cheplick via Medium
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Research /
Interesting Reads
- Richest Men In History In One Chart by Shawn Langlois via MarketWatch
- There They Go Again by Howard Marks via OakTree Capital
- The Transformation Of The American Dream by Robert Shiller via NYT
- As Good As It Gets by Joe Calhoun via Alhambra Partners
- August Of Our Discontent by Cliff Asness via AQR Capital Management
- 5 Highly Respected Investors Are Worried by John Maxfield via Motley Fool
- FLASH CRASH: Seth Klarman Weighs In On HFT by Jody Chudley via Daily Reckoning
- Google Employee Full PC Manifesto by Kate Cooper via Gizmodo
- The Reason Everyone Resents Millennials by Bill Murphy Jr via Inc.
- Student Borrowers Face Relentless Debt Collector by Michelle Conlin via Reuters
- In Debt We Trust For U.S. Consumers by Vince Golle via Bloomberg
- Time Is Running Out With North Korea by George Friedman via MarketWatch
- Still Too Much Risk In The Financial System by Mohamed El-Erian via Bloomberg
- Singer: “I’m Very Concerned About The Global Economy by Tyler Durden via ZeroHedge
- Extreme Market Losses At Speculative Extremes by John Hussman via Hussman Funds
- Internal Cracks Or Chasms? by Dana Lyons via Tumblr
- Much Bigger Than The Dot.Com Bubble by Jesse Felder via The Felder Report
….
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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
"I'm
not going to rule out a military option," Trump told reporters at his New Jersey golf
club discussing recent events in Venezuela. "We have many options
for Venezuela, including a possible military option, if necessary,"
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"Looking at the recent North Korean testing of two
intercontinental missiles, it may seem
that Pyongyang wishes to increase tensions in the region. A more careful analysis, however, shows how the DPRK is implementing a strategy that will
likely succeed in averting a disastrous war on the peninsula."
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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
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Pepe Escobar North
Korea: Fire, Fury and Fear
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Russell Mokhiber Single
Payer Activists Organize to Bypass Democratic Party
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INFORMATION CLEARING HOUSE
Deep on the US
political crisis, their internal conflicts n chances of WW3
North Korea: Killer Sanctions Imposed By The
UN Security Council By Peter
Koenig
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North Korea Does Not Trust America for a
Pretty Good Reason By Doug
Bandow
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‘Deep State’ Memo That Rattled McMaster’s
National Security Council Released
By RT and Foreign Policy
By RT and Foreign Policy
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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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NOTICIAS IN SPANISH
Latino America fight
to break with collapsing Empire: leftist
view on alternatives
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Keiser
Report "Avivando las llamas de la
muerte y la destrucción"
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PRESS TV
Global situation described
by Iranian observers.. Titles distorted n incomplete sentences
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