lunes, 28 de agosto de 2017

AUG 28 17 SIT EC y POL



AUG 28 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

Even if a speculator-Co talk to selling gold, the US dollar situation seems to be real
The Single Most Important Chart in the World is Breaking Down . by Phoenix Capital... - Aug 28, 2017.  While everyone continues to focus on stocks, something far more important is happening in the currency markets.

That situation involves the US Dollar ($USD).
While CNBC and the financial media love to talk about stocks, the reality is that stocks are actually one of the smallest asset classes in the world.

Consider the following…
Globally, the stock market is around $70 trillion.
Bonds, by way of contrast, are over $217 trillion.

Currency markets dwarf even this. While it’s impossible to know their full size (every currency trade involves two currencies so the net size is impossible to measure), we do know that the currency markets trade an astonishing $4-$5 trillion per day  (by way of contrast, the NYSE trades less than 4% of this per day).

Put simply, the currency markets are the largest, most liquid markets in the world. So when a major change occurs, it hits these markets first.
On that note, the single most important currency in the world, the US Dollar ($USD) is imploding.
Thus far in 2017, the greenback has fallen like a brick. As I write this it’s down 9% this year alone.



Far more importantly, this collapse has meant the $USD breaking below CRITICAL support. It will now begin unwinding its entire bull market from 2014.


This is going to be like rocket fuel for inflation trades. Gold and Silver will be going to new highs. And smart investors will use this trend to make literal fortunes.
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Something strange is going on in the financial system. And according to The Wall Street Journal, it’s causing some investors to move massive amounts of money out of the banking system.

According to The Wall Street Journal, some investors – including the biggest banks in the world – are moving massive amounts of money out of the banking system.
What exactly is going on and what does it mean for your money?

Dr. Sjuggerud says, “Cash in the bank used to mean something. But I’m telling you – it’s going to be a huge, huge source of regret in the months ahead.”
For more INFO  you can view his presentation – free of charge, right here.
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"Unprecedented"

Gold was the big gainer on the day with bonds barely green and stocks and the dollar lower...
And remains the big winner YTD..

To the highest close for front-month futures since Sept... (biggest day for Gold in over 3 months)


While gold had a big day, the copper/gold ratio remains notably decoupled from bonds... Gold up more.. Bond prices down.. Copper crumble..


FANG Stocks closed higher but gave back their early short-squeeze gains...


Meanwhile, Speculators have never been more net long Dow futures...


The Dollar Index drifted lower during the US session (extending the Yellen/Draghi losses from Friday) after trading in a very narrow range overnight...

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"This time will not be different. Only the catalyst, magnitude, and duration will be..."

Every so often an article is produced that is so misleading that it must be addressed. The latest is from Sol Palha via the Huffington Post entitled: “Buffett Indicator Is Predicting A Stock Market Crash: Pure Nonsense.”  Sol jumps right in with both feet stating:

“Insanity equates to doing the same thing over and over again and hoping for a new outcome. These predictions have been off the mark for almost 10 years. One would think that would be enough for the experts to re-examine the situation, but instead, they use the same lines they used 10 years ago.

Sol should be careful of throwing stones at glass houses. While we are indeed currently in a very bullish trend of the market, there are two halves of every market cycle. 


“In the end, it does not matter IF you are ‘bullish’ or ‘bearish.’ The reality is that both ‘bulls’ and ‘bears’ are owned by the ‘broken clock’ syndrome during the full-market cycle. However, what is grossly important in achieving long-term investment success is not necessarily being ‘right’ during the first half of the cycle, but by not being ‘wrong’ during the second half.”

Will valuations currently pushing the 3rd highest level in history, it is only a function of time before the second-half of the full-market cycle ensues.

That is not a prediction of a crash.
IT IS JUST A FACT.

THE BUFFETT INDICATOR

It is also the issue of valuation that leads Sol astray in his article which focuses on one of Warren Buffett’s favorite measures of valuation: Market Capitalization to Gross Domestic Product. 
Sol err’s in the following statement:

Some Experts point out that Warren Buffet is betting on a Stock Market CrashThis claim is based on the fact that Buffett is sitting on $86 billion in cash. They use this information to create the illusion that this Buffett Indicator is predicting a stock market crash.”

First, valuations DO NOT predict market crashes.
Valuations are predictive of future returns on investments from current levels.
Period.

Since we are discussing Mr. Buffett, let me remind Sol of one of Warren’s more insightful quotes:
“Price is what you pay, value is what you get.” 

Importantly, however, let’s take a look specifically at the “Buffett Indicator.”



Not surprisingly, like every other measure of valuation, forward return expectations are substantially lower over the next 10-years as opposed to the past 10-years.
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Finish Line stock is down 22% after the company pre-released abysmal Q2 earnings and slashed guidance; it now expects EPS between $0.50 to $0.60 for the fiscal year ending March 3, 2018, versus the previous guidance range of $1.12 to $1.23
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"...in the popular - i.e., Keynesian - way of thinking, savings is bad news for the economy: the more people save, the worse things become. (The liquidity trap comes from too much saving and the lack of spending, so it is held.)"
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When dark clouds collide.. rain comes to our dry soil


Amazon has officially owned Whole Foods for less than a day but early channel checks suggest they've already slashed in-store prices by nearly 50% on certain products which is causing some heartburn for grocery bond investors.
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo


TRUMP: an actor “a well pay servant of Deep State”, not a victim of them. He enjoy his job



America’s Deep State players have tied down President Trump on Russian sanctions and other foreign and economic policies but that doesn’t mean the struggle is over...

"Russia and China are right to be thinking 'worst case' and how to minimize their exposure to any American cataclysmic descent into political turmoil – and possible violence. " ??

Trump now has been rendered “helpless”: in respect to détente with Russia — gulliverized, spitefully, by his own party, working with the Democrats, to empty Trump’s constitutional prerogatives in foreign policy – and to seize them for Congress.

[[ Who is going to believe the stupid story: Trump is a victim?.  In my opinion, he is the driver of this machine of “false flags”. He enjoy his job .. Though he Knew RU don’t eat this crab. I like the conclusion of this art: “Trump “Titanic” – is to be sunk along with its captain – as “white-supremacists, white bigots and Nazis.”]]
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From Truman to Trump...
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"The country is committing suicide as we speak. The push for revision and redaction in all the history books has been on for some time.  Now we’re seeing actual mobs of demonstrators surrounding these historical statues.  THE PUSH IS ON..."
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Southern Secession Was One Thing... And The War To Prevent It Was Another

"The lack of precision used in equating the war, slavery, and secession, serves an important purpose for modern anti-secessionists. Their knee-jerk opposition to any form of decentralization or locally-based democracy impels them to equate secession itself with slavery..."
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[[  The Pandora box of fascism is already opened.. only fire can extinguish its bad spirits. Meaning: More confrontation and national division we will have in the US..  if Arpaio is not indicted or contained.  Of course a KKK leader could’ve run for senator in the past without mentioning its liaison to such racist org (in fact we have in Arizona a Senator with such a story, a one who is now afraid of electoral fraud investigation )  
THE FACT is that the political situation has changed radically after the violence episodes in Charlottesville  of Virginia, violence that expanded all over the nation with a single demand: No more racism, NO more KKK . Can Arpaio defy this national mood?.  Impossible without more violence, even if Trump supports him. The Neo-Nazi  violence was elicited and emboldened by local authorities like Arpaio and by the same Pres-Trump who never condemned  KKK (with its name). Doing it again will be Polit-suicide ]]
….

Listen Arpaio’ words:
"I could run for mayor, I could run for legislator, I could run for Senate.  I'm sure getting a lot of people around the state asking me to challenge Flake.  All I'm saying is the door is open and we'll see what happens. I've got support. I know what support I have."
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"My wife told me I'm going to get crucified by posting this. I told her I didn't care. This is what happened. This is what I saw. This is what I experienced. This is the truth. Period...If people dont want to hear the truth thats not my problem"
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A flyer recently appeared at the University of Colorado-Colorado Springs (UCCS) declaring that “in order to protect our academic institutions we must ban veterans from four-year universities.”
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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


Afghanistan: America's Trillion Dollar War  see big picture at the website below


16 years since the Bush administration launched its military intervention in Afghanistan, President Trump has announced his intention to increase the U.S. military presence in the country. As Statista's Niall McCarthy notesthere are approximately 8,400 U.S. troops on the ground in Afghanistan and reinforcements could start arriving within days. Trump's new strategy is set to extend the longest war in U.S. history and add even further to its already staggering cost.

Website "The Balance" has been keeping track of Afghanistan's economic impact and the conflict has now cost the U.S. at least $1.07 trillion since 2001.
                [[ Why US citizens has to pay taxes to afford this waste of money? ]]
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It seems US rulers plan to use JAPAN to start WW3.. both united by amnesia (Hir & Nagazaki)

North Korea appears to have fired a missile that flew over Japan, Japan's prime minister said. "It seems that DPRK missile passed over our airspace," Abe said, while Suga added that the "North Korea missile is an unprecedented, grave threat."
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Dow futures down over 120 points (and Nikkei 225 down over 200 points) at the reopen following North Korea's 'successful' firing of a ballistic missile across Japan. Gold futures spiked to $1325 as USDJPY plunged...
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There has been collusion and collaboration amongst the G7 central banks... That’s why we have been able to perpetuate this system for so long... Because there is no external limitation on their policy and there’s no voting them out I’d say this could go on for at least a few more years..."
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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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James Rothenberg   When a President is Unfit
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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered .. pro RU view


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NOTICIAS IN SPANISH
Latino America fight to break with collapsing Empire:  leftist view on alternatives


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La tragedia deliberada de Yemen  Eugenia Rodríguez
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                 “Casa en tierra ajena”   Fabiola Pomareda
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                Educación pública entre el derecho humano y la mercancía  Luis Hallazi
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ARG       Hebe de Bonafini: “Esta casa es la casa de las Madres”
                Economía y política en la manipulación mediática  Julio C. Gambina
                El pueblo mapuche de pie frente al Gobierno   Darío Aranda
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COL        ¿Qué se estará preguntando Umaña Luna?  Tatiana Acevedo
                La debilidad de Santos y la tarea central  Fernando Dorado
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                Del conflicto a la cooperación   Leopoldo Puchi
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


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