SEP 15 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
"We think they’re going to be... getting more worried about some of the
negative consequences of QE, the fact that it encourages risk
taking and may
create some issues for the banks...”
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"...no single event can be blamed for the crash that occurred on October 19,
1987, rather a confluence of factors and events caused a rapid
erosion in market confidence. The same can be said in 2017. No single factor indicates conclusively that a stock market
correction is imminent, but the risks
are out there and merit continued attention..."
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So to be clear, this
week we had:
- Hurricane Irma crushes Florida
- North Korea test fires ICBMs across Japan (again)
- Economic data misses across the globe (China and US most notably)
- Terrorism in UK and France
And the result -
drum roll please - new record highs for The Dow,
The S&P, and The Nasdaq... with The Dow's best week of the year!!
And in case you
wondered what sent stocks soaring this week... The
Fed (which is supposedly on the verge next week of starting to reduce the
balance sheet) saw a $17.7bn spike in its balance sheet - the biggest weekly
jump since Dec 2016
But, now that the ubiquitous pre-Quad-Witch ramp in stocks
is over (and with The Fed about to start 'normalizing' the balance sheet)... what happens next?
We think this sums the week up nicely...
But we note that the VIX term structure is notably
steepening...
The Dollar Index slipped lower for the second day in a row
but ended the week higher (best week in
5 months!)...
Bitcoin crashed as much as 20% at one point today after news
of all China bitcoin exchanges being closed by BTFDers came rushing in to save
the day...
And one more thing... US
'Hard' Economic Data (i.e. excluding 'soft survey'-based data) collapsed to its
weakest since March 2009 this week...
But it's probably nothing...
…
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"Liquidity
Supernova: central bank liquidity up $2.0tn YTD to $15.6tn = the catalyst for
$7.0tn YTD jump in global equity market cap + lower bond yields"
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Pennsylvania
could run out of cash on Friday, leaving $860 million of bill payments up in
the air as lawmakers continue to argue over a revenue package
that is more than two months overdue
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"With cash levels at the lowest level since 1997, and equity
allocations near the highest levels since 1999 and 2007... investors are now functionally 'all in'..."
HERE THE READINGS for this weekend
Politics/Fed/Economy
- Trump Pushes For Tax Cuts by Paul Sullivan via NYT
- Trump’s Is Irrelevant To Corporate America by William Cohan via The New Yorker
- The Boom Arrives As War On Business Ends by Stephen Moore via The Washington Times
- Reform The Debt Ceiling by Maya McGuinness via Washington Post
- Get Rid Of The Debt Ceiling by IBD
- Trump’s 3% Growth For The 1% by Ken Rogoff via Project Syndicate
- Difference Between Tax Reform & Tax Cuts by Jimmy Sengenberger via The Federalist
- Stock Market Needs Tax Reform Now by Nicholas Colas via Bloomberg
- Immigration And Impacts To The Economy by Benjamin Harris via Fortune
- Trump Really Hasn’t Done Anything To Create Factory Jobs by Steven Greenhouse via NYT
- $20 Trillion In Debt, And Only Getting Started by Robert Schroeder via MarketWatch
- No, The U.S. Isn’t The Highest Taxed Nation by Kevin Williamson via National Review
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Markets
- The Index Of Index Creation Is Off The Charts by Caroline Baum via MarketWatch
- How Are Investors Dealing With Today’s Uncertainties by Mohamed El-Erian via Bloomberg
- Contrarian Investment Strategy For The Long-Run by John Reese via Forbes
- No, Oil Unlikely To Return To $80 by Gail Tverberg via Our Finite World
- Your Robo-Advisor Is More Active Than You Think by John Coumarianos via WSJ
- One Bank Calculates Odds Of Correction In 3 Months by Tyler Durden via ZeroHedge
- Death Cross Danger by Michael Kahn via Barron’s
- When Should I Sell Stocks? by Simon Constable via US News
- 3-Types Of Market Risks by Brad McMillan via Commonwealth Financial Network
- Prepare For The Growth/Value “Snapback” by Jody Chudley via Daily Reckoning
- You Should Take The Fed At Their Word by Wolf Richter via Wolf Street
- I’m Not Afraid Of A Bear Market, Just Don’t Want To Be There For It by Doug Kass via RCM
- BitCoin At A Crossroads After Loss Of $27 Billion by Mark DeCambre via MarketWatch
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Research / Interesting Reads
- Equifax Breach Worse Than You Know by Michael Hiltzik via LA Times
- The $1.4 Million Mistake by Michael Douglas via Motley Fool
- How Analytics Transformed The Dallas Cowboys by Dan Solomon via Texas Monthly
- The Good, Bad & Ugly Of Last Week’s News by Angry Bear via Angry Bear Blog
- Does Government Spending Create Growth? by Frank Shostak via Mises Institute
- The Death Of Active Management Is Greatly Exaggerated by Jeff Troutner via Index Funds
- The Mystery Of Missing Inflation by Nouriel Roubini via Project Syndicate
- Stop Trying To Bring Back Jobs Of The Past by Allan Golombek via RCM
- Why Central Banks Are Shifting Goal Posts by Daniel Gross via Project Syndicate
- Cryptocurrencies: The Beginning Of The End by Brett Arends via MarketWatch
- Market Complexity Could Trigger Next Crash by Tyler Durden via ZeroHedge
- A Correction Only Requires Recognition Of Today’s Reality by John Hussman via Hussman Funds
- Is BitCoin’s Run Over? by Dana Lyons via Tumblr
- Market’s Breadth Stinks by Jesse Felder via The Felder Report
….
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POLITICS
La seudo democ y sist duopolico es obsoleto por fraudulento y
corrupto. Urge cambiarlo
"For the advocates of liberal hegemony, on the other hand, there's
nothing to be learned, and it's heresy to suggest
that decades of non-stop American interventionism has not been a success.
For them, all this talk of "restraint" is just the ramblings
of the "ivory tower." Instead, we
must recover the fervor of the Cold War, listen to the generals, and plan for a
third war, a fourth war, and more. No place on earth ought to
be considered beyond the reach of American politicians. "
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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
On September 13 American military equipment
arrived in the port of Gdansk, Radio Poland reports, where more than a thousand
pieces of American military equipment from the Second Anti-tank Brigade Combat
Team were unloaded at the port, including Abrams tanks, Bradley combat
vehicles, Paladin howitzers and other combat equipment
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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
The NYT’s Yellow Journalism on Russia By Robert Parry
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The Russia-China Plan For North Korea By Pepe Escobar
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5 Lies Nikki Haley Just Told About The Iran
Deal By Ryan Costello
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Caving to CIA, Harvard Rescinds Manning
Fellowship By Jon Queally
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COUNTER PUNCH
Martha Rosenberg How
Big Pharma and Big Food Have Made Us Fat and Sick
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L. Michael Hager Profiteering
in War: the Case Against Mercenaries
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SPUTNIK and RT SHOWS
The nasty business of
US-NATO-Global-wars uncovered .. pro RU view
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Nosotros
suspendimos una compra China por mas de Billon por razones de State Sec
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Prensa USA vende Guerra: Majority
of US Adults Back US Military Strike on N Korea if Talks Fail - Poll
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Militares USA tambien: Trump's
National Security Adviser on N Korea's Latest Missile Launch: Military Option
Still Possible
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Hypocritical 'Trump
Views Russians as Natural Allies for Americans', Sees 'Mammoth Potential' in
Ties
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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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Título “ligeramente” alterado para describir la verdad sobre Perú:
El futuro de Perú no depende de PPK y menos de
fujimoristas ni el Apra: VENDIDOS!
Hay que forjar nuevo Mov Pop que apunte a
nacionalizar el oro y dar vida Econ al pais
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ES EL
IMPERIO EL QUE AMENAZA con WW3
Es el
imperio el que amenaza, no
sus bufones en KOREA del Sur.
Los pueblos del
norte y sur si quieren la unidad de ambas Koreas, pero están cayendo en la trampa BELICISTA del US.
A los dueños del US solo
les interesa vender armas, inflar las arcas de 6
grandes Corp y destruir Estados-Nacion del mundo con impunidad, como
hasta ahora lo han hecho.
Esta vez los Thadd que instalaron en S-K apuntan contra China. Alli se
inició el lio actual y eso complico el panorama geo-politico mundial. Lo ridículo es que el US quiera que China les resuelva el problema que
Trump creo. En realidad esa táctica es un engaña bobos.
Lo que quieren los dueños del US (su Deep State y el Pentagono) es destruir
China .. un sueño imposible como lo fue VietNan
Asi el contexto, el lio solo tiene 2
soluciones:
A- El retiro de los Thadd y la ingerencia USA en Asia, seguida
del retiro de militares pro WW3 en ambas Koreas y de sendos referéndums hacia
la unidad del pais.
B- El
desmantelamiento nuclear mundial.
Como ninguna de las dos es viable en el corto
plazo, lo que procede es el
respaldo a N-K: que tenga su propio NUKE, como los aliados del US lo tienen. Eso bien
podría evitar el avance al WW3 (teoría MAD: destrucción asegurada de los
contendores). Pero, si continúa el bloqueo y las sanciones
económicas contra N-K, eso podría desatar la 3ra guerra mundial de una vez por
todas.
Hoy el US apoya los NUKEs de sus
aliados: los nukes de Ukrania y paises europeos ,
incluyendo al UK están ya instalados en los bordes de Rusia y China. Los nukes
de Israel y hoy los Saudis apuntan
contra Iran, el aliado Ruso en el Medio Oriente.
Un error en los entrenamiento que
hacen ambos bloques puede desatar el WW3.
Si eso ocurre a China y Rusia les asistirá el
derecho a defenderse
e incluso al first strike dado los
ataques Econ-politicos y militares que ya sufren (mas las mentiras de la prensa local e internacional con fuerte impacto en la
nación. Gallup describe este efecto:
Majority
of US Adults Back US Military Strike on N Korea if Talks Fail - Poll . A esto hay que
agregar el chantaje “diplomático”).
Con chantaje diplomático me refiero
al reemplazo de acuerdos bilaterales honestos por la maniobra deshonesta del grupo
aliado al US como la que hoy se teje contra China. El chantaje es lo que viene en la conversa
entre Presidentes US-China. China por supuesto podría responder con la des-dolarizacion
entre los miembros del Acuerdo Shanghái ,
haciendo efectiva la transacción comercial en yuan or RMB cambiables por oro.
Basta un error militar -intencional o
no -de los aliados de NATO e ingresamos al WW3. Entonces el US recibirá el veneno (multiplicado por mil) que lanzamos
sobre Hiroshima y Nagazaki en el WW2.
No habrá vencedor en el WW3, solo destrucción y muerte en ambos
lados.
Quien sobreviva esta barbarie, sufrirá la polución
nuclear, además de la
violencia anarquista contra los sistemas de poder en el mundo y sus
benefactores neoliberales: las grandes Corp del US y Europa.
TODO LO QUE EXISTE, MERECE PERECER,
dirán los anarquistas..
y los pueblos del mundo los
apoyaran.
Las Embajadas USA serán asaltadas y
destruidas.
Lo mismo ocurrirá con las empresas americanas
en muchas ciudades del mundo,
Los billonarios USA serán cazados como conejos en su país y a
nivel mundial.
Esos podrían ser los efectos mínimos del post-WW3
Es esto lo que quiere el Senado
USA y los que impulsan el WW3?
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Los rusos de nuevo: Un medio español acusa a Assange
de servir a Putin en la "conquista de Cataluña"
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PRESS TV
Global situation described by Iranian
observers.. Titles distorted n incomplete sentences
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