lunes, 16 de octubre de 2017

OCT 16 17 SIT EC y POL



OCT 16  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





"Throughout human history, those in the ruling class have found various ways to force those under them to work for their economic benefit.  But in our day and age, we are willingly enslaving ourselves..."
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Probably nothing...?
The last two times the spread between 30Y and 5Y Treasury bonds was below 90bps, the US economy entered recession...  And the 2s10s curve is tumbling too - to its flattest since the crisis...


But, but, but, how can a recession be coming with stocks are record highs?

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El pez cae por su boca .. many of the “ record highs ARE FALSE: they buy their own feces


What spooked the market was Trump reprising Hillary circa "summer of 2015", when moments ago the president said that "prescription drug prices are out of control." This was enough for the headline scanning algos to immediately send the IBB, XBI and the S&P healthcare index tumbling, wiping out the day's gains.
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RELATED:

YES.. They never sell.  They buy and buy their own shit.. and sell the appearance of bonanza


"... if you really believe any of the rubbish above, we suggest you take two aspirins and lie down for a couple of hours. For we firmly believe that the longer the market continues it gravity defying rally, the more severe the eventual downturn will be."
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It’s the cascade of unintended consequences that cause moments to spiral into doubt and panics to deepen into crashes – surprise and a desperate scramble to front run the consequences!

At this point, I’ll think I’ll give over the porridge to my colleague Steve Previs, who wrote this morning:

 “The equity market has sucked in over $300 billion so far in 2017. And that’s just money that has gone into ETFs and passive index funds.

And everything, at the moment, its just great for investors as the market keeps going up. And the more the market goes up, the more confident investors become. Why heck, the market might just keep going up because there is no other place to put your money. Why would anyone want to sell?

You see, you probably don’t know this, but this time, it really is different! Forget about human nature. The algos, AI and the machines have taken over. They have been programmed to buy and buy and buy. And they will never sell.

So stocks can only go up, never down. This is the new paradigm so you better get used to it and hop on board this runaway express train that’s headed straight for Moneyville!

Ahem……if you really believe any of the rubbish above, we suggest you take two aspirins and lie down for a couple of hours. For we firmly believe that the longer the market continues it gravity defying rally, the more severe the eventual downturn will be.”

Steve goes on to predict another bubble that is “the size and amount of bets against volatility.” 
Steve goes on to predict another no-see-em unknown unknown – the bubble that is “the size and amount of bets against volatility.” He and others reckon the amount of money shorting vol through various approaches and instruments is ultimately going to spell trouble in line with 1987 and subsequent crashes. 
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"We were tracking exponential moves in the equity market. The main one was the equity move in the 1920s, and the market in 1987 looked almost identical. The week before Black Monday, the technical and fundamentals aligned, and so we thought Monday would be the day..."
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It is happening this Monday:  as NEW ORDERS PLUNGE.. it is the great start of the debacle: THE GLOBAL RECESSION



Beating expectations by 5 standard deviations, respondents to the Empire Fed's Manufacturing Survey have not been more exuberant about America since Oct 2009.
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The Fading Scent Of The American Dream  [Get a nevera full of poultry n meat n non-elect motor]


"This dynamic has yet to fully play out, but it will. Whatever you think of Trump, his election isn't the problem; it's merely a symptom of much deeper forces that will sweep our corrupt and rotten-to-the-core status quo into the dustbin of history."
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Econ depends on mental balance … What stupid dystopia!


Successful trading depends on a delicate balancing act between confidence and fear. If you stray off the path, it’s best to take a few minutes to get your bearings before rushing headlong again.
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Nordstrom shares are tumbling in the pre-open (down over 5% to 3-month lows) as the company temporarily suspends its explorations for going-private, citing "difficulties in obtaining debt financing."
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Having traded near sessions highs most of the morning session, sterling suddenly tumbled (even if Gilts refused to move) following a Bloomberg report that the UK is said to see Brexit breakdown if the EU refuses to compromise
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"What the industry has not done anywhere near enough is to put money back into exploration... it does really matter what the gold price will do in the next few years: Production is coming off and that means the upward pressure on the gold price could be very intense..."  
[[ This sentence has been modified a little bit in order to adjust it to the content of the art.]]

Pierre Lassonde, chairman of Franco-Nevada, expects production in the gold mining sector to decline significantly and foresees a price push for the yellow metal.
[[ Is this the man who  run the Buenaventura-Gold business in Cajamarca-Peru? ]]

Few people have achieved more success in the mining business than Pierre Lassonde. The savvy Canadian is the co-founder and chairman of Toronto based Franco-Nevada (FNV 99.91 -0.94%) and pioneered the royalty business model in the gold mining sector based on the model used in the oil-and-gas industry. For investors this strategy has paid off golden returns. Today however, Mr. Lassonde points out that the gold industry hasn’t made any large discoveries for years which will put heavy upward pressure on prices in the years to come. He also thinks that US President Donald Trump is good for the yellow metal and that investors will fare better with gold than with stocks.

Here part of the interview:

Qt: Mr. Lassonde, after a few difficult years gold seems to get its shine back. What’s next for the gold price?  Right now, there is more demand for paper gold than for physical gold. For instance, when you look at the refineries in Switzerland they will tell you that they’ve got the bouillon but they’re not busy.
Answer:  When Trump was elected, my prediction was that he was going to tie up the US administration in a knot .. but he’s totally unpredictable. Nobody knows where he’s going and you cannot run a country that way.

Qt :  And what does this have to do with gold? Anyone else in the Oval Office would not make such outlandish statements as Mr. Trump makes. (investors will fare better with gold than with stocks.) Gold is benefiting from that.
Answer:  After the US election, my prediction was that the dollar was going to suffer from Mr. Trump being in office. The price of gold is intimately related to the dollar. Gold is essentially the »anti-dollar»: If the dollar is strong, gold is weak and if the dollar is weak, gold is strong. So what we are seeing now is exactly what I have expected: a lower dollar and therefore a stronger gold price.

Qt: So where do you think the gold will go from here?
Answer:  My view has been between $1250 to $1350 per ounce for this year and then slightly ramping up next year to around $1300 to $1400. But for gold to get into the next real bull market we need signs of inflation. So far we haven’t seen them. The Federal Reserve and other central banks have piled up huge reserves. But there is no inflation because the money is sitting within the banks and they are not lending it. Therefore, you don’t get a multiplier effect.  But what happened recently in the US – the one-two punch with respect to the hurricanes »Irma» and »Harvey» – is going to require an enormous amount of reconstruction. This could finally move the needle on inflation. Also, Europe is doing much better. So at some point I suspect we are going to see inflation start to pick up a little bit.

Qt:  What does this mean for the mining industry?
Answer:   First of all, at a gold price of $1300 the industry by and large is doing well. I tell my peers: »If you are not making money at $1300 you should not be in this business.»  So it’s a good price and you should be making good money. But the industry has had to shrink a lot. When the gold price dropped to $1000 at the end of 2015 everybody in the business was too fat. So the industry laid people off, consolidated, shrunk and many junior companies have been wiped out.
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo

Latest news on politics worldwide:
  • Iraq-Kurd Fighting Threatens to Undo Anti-ISIS Coalition (WSJ)
  • Oil rises as fighting escalates in Iraq's oil-rich Kirkuk (Reuters)
  • Madrid moves towards direct rule over Catalonia (Reuters)
  • Central Bankers Cling to Stimulus Amid Weak Inflation (WSJ)
  • White House pitches corporate tax cut as win for workers (Reuters)
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WORLD ISSUES and M-East
Global depression is on…China, RU, Iran search for State socialis+K- compet. D rest in limbo

WARS will aggravate the Econ problem worldwide :



World stocks and commodities rose on Monday, boosted by upbeat Chinese data, while U.S. oil futures jumped to a near six-month high as escalating tensions between the Iraqi government and Kurdish forces threatened supply.  Global markets digested the large amount of weekend news flow, and clearly liked what they saw as S&P futures were modestly in the green, as both European and Asian stocks are higher.
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Israel launched air strikes against a Syrian air defense battery near the capital Damascus after an alleged missile was fired at Israeli jets from Syrian territory. The incident was the latest "retaliatory" attack by Israel against the Syrian government.
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A unit of U.S. special forces tasked with carrying out "decapitation" operations is aboard a nuclear-powered submarine that has been deployed to the massive joint US-South Korea naval drills which started today, according to South Korea's Yonhap.
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Amid confusion over whether the massive Saudi Aramco IPO is on hold until 2019, or permanently shelved in favor of a private placementReuters suggests  the latter is now more likely as 'sources familiar with the matter' say China is offering to buy up to 5 percent of Aramco directly (offering the Saudis the lack of transparency they may have been nervous of with a public placing).
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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


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COUNTER PUNCH 


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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered ..


Si se agrava el conflicto.. van a faltar cárceles
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Her garbage is beyond insult: Hillary  Calls Alleged Russian Interference in Election ‘Cyber 9/11’
Related: 
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Trump is getting ready for PEACE .. in Orwellian language:
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WAR IS DECLARED.. Dimona explosion could be next..
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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


                Triunfo contundente del civismo y la política en Ven   Aram Aharonian
                Arrolló el chavismo: a festejar pero que nadie baje la guardia  Carlos A

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Mund    Fukushima, y JA, fuera de temporada  María H. C., Keiko N. y Miguel M
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                Tumaco:   Erradicación de la coca y del campesino
                "Convocamos movilización el 23 de octubre: jornada INDIGNACIÓN" Varios
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ALC        Medicos Cubanos:  Héroes anónimos  Sergio Alejandro Gómez
                Bolivia  -Evo Morales y la legitimidad democrática
                Honduras “Democracia”: sin derechos humanos  Juan Almendares
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CHE        Majfud y los 50 años del asesinato del Che  Luis E. Sabini
                Peru: Rdo Napuri   "El Che era un hombre que aprendía al andar"  L E S
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ARG       Preocupa traslado de Milagro Sala a otra prisión  Esmeralda  A , CIDH
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                - Golpe de Estado?   Víctor Arrogante
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USA       Crisis creciente en pensiones   James W. Russell
                Orígenes de la mafia cubana de Miami  Manuel E. Yepe
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Chile     -Elección presidencial: Una derecha con hambre de poder  Cecilia V
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Documental Especial:  A la caza del Che
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


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