OCT 20 17 SIT EC y POL
Part 2
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
….
GE now 1% above yesterday's close after
abysmal earnings, cutting guidance by 30% and “horrible cash flow” .. And
The Dow did this... See image at: http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2017/10/17/20171020_EOD1_0.png
The Dow has not been near
'oversold' since Jan 2015...
The yield curve continued to
collapse this week - lowest weekly close for 5s30s since Nov 2007
Copper/Gold is at its highest in 3
years suggesting bond yields have a lot further to rise...
So who is right?
…
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"A
bear market returns capital to
those who it rightly belongs to..."
…
As I stated just
recently:
‘it should be noted that despite the ‘hope’ of fiscal
support for the markets, longer-term conditions
are currently present that have led to rather sharp market reversions in the
past. Regardless, the market is currently ignoring such realities as the belief ‘this time is different’ has become
overwhelming pervasive.’
Dow
24,000 by Christmas?
Don’t be surprised if it happens.
Just remember, all market
melt-ups end just when things look their brightest.
Here the readings for
this weekend
Trump, Economy & Fed
- Fed Flunks Econ 101 by Caroline Baum via MarketWatch
- Why The Economy Surged Under Trump by Simon Constable via Forbes
- If Trump Is Doing So Horribly, Why Record Highs by Joe Ciolli via BI
- Trumps Final 5 Candidates For Fed Chair by Pedro Da Costa via BI
- How A Lazy Man Won The Nobel Prize by Tim Harford via Undercover Economist
- Link Between Tax Cuts & Growth Is Tenuous by Kate Davidson via WSJ
- Workers Won’t Benefit From Tax Cut by Larry Summers via The Washington Post
- Trump Tax Plan May Be Doomed by Eric Levitz via New York Magazine
- Ben Bernanke Is Worried, Should We by Robert Samuelson via Real Clear Markets
- Cohn & Mnuchin Risk Their Reputations by David Leonhardt via NYT
- The GOP Has No Budget Plan by James Capretta via Real Clear Policy
- The Long Road Ahead To Tax Reform by Betsy McCaughey via NY Post
- Hassett’s Flawed Analysis Of Tax Plan by Larry Summers via CNBC
- Republicans Love Tax Cuts, But Love Spending More by Kevin Williamson via National Review
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Markets
- Bear Market Closer With Each New High by Michael Sincere via MarketWatch
- When The Melt-Up Melts Down by Brian Maher via The Daily Reckoning
- Shiller: Most Have The Cause Of The ’87 Crash Wrong by Akin Oyedele via BI
- Risk Your Retirement For A Few Percentage Points? by SA Gil Weinreich via Seeking Alpha
- S&P 500 Matches Uncanny Record For Doing Nothing by Mark DeCambre via MarketWatch
- The Crash Of ’87 From Those That Lived It by Richard Dewey via Bloomberg
- Time To Worry About Earnings Growth by Brad McMillan via Commonwealth Financial
- Up And Away, Dow Tops 23000 by Michael Kahn via Barron’s
- Don’t Be Fooled By These 3-Over Hyped Trends by Greg Satell via Inc
- Why Can’t We Have A Decent Bubble by James Mackintosh via WSJ
- Secular Stagnation No Longer The Dominant Outlook by Sam Ro via Yahoo Finance
- BofA: 10 Triggers For The Next Crash by Tyler Durden via ZeroHedge
- Good Companies Don’t Always Make Good Stocks by Vitaliy Katsenelson via RIA
- Risk Is Underpriced, Perhaps Considerably So by Doug Kass via RIA
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Research /
Interesting Reads
- Mnuchin Deploys Market Bubble As Political Weapon by Wolf Richter via Wolf Street
- The No. 1 Financial Regret Of Americans by Quentin Fottrell via MarketWatch
- Investors Trust In Goldilocks by Buttonwood via The Economist
- Ivy League Endowments Humbled By Bull Market by Mary Romano via Bloomberg
- Just How Bad Will Your Retirement Be? by Sarah O’Brien via CNBC
- Americans Still Terrible At Investing by Lance Roberts via MarketWatch
- Investors Have All Their Eggs In One Basket by Jared Dillian via Mauldin Economics
- The Next Correction Will Be Much Bigger by Howard Gold via MarketWatch
- Even Borderline Data Will Be Recessionary by William Hester via Hussman Funds
- 52-“WEAK” High For Stocks by Dana Lyons via The Lyons Share
- Buffett’s Method Suggests Stocks Not Fairly Priced 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
"Until the American public ceases
bickering amongst itself along Democratic and Republican or “left” vs. “right”
lines, we’ll continue to be
divided and conquered by authoritarians who wield tremendous power throughout
both sides of the traditional political spectrum. "
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