jueves, 16 de noviembre de 2017

NOV 16 17 SIT EC y POL



NOV 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



THANKS TO A RISK PARITY REBOUND...


And a huge China liquidity injection...

But until the last 30 mins, the curve had drifted very very modestly lower...


The Dollar Index drifted lower on the day - despite the yield, stock gains...


YEAP.. EVERYTHING IS OWESOME
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"Short covering has fuelled the 2017 rally."
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Amid the empty-vessel-driven "deep-learning", "artificial-intelligence", and "algorithmic" narratives-du-jour, more and more fund managers are jumping on the bandwagon. The latest is Finnish fund manager FIM, who is introducing the first investment fund in the Nordic region, where a self-learning algorithm gets to pick all the stocks. There's just one thing...
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it has been a rocky session for the dollar which has dumped to a 4-week low, dragging with it USDJPY, the Nikkei and Treasury yields - and to a lesser extend US equity futures - all of which have slumped in the Japanese am session, following a WSJ report that Robert Mueller’s team "caught the Trump campaign by surprise" in mid-October by issuing a document subpoena to more than a dozen top officials.
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"If you took all of the obvious problems from the financial crisis, we kind of solved none of them,... [instead] we sweep as much under the rug as we can and move on as quickly as we can..."

A month ago, a downbeat David Einhorn exclaimed "will this market cycle never turn?"

Despite solid Q3 performance, Einhorn admitted that "the market remains very challenging for value investing strategies, as growth stocks have continued to outperform value stocks. The persistence of this dynamic leads to questions regarding whether value investing is a viable strategy. The knee-jerk instinct is to respond that when a proven strategy is so exceedingly out of favor that its viability is questioned, the cycle must be about to turn around. Unfortunately, we lack such clarity. After years of running into the wind, we are left with no sense stronger than, 'it will turn when it turns'."

In other words,  the market is now permanently broken: 

“If you took all of the obvious problems from the financial crisis, we solved none of them,”
 Instead, the world “went the bailout route.”

 “We sweep as much under the rug as we can and move on as quickly as we can,” he said.

It’s clear that a number of companies provide products and services to customers that come with a subsidy from equity holders. And yet, on a mark-to-market basis, the equity holders are doing just fine.

Oh yes, the Fed-funded "deflation trade" which lowers prices for goods and services courtesy of ravenous investors who will throw money at any "growth" idea, without considerations for return or profit, because - well - more such investors will emerge tomorrow.  After all, in this day and age of ZIRP, what else will they do with their money?.
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So we need to be prepared for a change in Fed policy and one that justifies a higher inflation target. But being stupid in an intellectual way is a defining characteristic of this generation of central bankers.
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"It's all about scale.  I think Jeff [Bezos] is gonna be the most disruptive. As [his] Death Star moves into striking range of every industry on the planet."
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Two months after lashing out at bitcoin as a money-laundering tool, the Swiss subsidiary of JPMorgan was sanctioned by the Swiss regulator, FINMA, over money laundering and "seriously violating supervision laws."
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo


After hinting that retaliation was imminent, Russian lawmakers in the Duma have approved a law that would require nine US news outlets to be labeled “foreign agents” in response to the US requiring Russia Today to register as a foreign agent last week.
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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


Emergency planners in Alaska have warned it will not attempt evacuations if a warhead is fired because time would not be on their side...
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According to the latest analysis of satellite imagery taken at North Korea's Sinpo South Shipyard on November 5 conducted by the 38 North website, Pyongyang is pursuing an “aggressive schedule” to build its first operational ballistic missile submarine.
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Just days ahead of this weekend's Guangzhou Auto Show, Volkswagen has announced plans to invest $12 billion dollars into efforts to build coal-fueled electric vehicles in China.
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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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War on ISIS - Whose Side Are We Really On?  By Ron Paul & Daniel McAdams
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Let’s Stop Glorifying War  By William Astore
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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered ..


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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


Rev R     -Algunas lecciones para América Latina  Atilio A. Boron
                -100 años de la Rev Socialis:  El triunfo que marcó el camino  OLEP
                - Desfetichizar la rev rusa para la rev comunista en el S. XXI   J V M
                -JC Mariátegui, América Latina y la Rev de Octubre   Gvo Espinoza
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                - Lobby de Israel es lentamente arrastrado a la luz Jonathan Cook
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VEN       -¿invasión humanitaria "tercerizada" a Venezuela?  Álvaro Verzi
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Mund    -Los otros muros   Pablo Jofré
                -La verdad sobre la división de Corea  Mario Medranda
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Press     Y neoliberalismo:  El fetichismo tecnológico   Aritz Recalde
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Econ      -América Latina, más pobre  José María Vera
                -Lo que es bueno para General Motors…  Joaquín Roy
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Opin      -Guerra mundial entre vecinos. Edgar Borges  
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ALC        - Negocios e inversiones de EEUU en la región  Aníbal García
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ARG       Florencia Nocetti: Crónica del 32º Encuentro Nacional de Mujeres
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BRA        Rdo Antunes: Brasil entrará a época de manifest  sindicy sociales  Pamela M
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USA       -Paraíso  David Brooks
                - La situacion en N-korea es muy peligrosa  Hugo Adan
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Max y Stacy hablan de la existencia de una oligarquía internacional revelada por los 'Papeles del Paraíso'. En la 2da parte Max entrevista a M Blumenthal sobre el negocio que se esconde detrás del llamado 'Russiagate'.
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


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