sábado, 18 de noviembre de 2017

NOV 18 17 SIT EC y POL



NOV 18 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



The past few days have seen a reversal from substantial net New lows to substantial net New highs – a condition that has preceded poor performance in the past...

The past few days have seen a reversal from substantial net New lows to substantial net New highs – a condition that has preceded poor performance in the past.


What would cause such a phenomenon? Well, the only thing we can offer is that a Junkie Market, i.e., one with lots of New Highs and Lows, is really the only type of market in which such a reversal is even possible. Thus, it should not be surprising that the S&P 500’s aggregate performance going forward following these precedents has been less than stellar (incidentally, aggregate performance is similar following the 19 occasions of the opposite reversals, i.e., >2% Net New Highs to >2% Net New Lows).


With median returns negative from 1 week to 6 months, this appears to be another version of the Junkie Market that, for whatever reason, has not been kind to stocks going forward. Obviously, the presence of signals near cyclical peaks in the early 1970’s as well as 2001 and 2007-2008 do not help the aggregate returns (average returns are even worse than median).

The bottom line for now is that, while it is certainly possible that stocks can continue higher in the interim, this condition of elevated New Highs and New Lows is a potential unhealthy headwind in the longer-term.
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"The physical fundamentals are stronger than ever for gold...There’s just not that much gold available. But in the paper gold market, there’s no limit on size, so anything goes."

To see Graphic: “ Gold breakout coming”  OPEN: https://dailyreckoning.com/wp-content/uploads/2017/11/gold_breakout_540.png
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"...if you get a large enough fallen angel wings, the high yield market will freak out, and volatility will spike causing volatility targeting investors to dump leveraged positions."
 
That said, 2017 has been much better for Horseman and its CIO Russell Clark, who correctly timed the year's two big short trades so far: the mall REIT and the shale shorts.

 
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"The cut-off point is 2009... Before that, borrowing could create the illusion of a rising standard of living. Those days are gone. And it’s very hard to see, when you take a good look, what could make them come back."
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"...what is forgotten in today’s exuberant celebrations... is that both the economy and stock market historically peak when skies are blue and no storm clouds are in sight..."
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"Once the stock of capital is depleted, the awakening will be rude. .."

When capital is mentioned in the present-day political debate, the term is usually subject to a rather one-dimensional interpretation: Whether capital saved by citizens, the question of capital reserves held by pension funds, the start-up capital of young entrepreneurs or capital gains taxes on investments are discussed – in all these cases capital is equivalent to “money.” Yet capital is distinct from money, it is a largely irreversible, definite structure, composed of heterogeneous elements which can be (loosely) described as goods, knowledge, context, human beings, talents and experience.

According to the Austrian School of Economics, which stresses the heterogeneity of capital have correctly recognized, that capital does not automatically grow or perpetuate itself. Capital must be actively created and maintained, through production, saving, and sensible investment.
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo

Is deep-state collapsing?. Enthroned militarism has signs of decomposition:

Air Force Gen. John Hyten - America's top nuclear commander - said Saturday he would push back against President Trump if the president ordered a nuclear launch the general believed to be "illegal"...
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"There are videotapes where the Russians are opening up briefcases full of cash. These are the people we then gave uranium to, that we then gave nuclear fuel contracts to."
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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

If we start WW3.. What is coming after a carpet bombing with nukes?  I guess  China’s bombing


A secretive hypersonic wind tunnel, nicknamed 'Hyper Dragon', is helping the experts 'reveal many facts that Americans have not found out', one Chinese researcher said in a propaganda documentary...
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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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Who Gets to Push the Nuclear Button?   By Paul Craig Roberts
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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


FEM       La tierra es la madre y tiene capacidad de dar vida  Paola González
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Opin      Capital Debatir la corrupción en serio  Ezequiel Adamovsky
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M.Est    El caos de Medio Oriente  Guillermo Almeyra
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                - The Handmaid's tale:  El arte de la resistencia   Gmo Paniagua
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VEN       Cómo se fabrica noticia del "default" en Venezuela?   Nathali Gómez
                Opcion estratég frente a potencial interv militar USA en Ven  M Ramos
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ARG       Corrupción en tiempos de “cambio”  Gustavo Robles
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                - Ley de amnistía y la impunidad del franquismo  Alfons Cervera
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Cuba      -Qué prohibió Trump con Cuba?  Sergio Alejandro Gómez
                - ¿Y qué hace Cuba con la violencia contra la mujer?  Yudarkis Veloz
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                -Expectativas desde la prisión (Parte II)
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


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