NOV
5 17 SIT EC y POL
ND denuncia
debacle d Globaliz neoliberal y propone State-Social + Capit-compet in Econ
WW3 IS COMING:
1-
The deployment of US Special
Operations Forces in Europe is never in spotlight but it is rapidly increasing. There can be no other PURPOSE than acquisition of capability to deliver strikes deep into
Russia’s territory.
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2-
War is coming... [[ Israel is also ready.. I guess ]]
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ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they
documented with graphics
THE US ECONOMY IS COLLAPSING. Here some notes and graphics:
Despite the
record prices on indices, the rally appears to be deflating from within...
..
Record
prices continue to be printed on US indices as the global multiple expansion on
the heels of still ongoing record central bank intervention has yet to slow
down in a significant way.
All central banks were in essence dovish in recent days and
weeks, whether the FOMC, the ECB, the BOE and
of course the ever active BOJ as well as the SNB as it showed a new record $88B
in direct holdings of US stocks.
Yet, despite the
record prices on indices, the rally appears to be
deflating from within.
In the past several weeks I’ve
pointed out a very specific pattern of positive internals on market opens and
then a very distinct pattern of internals weakening throughout most days: See image at: https://northmantrader.files.wordpress.com/2017/11/nyad-3.png?w=610&h=270
This trend has impacted the
cumulative advance/decline picture and shows that recent highs have come on a
negative cumulative advance/decline: See
image at: https://northmantrader.files.wordpress.com/2017/11/nyad-cum-30.png
Since this rally began with massive
global central bank intervention in February 2016 the cumulative
advance/decline picture has often been cited as a sign of underlying core
strength in markets. This picture has changed:
See image at: https://northmantrader.files.wordpress.com/2017/11/nyad-cumulative.png?w=610&h=486
Recent highs came on
negative divergences in relative strength despite index prices continuing to
advance in a seemingly steady trend.
Yet the
internal picture is practically collapsing.
Take the recent highs in the Nasdaq.
Ever since the beginning of
October all new highs in the $NDX have come on fewer new highs versus new lows.
Indeed Friday’s $NDX highs came on the lowest expansion yet: See image at: https://northmantrader.files.wordpress.com/2017/11/nahl.png?w=610&h=364
The message: Somebody is selling
this market. Every day. And it’s very cleverly done as to not disturb the seeming
tranquility in markets.
Note that despite all the selling volatility compression
continues at a record pace as during each Friday,
no matter what happens in the world, the $VIX is
ensured a close below 10 by week’s end
You’d
think we’d have more volatility with such an internal breakdown in stocks. But
the concentration of market cap in only a handful of stocks continues to mask
the selling underneath.
On an equal weight basis
we’ve noted the divergence in markets for quite some time. This indicator has now fallen off the cliff as the
correlation has completely broken down: see
image at: https://northmantrader.files.wordpress.com/2017/11/rsp1.png?w=610&h=270
2018 will then be a test case how well markets can fare with
less than record intervention, a new reality.
Another new reality: Soon US markets will also
have their answer in regards to tax cuts. All will be priced in one way
or the other.
And, from the looks of it, someone
has begun selling ahead of both of these emerging realities. And once the rest of the market takes notice we suspect Friday $VIX closes below 10 may suddenly become a
thing of the past.
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"The
thing about flushing the excesses of financial engineering is that it can
happen quickly. You saw that happen in
1987 for instance. And like then, it need not have a massive impact on the
economy."
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There are a number of ways that the
effort could run off the rails. First, tax reform is much harder than tax cuts. Second, a few lawmakers have expressed some hesitation
regarding the tax legislation itself. Third,
there are good arguments against a large net tax cut at the moment, including a high debt-to-GDP ratio, growing fiscal imbalances
projected over the coming decade, and an economy with
little remaining slack.
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December
WTI briefly touched $56, and was up +0.5% to $55.87/bbl shortly after 6pm ET,
the highest price since July 6, 2015, amid Saudi turmoil which included
a crackdown on 11 Saudi princes as Saudi Crown Prince Mohammed bin Salman,
consolidates power and shortly after a helicopter which carried 8 high-ranking
Saudi officials inexplicably
crashed near the Yemen border.
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POLITICS
La seudo
democ y sist duopolico es obsoleto por
fraudulento y corrupto. Urge cambiarlo
"The thing is, I tried to do everything right in my
life... But
this ruined my life."
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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
“It’s important for people to understand what
a war with a nuclear power would look like..."
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War is coming... [[ Israel may say “Thanks God” .. we need the
oil from Iran-Siria ]]
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After North Korea launched
ballistic missile tests on both August 29 and September 15 which flew over
Hokkaido and landed in the Pacific Ocean, Trump was confused and said: "The U.S.
president said he could not understand why a country of samurai warriors did
not shoot down the missiles."
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If there is one thing the Spain vs
Catalonia conflict reminds us of, it has got to be Turkey. And that is a
much bigger problem for the EU than it
realizes.
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GLOBAL RESEARCH
Global Econ-Pol crisis leads to more business-wars: profiteers US-NATO under screen
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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered ..
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RT SHOWS
The World
According to Jesse Wall
Street, Bitcoin & Patrick Byrne
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NOTICIAS IN SPANISH
Latino America fight to break with collapsing Empire: leftist view on alternatives
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Sufrimiento
del asalariado: Rupturas y continuid entre gestión
moderna y lógica taylor
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La reconciliación entre Hamas y
Fatah ante l nuevas realidades
Aliaa Al-Korachi
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Keiser Report Desdolarizarse pero no acabar como
Hussein o Gaddafi
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PRESS TV
Global situation described by Iranian observers.. Titles
distorted n incomplete sentences
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