miércoles, 31 de enero de 2018

JAN 31 18 SIT EC y POL



JAN 31 18 SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Econ


ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics

Today econ situation:

January summed up... Bonds worst January since 1992... Dow's best January since 1997... Dollar's worst January since 1987...

Notably, The Dow has dramatically outperformed Trannies in January back to a historical resistance level...

And vols across all assets spiked in Jan...
The Dollar Index was monkey-hammered in January - its worst January since 1987
See charts at this source:
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"There are two bubblesWe have a stock market bubble and a bond market bubble. At the end of the day, the bond bubble will be the big issue."

"Productivity has been dead in the water for the past 10 years...
Adding that "we've got to confront the budget deficit," concluding "we're dealing with a fiscally unstable long-term outlook."
in 2016 when Greenspan warned
"Entitlements are crowding out savings, and hence capital investment. Capital investment is the critical issue in productivity growth, and productivity growth in turn is the crucial issue in economic growth. We're running to a state of disaster unless we turn this around."
 Now:
"This should be the central issue of the presidential debate. Unless and until we can rein in entitlements, which have been rising at a nine percent annual rate in the United States and comparable levels throughout the world, we are going to find that productivity is going to maintain a very low rate of increase"

STOCKS BEGUN TO STAMBLE

STOCKS HAVE TUMBLED BACK INTO THE RED (and even The Dow is red despite a 108pt gain from Boeing alone)...

 In August 2017, Greenspan said this...
"We are experiencing a bubble, not in stock prices but in bond prices. This is not discounted in the marketplace."
It seems some market participants still listen to him?
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KKR sees a near certain recession in late 2019 due to a structurally peaking U.S. dollar, a flattening yield curve, higher unit labor costs, and some reversion to the mean in both consumer confidence and home building expectations.
See chart 1:

The above should not come as a surprise: the current expansion is already third longest in history:
See chart 2:
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                One of today’s most obvious misleading number games is grade inflation.        
"...we systematically misuse numbers to distort reality because we want to fool ourselves, making our ineptitude no surprise."
Abuse of Numbers in Politics
Examples of political abuse of numbers are abundant. So consider just a few examples.
One of the most common misrepresentations of the costs of government spending is ignoring what economists call the excess burden of taxation. 

Another huge deception involves government trust funds. For instance, the over $2 trillion in the Social Security trust fund buttresses claims that serious solvency problems are small enough and far enough in the future to pretend away for now. But the excess “contributions” have already been borrowed by the Treasury, and the money spent, leaving a trust fund of IOUs from one government pocket to another, unbacked by any real assets.
Continue reading…
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"It doesn’t take a giant pin to prick the bubble. It just takes something unexpected...Nobody ever knows what will set off the next crisis... But in GE’s case, you can bet there isn’t just one cockroach."
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Congressman Joe Kennedy III lamented that the government has turned America into a “zero-sum game” where benefits received by one group must come at the expense of another...
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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
Geopolitics & Econ-Pol crisis that leads to more business-wars:  its profiteers US-NATO


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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n chances of WW3


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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars uncovered ..


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US Missile Interceptor Test in Hawaii Fails  they should buy intercept from N-K.. Just kiring
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EXCLUSIVE: Have Western Governments Aided and Abetted al-Qaeda for 30 Years? Kit Klarenberg https://sputniknews.com/analysis/201801311061220267-al-qaeda-western-collusion/
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If You Get Jammed Up, Don't Mention Hitler's Name  Jan 30 marks the 85-year annivers of Adolf Hitler’s rise to power, Sputnik looks back at some outrageous Hitler comments to date.
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That crazy doesn’t love extraterrestrials.. he hate ETs.. He may love stup relig myths & dogmas
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Some Pentas are deeply affected by paranoia schizophrenic & got trapped in their own delusions.  Come on, get real: there won’t be WW3.. This is just business, nasty one, but easy to cope with.
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Russia Considers France Among Major Partners in Europe  US-RU don’t have Partn forever
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The issue electromagnetics in nukes is the problem. It make WW3 obsolete, a MAD problem.
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the eastern Mediterranean gas fields don’t  belong to Israel & poses a threat to Lebanon.
RELATED:
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RT SHOWS:
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to break with Empire: 


REVs      -Problemas de etiqueta   Luis Casado
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Opin      -El complot y el caos  Santiago Alba
                -Memoria y espíritu de honradez intelectual militante  A Ortega
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Afric      -Dáesh juega una última carta en Libia  Guadi Calvo
                -Tragedia olvidada:  Dueñas de su destino en el Chad  Gina Tosas
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ALC        -Qué hijos vamos a dejarle a este mundo?  Gustavo Castro
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                -Crisis de la Democracia Cristiana: Vista a la derecha... Alvaro Ramis
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                -futuro?:   El dilema pensiones: quién y cómo pagarlas  JR Sanchís
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                - Trabajadores, migraciones laborales y xenofobia    Carlos Mejía
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ARG       -El muerto se asusta del degollado  Mario Hernandez
                -En el INTI no sobra nadie  Pablo Micheli y José Rigane
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BRA        Lula: 
ofensiva conservadora trata de anestesiar al país”  P Gentili
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PALS      -El anacronismo colonial israelí  Susana Khalil
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Mund    -China y la instalación mundial del yuan  Lido Iacomini
                -La Guerra de Vietnam: una visión vietnamita  Ron Jacobs
                -Spain: El fascismo va calando en la población española  David Cotilla
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PRESS TV
Global situation described by Iranian observers..


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The difference: drugs used release pressure from NO future in neolib market
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Debate: US plans in Afghanistan  besides getting popy-drugs?
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JAN 30 18 SIT EC y POL

JAN 30 18 SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Econ


ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics

THE ECON SITUATION TODAY


"I expect the S&P 500 to lose approximately two-thirds of its value over the completion of this cycle..."
See chart at:
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Today's sharp Dow opening slide skewed by one stock, UnitedHealth; UNH responsible for ~100 pts of DJI opening drop, roughly 40% of the decline. The S&P 500 gap-opened today 0.73% lower - the worst initial print since May 17 of last year.
Friday's meltup seems like a long time ago now...
See chart:

Bonds bloodbath'd even more with 10Y at new cycle highs and 30Y ramping up near 3.00%...
See chart:

Testing key technical levels...
See chart:

The Dollar Index ended the day modestly lower once again despite Mnuchin's best efforts...
See chart:
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After making more headlines today along with Jamie Dimon and Warren Buffett, today’s infographic focuses on the extent and reach of Jeff Bezos and his Amazon Empire...
See chart:

see chart 2:
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POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo


"This is our New American Moment. There has never been a better time to start living the American dream... Together, we are building a SAFE, STRONG, and PROUD America..."
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"Tonight, I am calling on the Congress to produce a bill that generates at least $1.5 trillion for the new infrastructure investment we need."
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China and Russia are aggressively developing capabilities such as anti-satellite (ASAT) weapons that could soon destroy all U.S. satellites in low-earth orbit, according to a new report issued by the Pentagon’s Joint Staff.
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"...we have moved beyond the era of representative government and entered a new age: the age of authoritarianism. Even with its constantly shifting terrain, this topsy-turvy travesty of law and government has become America’s new normal."
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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

"The idea of Europe as a single entity is imaginary. The distinct geographies of all these countries and their various business ties guarantee that their own interests will govern their relations with Russia. "
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Mohammed bin Salman vowed last year that the battle between his kingdom and Iran would be fought "inside Iran, not in Saudi Arabia." The Turkish-Kurdish conflict will hasten this.
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In a clear indication that the BOJ will not tolerate further upside pressure on JGB yields, as part of today's "rinban" or BOJ equivalent of POMO, the BOJ boosted bond purchases in the 3-to-5 year bucket from 300BN yen to 330BN yen. This was the first increase in this bucket since July.
See chart 1
See chart 2
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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
Geopolitics & Econ-Pol crisis that leads to more business-wars:  its profiteers US-NATO


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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n chances of WW3


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Russia’s Doomsday Nuclear Torpedo  By Eric S. Margolis 
Facts prevail over fiction:  Our imperialist supremacy is over. WITH SO MANY NUKES, ANY IMPERIAL RULE IS OBSOLETE. RU responded to NATO ‘Kanyon’ & trillions of USD requested to upgrade defense system: RU-China will respond: US-Nato 1st Strike will immediately be duplicated. MAD will prevail: mutual assured destruction is granted. THE BEST WE CAN DO IS to:
1-design a transition plan for multipol system (like UK empire did it) and,
2- go beyond neoliberal system:  Why? A- because it creates explosive inequality & that mixed with misery-migration- destruction created by war: is a receipt for violent REV. B- because main profiteers of neoliberal policies are the big corp of the military industrial complex: they manufacture nuke weapons and illicit wars abroad.
I JUST LISTEN IT THE SPEECH OF PRES THIS NIGH.

1- I did Confirmed: there is more than 2 personalities in one single person. In the speech at DAVOS and the 1st part of speech tonight we meet the recycled Trump talking the non-bullish-language of twits (his natural personality) , but instead with a calmly and conciliatory mood. In this way Trump pleased the Peace expectation inside and abroad.

2- In the 2nd part of his speech –with the same calmly mood- appear the other Trump with a message oriented to please only the neocons in power, the military and the zealot-audience who clap him. The message was: you are doing the right thing in geopolitics. Jerusalem belong to Israel and we support them. It doesn’t matter if the whole world is against US.(“Very loyal” to his friends –Israel & Saudis- is his 2nd personality (it hida some business behind).  Regarding  RU & China he show a 3rd personality. RU & China are still our –En-  but he prefers using the word “rivals” . Rivals that deserve been sanctioned at economic  & military level (encircled them with missiles and with seas-air-space violations). Other countries in the least of enemies were treated as usual. Noth Korea will paid his defiance but it was said in “polite” language. Trump will continue his ‘regime-change’ policy in Syria, but in the name of fighting the ISIS “terrorists” (US has been accused of sending US troops inside Syria without the consent of their Pres and accused also of supporting the terrorists with weapons, case  “al-kaeda” and the Wahhabis sent by Saudi-allied. He made clear that countries that do not support US policies in the UN will suffer the consequences, of course it was said in a very polite language too.

3- The worse: The policy of manufacturing weapons and fostering wars abroad was justified. It is the only way of assuring the defense of our country, said Trump. [ So, we do have enemies, if doesn’t exist: we invent them, case of RU-gate ]. We will defend our country at whatever cost –it  was implicit- that includes the billions  requested  to modernize our weapons. If we have to dismantle nuked..he said-  that will be in an uncertain future. In short: THE DOOR FOR WW3 WAS OPENED.

4- The speech was very well calculated for the two audiences (insiders: we invented heroes for them, and outsiders, the usual suspects. The calculated speech  fit with Trump ‘dissociative identity disorder”, though we’ve to recognize that is was a very effective speech indeed.. The calmly mood makes the difference. He pass the test .. he can still be our Presid .. think those in the shadow Govt. So we gone live the key of WW3 in his hands?. What if tomorrow he goes back to his natural mood and mess everything worldwide?. Who knows?  All that we know is that with WW3  there will not be winners, only destruction, death and pollution. With DU infestation survivors won’t create healthy babies. Not only our Empire will disappear in one single shoot of foreign missiles –scientist talk on sympathy reaction: nuclear sites around the area can explode too-  So, the whole world is in danger.
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Lewis Black "Hide Under Your Desk  2 minute Video  No bunker for the poor .. only for the rich
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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars uncovered ..


'Kremlin Report', a list of 210 Russian politicians, officials and businessmen who may be subject to new anti-Russian sanctions
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Opposition Leader: Resolution of Syrian Crisis Should Be Kick-Started in Sochi  https://sputniknews.com/analysis/201801301061194904-syria-opposition-sochi/
RELATED 1
RELATED 2
RELATED 3
motivated by patriotism and responsibility  Is 1st condition to come to Sochi. The 2nd condition is being Syrian citizen, without any religious reference.
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Stupid news: no sense of War-Strategy in  Sun Tzu, von Clausewitz, Guyen von Jap n Mao Tse T
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RT SHOWS
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Max- Stacy discuss the ‘fearful Millennials’ going long the stock markets because Trump provides ‘a layer of insulation’? Max int J Gardner, about crypto-bros, ICO markets and the future of crypto.
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to break with Empire: 


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                -el vertido de 90.000 tons de amianto en Toledo llegará a EU Carmen
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Econ      -Hacia un nuevo sistema monetario internacional    WD y WF
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Opin      -Impecables refugiados en Davos   Ruth Toledano
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USA       El destino de un millón de jóvenes a subasta  J Majfud  negocio imper
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Ecua       -Ecuador 2018: ¿Quién pagará el ajuste?   Nicolás Oliva
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Afric      Somalia:  “No matan a Al Shabab, están matando a civiles”  J Burke
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Boliv      Se definen las tendencias político-electorales   Eduardo Paz     
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MX         -La militarización de México   Jaime Luis Brito
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Cuba      --Reflexión de Olga Salanueva  Por OLGA  S
                -Che Guevara, apóstol de los oprimidos (IV)   Salim Lamrani
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COL        --Uribe, violaciones e impunidad santista   Camilo Rengifo
                --ELN pronto será una guerrilla muy poderosa  Luis Alberto
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Chile     -Lamentable y reveladora visita papal  Felipe Portales
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BRA        -Sistema judicial: la arbitrariedad de las togas  Vanessa Dourado
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Si se hiciera un ‘Dosier’ con millonarios y Pillar que fraguaron su riqueza con dinero la Nac ..
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Keiser Report   Apetito por el riesgo  bien pagado por QEs y otras regalias
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PRESS TV
Global situation described by Iranian observers..


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