sábado, 13 de enero de 2018

JAN 12 18 SIT EC y POL



JAN 12 18 SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Econ

IMPEACH TRUMP FOR CRIMES of PEACE and HUMAN ETHICAL STANDARS!

"Haitians fought along US soldiers in the revolutionary war and we continue to be great contributors to American society" -Haiti Ambassador Paul Altidor

[[Assuming that Trump was referring Africans.. not Haitians .. worsen the case. Simply:  Mr. Trump doesn’t fit the US Presidency. We should collect signatures & org Local Referendums to impeach him. There is no other way to solve this riddle. ]]
"Time is running out. We have to get this done. I thought we might get a bipartisan agreement approved by ..the White House  died yesterday."
Uno mas:  UN Condemns Donald Trump's 'Shithole Countries' Remark as Racist
                By American citizens: Patrick Wintour, Jason Burke and Anna Livsey
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ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics

The US economy today:


And see these charts:

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It's been an interesting year so far... equities are unstoppable, the dollar is tanking, gold is soaring, and bonds are tumbling...

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This is easy... US Equities have 'suffered' only one down day in 2018 so far (in fact Trannies haven't seen one down day)...  Two charts

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Putting this move in context:
  • Trannies best start to a year since 1983
  • S&P best start since 1987
  • Dow best start since 1997
  • Nasdaq best start since 2004
 See chart:  "Never gonna let you down"

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The Dow is up 1060 points in 2018 - 5 names account for more than half those gains (BA, CAT, IBM, MMM, and UTX added 555 points!)
See Table…

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VIX traded back above 10 today again, rising with stocks, and VIX has entirely decoupled from stocks...
See chart on high risks: very interesting

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Banks had a good week (despite dismal earnings) but Wells ended red...

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And while stocks are surging, Treasuries are tumbling - suffering the biggest total return loss since 2006... (worst 2 week drop in 3 months)...

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Yields ended the week higher across the curve, but look at the strength in the long-end the last 3 days: down...

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After steepening dramatically, the yield curve collapsed back flatter to end the week unchanged... 2 charts..

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2Y Yields are now 18bps higher than the dividend yield of the S&P 500...  and High yield bonds had the worst week in the last 6, decoupling from stocks... 
Two charts..

11- Finally:  The dollar plunged most since March 2017 today to the lowest in 4 months... (5th week down in a row) .. [[ Meaning:  are you buying less and less with your USD savings: check yourself! ]]
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A day after promising to give its store workers raises and bonuses, Wal-Mart is preparing to hand out about 1000 pink slips at its corporate headquarters.
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"Risk comes from not knowing what you are doing..."

One thing to notice is that spikes in optimism have generally occurred near peaks in the market.
Why should that be the case?

The reason is simple, exuberance tends to be disappointed by reality. When you dig down into the NFIB survey what small business owners are saying,” and doing,” are two different things.

For example, while business owners “SAY” they are optimistic about the economy currently, when it comes to committing their capital they are not nearly as brash. In fact, their level of planned capital expenditures continues to run at levels more normally associated with weak, or recessionary, environments.



What about consumers?  Are they optimistic as well?.
Well, maybe not as much as you think. The survey shows that while business owners “SAY” sales should be improving, their biggest concern, which is spiking higher, is POOR SALES.” 



Furthermore, notice that while there has been an immense amount of “chatter” about how the recent tax reform has lowered the burden on business which will lead to a surge in economic growth, etc., the level of concern over the amount of taxes being paid has budged from post-recessionary levels. While taxes were recently lowered, the “cost” of labor is rising which will absorb, for small business owners, much of the impact of any tax cut received. 

There is also a big difference between what the “hope” sales will be and what “actually” occurs. With such high levels of expectations currently, the risk of disappointment in future sales volumes is elevated.

While there is much “hope” that economic growth will boom this coming year due to regulatory and tax changes, history suggests the current levels of “economic optimism” are also likely to be disappointed


Ultimately, for the markets and for investors, it is what you DO that matters the most.

Investors are currently set up for disappointment on many fronts over the next 12-24 months. While “exuberance” currently reigns, and investors are piling into risk equity with reckless abandon, the markets will continue to push higher.

Just be aware that “REALITY” will eventually set in.

HERE THE READINGS FOR THIS WEEKEND: 

Economy & Fed
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Markets
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Cryptocurrency Mania
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Research / Interesting Reads
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"The elephant in the living room remains the central banks,"
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POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo

Enough to impeach Tump FOR CRIMES of PEACE and HUMAN ETHICAL STANDARS!

After reports that Trump referred to "shithole" African nations in a meeting (THAT WAS NOT DENIED BY THE WHITE HOUSE), the president has tweeted this morning that "this was not the language used."

         [[ The whole world listen it. Such stupidity is dangerous.. besides isolating  & damaging US image ]]
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"The Federal Reserve has once again created an artificial and unsustainable economic bubble. Central planning still doesn't work, and the sooner we move to sound money the better..."

[[ Intentional miss-spelling?   or Dishonesty as usual?  ]]
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IT WAS EXPECTED.. she doesn’t fit  big Corp interests supporting Trump

State records indicate that Bandy Lee's 'physician/surgeon' license expired in 2015, and her application for reinstatement has been 'pending' ever since...
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We are placing a risk of extermination to the whole world:  Impeach Trump! to silence his clowns

"What vital U.S. interest is there on the Korean Peninsula that justifies accepting in perpetuity such a risk to our homeland?"
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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


In the early 1940's some of the greatest scientific minds of all time gathered in Los Alamos, NM for an "R&D" project, infamously dubbed the 'Manhattan Project', that ultimately changed the course of human history forever...here's what followed.
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WAR between 2 super-powers is already going on in Syria & Middle East

"When the country is on the brink of becoming a great military power, it's also stepping into a period with high risks to national security. War is not far from us."
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Tit for Tat is coming

Putin says "we know who they are" regarding attacks on Russian base. A CIA official previously warned, "we need to make RU pay the price" for being in Syria. 

[[ Who invites the US over-there? ]]
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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   on US Crimes against PEACE
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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The FBI Hand Behind Russia-gate  Must Read - By Ray McGovern
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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars uncovered ..


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RT SHOWS

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Keiser Report  Episode 1175  Max and Stacy discuss mad markets, first move advantage in the ‘blockchain’ business and the big profits in the central bank as hedge fund model. Max interviews Adella Toulon about bitcoin as a store of value.
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to break with Empire: 


                - ¿Chile giró a la derecha?   Mario Garcés
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                - La realidad de Corea - N como potencia nuclear  Thalif Deen
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MX         EZLN: 24 años de dignidad y congruencia ética  Gilberto López
                -¿Qué clase de democracia es México?   Mark Weisbrot
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Econ      -Rusia no cree en sanciones  H López  Cree pero no le afectan
                - La reforma fiscal de Donald Trump  Camila Andrea y John Freddy
                - Derecho a Salud: La vigencia del análisis crítico de Marx Stéphane
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Ecol        Agua, el gran desafío para la guerra y la Paz  Amyra El Khalili
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                -Se vacía el nido  Laidi Fernández de Juan
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                - Urabá necesita inversión, no peajes.  Bibiana Ramírez
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PALs      -Erdogan y su obsesión por el norte de Siria  Leandro Albani
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USA       -Estados Unidos: fracaso tras fracaso  Pablo Jofré Leal
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Ecua       -Los retos económicos de Ecuador  Pablo Quiñonez
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Detrás de la noticia   Desastres naturales y artificiales
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PRESS TV
Global situation described by Iranian observers..


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