FEB
3 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 fall of big Banks started:
As if last night's Federal Reserve
smackdown was not enough, Wells
Fargo has been dethroned as the nation's largest mortgage lender...
The lagging mortgage originations number, which
usually trails the pipeline by 3-4 quarters, was nearly as bad, plunging 39%
sequentially from $72 billion to only $44 billion, "due to higher
rates and seasonality." Since this number lags the mortgage
applications, we expect it to post fresh post-crisis lows in the coming
quarter. [[ good
dreams.. just dreams ]]
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Markets are in an uncomfortable
spot, where not much escape is available via new
lending, not much escape via higher valuations, not much escape with new QE,
not much escape with more leverage, not much escape with more cash to deploy.
See chart:
See one more chart of many on the Econ debacle:
CASH LEFT TO INSTITUTIONAL INVESTORS
Mutual Funds cash balances are at all time
lows of 3.3%
See chart:
...
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"... the resultant rise in bond-equity correlation would
likely induce de-risking by risk parity funds and balanced mutual funds,
magnifying the eventual equity market sell-off." [[ wishful thinking? ]]
SEE chart:
The
problem is likely not helped by record-high valuations (but as Yellen says
"don't call it a bubble")...
And
record-high leveraged positioning...
“The list of growing
challenges have caught up to stocks,”said Jim Paulsen, chief investment
strategist at Leuthold Weeden Capital Management LLC. “We probably need a valuation correction
for both stocks and bonds to be more appropriately priced for
an economy now growing at 3% real/5% nominal at full employment with rising
labor costs and capital costs.”
And the potential for a quant-fund-driven
forced-liquidation is growing every day with bond-stock correlations.
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THIS
IS JUST THE BEGINNING..
the top of the iceberg. They didn’t want the Tobin tax from the top.. They will
get it from the bottom.
The fortunes of the world’s 500-richest people dropped by $73.9 billion Friday...
See Chart
The chart shows about $100 billion of play money
evaporating in the past week. Not enough to seriously inconvenience most
of the people on Bloomberg’s billionaires list, but still a nice reversal of
fortune versus the average person with a house, small bank account and not much
more – who didn’t lose a thing.
As for whether Friday was just a blip in an ongoing “secular bull
market” or a sign that fundamentals are at last gaining the upper hand on
“liquidity,” that remains to be seen. Longer-term though, there can’t be much doubt that today’s
stock and bond valuations are higher than they’ll be during the next downturn.
Here’s a
chart from John Hussman’s latest (Measuring
the Bubble) that illustrates the point.
See
chart:
The adjusted price/earnings ratio on US stocks is
now higher than before both the Great Depression and the dot-com bust.
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Mercado Normal?? Today's
Market Is Anything But Normal
Today markets
are based on lies, frauds corruption and savage imperialism: expropriation via wars & voracious gluttony by big Corp..
Thist can’t be called democracy & freedom.. it is just the opposite. This
is a new victory of lies in human history.
La madre de todas las mentiras (las religiones)
nación nació en el middle east (jewish, Christian & muslim dogms).. With the UK-US empires nació la madrastra de las
otras grandes mentiras: las del mercado neoliberal. Cual
es peor?
Las dos trajeron
la inmundicia guerra (los cruzados y guerras santas de las coronas reales y las
actuales guerras de los wahabitas musulmanes –guerras que nos retornaron a los
tiempos del canibalism--) .. Yo diría
que la peor es la guerra de la madrastra neoliberal (la
malincha, dicen los Mejicanos) pues se basa en el “ top of the art teccnology”.. de forma que pueden
arrasar con toda forma de vida sobre la madre tierra. Y esa es la peste
que hoy tenemos que erradicar.
Los rusos cuando
hicieron volar su Sputnik sobre los cielos del mundo.. pudieron haber arrasado
con el US.. pero ellos sufrieron el significado de usar alta tecnología en la
barbarie guerra.. y no lo hicieron. Los
Americanos no sabemos el significado de la barbarie guerra en los tiempos
modernos.. los de JAPON si lo saben pues lo sufrieron
en Hiroshima y Nagazaki..
Tenemos hoy la más
alta tecnología y creemos que los otros no la van a usar para defenderse.
Hemos entregado el arma
mortal contra toda la humanidad a una Nacion que jamas pudo ser real nación
sino un collage de naciones articuladas por el supremacism militarista de los
cuarteles .. ese modelo de nación llego a su final con
el actual desarrollo tecnologico.. lo que viene es la auto-destruccion del
imperio y de cualquier imperio basado en el “poder militar”.
Fue un grave error en el
camino a la auto-destruccion del imperio y de toda la humanid el darle poder
político a un individuo que no tiene estabilidad psicológica. Esto es como
entregarle un ‘loaded machine gun’ a un ninio o a un alcohólico incapaz de
controlar su temperamento. Ese fue nuestro grave error
y debemos solucionarlo si realmente queremos vivir en la faz de la tierra y en
el US ..
Todo el mundo está en
peligro con este sujeto en el poder. Se requiere de sujetos super armados que lo desarmen sin provocar el
WW3 y no veo que RU y China quieran hacerlo. Solo
se preparan para la inmediata respuesta en defensa propia, que no es realmente
la respuesta que va a salvar al mundo
entero de la peste WW3 y sus efectos posteriores. Tenemos
que movilizar nuestra nación contra la guerra y a favor de la PAZ mundial.
Si lo sacamos a
Trump del poder .. habremos dado un 1er gran paso, pero si sacamos a los del ‘deep-state’ que lucran con las guerras del
imperio y apoyan los planes de guerra de Trump.. si habremos dado un paso firme
a favor de la paz mundial ..
Si avanzamos en la creación
de un plan alternativo al neoliberalism -lo que supone poner fin al supremacismo
militar-nuclear.. habremos dado el paso definitivo en favor de la paz mundial. El plan alternativo solo requiere la libre competencia entre
nuevos modelos socialistas dentro de un mundo multipolar (Yo si creo que varias
regiones del US pueden fácilmente transitar hacia un modelo quasi socialista
que combine “best public education and best health for all”. Yo creo que en el
US hay regiones con recursos tecnológicos y humanos para real despliegue de la libre competencia entre empresas
productoras –no basadas en el monopolismo especulador- .. Entonces, solo
entonces habremos dado solución definitiva al peor problema que hoy
enfrentamos.. el problema peste infernal WW3.
…
Regresemos al
artículo que nos inspiró esa respuesta:
"...there is a time to be in stocks... and a time
to be out of them. Without knowing the future, you can still know
when something is not normal. And when something is not normal... it is just biding its time until it becomes
normal again."
See chart:
But
there is a time to be in stocks… and a time to be out of them. Without knowing the future, you can still know when something is not
normal. And when something is not normal… it is just
biding its time until it becomes normal again.
[[
Without planning a new future you can’t call
the ugly reality as “normal” ]]
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POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
Former-FBI: "My resignation
is painful, but the alternative of remaining quiet while the bureau is tarnished for political gain is
impossible."
Former-CIA: "Nunes' memo
reveals felony wrongdoing by top
members of the FBI and DOJ..."
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"This
is an insane escalation... President Trump is being blamed
for the aggressive US nuclear posture announced today. However, the document is a neoconservative product..."
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" Since the memo is based on actual evidence that
the FBI admits is real but will not allow us to see, the memo itself
can be taken as fact... Put that in your DNC-scripted talking point pipe and blow it out your
ass."
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"We are in the
middle of what I call phase two of our investigation, which involves other
departments, specifically the State
Department and some of the involvement that they had in this."
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Nothing
you can do.. You got inside the flames.. You gona be burned
Deputy Attorney General Rod Rosenstein threatened
to subpoena the "texts and messages" of House Intel Committee
Chairman Devin Nunes and other members of Congress, according to legal analyst
Greg Jarrett.
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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 aerial
night-vision footage shows a barrage of missiles hitting ground targets, which
are believed to have killed around 30 terrorists.
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GLOBAL
RESEARCH
Geopolitics
& Econ-Pol crisis that leads to more business-wars: its profiteers US-NATO
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The
World Will Not Survive the American Neoconservatives’ Doctrine of US World
Hegemony By Dr. Paul Craig
Roberts,
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INFORMATION
CLEARING HOUSE
Deep on the
US political crisis, their internal conflicts n chances of WW3
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Turkish Invasion Pits Neocons Against
Traditional Imperialists By
Mike Whitney
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‘Rise and Kill First’: Israel’s Hidden
Assassinations By Koushik Das
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Mattis: 'I Need to Make the Military More
Lethal' By Scott Wong and
Rebecca Kheel
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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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NOTICIAS
IN SPANISH
Latino
America looking for alternatives to neoliberalism to break with Empire:
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Keiser Report Masacre
en Davos
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PRESS
TV
Global
situation described by Iranian observers..
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Most powerful man after Trump to
enter economic equations
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The US is telling the world that it only respects countries which devel nuclear weapons
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