MAR
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
As the stock market turning more
volatile and geopolitical tensions escalating each day, global investors would
look at gold as an able ally to their preserve wealth. 2018
could turn out to be the “perfect storm” for gold.
See Chart:
Second, gold has been providing
consistent returns over an extended period of time. The yellow metal’s price
increased by an average of 10
percent per year since 1971.
See Chart:
As stocks tumble gold relied
See Chart:
Why Gold
Now?
It is felt in the present backdrop of a strong correction in
the stock market, rising
inflation, geopolitical
unrest and the likely end to the low-interest rate regime; gold would turn out to be the go-to-asset class to preserve
wealth.
See Chart:
Gold prices tend to rise 1- as volality increases
n 2-
during periods of high inflation
See chart 1
See chart 2
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Trump is
not the first, and will not be the last, to enforce major trade policies, as
the following Goldman chart vividly shows.
See Chart:
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Nothing stays the same in dynamic systems, and it's inevitable that the current glut of low costs
/ cheap stuff will give way to scarcities that cannot be filled at current
low prices.
Courtesy of Incrementum AG, here is a chart of the
commodity/S&P 500 ratio. Commodities
are at historic lows in relation to stock market valuations. Stocks can decline, or commodities can rise, or both can
occur in tandem. If history is any guide, this ratio will reverse and reach a
peak within the next decade.
See Chart: S&P ratio: equities expensive, commodities cheap
At the source below:
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"In
1999–2000 and again in 2006–2007, the ratio was near a peak, and people felt
good.The good feelings didn’t last.
Both times the ratio corrected back below its long-term average."
The FAANG stocks have
ruled the technology sector the last few years and have had a heavy influence
on the entire stock market. Apple is the world’s most
valuable company by market capitalization, with Amazon and Google not far
behind. So anyone indexing US large-cap
equities—which means almost anyone with investment capital—simply must own them.
Here’s a chart that Dave Rosenberg of Gluskin Sheff shared
at SIC 2018.
It shows 2017 price returns for some selected asset classes. Last year, pretty
much everything went up, but FAANG stocks did most.
See Chart:
Indicator 1: Extreme Overvaluation
Indicator 2: Paying more for slower growth
See Chart on
The Net
Worth/Income Ratio at Pre-Crisis Levels
Chart:
Conclusion.. at
convenience:
We are now
tied together in ways we were not back then. Those connections will make the
experience quite different, so it’s worth talking about networks.
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POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
Does FDR came back? .. IF SO, it means that we are in a
recession crisis like the 1930
The family
has asked for the judgment to be reduced to roughly $100 million.
OH .. NOT.. this is totally
different thing: it is a case of billionaires evading
rules
IN what appears to be an attempt to stave off a laborious
appeals process and exit quickly with their cash, the family of a former
airline executive asked the judge to lower the punitive
damages portion of the fine - what amounts to $6 billion of the $8 billion - to
roughly $100 million.
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Invaders welcome? ..
incredible .. US border patrols & snipers are not going to kill
them?..
Thousands
of Central Americans migrants have crossed immigration checkpoints, military
bases, and police in a sprawling, chaotic march toward the United States, and
so far no one has made any effort to stop them.
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Untouchable or just the opposite?
Lockheed
Martin has secretly been developing a
game-changing compact nuclear fusion reactor that could potentially fit
into a fighter jet.
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Internal contradiction : Trump vs big Corp –monsters &
rats .. IT IS A ZERO-SUM GAME
"The
Failing N.Y. Times reports that 'the size of the company’s lobbying staff has
ballooned,' and that does not include the Fake Washington Post, which is used
as a 'lobbyist' and should so REGISTER..."
[[
I guess who is gona win … unless Trump manage to reshuffle the weak “Deep-State” ]]
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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 Russian
Foreign Ministry has demanded answers to the following questions regarding the
details of the investigation into the nerve-agent poisoning of former double
agent Sergei Skripal and his daughter Yulia Skprial.
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A change in
the default crude oil transactional currency - which for decades has been the
"Petrodollar", blessing the US with global reserve currency status -
would have monumental consequences for capital allocations and trade flows.
See Chart: “Petro-Yuan Oil Futures Volume”
Superficially, for China it would be a matter of
nationalistic pride to see oil trade transact in Yuan:
"Being the biggest buyer of oil, it’s only natural for China to push for
the usage of yuan for payment settlement. This will also improve the yuan liquidity in the global market,” said
one of the people briefed on the matter by Chinese authorities.
There are other considerations behind the launch of the
Yuan-denominated oil contract as Goldman explains:
-A commercial benchmark and hedging tool.
- A new investment vehicle
for onshore investors.
- Direct access to
China’s commodity markets for offshore investors
See Chart:
Which is why restructuring oil fund flows may be the best
first step: as of this moment, China is the world’s
second-largest oil consumer and in 2017 overtook the United States as the
biggest importer of crude oil; its demand is a key determinant of global oil
prices.
See Chart:
Exibit 9: The INE warehouses are located near to ports
of crude oil imports
See Chart:
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Trump: "Let the other people take care of it
now."
[[ Syria,
Iran, RU n China must be ready to give “good welcome”
to Frenchees troops ]]
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Not all of Russia’s game-changing weapons were
mentioned in
the president’s landmark speech that the mainstream media keep writing so much about.
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars: its profiteers US-NATO
“NATO-Exit”? Shift in Struct of Military
Coalit: Turkey’s Alliance with RU, China and Iran? [[ Not yet: all depends on acts in battle field.. If Turk
fry Frenchees is ally.. if not: other chees to be fry..]]
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COUNTER PUNCH
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Jeffrey St. Clair The
Parable of the Stone and the Slap
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Pres Trump show
respect for US Principles: Give Assange access to
internet: he never hurt thuth
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Antonio Perra How the Islamophobia
Industry Silences Voices of Dissent
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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars
uncovered ..
“The Euphrates Shield and Olive Branch operations were conducted thanks
to Russia's support. If Russia did not open the airspace, we would not
only not be able to enter Afrin and Al-Bab, we would not be able even
to take off a drone," said an aide
to Turkish Erdogan
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That will be the worse mistake of the West (NATO allies
stations may receive the tit for tat )
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RU are ready to respond immediately, they said.
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In a zero-sum game: Trump has the choice of breaking
“deep-state” n Dems’ party. Prays don’t C..t
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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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PRESS TV
Global situation described by Iranian observers..
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