MAR
25 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
For a fistful of dollars … to to to to toon .. to to tooon
"As investors ponder the implications of trade wars and the
possibility for moderately higher inflation – a circular loop if we ever did see one – we thought
we’d evaluate the market’s
behavior to see what kind of clues it’s giving us about its health."
SEE CHART: Sin duda .. aqui falta Chees-trianism .. debio empezar en lo BUeno no en lo feo UGLY
First off, THE
GOOD.
Not
everything in equity land is painting a doomsday picture. Indeed, liquidity sensitive
small cap stocks, emerging market stocks, and frontier market stocks are all outperforming United States equities and developed
world equities more generally.
[[
Clasic niracles: el
muerto podrido resucitó , el ciego miró .. y la
virgen tuvo su 8vo bebe after Jes ]]
See Charts:
https://www.zerohedge.com/sites/default/files/inline-images/Pic1-4-768x452.png?itok=tXO2Ywc4
There is a strong
indication that: 1) either panic selling has not set in
yet, or 2) the overall health of the market is not that bad.
Furthermore, stocks are
deeply oversold on a short-term basis as measured by the percent of issues
above their own 20-day moving average, as shown in
the chart below.
See Chart:
NOW THE BAD.
Even though stocks are short-term oversold, they are nowhere
near being long-term oversold. At each of the good lows since 2008 (except for
the 2012 low), the percent of stocks above their own
200-day moving average dropped toward 20% or lower.
The percent of stocks in a bear market – down more than 20% from their own 200-day high – is
only 19%. If stocks are done falling, this would mark,
by a long shot, the smallest percent of stocks entering a bear market of any
selloff in the last decade.
See Chart:
NOW FOR THE UGLY.
The Smart Money Index is intended to track the behavior of professional
money managers (the smart money), by comparing market performance during the
first hour of trading ,when inexperienced/emotional buying/selling takes place,
to market performance during the last hour of trading, when experienced
managers make their moves. Stocks have been selling off
late in the day recently, which is an indication that professional managers are
taking chips off the table. The
Smart Money Index is tanking and well below the levels of the February low.
See Chart:
FINALLY, FOR THE
EVEN UGLIER.
The last chart shows the performance
of the Nikkei 225 Index from the spring of 1988 through the spring of 1990
(blue line), and then we overlay the most recent two years of performance for
the S&P 500 (red line).
See Chart:
As we can
see, the analog is nearly perfect, with a 98% correlation. If it were to
continue, US stocks would stand to loose another 15% from here. Thank
you to our friend, Jesse Felder, for the tip on this
relationship.
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"...means the
impending fiscal carnage is now beyond recall, and
that the mother of all 'yield shocks' in the bond pits will soon shake Wall Street to the rafters."
See Chart This one don’t represent what the title & statement said
.. but .. it can be used later
A veteran Wall Street, Marc Chandler of Brown Brothers
Harriman, noted:
"People are presenting this as it’s a
trade war. I don’t think this is a trade war.....We have been to this dance
before."
“Countries will respond with some symbolic
retaliation on a small number of goods that make a little more than a rounding
error in bilateral trade, take some measures to ensure that the defection of
the U.S. does not lead to an import surge, and appeal to the conflict
resolution mechanism at the WTO.”
Next?
Well, yes, next is exactly our
point. The Imperial City is
becoming swamped in conflict, dysfunction, distraction, distemper and massive
decision circuit overload.
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"Looked at in a vacuum, this is hyper-bullish... but between trade wars, massive ongoing government deficits and spiking
stock market volatility, the
reasons for owning safe haven assets like gold and silver are both multiplying
and gaining urgency."
Starting with gold, the large speculators – who, remember, tend to be wrong at big
turning points – got a little less optimistic, while commercials – who tend to be right at big turning points – did the
opposite. But both groups are still in unfavorable territory, with the
speculators too long and the commercials too short.
See Chart:
Silver
is a whole different story, with speculators going aggressively net
short, something very seldom seen, and commercials
almost in balance, which is also unusual.
SEE Chart:
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TINA is dead... cash is king again.
See Chart:
The deficit spike
comes even as the jobless rate drops to multi-decade lows – an unprecedented
disconnect.
See Chart: US Fiscal balance inverted:
Treasury bill and bond issuance are ramping up at a time
when the Fed is reducing its reinvestment of maturing bond holdings. We estimate net bill issuance to the tune of roughly $500
billion in 2018, far beyond levels seen in recent years. The result: a need for
greater private-sector financing of federal deficits.
The U.S. tax system overhaul also
has created incentives for companies to repatriate overseas cash currently
held in short-term instruments. Anticipation of these
fund outflows is contributing to rising yields on shorter maturities.
Bottom line
We see rising opportunities at the front end of the curve, where yields
finally above inflation levels (ZH: and stock dividend yields) offer investors
a viable alternative to cash.
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Source : https://www.zerohedge.com/news/2018-03-23/cash-king-again-blackrocks-buying-bills-yield-tops-stocks
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Neoliberal system dies of natural causes: Tech n
demographs.. Will you believe this story-tell?
"...a wealth tax is coming."
Why Is
This Happening?
The answer is
demographics and automation. Employers increasingly turn to
automation as they can’t find enough workers with the skills they need.
The Baby Boom generation is leaving
the workforce - although many Boomers are putting off
their retirement as long as they can. The additional labor that came
from one-time factors like China’s opening up has mostly run its course.
At the
same time, technology is getting better and less expensive.
See Chart:
Automation
Will Hurt Everyone
This trend might
look like a good thing to employers. Invest in machines, lay off
people, mint more profits.
But that’s
short-sighted because someone has to buy your products. The
laid-off workers won’t spend as much unless they get new jobs.
In theory, automation will enable lower prices, which will
raise demand and create more jobs. Bain does not think it will happen that
way. They foresee up to 40
million permanent job losses in the US.
See Chart:
https://www.zerohedge.com/sites/default/files/inline-images/Demographics-Automation-Economic-Storm-2.jpg?itok=l6nFoPqs
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"...it was Black Friday
before Black Monday... watch this memorable clip from the legendary
Louis Rukeyser’s Wall Street Week from October 16, 1987... and focus on what Marty Zweig had to say, and
pour yourself a strong one as you do!"
See Chart: in case you miss it yesterday
….
Source: https://www.zerohedge.com/news/2018-03-24/david-rosenberg-it-was-black-friday-black-monday
POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
Our Intimacy, our privacy, our family-secrets has been sold
by M Z.. He doesn’t deserve any trust
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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
EL
REGRESO DE LOS NAZIS y NEO NAZIS
Hi Hitler:
Puigdemont
"was arrested today at 11:19 am by Schleswig-Holstein's highway patrol
force," a German police spokesman told AFP, adding that the detention was
based on a European warrant. "He is now in police custody"
….
Hugo
Adan Marzo 25. 2018
Cuando el terrorismo Neo-NAZI
emerge.. significa que necesitamos un Neo-Stalinismo? . Hay otro modo de salvar la humanidad de
horribles pestes del pasado?.
AQUÍ
SOSTENGO QUE SI LA HAY.
Revisemos
brevemente lo ocurrido hasta hoy.
El nazismo nuclear
nació aquí, en el US, con el bombardeo a Hiroshima y Nagazaki (Aug 6-9 45). Hoy
se sabe que vino de la mano del nazismo geopolitico alemán (estos iniciaron su
proyecto nuke en 1939).
El nexo fue
interrumpieron por la invasión a Polonia
y luego a la URSS, donde incineraron muchas
mas vidas que en JA.
Al parecer
varios científicos alemanes trabajaron junto a los del US en la bombas que se probó
en JA. De aquí que el US no haya estrenado sus bombas en Alemania. El ataque a Pearl
Harbor fue un ardid “bien planeado por estrategas del US: había que sacrificar
algunos soldados USA para tomar control del Mundo”.
Ademas, se
temia que en 1944 los alemanes ya tenían su bomba y que habría un tit for tat
si se bombardeaba Alemania. De otro lado, para el US el peor enemigo era el
socialismo de la URSS. Ambos el US y Alemania coincidieron en bombardear la
URSS con nukes, pero se les cruzo el plan: con los alemanes dentro de la URSS
no había forma de bombardear la URSS con nukes.
La estúpida
dinámica geopolitica de los nazis en Europa , interrumpió el nexo USA-Germany.
Recientemente
se acaban de descubrir algunos túneles donde
se fabricaban los nukes alemanes. Estos ya despiden algunos gases letales y se
teme que pronto tendremos otro Chernobil, el Aleman.
Hoy están de
nuevo aliados el US y Alemania. Pero no podrán usar el cerco de nukes apuntando
a RU y China: La respuesta será inmediata y automática (via satelital). Si los trogloditas neo-nazis
usan sus nukes , serán regresados a la edad de piedra, junto a sus aliados terroristas
Saudis e Israelis ..
SOLUCION? Solo hay una:
No
queda otra que iniciar el desmontaje nuclear en el US-RU-Uk –Francia y China,
para empezar. Es lo que
demanda la humanidad entera.. de lo contrario todos
ellos serán desaparecidos del mapa y .. sin piedad. El resto de la
humanidad tendrá que sufrir los efectos de la barbarie WW3, si queda vida.]]
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars: its profiteers US-NATO
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A
estos los agarro la pandemia “Guerra” en momentos en que lo más hay que evitar
es la Guerra. Eso solo beneficia a vendedores de armas del Imperio. Si no
pueden negociar un arreglo pacíficamente pues renuncien a la Presid ambos. SI
los bolivianos quieren tener salida al mar, pueden tenerla en ambos océanos: Pacifico
y Atlantico si se reinicia el Proyecto interoceánico que los Chinos si podría financiar. Si se trata de nacionalismos y
patrioterismo antiguos .. eso no tiene sentido hoy. Hay que crear en cambio 3
naciones sin ejércitos como ocurre en Costa Rica. Si los militares de ambos
paises insisten en que eso es mio y no tuyo.. que se alisten como bufones en un
circo y viajen fuera de LA. En Lat America no queremos guerras entre países hermnos.
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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars
uncovered ..
The United
States was developing the gas A-234 SINCE 1998, said the Russian Defense Ministry Igor Rybalchenko (IR). “Now it turns out that, judging by the name
of this substance, it was just the same nerve agent, A-234," I R said.
"I affirm that it exactly corresponds
to the formula published by Mirzayanov (Vil Mirzayanov, a Soviet
chemist who moved to the USA and the author of the book on the
A-234 gas). The chemical name of this substance is A-234 and was named "Novichok"
by Boris Johnson, as a substance available in the Porton Down
laboratory,” Rybalchenko said.
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Kremlin spokesman
Dmitry Peskov said : Putin has a clear vision of the country’s future
development. Putin knew what
we need in the future. His vision is much broader than that
of the average voter, therefore people support him.
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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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Iran:
US, Europe must stop supporting aggressors in Yemen
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