martes, 6 de marzo de 2018

MAR 6 18 SIT EC y POL



MAR 6 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

Economic situation today: 9 year anniversary

More chaotic swings in stocks today...
It's been 9 years since President Obama called the bottom in the S&P 500 at 666 and there has been one asset that has crushed everyone else...
Global Stocks are up 200%, Global central bank balance sheets up around 170%... and the Dollar is unchanged...
See  Chart:

Since Trump dropped the "T" word last week, gold is the best performer with today's bounce in stocks pulling The Dow green, bonds are unch and the dollar is weaker...
See Chart:

VIX tagged a 17 handle intraday again..
See Chart:

Ugly day for cryptocurrencies (for no good reason)...
As Bitcoin caught down to Nasdaq...
See Chart:
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Two weeks after we first brought the market's attention to the crisis quietly unfolding in consumer debt, The Wall Street Journal has caught up, admitting that some say is a sign of the financial fragility of middle-and-lower-income consumers...
See Chart:

But, but, but... all that dis-saving (and credit-card-debt engorgement) has spiked consumer confidence to near record highs...
See chart:


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Gary Cohn's resignation (seemingly confirming the globalist's worst nightmare on Trump tariffs) combined with China trade war escalation  ?? have sparked a major risk-off shift in US equity futures and bid for bonds and bullion in early Asian trading.
See Chart:
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Trump crea su propia trampa: lies + lies… No one single State can trust him anymore

“This public display of contempt against universal norms of chemical weapons use further demonstrates the reckless nature of North Korea and underscores that we cannot tolerate a North Korean WMD program."
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Following a Bloomberg headline proclaiming that Senator Purdue (a well-known Trump ally) has made comments that President Trump is "open to changes on tariffs."
While not news per se, since Trump already stated the same this morning with regard his NAFTA, it appears the algos are eager to buy the dip...
The Dow is back in the green...
See Chart:
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"You may find a buyer at a higher price - a greater fool - or you may not, in which case you yourself are the greater fool..."
All of this suggests the correction process is not yet complete.
See Chart:

The market is currently in the process of building a consolidation pattern as shown by the ‘red’ triangle below. Whichever direction the market breaks out from this consolidation will dictate the direction of the next intermediate-term move.
See Chart:

In an overly valued, extended and bullish market, the logical choice would be to go to cash (sell high) and wait for a “mean reverting” event to redeploy capital(buy low) at much better valuations. The chart below shows, even using a simplistic process for doing so, the long-term returns have far outpaced those of “buy and hold”investors.
See Chart:
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“The wealthy buy Apple stock with their gains, whereas the middle class buy apples.”

The New (Wealth Driven Asset) Economy
Household net worth, or asset prices, became more volatile and a much bigger driver of economic growth as illustrated in the charts below.
See Chart:

Upshot?
Our hypothesis that the economy is becoming more influenced by asset prices and debt, and to a lesser extent by income (which is endogenous) due to a secular stagnation in real wages, is a work in progress.
In addition, each asset cycle results in greater divergent of valuations from the economy (see charts below) as the wealth disparity increases. 
SEE Chart:
See other charts at:
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Precious metals are spiking this morning withGold testing $1340, dramatically outperforming all other assets since Trump initially hinted at tariffs...
See Chart:

FACT: TREASURY YIELDS ARE SLIDING...
See Chart:
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POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo


"A man in Seattle has had his gun confiscated by police after breaking no laws. The police took his gun without a warrant and without pressing any charges.  Tyranny has officially taken hold on American soil."
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Description: https://www.zerohedge.com/sites/default/files/styles/teaser_small/public/2018-03/2018-03-06_17-35-03.jpg?itok=lRQiTVo_
"America’s billionaires, and their many agents, are giving hypocrisy a bad name..."
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Here a "bullish" news headline:

Trump's hard line negotiating tactic appear to be working because moments ago futures spiked, 10Y yields jumped and the USDJPY bounced about 106 on the flashing "bullish" news headline that North Korea is ready to denuclearize if regime safety is granted.
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GEOPis & DEMPsis son la misma porqueria ..

"Another assault weapons ban rears its knee-jerk head. The Assault Weapons Ban of 2018 is the feel-good, we-have-to-do-something move. I’m all for it if it will make a positive difference. But it won’t. We already know that it won’t because of the 1994 assault weapons ban."
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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

Description: https://www.zerohedge.com/sites/default/files/styles/teaser_small/public/2018-03/trump%20xi%206_0.jpg?itok=YsweU7iz
It's going from bad to worse for globalists following the Gary Cohn resignation, as Bloomberg just reported that the Trump administration is considering a major clamp down on Chinese investments in the U.S. by slapping tariffs on a broad range of its imports in response to alleged intellectual-property theft.
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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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Are You Listening, America?  By Scott Ritter
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'Ukraine on Fire': Full Documentary By Oliver Stone (Original English Version)
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The Politicization of the FBI  By Joseph E. diGenova
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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars uncovered ..


RELATED 1:
RELATED 2:
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RT SHOWS
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Keiser Report  Episode 1197  Max and Stacy discuss the truth and lies about bitcoin. 
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to break with Empire: 

 
OrMe    -La corrupción de Netanyahu  Ramzy Baroud
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                -Enfermedades del capitalismo neoliberal  Arturo Garcés
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Ecol        -El ambiente sano es un derecho  Darío Aranda
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                -Otro FSM es posible, y necesario  Aram Aharonian
                -Perú  Perú: Unidad en la acción Gustavo Espinoza M.
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                --Último adiós a comunicadora feminista cubana 
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ALAI       -Mi mochila de docente sin armas   Santiago Caballero

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Regular empresas para defender derechos humanos  Erika G
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VEN       -¿Qué es el chavismo?   Ignacio Ramonet   
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COL        -Afrocolombianos escogen sus propios candidatos Jesús Chucho Garcí
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PRESS TV
Global situation described by Iranian observers..


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