APR 10 18
SIT EC y POL P2
ND denounce Global-neoliberal debacle y propone State-Social
+ Capit-compet in Econ
GEO-POL NEWS
SPUTNIK and RT SHOWS
We listened Trump-NATO stories .. Here the other story:
“Now is known where exactly the White Helmets have
filmed their propaganda videos depicting the Syrian Arab Army as bloodthirsty
savages.” .. “the place is located in the small town of Saqba
in Eastern Ghouta.” The army
personnel discovered there cameras and film production equipment left
at the site.
On Sunday, the Russian Ministry of Defense denied
reports of an alleged chemical bomb being dropped on Douma, also
in Eastern Ghouta, suggesting that White Helmets have turned to such
claims, which it is called "another fake," in order to "undermine the achieved ceasefire."
“The allegations of chemical weapons used in
Douma was staged," said Major General Yuri Yevtushenko, commander
of the Russian Center for Syria Reconciliation.
"The chemical fabrications, which did not serve
the terrorists and their sponsors in Aleppo and Eastern Ghouta, will not
serve them today either, as the Syrian state is determined to end
terrorism in every square inch of Syrian territory," reads the Syrian government's statement
on the alleged Douma chemical attack.
One month before the Russian Ministry of Defense
issued a statement saying it had reliable information about a false flag
chemical attack being prepared by US military instructors.
"We have reliable information at our
disposal that US instructors have trained a number of militant groups
in the vicinity of the town of At-Tanf to stage
provocations involving chemical warfare agents in southern Syria," Russian General
Staff spokesman General Sergey Rudskoy said at a news briefing
in March.
"They are preparing a series
of chemical munitions explosions. This will be used to blame
government forces. The components to produce chemical munitions have been
already delivered to the southern de-escalation
zone under the guise of humanitarian convoys of a number
of NGOs," he said.
[[ In short:
“ The allegations of chemical weapons
used in Douma was staged " by White Helmets staff ]]
….
----
----
RELATED:
----
----
RELATED:
----
----
----
The Russian Defense
Ministry said on April 9 that two Israeli F-15 fighter
jets had carried out a strike against Syria's T-4 airbase amid reports
by Syrian media that the military facility had also been targeted by [ US ] missiles
[ ?? ]
….
RELATED 1:
‘Seven
Iranian nationals had been killed in the attack on Syria's T-4
military airfield. The victims' bodies were transported to Iran
from Syria for burial’, said RT.
MY OPINION:
Premise: The Airbase
bombed by ISRAEL was run by Syria &
Iran… Seven Iranians die
THE QT IS why Syria and Iran didn’t
respond with a tit for tat and bombed ISR Airbases knowing that IRS did the
same thing in Feb? Afraid of US?
FACT:
They’re in the middle of war.. and war is a zero-sum game. SO, this is the best chance for Syria allies to hit
US-NATO bases inside Syria. If the US respond, RU will do the same.. It is
assumed.
But, If Sy-Iran don’t trust
RU support.. that is another thing. Then, we must wonder why RU may not respond? Avoiding WW3?
That is ethical and Good reason, but reality prevails.
LET’S CHECK THE PANORAMA:
1- RU has the right to 1st
strike & they have the power to hit the US destroyer with missiles in the
Middle East.
2- The US is taking advantage
of RU ambivalence: Why? Futbol World Cup or other strategic plans. World Cup is easy to postpone and ease
to make a tit for tat on big US-NATO Sport
too.
3- RU has the power to hit
several key point from NATO in EU and
M-East in 1 single day..
4- if US respond.. RU has to
go up the end.. total destruction of US military
power up to surrender.
This is that the US-NATO will do.. if they have the chance for 1st
strike… they are ready to do it.. and the plan is to
hit both RU and China, plus their allies in the M.East. There are many
Facts on it.
REMEMBER : REALITY PREVAIL OVER GOOD DREAMS.
Hugo Adan
….
….
RELATED 2:
Israeli Spy Jet Seen Over Syrian Airbase
Struck by Missiles - Reports Where these missiles came from?
Syrian state media SANA reported a missile strike on a
T-4 airbase, suggesting that the US might have been
behind the attack. The Pentagon, however, denied any involvement. It was also stated that Syrian Air Defense
Force managed to intercept several rockets, although the strike did cause
casualties. It has yet to be determined who carried
out the attack.
----
RELATED 3:
Calls to Strike
“the Assad regime”
On April 8, Israeli Strategic Affairs and Public Security
Minister Gilad Erdan suggested that the United States
should attack Syria in response to the alleged chemical weapons use
in the city of Douma in Eastern Ghouta.
“It shows the need for strengthening the
presence of American and other international forces, because
without them the genocide we are seeing will only intensify,” Erdan told Army Radio.
Another official, Construction Minister Yoav Gallant, has also voiced hope that military action would be taken
against Syria.
“Assad is the angel of death, and the
world would be better without him,” he said.
Earlier, Syrian state media SANA reported a missile strike
on a T-4 airbase, with suggestions that the
US might have been behind the attack.
----
----
US through the stone and hide the hand missiles
----
----
----
----
----
----
Do we need more evidence that the US IS NOT IN FAVOR OF PEACE?
----
Los
indeseables de Abril: se les prohíbe el honor y gusto fino por los pedos de la
realeza Britt
----
----
RT SHOWS
Keiser Report Episode
1212 Max-Stacy
explore the scandal behind the financial news headlines and discuss
surveillance capitalism In the 2nd part Max lost his compass n traveled to
Valentcia.
----
----
----
----
NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to
break with Empire:
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
Keiser Report "Los
que se quedaron sin hogar por crisis 2008 lo perderán otra vez por la misma
caus"
----
----
INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n
chances of WW3
Degeneracy and Fundamentalism of Western
Media Control By Andre
Vltchek
The West requires full and unconditional obedience, an
absolute submission. - Continue
----
----
America Must Go To War, Immediately! Must
Watch Tucker Carlson
Watch Tucker Carlson Destroy The War Propaganda Consumed By
Lazy, Uncaring Nation. - Continue
Why immediately ? .. besides
the neoliberal collapse & ending the printing money from thin air ..
----
----
US & Russia present rival resolutions on Douma probe. - Continue
----
----
On The Threshold of War By Paul Craig Roberts
If one American shoot 's at a Russian soldier, then we are
at war. RU GovT Press Releas. - Continue
----
----
Syria - Any U.S. Strike Will Lead to
Escalation By Moon Of Alabama
Russian troops in Syria and the Syrian army will be ready to
respond in kind.- Continue
----
----
US declare UN obsolete.. International LAW obstruct their
aims.. US jungle LAW is installed
Dishonorable U.S. Ambass N Haley, Lies to UN Secur Couns
Regard Syria Gas Attacks. Continue
----
----
Has the War Party Hooked Trump? By Patrick J. Buchanan
The sole beneficiar of the gas
attacks in Salisbury & Syria appear to be the War Party. - Continue
----
----
Jacobs thinks there’s a “direct parallel” with Germany
between the two world wars. - Continue
----
----
GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars: its profiteers US-NATO
----
----
----
----
----
ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they
documented with graphics
Tech regulation? meh... Trade Wars?
Pffff... Economic data weakness? ha...
China's Xi
sparked the overnight bid in US equity futures which hovered around the
cliff-edge from last Thursday's plunge for the rest of the day...
See Chart:
Banks extended gains on the day but
note that all the gains were overnight and in fact bank stocks ended below
their open...
See Chart:
Bonds
were not buying the equity market exuberance at all...
See Chart:
30Y Yields tested down towards a 2
handle once again...
See Chart:
And the yield curve flattened
further with 2s10s back below 50bps...
The Dollar Index fell for the 3rd
straight day to 10-day lows.
See Chart:
Finally we note that 'soft' survey
data has collapsed in recent days as hope tumbles back to 'hard' data's
reality...
See Chart:
….
….
----
----
The end of
bull markets can only be verified well after the fact, but therein lies the
biggest problem. Waiting for
verification requires a greater destruction of capital than we are willing to
endure...
In this past
weekend’s newsletter, “Bulls Hang On By A
Thread,” I suggested
a rally was likely due to the short-term oversold conditions that currently
existed. To wit:
“For now, we want to give the bulls the benefit
of the doubt, but that ‘bit of rope’ is awfully frayed at this juncture. If the market hits our target zone or breaks support, as
shown below, we will reduce portfolio ‘risk’ further.”
“My best guess, at the moment, is that
‘someone’ may well try and talk ‘the Donald’ off his aggressive
posture over the weekend. If the markets get some ‘relief,’ a rally back
to resistance is likely.”
By Monday morning, the catalyst was in place as statements
made by Trump over the weekend, which were described as conciliatory, sent the markets rallying early on the hopes a U.S./China
trade war could be averted.
See Chart:
However, while the reflex rally was nice, most of the gains
were lost by the close as concerns rose of the FBI’s raid of the office of
Michael Cohen, Donald Trump’s attorney, searching for communications between
Cohen and the President.
The market just can’t catch a break.
“In 2015, the market plunged as
Fed Chair Janet Yellen brought QE3 to its conclusion and started hiking
interest rates for the first time in 9-years. Again, this correction would
likely have been substantially deeper as the Eurozone
faced “Brexit” which sent shocks through the market. The well-timed
phone calls to the Bank of England and the European Central Bank by then Fed
Chairman Yellen, to take over liquidity operations stemmed the decline. Also as
opposed to 2000 and 2007, the Fed had only just started its rate-hiking campaign.”
See Chart:
“Today’s market correction is more aligned
with the end of a market cycle versus the beginning of one. The market is facing
numerous headwinds that did not exist in 2011 or 2015.”
I want to expand and illustrate that list in today’s update.
1) The Federal Reserve continues to hike interest rates on the
short-end pressuring the yield-curve flatter which has never ended well for
investors.
2) The Federal Reserve, ECB, and other Central Banks are tapering their
liquidity operations. While balance sheets globally continue to expand, the
rate of growth is beginning to slow.
See Chart:
3) Economic growth globally has begun to weaken as the boost to
the U.S. economy from 3-hurricanes and 2-major wildfires have started to fade.
See Chart:
4) The current Administration is engaging in a “trade war” which
potentially impacts various aspects of the economy. As noted by the Heisenberg this past weekend:
“The Trump administration decided to look into the possibility of
proposing an additional $100 billion in tariffs on China in retaliation for
Beijing’s retaliation”
See Chart:
“The chart below presents several valuation measures we find most strongly
correlated with actual subsequent S&P 500 total returns in market cycles
across history. They are presented as percentage deviations from their
historical norms. At the January peak, these measures extended about 200% above
(three times) historical norms that we associate with average, run-of-the-mill
prospects for long-term market returns. No market cycle
in history – not even those of recent decades, nor those associated with low
interest rates – has ended without taking our most reliable measures of
valuation to less than half of their late-January levels.”
See Chart:
6) Despite the recent turmoil, high-yield spreads remain very
compressed which suggests that “fear” has not entered back into the market yet.
See Chart:
7) Interest rates are rising in the areas of the economy that impact
consumers directly through variable-rate debt like credit cards. Not
surprisingly, rising rates on the short-end are already causing rising
delinquency and charge-off rates and falling loan demand.
See Chart:
8) Price volatility is rising. Historically, significant
increases in weekly point changes have occurred going into, and coming out of,
more meaningful market corrections.
See Chart:
“Perhaps the Markets Message Indicator peak in January will prove only
temporary. However, its current warning comes when the indicator is near the
peaks of 2000 and 2007,” Paulsen wrote in a note to clients Monday. “That is,
it suggests investor confidence and aggressiveness ‘across all financial
markets’ is nearly as pronounced today as it was at the last two major stock
market tops.”
See Chart:
The same can be seen by investor actions. Via Decision Point
“Note that money has left and continues to trickle out of bear funds. Money market assets remain about
the same, so we’re not seeing increased
worry or cashing out. In fact, we are seeing money now flowing to bull
funds.”
See Chart:
“In
fact, Q1 of 2018 has marked the largest increase in the bottom-up EPS estimate
during a quarter since FactSet began tracking the quarterly bottom-up EPS
estimate in Q2 2002. The previous record for the largest increase in the
bottom-up EPS estimate was 4.8%, which occurred in Q2 2004.“
See Chart:
CONCLUSION
Let me conclude with this quote from John’s recent missive:
“At its core, investment is about valuation.
It’s about purchasing a stream of expected future cash flows at a price that’s
low enough to result in desirable total returns, at an acceptable level of
risk, as those cash flows are delivered over time. The
central tools of investment analysis include an understanding of market
history, cash flow projection, the extent to which various measures of
financial performance can be used as “sufficient statistics” for that very
long-term stream of cash flows (which is crucial whenever valuation ratios are
used as a shorthand for discounted cash flow analysis), and a command of the
basic arithmetic that connects the current price, the future cash flows, and
the long-term rate of return.
At its core, speculation is about psychology.
It’s about waves of optimism and pessimism that drive fluctuations in price,
regardless of valuation.
Value investors tend to look
down on speculation, particularly extended periods of it. Unfortunately, if a
material portion of one’s life must be lived amid episodes of reckless
speculation that repeatedly collapse into heaps of ash, one is forced to make a
choice. One choice is to imagine that speculation is actually investment, which
is what most investors inadvertently do. The other choice is to continue to
distinguish speculation from investment, and develop ways to measure and
navigate both.
At present, stock market investors are faced
with offensively extreme valuations, particularly among the measures
best-correlated with actual subsequent market returns across history.
Investment merit is absent. Investors largely
ignored extreme “overvalued, overbought, overbullish” syndromes through much of
the recent half-cycle advance, yet even since 2009, the S&P 500 has lost
value, on average, when these syndromes were joined by unfavorable market
internals.”
There is a reasonably high
possibility, the bull market that started in 2009 has ended. We may not know
for a week, a month or even possibly a couple of quarters. Topping processes in markets can take a very
long time.
….
….
----
----
"Still-low
global rates continue to support unprecedented levels of debt
accumulation," IIF officials said in the report, blaming central banks
squarely for the historic debt binge.
See Chart:
Total Global debt all sectores
See Chart:
….
….
----
----
The price
differential between the two most important crude oil benchmarks is widening
again, a reflection of a divergence in
the supply fundamentals between the U.S. and the rest of the world.
----
----
BONDS AIN'T BUYING IT...
See Chart:
….
----
----
"What we've got here is a failure to
communicate... Waiting for the next shoe to
drop is a tough way to make a living. Especially when algorithms respond to every input based on
the shallowest interpretation."
----
----
US POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
"IMMINENT
ANNOUNCEMENT" OF US ACTION IN SYRIA COMING AMID EXPECTATIONS OF AIR
STRIKES "WITHIN HOURS"
“Due to the
possible launch of air strikes into Syria with air-to-ground and / or cruise
missiles within the next 72 hours, and the possibility of intermittent
disruption of radio navigation equipment, due consideration needs to be taken”
----
----
"This means one American shot at a Russian
soldier, then we are at war... not infowar, not cyberwar, not economic
war, not proxy war...world war!"
----
----
Almost exactly one year ago,
on April 5th 2017, President Trump unleashed 59 Tomahawk missiles on
Syria. This is how the market
reacted to that dramatic escalation...
----
----
"On John Bolton’s first day as national
security adviser, Trump is being pushed to
embrace a policy of Cold War confrontation with Russia and a U.S. war with
Syria. Yet candidate Trump campaigned
against both..."
----
----
WORLD ISSUES and M-East
Global depression is on…China, RU, Iran search for State
socialis+K- compet. D rest in limbo
“Due to the
possible launch of air strikes into Syria with air-to-ground and / or cruise
missiles within the next 72 hours, and the possibility of intermittent
disruption of radio navigation equipment, due consideration needs to be taken”
----
----
The group
will "provide crisis response capability and increase theater security
cooperation and forward naval presence"
----
----
"A
group of ships of the US Navy has appeared at a distance of 150 miles from the
Tartus region. It is common in international practice potential participants of
events in the area should be notified accordingly in advance."
----
----
Russia
vetoed a US-drafted and sponsored UN Security Council resolution on the alleged
chemical incident in Syria that would have created a new inquiry to lay blame
for chemical weapons attacks in the war-torn country.
----
----
"If our alliance with our partners requires it, we will
be present"
----
----
"I want to clearly say to the Iranian nation that our nuclear
industry is moving faster than before with more energy, accuracy and more exact
calculation"
----
----
DEMOCRACY NOW
US politics crisis: Trump captured by Deep state to
reproduce old cronyism without alter-plan
----
----
----
----
PRESS TV
Global situation described by Iranian observers..
----
----
----
----
----
----
----
----
----
----
----
----
No hay comentarios:
Publicar un comentario