APR
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
US economic
situation today:
AMAZON:
See Chart:
The day's other main event, the IPO of SPOT, was both a
winner - pricing at $165, some 25% above the indicative level of $130 - and a loser, with the price declining all day since the break,
down 15%, or $4.5 Billion, from the initial price, trading around $150 at last
check.
See Chart:
At the end of the (generally boring) day, it was - and
remains - all about Amazon, and what Trump will
end up deciding: is he willing to sacrifice the stock
market (of whose all time highs he has been proud after calling it a bubble
back in 2016) just to continue the vendetta against Jeff Bezos, or will he
quietly let the feud fade away, allowing stocks to gradually make their way
back to all time highs... unless of course the trade war with China escalates
in the meantime, in which case all bets are off.
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Rick Rule,
CEO of Sprott U.S. Holdings, and a commodity veteran who has been in the market
for over 40 years, thinks a trade war could finally push gold over the
$1,400/oz. level.
See Chart:
It is obvious that Rule's reasoning
for a potential sharp rise in gold is far more centered around inflation and a
potential loss of confidence in the dollar than just overall stock market
volatility.
See Chart:
As
we discussed two weeks ago, the "decision point" for gold could
be forthcoming and the demise of the dollar could finally be on the horizon:
Russia and China are increasing their reserves and the US dollar is backed by
nothing but "confidence" and $123 trillion in debt:
Other countries are now faced with a choice: whether to
keep and to add to their gold reserves or hold on to the dollar, which
is backed with $123 trillion in debt.
China and Russia aren’t the only countries
increasing their gold reserves. The
Hungarian National Bank (“MNB”) has 3 tons of gold, valued at $130 million, stored in London.
It has decided to return this gold to Hungary. Other countries are
following Hungary’s example as they restore and replenish their gold reserves. Germany’s Bundesbank has recalled $28 billion of their
gold reserves formerly stored in New York and Paris.
Is the US getting nervous? US
Treasury Secretary Steven Mnuchin made an
almost unprecedented and very public visit to Fort Knox, where $200 billion
worth of gold is stored. “It’s
still here,” Mnuchin joked. Or was he simply
relieved? Gold has is becoming more important globally than
ever. We may see another “gold rush,” and that does not
bode well for the US dollar.
See Chart:
“Gold backed Mony vs Fiat Currency”
A couple things are certain: with
each passing day we get closer to that critical test of how much global
confidence there truly is in the reserve currency; meanwhile this
40-year market veteran's opinion is worth considering and it
now appears that for Gold bulls the $1400 level will be
critical; once it breaks, it could well be the catalyst that unleashes the
demand that pushes gold back on the path toward its all time highs.
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According to MS, all US-listed ETFs (Equities
& Fixed Income) have seen over $6Bn of outflows over the past week, "so this feels much less like
a rotation and much more like money being taken out of the market."
VOO had its largest
single day outflow last Monday (note that
flows on Bloomberg are one day delayed, so the flow shows up on Tuesday’s trade
date – this is true of most ETFs).
See Chart:
Source: Bloomberg
There is a similar trend happening
across broader US Equities and Mutual Funds
See Chart:
And a similar trend the Asset
Manager Space, which was noted by MS' futures team last week.
See Chart:
In light of this, how should traders proceed? Morgan
Stanley's advice: "Investors looking for a broad market hedge can consider S&P Put
Spreads. The SPX May 2500/2400 put spread indicatively costs ~80bps
(-3.25% / -7% OTM ref 2585, -15^, 4x max risk/reward)."
See Chart:
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"The
issue with speculator money is they can come in and drive prices up and once
they see signs of something happening, they quickly leave and drag prices
down."
See Chart:
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This
morning at 8am, the New York Fed launched a much-anticipated, if largely
worthless (for now) benchmark interest rate to replace Libor.
See Chart:
https://www.zerohedge.com/sites/default/files/inline-images/3M%20USD%20LIbor%204.2.jpg?itok=rytIA4QV
…
RELATED 1:
RELATED 2:
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POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
"Until
we can have a wall and proper security, we are going to be guarding our border
with the military. That's a big step."
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"Mexican
immigration authorities said they plan on disbanding the Central American
caravan by Wednesday in Oaxaca. The most vulnerable will get humanitarian
visas."
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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
"We
have not identified the precise source"
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“The
Chinese side came to let the Americans know about the close ties between the
Russian and Chinese armed forces."
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The US
Trade Representative released a list of Chinese product subject to tariffs as
part of Trump s Section 301 crackdown on Beijing, focusing on China's high tech
product push.
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And that problem is the Bank of Japan;
Japan hasn’t spent the last three decades struggling with its economy so much
as trying to deal with an
over-aggressive central bank that is actually powerless to fix the problem (as
they understand it).
See Chart:
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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
France
Risks War with Turkey in Effort to Prop Up Syrian Rebels By Darius Sh
In war we’ll see them..
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Is
France at War with Turkey? By G Colmáin, You don’t think so.. me neither..de dia
se ven l gatos N
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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n
chances of WW3
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Unbridgeable Gap: Who We Were and Who We
Thought We Were By Maj. Danny
Sjursen
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Trump’s Protectionism: A Great Leap Backward By James Petras
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Rethink Weapons Exports By Kristin Y. Christman
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Operation Hades - A Model For The 'Novichok'
Case? By Moon Of Aalabama
It is not the first time that a 'western'
service stage such a 'provocation'.
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Britain’s Not So Distant History of State
Sponsored Assassinations By
Gavin OReilly
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Nonviolence or Nonexistence? The Legacy of
Martin Luther King Jr By
Robert J. Burrowes
Si
no org la violencia Rev no existimos.. fue ese el mensaje de MLK jr? O fue de
los Black Panters?
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COUNTER PUNCH
Gary
Leupp “Let
Other People Take Care of It”
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SPUTNIK
and RT SHOWS
Geopolitics &
the nasty business of US-NATO-Global-wars uncovered ..
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Manbij is a region
in northern Syria ‘which is facing the threat of a Turkish offensive’ See to believe
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The RU Presid has arrived in
Ankara for talks with his Turkish and Iranian counterparts on April 3. Erdogan and
Vladimir Putin have launched the construction of the Akkuyu nuclear power plant
earlier in the day.
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Nice history..
Follow sports in INSTAGRAM
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RT SHOWS:
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Keiser Report Episode
1209 Max
and Stacy discuss the peasant uprising the billionaires fear... will it keep
the middle classes from buying luxury consumer goods?
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to
break with Empire:
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El chocolate puede prolongar la vida
SI es de cacao puro como el de Perú
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Que si China declara ilegal la venta de carros
polucionad del US y que si …
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PRESS
TV
Global
situation described by Iranian observers..
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‘Graham
and McCain are operatives of Deep State’ lo mas cavernario de la Pol USA
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‘Bin
Salman sees Israel as tool to achieve own goals’ both are tools of US-NATO
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