JUN
11 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
The Economic collapse today:
Stocks are higher... so the economy
must be doing great and Trump must be awesome and trade wars don't matter,
right?
Trannies outperformed and Small Caps managed to extend gains
as US equity markets shrug off the weekend's rhetoric and any potential for
errors this week...all spoiled with an ugly close...
Tech managed to scramble back and
ended flat relative to financials today...
See Chart:
VIX was practically unchanged
despite the stock market gains...
See Chart:
In credit-land, even Goldman Sachs
has started to notice the dramatic
divergence between IG credit and stocks...
See Chart:
The yield curve flattened notably on
the day ahead of the start of FOMC tomorrow..
See Chart:
The Dollar Index also completed its Golden
Cross today (50DMA crosses above the 200DMA)...
See Chart:
Emerging Market FX tumbled...
See Chart:
The gold-to-silver ratio tumbled
back to unchanged for the year...
See Chart:
Finally, in the "this won't end well" file; Canaccord
Genuity's Tony Dwyer notes that the Federal Reserve’s monetary policy
uncertainty index has only been this low in four other instances, each which
was followed by a sudden swing in equity prices...
See Chart:
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"Make sure your advisor isn’t shaming you into owning more stocks than you’d like..."
The two rules of
stockbroker economics are:
1. All news is good news, and;
2. It’s always a good time to buy stocks.
We think advisors with integrity aren’t afraid to tell
clients stocks are expensive even when it might hurt the advisor’s business. An
advisor constructing a financial plan owes you an honest assessment of future
returns. Currently, the Shiller PE is at 32. And while
nothing is impossible, it’s very unlikely that stocks will deliver more than a
2% real annualized return for the next decade.
See Chart:
Risk often
boils down to how much of a portfolio decline a client can tolerate before
selling out, and everyone has a point at which they sell. This is important because it shows how investors
do themselves damage. The tendency should be to buy stocks when they get
cheaper, not sell them. But investors rarely think of
buying when the prices of their holdings are declining.
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In the last few decades, the role
of central bankers changed from bit players in the economic realm
to all-powerful stars on the
global stage.
The initial purpose
of central banks has clearly changed as their powers and responsibilities have
broadened. They have become crisis managers, but have not always
proven effective in that role. What their future role will be is uncertain. But
once power is acquired, it is rarely given up easily.
Since the
2008 financial crisis, the Federal Reserve’s balance sheet, consisting of
assets, liabilities, and equity, has come under closer scrutiny.
See Chart:
As indicated in the chart above, central banks have
increased their assets considerably since 2008. At $4.476 trillion, the Federal
Reserve assets comprise 23
percent of GDP. That number is actually low
when compared to the 93 percent held by the Bank of Japan.
See Chart:
The big question is, who will bail out the central
banks this time around in the “everything bubble?”
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Like 1930 the Economic recession in on .. this time at
global scale
"Without
the safety blanket of QE, investors appear confused as to which way to look. In
fact, our "Wall of Worry" highlights that clients seem to be almost
equally concerned about every risk at present, without any clear
stand-outs."
See Chart
According to Martin, without the safety blanket of QE, investors appear confused as to which
way to look, and according to BofA's "Wall of
Worry", the bank's clients "seem to be almost equally
concerned about every risk at present, without any clear stand-outs." Still,
there are distinct worry clusters:
Relatively, though,
the themes that have become a greater concern over the
last few months are Market Liquidity Evaporating, Trade Wars and Populism. One
bright spot is that investors expect a return to pristine balance sheets by
companies, and the end of shareholder-friendly activity.
See Charts
In Short: The
potential for a sudden puke on the ECB announcement is the bad news. The good
news is that investor positioning appears to already be markedly lighter. In
fact, Martin notes, "Euro credit clients are short for the first time since September-2011,
and especially so now in financials."
See Chart
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SOURCE:
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IMF is making business with the Economic collapse.. they
promised to help ARG .. they failed
Just a few short days after
agreeing a record
bailout by The IMF, Argentina's
currency is back in freefall, collapsing to
more than 26 pesos per dollar as Argentine truckers plan a national strike on
Thursday...and investors await BCRA's decision.
See Chart:
It looks like we're gonna need more
than $50 billion!!
Brazil's Real is rolling over too as
the peso plummets...
See Chart:
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US
DOMESTIC POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
La debacle Económica obliga a cambiar la historia del país de los
emigrantes
"The
asylum statute does not provide
redress for all misfortune...such as gang violence."
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Si quieres
ganar aplausos "F**k Trump"
"I’m
going to say one thing: 'Fuck Trump,’” said De Niro, who was presenting an
award at the Tony awards. "It’s no
longer ‘down with Trump,' it’s 'fuck Trump'."
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"The issue is about policy versus politics and I am afraid too many Americans of all political stripes
are confusing the two..."
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US-WW ISSUES (World & War): M-East .. plus
Global depression is on…China, RU, Iran search for State
socialis+K- compet. D rest in limbo
El guerrerismo no crea amantes de la patria .. Eso sin duda es anticipo
de la derrota por venir
Pompeo's
assurances appear code for "we will keep bombing the hell out of Yemen but
reserve the right to dress it up as 'humanitarian'"
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An American view on Korea
"Experts are justifiably
skeptical of the prospects for voluntary North Korean denuclearization.
However, the regime’s rhetoric raises an opportunity for Kim and Trump to negotiate a formal end to the
controversial testing program... by North
Korea joining the Comprehensive Nuclear-Test-Ban Treaty..."
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An Opinion on Russia
by watching a US mirror
“Technically, we are ready for
any action now,”
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SPUTNIK and RT SHOWS
US inside GEO-POL n GEO-ECO ..News
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Any Temple dealing with politics should be close.. they take
advantage of dogms & relig ignorance
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La
marihuana ni es adictiva ni causa daño alguno.. refiero la del Amazonas’ jungla
.. El problema es que en el US la crían en áticos no expuestos al sol.. para
darle fuerza al fumar le agregan crack y eso si es lo venenoso, además de los
adictivos que le adhieren. Los turistas europeos visitan Cusco no solo por
subir al Machu Pichu sino por fumar la marihuana Gratis.. el mismo tren
los lleva a Quillabamba: Q de allí caminan a las
orillas del rio Urubamba (afluente del Amaz) y por 15-30 días volaban al cielo. No permitían
traerla a la ciudad del Cusco. Los que violaban la ley tiene que pagar un fee
al fisco local. La yerba sagrada era detectable a 1 metro de distancia. Solo se
permitía fumarla Gratis en la ciudad del smoke: Q.
Hoy ya se permite fumarla en otras ciudades .. pero si no está contaminada con
crack.
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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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Que se desarme a los de abajo no a los de
arriba: burla al Mund
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars: its profiteers US-NATO
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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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PRESS TV BLOCKED
or NOT UPDATED
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