JUN
5 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
This seemed appropriate...
Quick summary - ISM/PMI beat
(good news) and stocks sank but as Europe closed (Italy was ugly again
today), so a mysterious bid returned to US stocks -
the Dow and S&P scrambled back green briefly, Nasdaq and Small Caps surged
again to new records, bond yields fell (bonds
were bid), commodities rallied (gold and oil bid), as the dollar tumbled in the late day to unchanged (erasing
the overnight gains). Make sense, good.
Another ramp in small cap and
another massive short-squeeze..
See Chart:
US Banks were flat today while EU
banks tumbled on Conte's comments...
See Chart:
Notably, the RVX/VIX
(Russell 2000 VIX / S&P 500 VIX) ratio has spent 83 consecutive days below
1.2, the longest such period in the history of the two indices. Only in 2008 did the ratio remain below 1.2 for longer than
35 days, in a very volatile period for stocks of all market caps alike.
See Chart:
Another chaotic day in the US Dollar
ended with a close of almost unchanged (1168, 1170, 1169, 1168, 1169,
1168, 1171, 1173, 1177,
1170, 1171, 1172, 1171, 1172...)
See Chart:
Finally - strangely - the odds of a
4th rate-hike in 2018 (3 more) dropped today...
See Chart:
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El tiro nos
va saliendo por la culata.. Olvidamos que la 1ra Vict en una guerra es la Vict
por la PAZ
Quisimos
sabotear FIFA World Cup y el evento será una victoria de la PAZ mundial
If in 2017
the ratio was almost an all time low, 2018's average down/up return ratio is
one of the highest on record, and the largest we've seen since 2008.
If there is one thing traders have learned from the past
decade, it is that the VIX, or "fear"
index as it is still incorrectly called in various financial outlets, has become especially meaningless when measuring market
nervousness whether because it is manipulated outright (here,
here
and here),
due to anticipation of central bank intervention following every
market crash drop keeping a lid on volatility, or
simply because we live in a world in which even the algos have realized the
tail wags the dog (with
lots of leverage) and instead of buying risk
assets, they are selling volatility futures instead.
See Chart:
Call it the market's
"nervousness" indicator, or the willingness to sell stocks at the
smallest hint of trouble, coupled with an increasing reluctance to ramp higher.
See Chart:
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HM.. BIG CORP IN TECH SECTOR … MAY BE A RIGHT TITLE
Looking at
the history of the sector composition of the S&P 500 as a benchmark we can
see that sector dominance is not new...
See Chart:
The only time the tech sector has been more valuable than
this, relative to the financials, was at the very peak
of the Dot-Com bubble in March 2000.
See Chart:
From there it was a precipitous drop back to reality...
See Chart:
Conclusion:
Over time different waves of technology resulted in
different phases of sector dominance; as stock markets have become more diversified the biggest sector has
tended to account for a smaller share of the aggregate market over time... but the lesson is: this dominance can go on longer
than you can remain solvent.
However, the silver-lining for Tech bears are both the
extreme valuations relative to banks (above) and the fact that these dominant
cycles have tended to run for 50-or-so years and Tech has been dominant in the
US since the early '70s.
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Trumpist INFO.. Do you trust them? .. It is easy to manipulate #s and send false
images
Another
month, another record as the number of job openings in April jumped by 65,000,
from 6.633 million to a record 6.698 million, the highest number of vacant jobs
on record.
... for the third consecutive month surpassing the total
number of unemployed Americans, meaning that if the job openings and unemployed job searchers were
properly aligned, the US would have no unemployment.
See Chart:
PERO… NO SE PUEDE OCULTAR EL SOL CON UN DEDO:
The number
of hires was little changed at 5.6 million in April. The hires rate was 3.8
percent. Hires for total private and for government were little changed.
See Chart:
Finally, and perhaps
most notably, the Beveridge Curve (job openings
rate vs unemployment rate), continues to
gradually normalize after a nearly decade-long
"drift" from its conventional pattern. From the start of the most
recent recession in December 2007 through the end of 2009, the series trended
lower and further to the right as the job openings rate declined and the
unemployment rate rose. In April 2018, the unemployment rate was 3.9
percent and the job openings rate was 4.3 percent.
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
...the
hearing "will explore both the financial impact and the constitutional implications
of open-ended war under the
existing Authorization for Use of Military Force (AUMF)..."
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"Due
to health reasons, David Koch will be resigning"
[[ Nice lie to get away from
nasty business –I didn’t know that
money’s gluttony cause health problems. That is a better
story tell than the one happen to Monsanto Exec: who were kicked out from Germany. Beyer took
their part & sided with their farmers to protect their life from cancer. Befor
Germany, Monsanto was bitten in India (March 13) . Monsanto (the creator of
Orange: the chemical used en VietNam war) was sent back to US. They can
continue spreading roundup (the chemical defoliator associated with Parkimson,
Alzeimer, autism & Cancer) the one that Heath Org Internat Researches IARC stated
that Glyphosate is the major carcinogenic nowadays. Monsant has to paid for the
damage they cause to farmers in Germany (for
more info OPEN https://www.rt.com/business
The damage cause by brothers
Koch is worse even. They not only expropriate
land from farmers and stole money from the FED
(QEs and other credits) they are responsible for rapid alteration in climate
change. First because the climate system
incorporate admospheric and oceanic process that govern the global distribution
of wind, rainfall and temperature. Second, because
the planet environment depends on right circulation of natural chemical like
carbon, oxygen, nitrogen, pshophoros & sulfure. Third: Science has proved that execs of carbon dioxide, methane and
nitrous oxide can affect severely the climate of the planet. We are approaching
the red line as reveal by the melting of ice in the Artic and Antartic. The
combustion of fossil fuels (oil & gas exploration) releases large
quantities of stored carbon to the atmosphere create the current global warming
of the planet. Fourth: there are other emissions
of gases from industrial development and the one releases by weapons of mass destruction
WMD, their drills, testing & training that also affect severely the
environment we aspire. The contamination from DU (Depleted Uraniun) is alarming
among US soldiers. But data on this issue
is kept hidden to avoid affecting the business of WAR. Brother Koch do
not quit from their business because of Human Concern. Big Corp never had such
concern. IF THEY HAVE IT, they must compensate farmers & native communities
for the damage caused by their business. If they quit
is not because of health, it is simply because
cannot compete with other in the world market and mainly because they lack tech
to protect the environment. (SEE
Ch 2 of “managing Planet Earth, from Scientific American)
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Crimes of Wahhabis, ISIS y
al-NUSRA had a Price.. Guess: was
Hillary among Obama Aides?
Former aide Ben Rhodes says gifts worth hundreds of thousands of dollars
were lavished by the Saudis ahead of Cairo speech..."no one kept them as I recall"
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US-WW ISSUES (World depression & Wars): M-East .. plus EU
Global depression is on…China, RU,
Iran search for State socialis+K- compet. D rest in limbo
Over 100 people have been killed since the
civil unrest broke out in mid-April and it doesn’t take much to realize the US government is fueling the
bloodbath.
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"There
are rumors circulating now that Mr. Soros
is planning
to make the Euro highly volatile"
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Just when
you thought it was safe...
See Chart:
And as goes bonds, so go Italian
banks...
See Chart
And broadly speaking, European bank
stocks are suffering...
See Chart:
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President
Trump got from China a commit to reduce the $375 billion US merchandise-trade
deficit with China by $200 billion...
[
I did correct the language of confrontation ]
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SPUTNIK and RT SHOWS
US
inside GEO-POL n GEO-ECO ..News
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to
break with Empire:
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RT Guatemala:
Ordenan evacuar comunidades cercanas
al Volcán de Fuego
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COUNTER PUNCH
Focus on US issues
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Howard Lisnoff The
Empire Strikes Out
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David
Schultz Trump’s
Nixonian Moment has Arrived
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Dan
Corjescu Atheism and
Wonder
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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
Global situation described by Iranian observers..
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