JUN
9 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 collapse
today: Focus un Biggest Squeeze:
Wondering
why stocks soared seemingly unstoppably this week, no matter what was thrown at
them? Simple - it was the biggest short squeeze week in four months...
See Chart:
FANG
stocks outperformed financials on the week but the last 3 days financials were
the big winners...
See Chart:
Massive
divergence occurring between US equity risk, IG risk, and HY risk...
See Chart:
The yield
curve ended practically flat on the week...
See chart:
Emerging
Market debt tumbled back near its lowest since Feb 2016... after a brief dead
cat bounce last week.
The Dollar
Index fell on the week for the first time in two months
See Chart:
Silver
notably outperformed gold on the week...back to almost unchanged on the year...
See Chart:
ONE KEY
CHART WAS BLOCKET
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For all the talk about tapering, the Federal Reserve has actually done remarkably little to reduce its balance
sheet...
See Chart:
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Real median household income has now surpassed its all-time record in
1999 – and total household debt has topped $13
trillion in 2018 Q1, more than $500
billion higher than its previous peak in 2008.
See Charts
….
SOURCE: https://www.zerohedge.com/news/2018-06-09/visualizing-how-american-household-finances-are-changing
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...after all, the last time the tech sector was more valuable than
this, relative to financials, was at the very peak of the Dot-Com bubble in March 2000.
After all, as
we pointed out earlier this week, the last time the tech sector was more valuable than this, relative to financials, was at the very peak of the Dot-Com bubble in
March 2000.
See Chart:
Indeed, tech is
ascendant even in Europe, where it comprises a much smaller sliver of the
market. Software company Dassault Systèmes SE is up 35% so far this year and
Swiss-based Logitech International SA is up 33%.
However,
as most people (particularly baby boomers and Gen Xers) may soon be forced to
remember, the aftermath of the previous 'different this time'-peak was pretty unpleasant.
See Chart:
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"...it’s not just homes. Stocks and bonds
as just as overvalued... because of a behemoth attempt at making the
economy look good, even though it’s entirely fake. No price discovery, no
market, just central banks and tweaking standards and surveys."
See Chart:
….
SOURCE: https://www.zerohedge.com/news/2018-06-09/cmon-we-all-know-where-must-go-we-just-dont-want-admit-it
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" Rates are falling victim of their
own success, where the further they go up the more vulnerability in
risk assets they expose, leading to a negative change in risk sentiment and
their own eventual reversal."
See Chart:
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WEEKEND
READING: SOCIAL INSECURITY Focus on
Social Security
“ I guess I should warn you, if I turn out to
be particularly clear, you’ve probably misunderstood what I’ve said.” – Alan Greenspan
“According to the
June 2017 snapshot from the Social Security Administration, nearly 61.5 million
people were receiving a monthly benefit check, of which 68.2% were retired
workers. Of these 41.9 million retirees, more than 60% count on their
Social Security to be a primary source of income.
Of course, that
dependency ratio is directly tied to financial insolvency of the vast majority
of Americans. According to a Legg Mason Investment Survey, US baby
boomers have on average $263,000 saved in defined contribution plans. But
that figure is less than half of the $658,000 they say they will need to
retire. As noted by GoBankingRates,
more than half of Americans will retire broke.”
See Chart:
Here are
the only two charts you need to see to understand the overarching problem.
See Charts:
HERE THE weekend
reading list.
Economy
& Fed
- Analysis Of The 2018 Social Security
Trustees’ Report by
CRFB
- G7 United Against Trump’s Trade
War by
Caroline Baum via MarketWatch
- Who Deserves Credit For “Roaring
Economy?” by
Robert Samuelson via IBD
- If Economy Is So Great, Why Are 78
Million Working Gigs by
Rex Nutting via MarketWatch
- The Dirty Secret Behind The GOP Push For
Deregulation by
Pedro Da Costa via BI
- What Bush Tax Cuts Can Teach Us About
Trump’s by
Jerry Bowyer via Vident Financial
- Really, How Was That Employment
Report by
Macromon via Global Macro Monitor
- Employment Below 4% – Uh Oh! by Brian
Maher via The Daily Reckoning
- POTUS Employs “Whack A Mole” Trade
Tactics by
Patrick Hill via The Progressive Ensign
- Unemployment At 50-Year Lows by
Raul Elizalde via Forbes
- Why Are There More Jobs Than Unemployed
Workers by
Tyler Durden via Zerohedge
- Recession Is Coming & The Fed Can’t
Stop It by James
Rickards via Daily Reckoning
- Krugman And Keynes Are Wrong About
Debt by
Bart Remes via FEE
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Markets
- Dalio: We Are Bearish On Almost All
Financial Assets by
Tyler Durden via ZeroHedge
- Efficient Markets, Not So Much by Kevin
Muir via The Macro Tourist
- Bull Rebuttal by Sven
Henrich via NorthmanTrader.com
- Emerging Markets Have A Dollar
Problem by
Simon Constable via WSJ
- Income Investing That Avoids Rising Rate
Risk by
Paul Katzeff via IBD
- Are Winds Shifting Back To Bond Bulls
Favor? by
Dana Lyons via The Lyons Share
- The Next Junk Bond Crash Will Be Really
Bad by
Jonathon Rochford via MarketWatch
- Everything Is Fine, Until It Isn’t by
Sam Potter & Tracy Alloway via Bloomberg
- Why Have Oil Markets Turned So
Bearish? by
Tsvetana Paraskova via OilPrice.com
- A Dozen Ways To Make Money From
Investing by
Brett Arends via MarketWatch
- More Stormy Weather Ahead For
Stocks by
Howard Gold via MarketWatch
- 1969 Can Tell Us A Lot About A Key
Recession Indicator by
Jeffrey Rosenberg via Blackrock Blog
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Most Read
On RIA
- The Myth Of Buy And Hold Investing –
Part I by
Lance Roberts via Business Insider
- Our Two Cents On The Dollar by
Michael Lebowitz
- The Coming Collision Of Debt &
Rates by
Lance Roberts
- 4-Mistakes In Your Financial Plan by
Richard Rosso
- Kass: An Italian Job? by Doug Kass
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Research /
Interesting Reads
- Huge New Prop Under Stocks Is A One-Time
Affair by
Wolf Richter via Wolf Street
- Are We On The Verge Of Another Debt
Crisis by
Martha White via NBC
- No Savings, Imprisoned &
Homeless via
Upfina
- Moves Retirees Should Make Before
Retiring by
Maurie Backman via Motley Fool
- The Hallmark Of An Economic Ponzi
Scheme by
John Hussman via Hussman Funds
- Psychology Of Money – 20 Things To
Know by
Morgan Housel via Collaborative Fund
- Rewarding Failure Is Now An
Epidemic by
Bethany Mandel via New York Post
- Time To Worry? by John
Cochrane via The Grumpy Economist
- Robot Revolution Has Only Begun by
Sanjit Dang via TechCrunch
- Tech Bubble 2.0 by
EconMatters
….
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US DOMESTIC POLITICS
Not Seudo democ y
sist duopolico in US is obsolete;
it’s full of frauds & corruption.
Urge cambiarlo
If your family is really struggling right now, you are far from
alone.
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Only at rare moments are people
capable of understanding the full implications of the catastrophes of
their making...
Delusions
of Grandeur
Only at rare moments
are people capable of understanding the full implications of the catastrophes
of their making. These rare moments, often just before dawn, are the
precise instants when they gain full clarity to the hopeless fact that they
have gone full imbecile. That every decision they have ever made has led
them to this exact place – where they find themselves to be completely and
utterly screwed.
Nations, like the
people who compose them, have also demonstrated that they are unqualified to
responsibly function in a world of unlimited credit. Here
in The
United States of Debt, federal debt has exceeded $21 trillion, corporate
debt has topped $6 trillion [ed
note: this is only the amount of non-financial corporate debt issued in
the form of bonds – the actual total is around $20 trillion (PT)], and
total household debt has reached a record high of over $13 trillion. In
other words, the country, as a whole, has gone full imbecile.
See Chart:
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"From 1999 to 2015, suicide rates
increased among both sexes, all racial/ethnic groups, and all urbanization
levels..."
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[ Presid Trum lost credibility not only
inside.. but also outside ]
"PM Trudeau of Canada was very dishonest and weak... I have instructed our U.S. Reps not to endorse the Communique."
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Regardless
of your background, socioeconomic status, or political spectrum, everything you
do, say, and think is being subtly shaped by a “Deep State.” But the shadow
organization I’m talking about isn’t the Alt-Right or Globalist Left.
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Silencing PEACE as National demand
“SECURITY FEVER - CATCH IT!”
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"OUR FATE DIRECTLY
DEPENDS ON OUR COURAGE TO CHANGE IT..."
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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
GETTING MORE MONEY FOR WW3.. war
that nobody in their right mind like it
"If they retaliate they're
making a tremendous mistake because you see we have a tremendous
trade imbalance...the numbers are so much against them, we win that war 1000 times out of a 1000."
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It has been a bad week or two for oil investors, but most concerns have
centered on supply. Next up: demand.
See Chart:
For months we have heard about how the oil market's over-supply 'glut' has been
removed thanks to OPEC/NOPEC's production cut deal and the narrative of 'global
synchronous recovery' has buoyed the demandside of the equation - sending crude prices to four year
highs (helped
considerably by an increasing geopolitical risk premium, that is now evident
more in Brent than WTI).
See Chart:
See More charts at:
SOURCE: https://www.zerohedge.com/news/2018-06-07/its-demand-stupid-china-about-burst-black-gold-bubble
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SPUTNIK and RT SHOWS
US inside GEO-POL n GEO-ECO ..News
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RT SHOWS
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Keiser Report Episode
1238 Max and Stacy discuss the reasons why California is not the most
progressive state in the US. In the 2ND half, Max interviews Jeff
Berwick of Anarchapulco.com
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to
break with Empire:
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars: its profiteers US-NATO
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PRESS TV
Global situation described by Iranian observers..
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