miércoles, 18 de julio de 2018

Wed JUL 18 18 SIT EC y POL

Wed JUL 18 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


"What happened in 2013 was a warning, a big one, about what was coming... It sure wasn’t recovery and happy days..."

What happened in 2013 was a warning, a big one, about what was coming. It sure wasn’t recovery and happy days. Markets in the US did manage Reflation #2, but it was conspicuously brief and never made it past the last weeks of 2013. By early 2014, while Bernanke was handing off to Janet Yellen what he thought was the right baseline monetary tendencies for ultimate economic success, he had only been fooling himself yet again (for a man as intelligent as Bernanke, he clearly stopped learning at MIT in 1979 with his PhD).
See Charts:

See more charts at
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Authored by Alt-Market's Brandon Smith, originally published at Birch Gold Group,

"...so the Fed doesn’t like an indicator that points out the distortions it is creating. Then it replaces that indicator with another one that doesn’t do that?"

 [ZH: But The Fed now has a bigger problem as their 'new' yield curve has inverted too...]
See Chart:

See other interesting charts at:
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"...the weaponized dollar will soon be a victim of its own success. While the U.S. was bullying the world with dollars, the world was quietly preparing a new non-dollar system. "

 Look at the evidence presented in Chart 1 below. This shows Russia’s reserve position from 2013–18. The reserve position collapsed from $540 billion to $350 billion as a result of the oil price crash beginning in late 2014. (And query whether the oil price collapse itself was engineered by the U.S. in retaliation for Russia’s annexation of Crimea).
See Chart 1:
Chart 1
The other charts disappeared in Google Chrome y Mozilla Firefox .. blocked in zerohedge
We have to go to the original source to rescue:   James Rickards via The Daily Reckoning,

Since early 2015, Russia has rebuilt its reserve position under the patient stewardship of Russian Central Bank head Elvira Nabiullina. Russian reserves are now back up to $460 billion and rising steadily.

Yet there’s one huge difference between Russian reserves in 2014 and those reserves today. That difference is gold. During the reserve collapse in 2014, Russia sold U.S. dollar assets as needed to maintain liquidity, but it never stopped buying gold.
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TRUMPIST’ OPTIMISM?:

By any measure...  the Federal Reserve is still extraordinarily easy.

Although the Federal Reserve has been steadily raising the cost of borrowing, the real level of Fed Funds is rising nowhere near as quickly as the angst among investors.
See Chart:

The Federal Government’s fiscal policy is as loose as it’s been in ages, and when you combine that with real rates, I just don’t see any reason to assume the economy is about to roll over. .. Of course, I have learned long ago to never say never. But what always intrigues me is the disconnect between what the market believes and what is the most likely outcome. 

Even though a 2% return for cash sounds high, too many are assuming we are stuck in a post-GFC world where interest rates hover around zero forever.
Meanwhile, in the real economy, these rates are low measured in real terms. The Federal Reserve is still easy after all these years…

See more charts at:
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The man who predicted the collapse of GM, Fannie, and Freddie says the next big bankruptcy is going to catch everyone by surprise. Learn more here.
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US  DOMESTIC POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo

"Calling someone a traitor for stating obvious facts that threaten the hysteria you’re trying to cultivate is a prime example of how this whole thing hasturned into some creepy D.C. establishment religion."
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One more investor goes with Trump?

"I don't particularly want to be a Democrat."
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"...there is a secret government that likes to control things... involved in the media and the leadership of both parties, so both parties and the media are very, very, annoyed with Trump [being so] independent."
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Dems’ neo-fascist sector demands to start WW3 NOW

When everything is an act of war, nothing is an act of war.
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EXPECTED: 

"We're also living in a grown-up world. President Obama supposedly made a strong statement – nobody heard it..."   [[ Then .. La lucha continua .. quien no esta, no hace falta ]]
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LA LUCHA CONTINUA.. It doesn’t matter what Trump decide on WW3. De él solo apoyaremos el desmontaje nuclear para evitar el WW3.. mientras tanto aquí desmontaremos su fascism migrat

VIVE LA RÉSISTANCE...  Viva la Resistencia anti-fascista
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Sin duda Trump se divierte hinchándole las Pelotas a los ‘machotes’ de la ultra-derecha

Moments ago, Trump held another meeting with members of his cabinet, amid the fallout of the Putin summit.
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"...liberal interventionists or neoconservatives... are both in service of a greatly-expanded Deep State and corrupted political and financial class that is the height of 'Anarcho-Tyranny'...Lawlessness for those with power and both ends of the truncheon for those without."
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"Why should Trump give any credence to the intelligence agencies who first tried toprevent, and later subvert, his presidency?"
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El capitalism neoliberal ha fracasado.. y HOYS ES OBSOLETO. Con los QEs los “FINANCISTAS” engordaron y reciclaron la farsa crecimiento economico. En realidad el Capital no ha crecido y las fusiones de capit no funcionan.. las deudas son grandes y muy dispares. Lo que hay no es fusión de capitales, hay shark glutony. Es tiempo de regresar a la formula de Roosevelt –FDR- y con un Estado que asuma responsabilidad social: protección del labor y no privatización de la salud ni la educación. El Tobin tax a las grandes Corp debe ser instalado y aplicado a toda transacción financiera en la bolsa de valores. Entonces solucionaremos el problema de la explosiva desigualdad en el US. Las guerras abroad deben considerarse como crimen de lesa humanid y luego del desmontaje nuclear deberá cortarse el gasto militar al 1% del GDP y elevar el presupuesto para educ y salud. Lo que hizo FDR no fue comunism.. fue capitalismo racional combinado con socialism humanista. El fracaso del capital neoliberal  lo advierten  incluso los financistas de derecha.  Lease por ejemplo al Billionaire Druckenmiller: "Can We Try Capitalism? Real Capitalism. Give It A Chance"  Este billonario afirma que no siquiera tuvimos real capitalismo.. Then, lo que tuvimos fue una farsa de mal gusto:
" Can we try real capitalism?. Give it a chance. Not the increasingly bastardized version we have been practicing the last two decades.".. son sus palabras y eso dice todo.
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Ahora leamos el art que inspire este comentario:

However, for once investors aren't throwing up after IBM's earnings...
See Chart:

Finally, while an improvement from last quarter's bizarre -47.5%, IBM's effective GAAP tax rate was once again surprisingly depressed, at just 13.5%, well below the non-GAAP 16.0% reported. The delta in the tax rate once again meant the difference between IBM beating on EPS, and missing.
See graph

See more charts and graphics at:
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US-WW ISSUES (Geo Econ, Geo Pol & global Wars)
Global depression is on…China, RU, Iran search for State socialis+K- compet. D rest in limbo

Se suponía que antes del evento Helsinki Trump cancelaria las sanciones contra RU. So: Tit for Tat

Ahead of his coming summit with Donald Trump, Vladimir Putin was busy liquidating Russia's US Treasury holdings...
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"We convinced the US president and I had to stand up against the whole world and come out against this agreement" - leaked video
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SPUTNIK and RT SHOWS
US  inside  GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3


"Serving as a translator, it has been reported that Ms. Marina Gross was the only other American in the room and so the sole reliable witness to the conversation between the two world leaders," the letter said. It added, "We also need to know what was agreed to behind closed doors because Russia is now claiming they are ready to implement agreements between Trump and Putin that were not announced during the joint news conference in Helsinki."
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RT SHOWS

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NOTICIAS IN SPANISH
Lat Am NEW FOCUS: alternat to neo-fascist regimes, breaks to HR, Peace & support to US-terrorism 


OPIN     -Hay que odiar a Rusia o reflexionar?   Michel Collon
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ALC        - Entre integración y lacra racista   Alberto Acosta
                - Foro Sao Paulo Unidad de izquierdas para organizarse y luchar
                -COL: La desgarradora paz de Santos  Matilda Trujillo
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                - El establishment USA ante la cumbre de Helsinki  Manlio Dinucci
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                - Brasil “De viernes a lunes, Lula queda en completo aislamiento”  SG
                - Perú La república podrida   Nicolás Lynch
                - Derecho a migrar, derecho a no migrar   Fito Aguirre
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


Russiagate: A CIA Concocted Hoax   By Stephen Lendman    Continue
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Russophobia Is A 24/7 Industry   By Pepe Escobar   Continue
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Trump Calls Off Cold War II   By Patrick J. Buchanan    Continue
I would rather take a political risk in pursuing peace than risk peace in pursuit politics
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A Tale of Two Poisonings   By Philip Giraldi 
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The Capitalism/Racism Partnership  By Richard Wolff   Continue   NO + USD = YES
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CONTER PUNCH
Analysis on US Politics & Geopolitics


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Kenn Orphan   You Call This Treason?
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies


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DEMOCRACY NOW
Focus on Trump policies & the Econ & Pol crisis he creates


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PRESS TV
Resume of Global News described by Iranian observers..


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