Fri AUG 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
The recession is
more clear today .. This data ended with a tough Qt.. Don’t Miss it
Everything was going so great -
Apple etc... - and then China ruined the party and payrolls disappointed... [[ From RU phobia to xenophobia? Why
don’t accept that we choose the wrong enemy
for our nuke-blackmails. China is
neither N-Korea or Iran.. We need Peacef
negotiation ]]
An ugly
week for US macro data (tumbling to its
most disappointing in 11 months) did nothing to stall hopes for economic
growth...
See Chart:
Or faith in the US plunge protection
team... [[ Meaning: praying to
Gods that doesn’t exist.. or are no functional anymore..IF exit & function ..
we should not be in this hell ]]
See Chart:
It seems 'Murica is winning the
trade war – or equity algos are anyway...
See Chart:
[[ If we put the above statement In
reverse: Wall Street is wining NY .. it doesn’t matter
if voters disagree.. Wrong perceeption: Shangai
is a pact with several East-nations, not a single market.. It is a big market
with potential consumers whose salaries are going up.. FACT: China don’t need us to survive in economic terms.. We need them most .. Now, we’re the real
losers of the Trade-war ]]
Big week for TSLA as it squeezed
higher again... but bonds faded today.…
See Chart:
FANG Stocks ended the week lower [very
lower] (despite Nasdaq gains)...
See Chart:
The yield curve steepened on the
week [but still below June]
See Chart
10Y Yield, before pushing back lower
(note the same level on Fed day in June)... so now we plunge back to the other
end of the range
See Chart:
Remember,
bond positioning has never been more short.
See Chart:
The Dollar ended the week higher,
but found resistance in the middle of ECB-day spike
range...
See Chart:
Finally, we note
that China's stock market capitalization got a
critical point of support/resistance... So, they got the expected economic balance
pursuit
See Chart:
DOES THIS MEAN TRUMP IS WINNING?
….
….
SOURCE: https://www.zerohedge.com/news/2018-08-03/stocks-bonds-dollar-gain-us-macro-plunges-11-month-lows
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"Surmounting a 4% share of
the index may be a bigger challenge considering that active fund
managers may not be too comfortable being "overweight" a stock that's
already such a huge weight"
See Chart:
Why could 4% of S&P prove to be
a bigger peak for AAPL to surmount than the $1 trillion market cap, which has
largely been scaled thanks to hundreds of billions in debt-funded buybacks? Because
as the Bloomberg commentator notes,"surmounting
a 4% share of the index may be a bigger challenge considering that active fund
managers may not be too comfortable being "overweight" a stock that's
already such a huge weight."
The other reason: virtually everyone
- hedge funds, mutual funds, pension funds, reserve managers and even central
banks...
See Chart:
.. are already long to the gills AAPL stock. Which means that aside from the company buying back its own
stock, the question is who is left?
[[ Left? Are you talking
about “most of the Nation” or other “investors” paid to be smart ]]
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But, but, but... there's no slack in the labor force, we're at maximum employment, this
is the best economy ever?
For four years, Americans have hoped for 'more' -
specifically higher household incomes - and that hope has accelerated since
President Trump's election. Today, we got yet another
confirmation that hope is not a strategy as real average hourly earnings turned negative year-over-year...
See Chart:
In fact this is the weakest YoY shift in real average hourly
earnings since October 2012...
See Chart:
All of which is rather paradoxical
given that just this week, Cheesecake Factory
stock crashed after its earnings collapsed due to soaring labor costs.
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SOURCE:
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"...with fiscal
stimulus ramping up in the best of times, New Age fiscal policy seems to
call for continuous and growing
deficits pretty much forever."
See Chart: New Age vs Keynesian Fiscal Stimulus
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US
DOMESTIC POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
"...whatever the Russians
may have done barely counts or weighs in the balance as compared
with what another state does,
openly, brazenly and with enormous support."
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In the past
3 months virtually all workers hired have been high school graduates or those
without a high school diploma. Those with a college degree or higher?Here the US economy has actually lost 233K
workers.
See Chart:
….
SOURCE:
https://www.zerohedge.com/news/2018-08-03/its-not-all-good-here-real-problem-deep-inside-jobs-report
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“Everything eventually reverts to
the mean.”
HERE THE WEEKEND READING LIST
ECONOMY
& FED
- What The GDP Report Doesn’t Tell You by Danielle DiMartino-Booth via Linked-In
- Trump Tipped His Hand by Caroline Baum via MarketWatch
- QE Turns 10 by Stephen Roach via Project Syndicate
- Did Trump Actually Create An Economic Boom? by James Pethokoukis via The Week
- National Debt Issue About To Roar Back To Life by Maya McGuinness via CNN
- “Where’s Our Bailout” by Ed Kilgore via NewYork Magazine
- The “New Normal” … Not by Richard Rahn via The Washington Times
- GDP Bump Was Not Due To Trump by Jordon Weissmann via Slate
- US Trade Policy: Stupid & Hypocritical by Mike “Mish” Shedlock via TheMaven
- $100 Billion Tax Cut For The Wealthy by Tyler Durden via Zerohedge
- US At Risk Of Losing Trade War With China by Joseph Stiglitz via Project Syndicate
- GDP Report Proves Tump’s Policies Are Working by Jonathon Trugman via NY Post
- Socialism Rises From The Grave by Richard Ebeling via FEE
- The Biggest Economic Booms By President by Justin Fox via Bloomberg
- What Will Cause The Next Recession? by Neil Irwin via NYT
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MARKETS
- Morgan Stanley: It’s Different This Time by Tyler Durden via Zerohedge
- Cliff Hangers by Eric Cinnamond
- Investing Tips From Warren Buffett by Shawn Langlois via MarketWatch
- Hussman: Market Will Drop By 50% by Sue Chang via MarketWatch
- Tech Rally Getting Extended by Dana Lyons via The Lyons Share
- Not So Predictable by Jonathan Clements via Humble Dollar
- Gold Could Be In A Prolonged Tailspin by Simon Constable via Barron’s
- Investors May Cheer Q2 Earnings But Beware Q3 by Ryan Vlastelica via MarketWatch
- A 2019 Recession Is The Most Likely Outcome by Paul Kasriel via Financial Sense
- The Guy Betting Against Elon Musk by Mark Decambre via MarketWatch
- What Happened To Summer Doldrums? by Liz Ann Sonders via Charles Schwab
- Warning Signs Are Very Pronounced by Sven Henrich via NorthmanTrader.com
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MOST READ
ON RIA
- The Problem With Passive by L. Roberts, M. Lebowitz & J. Coumarianos
- Are Market Generals Leading Us To War by Michael Lebowitz
- We May Be In A Topping Process by Doug Kass
- What Is The “Williams %R” by Lance Roberts
- Tariff Turbulence, Mollified Market by John Coumarianos
- The U.S. Household Wealth Bubble Part 2 by Jesse Colombo
- Was Q2-GDP Really All That Extraordinary? by Lance Roberts
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RESEARCH /
INTERESTING READS
- Where Are The 17,000 Cars Tesla “Produced” by Wolf Richter via Wolf Street
- Bank Squeeze Consumers On Savings & Rates by Patrick Hill via The Progressive Ensign
- $5 Trillion: Pensions Are Doomed by Tyler Durden via Zerohedge
- New Housing Play: Long Distance Landlord by Andrea Riquier via MarketWatch
- Playing For A Yield Curve Inversion by Seth Levine via The Integrating Investor
- Are Stock Buybacks Starving The Economy by Annie Lowrey via The Atlantic
- Child Care And Low-Income Households by Julia Henly via NYT
- Brain Gain: Why You Can’t Just Be A Savant by Darold Treffert via Scientific American
- Roth Or Traditional 401-k? by IBD
- Retiree’s Misconceptions About Finances by Dan Moisand via FA Mag
- Mind The Trap Door (Understanding Valuations) by John Hussman via Hussman Funds
….
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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
As the
economic crisis continues to deepen, Venezuela’s President Nicolas Maduro is promising a
new policy on gasoline (the world’s cheapest) - which is currently
generously subsidized by the socialist regime.
[[ We
are subsidizing the whole neoliberal peste in favor of the rich.. But real socialism is also possible here.. del amor al odio
hay un solo “key step” and we are close to it.. as FDR did it. He didn’t say it was socialism.. he didn’t want to offend
the ultra fascist in the US. Para que más enemigos de los que ya tenía.. Y los
derroto uno por uno.. Su victoria duro más de 45 años.. hasta que regreso la
peste neo-liberal. Esto
ya se agotó pero los grandes billonarios nos quieren llevar al WW3 .. y si esto se evita.. no sabrán donde ir. Si se quedan los
expropian para curar los daños que causo el terrorismo bélico imperial.. The
environment has been totally destroyed worldwide, Los soldados US
infectados con DU y otros químicos.. no sabemos cuantos son .. Pero si se sabe
que la madre tierra se venga hoy del
infierno que creamos ]]
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China
unveiled a new set of tariffs on 5,207 goods imported from the United States,
with the extra levies ranging from 5 to 25 percent. Here is the breakdown.
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"We
want to see trade reform, China’s not delivering.
Their
economy is weak, their currency is weak."
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SPUTNIK
and RT SHOWS
US inside
GEO-POL n GEO-ECO ..Focus on
neoliberal expansion via wars & danger of WW3
RELATED 1
RELATED 2
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RT SHOWS
ICYMI with
Polly Boiko Trump Anxiety Disorder vs T Derangement
Syndrome - what’s the differ?
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NOTICIAS IN SPANISH
Lat Am NEW FOCUS: alternat to neo-fascist regimes, breaks to
HR, Peace & support to US-terrorism
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ECOL 2017 emisión de gases El planeta está recaliente
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CONTER PUNCH
Analysis on US Politics & Geopolitics
Rob Urie Donald
Trump and the American Left
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Pete Dolack If
the Economy is So Good, Why are Wages Flat?
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Andrew Levine Perils of
Ineptitude
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Roger Harris Chomsky
on Regime Change in Nicaragua
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Brian Cloughley NATO
is a Goldmine for the US/Military Industrial Complex
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Louis Proyect Young
Marxist Intellectuals and the Democratic Party
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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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