Thu AUG 30 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
BLOOD BUTH
VIX and stocks have notably
decoupled...
See Chart:
"NOT A BUBBLE"
See Chart:
The Dollar index rallied on the day but reverted once again at
unchanged on the week...
See Chart:
The Brazilian Real was battered
non-stop until BCB intervened for the first time in over 3 months...
See Chart
But the Argentine Peso was the day's
biggest loser - crashing 10% at the close (though notably worse intraday),
crossing 41/USD at its worst...
See Chart:
Treasury yields dropped 2-3bps on
the day...
See Chart:
With 30Y back at 3.00%...
See Chart:
And the decoupling between stocks
and bonds in the last two weeks has been ridiculous...
See Chart:
Gold was also clubbed around the
open...but futures held above $1200...
See Chart:
Finally, just a little note of
interest, US economic data has been more disappointing than Emerging Markets
recently relative to expectations...
See Chart:
…
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SOURCE: https://www.zerohedge.com/news/2018-08-30/stocks-stall-trump-tariff-turmoil-emerging-market-massacre
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...as for this widely used assertion
that this is the “most hated” bull market ever, let’s just look at
the facts. Unlike opinions, they
can’t simply be made up out of thin air...
As per Bob Farrell’s Rule #7: “Markets are
strongest when they are broad and weakest when they narrow to a handful of blue
chip names.”
See Chart:
Now, as for this widely used assertion that this is the “most hated” bull market ever, let’s just look at the facts. Unlike opinions, they can’t simply be made up out of thin air:
1. The household asset share
that is in the equity market, at over 32 per cent, has already taken out the 29
per cent bubble peak in 2007, and has only been exceeded once before and that
was in the dotcom mania of the late 1990s. Only 3 per cent of the time in the
past six decades has the equity exposure been this high.
2. The
liquid asset ratio for U.S. equity portfolio managers is all the way down to
historic lows of 2.7 per cent. They certainly aren’t bearish.
3. Net inflows to equity funds
at the peak of the last two bull markets were $1.6 trillion, and it is true
that net inflows this time since the cycle began have totalled $250 billion.
Maybe this is what the so-called pundits are talking about. But then they fail
to take into account all the ETF activity, which has totalled $2.4 trillion in
the past nine years-plus. This then brings the cumulative participation by the
retail investing public to a record $2.7 trillion. How can anyone forget ETFs??
4.
Market Vane bullish sentiment is 61 per cent, and this is a ‘hated market
rally’? You can’t be serious. In the AAII survey of retail investors, only 29
per cent are bearish — 36 per cent are bullish and the remaining 35 per cent
are neutral. Where’s the hate?
5. In the just-released
University of Michigan index, the mean expected probability of higher stock
prices a year out came to 63 per cent. Only 3 per cent of the time in the past
have households felt this good about the equity market outlook. No hate; love
only.
6. If
there is a hate on, it is on the bond market, where speculators have never
before strapped on such a one-sided negative bet on prices. And in the August
consumer sentiment survey published by the University of Michigan, 75 per cent
said they are bearish on rates while a mere 4 per cent said they were bullish.
7. Gallup just did a poll of
households and found that 55 per cent of them are participating in the stock
market. So a slight majority certainly do not have anything close to a “hate”
on for this rally.
…
Source: https://www.zerohedge.com/news/2018-08-30/rosenberg-bull-market-many-things-unloved-not-one-them
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If we were
investors in Turkey, Ukraine, Argentina, or any of the other nations on the
left side of the chart, we would be worried.
See Chart:
see more Charts at
SOURCE:
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US DOMESTIC POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
"...properly understood, the Second Amendment goes hand in hand with opposition to federal
military spending and to limiting a standing army to a mere
fraction of the size of the state-controlled militias..."
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"treading
on very, very troubled territory"
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"The
first half of it is 58 pages, and second half isn't done yet…It needs an
executive summary if it goes over a hundred"
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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
After more
than seven years of war with the goal of changing the Syrian regime,the target has now become Hezbollah.
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"The
European Union is almost as bad as China, just smaller."
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"This abscess needs
to be liquidated... Ihope our
Western partners will not give in to [rebel] provocations and
will not obstruct an antiterror
operation.."
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“They’re
trying to make up for lack of business by cutting their currency. It’s no good.
They can’t do that. That’s not, like, playing on a level playing field.”
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SPUTNIK and RT SHOWS
US inside GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
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RT SHOWS
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Keiser
Report Episode
1273 Max and Stacy discuss the myth
of the knowledge economy and the real containment policy of trade tariffs on
China.
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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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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
The Real Russian Interference in US Politics By Diana Johnstone Continue
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Israeli Spying on Trump By Philip Giraldi Continue
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Credit Suisse Freezes $5 billion of Russian
Money due to U.S. Sanctions – A Recipe for De-Linking from the Dollar Economy By Peter Koenig Continue
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Former Congressman Says 'Deep State' is Real By Erin Kelly Continue
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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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