domingo, 16 de septiembre de 2018

Sat SEP 15 18 SIT EC y POL



Sat  SEP 15 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


It’s as if a kind of financial anarchy had been loosed upon the land. No one knows exactly what to make of it… or what to expect.

Submitted by Bill Bonner of Bonner & Partners
Turning and turning in the widening gyre
The falcon cannot hear the falconer;
Things fall apart; the centre cannot hold;
Mere anarchy is loosed upon the world,
The blood-dimmed tide is loosed, and everywhere
The ceremony of innocence is drowned;
The best lack all conviction, while the worst
Are full of passionate intensity.
             – “The Second Coming,” William Butler Yeats

Meanwhile…
Bull Market Revival
In an unusually stark separation, the smart money and the dumb money seem to be taking leave of one another.
See Chart
Gold vs, Gold Stocks
At the original source:
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An abundance of New 52-Week Highs
AND 52-Week Lows has been a warning in the past.

In the past, such occasions have often occurred within close proximity of market tops.
As today’s chart reveals, we just experienced a relatively elevated number of both new highs and new lows – over 100 to be exact – on both the NYSE and Nasdaq exchanges.
See Chart:


As the chart shows, similar past occurrences, at times, took place near important market tops.
So is the current episode indicative of a market top? Or will the market trample over this phenomenon as it has most “red flags” in recent years?

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If you’re interested in the “all-access” version of our charts and research, please check out our new site, The Lyons Share. You can follow our investment process and posture every day — including insights into what we’re looking to buy and sell and when. Thanks for reading!
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          Buffett confuses a symptom (rampant speculation) with the true cause

Read this:

That last paragraph perfectly explains Bitcoin. Most of those investing in cryptos have little idea how they work, or what they are even buying.

Buffet made no mention of the corporate bond bubble, the equities bubble, or even the crypto bubble. He does not see any bubbles now, at least that he mentioned.

Symptom or Cause?

Buffett confuses a symptom (rampant speculation) with the true cause
·The Fed (central banks in general), keep interest rates too low, too long
·Fractional reserve lending
·Moral hazards like bank bailouts
·Poor fiscal policies and massive government debt

In short, there is no free market in anything and thus no valid price discovery. There would always be speculation, but Fed policies and fractional reserve lending are the root cause of bubbles.
….
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

"Over time these factors — along with prospects of reduced immigration — will impact severely the state’s future" 
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          While peddling his book on HBO's Bill Maher...
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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


The Americans who were at the conference think Israel lost its mind when it gave the Chinese the keys to Haifa Port - Report
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Trump plans to announce new tariffs on up to $200 billion in Chinese goods as soon as Monday in a move that will prompt an immediate retaliation from China, and may lead to a sharply lower futures open on Sunday night.

Furthermore, WSJ sources said that while details were still being completed over the weekend, the tariff level could change, or that Trump could change his mind entirely. As of Saturday, an announcement was planned for Monday or Tuesday.

Recall last week Deutsche Bank calculated that so far the US had carefully avoided consumer and China dependent products, and as a result, the trade war so far has had little impact on US economy and consumers. But this would become harder as the tariff list expands to the next 200 billion, which contains about 78 billion in consumer products (chart below, left). These include different types furniture (24bn), travel bags(2.2bn), vacuum cleaners (1.8bn), vinyl flooring(1.7bn), window/wall air conditioners (1.3bn), etc. Similarly, reliance on China increases sharply for the 200bn products in tariff pipeline. China import shares are above 20% for most of the products, and for about half of them, China's share are more than 50% (chart below, 
See Charts:

After the imminent announcement, Trump’s decision is set to go into effect within weeks, and is "designed to give the U.S. more leverage in discussions with China over allegations that Beijing coerces American firms into handing over valuable technology to Chinese partners." What it will do instead is to further deepen the diplomatic - and trade - rift between the two superpowers, and could prompt Beijing to retaliate "qualitatively" by selectively targeting US companies which have a major presence in China, such as US auto makers or Apple.

Incidentally, it was about a month ago that China's state-run People's Dailynewspaper explicitly targeted Apple warning that the world's most valuable company risks "anger and nationalist sentiment" if it doesn't share the wealth. China is a major market for Apple, where sales grew by 19% in the latest quarter to $9.6 billion, something the Chinese op-ed highlighted, saying that "amid escalating trade friction, the company's better-than-expected quarterly result in China was a major reason for the surge in its shares."
See Chart:


The looming $200 billion tariffs will come on top of $50 billion on duties imposed on Chinese imports over the summer, to which China immediately retaliated with its own tariffs on U.S. goods and has said it would do the same in response to the coming round. Trump also recently said that he’s ready to add tariffs on another $257 billion in Chinese goods—subjecting virtually all U.S.-bound Chinese exports to duties. A full timeline of the US-China trade conflict as of last week is shown below.
See Chart:


Trump's decision should not come as a surprise to the market - although it probably will as the S&P has sternly refused to sell off on the repeated news, assuming that a worst case scenario would be avoided. Ironically, it is the S&P's resilience that has emboldened Trump to proceed with further escalation, as the divergence between the S&P and the rest of the world...
See Chart:

... is the key catalyst the US president has pointed to as justification that he is "winning" the trade war.
Once Trump enacts the new tariffs, it will only be a matter of time before the downstream effects hit the US economy, focusing on the US consumer who is about to find the costs of many Chinese imports suddenly spiking. However, as long as the S&P continues to rise, Trump will merely further escalate the tit-for-tat trade war until one day the algos finally reverse and the S&P tumbles, catching down to the rest of the world.
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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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NOTICIAS IN SPANISH
Lat Am NEW FOCUS: alternat to neo-fascist regimes, breaks to HR, Peace & support to US-terrorism 


VIENTO SUR:
ARG-BRA                Populismo en el 2000: Hora de balances  Pierre Salama
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USA:                       Lehman Brothers  ¿Qué ha cambiado en una década?  Alberto Castro
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ALC         Restauración neoliberal en América Latina  Jesús González Pazos
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Dossier Checo (III) Los consejos obreros checoslovacos (1968-69)  Karel Kovanda
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Y quien expulsa al pope por complicidad con los crímenes del Plan Condor en Argentina?
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                Keiser Report   Los 'salvadores' del sistema
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COUNTER PUNCH
Analysis on US Politics & Geopolitics


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Farhang Jahanpour   Fascism and Islamic Fundamentalism
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

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


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