lunes, 1 de octubre de 2018

Mon Oct 1 18 SIT EC y POL



Mon Oct 1 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

US economic situation today
We have here pictures of exuberance while IMF warned that global growth has peaked...  See the last picture at the end. Meanwhile see how ‘mal de todos, consuelo de tontos’ work:

China is closed for golden week, and while stocks weren't trading, yuan slipped back to crucial support levels...
European markets were dominated by Italiian weakness...
As Italian banks collapsed..


Futures markets show the overnight exuberance at the trade deal.. and how it faded once Europe closed...
See Chart:


Nasdaq drifted into the red by the closed but the Russell 2000 Index of small-cap stocks is the worst-performing major index today (worst day in over 2 months), and that comes hot on the heels of the index's worst monthly retreat since February.
See Chart:


TSLA (stocks and bonds) soared after Musk settled with SEC...
See Chart:


FANG Stocks managed to cling to gains but basically did a huge roundtrip on the day...


But Tech is still dominating financials...


Treasury yields chopped around on the day but notably sold off as stocks sold into the last hour (long-end underperformed)...


Which pushed the yield curve up to on-week steeps...
See Chart:


The dollar index managed to hold on to gains, erasing Friday's losses...
See Chart:


Commodities were dominated by a spike in crude oil as the rest of the space drifted modestly lower...
See Chart:


And finally, all of this exuberance happened as The IMF warned that global growth has peaked...
See Chart:
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“If everybody indexed, the only word you could use is chaos, catastrophe. The markets would fail.” – John C. Bogle.

 Since 2009, over $2.5 trillion of equity investment has been added to passive-strategy funds, while $2.0 trillion has been withdrawn from active-strategy funds.
See Chart:


He is correct, and makes the same point that Frank Holmes recently penned in Forbes:

“Nevertheless, the seismic shift into indexing has come with some unexpected consequences, including price distortion. New research shows that it has inflated share prices for a number of popular stocks. A lot of trading now is based not on fundamentals but on low fees. These ramifications have only intensified as active managers have increasingly been pushed to the side.”
See Graph:


It is only near peaks in extended bull markets that logic is dismissed for the seemingly easiest trend to make money. Today is no different as the chart below shows the odds are stacked against substantial market gains from current levels.
See Chart:


The result:
Make no mistake we are sitting on a “full tank of gas.” 
See Chart:
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A return to rationality... or will the plunge protection team 
rescue it all over again?

But that 'irrational' gap has finally closed..
See Chart:

See more charts at:
….
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A record number, or 83% of US listed IPOs over the first three quarters of 2018, were companies that lost money in the 12 month prior to going public, higher than the dot com bubble peak.
See Chart 
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



Most of the struggling malls in Metro Detroit are being supported by sportswear and sneaker stores...
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"Let me make it very clear. The time for endless delay and obstruction has come to a close. Judge Kavanaugh’s nomination is out of committee. We’re considering it here on the floor,"
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The revenge of the nerds?:

"A ‘he said, she said’ case is incredibly difficult to prove" 
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"The destination of all this confusion is a society that can’t process any quarrel coherently, leaving everyone unsatisfied and adrift, and no actual problems resolved... It’s the perfect medium for cultivating mendacious ideologies."
See Graphic:

The Democratic party, in the absence of real monsters to slay, has become the party devoted to sowing chaos, mainly by inventing new, imaginary monsters using the machinery of politics, the way the Catholic Church manufactured monsters of heresy during the Spanish Inquisition in its attempt to regulate “belief.”
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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-, D rest in limbo



"The truth is the global economy has become one giant central bank shell game; consisting of perpetually rising asset prices that have been supported by consistently falling interest rates...Now that QE is ending and interest rates are rising,the whole artificial construct has started to implode."
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The US and China are settling into a "newly chilly" relationship.
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"Massive political spending, high inflation and insane printing of pesos are one and the same. Policies that have expropriated the wealth and savings of Argentine citizens. It must be stopped. The only solution is dollarization."
See Chart:
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3


RELATED:
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RT SHOWS

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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos


REBELION

COL        De la esclavitud a la rebeldía   Bibiana Ramírez
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PAL        -A la vista de Sochi  James Snell
                 -Jerusalén es capital de Palestina  Ramón Pedregal
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                -Redadas  Más de 300 inmigrantes caen en todo el país
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                -Países vulnerables al cambio climático reclaman atención  D Brown
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OPIN     -¿Globalización o desglobalización?  Eduardo Montes de Oca
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                -La soledad del pueblo Ixil   Ilka Oliva Corado
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                -Chile-Bolivia, el comienzo del fin  Manuel Cabieses
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VEN       -Independencia y pueblo revolucionario  Elías Jaua Milano
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ALAI
                - Democracia o nazifascismo en Brasil   Leonardo Boff  
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                -Apuntes terminando septiembre   Laura García Vázquez
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RT en Español: Noticias Internacionales 


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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


How the American Media Was Destroyed  By Paul Craig Roberts    Continue
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The S-300 May Destroy and Expose the F-35   By Federico Pieraccini    Continue
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Enemy Of Our Future   By Lawrence Davidson    Continue
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Flawed Reporting on Antisemitism Claims Against the Labour Party
By N Chomsky, Y Varoufakis, Ken Loach, Brian Eno, Des Freedman, Justin Schlosberg
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Venezuela's Socialism... And Ours  By Ron Paul   
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COUNTER PUNCH
Analysis on US Politics & Geopolitics


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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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