lunes, 22 de octubre de 2018

Oct 22 18 SIT EC y POL



Oct 22  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-WORLD ECON SITUATION TODAY:

Of course, everyone is talking about Chinese stocks - CHINEXT is up 10% in two days... if you fall for this manipulated idiocy, you deserve all you get. This was the biggest 2-day jump since the rescue of Chinese stocks after August 2015's devaluation crashed stocks...
See Chart:


European stocks opened with some China hope and some Italy hope but that evaporated rapidly...
See Chart:


a panic bid in US stocks all the way into the cash open, and then the selling resumed...
See Chart:


But the S&P is now down 11 of the last 13 days with The Dow and S&P the biggest losers on the day...only Nasdaq managed to hold gains...
See Chart:


Small Caps tumbled (heading towards their worst month since Sept 2011) and have erased 2018 YTD gains...
See Chart:


Financials were the day's biggest losers, tech outperformed...
See Chart:


And some of the individual names are collapsing...
See Charts:


Global Systemically Important Bank Stocks are collapsing...down 27% from its highs... weakest since Dec 2016 erasing almost all of the post-Trump gains...
See  Chart:


Stocks and Bonds remain notably decoupled as selling remains the trend in both...
See Chart:


The Dollar Index rebounded back up to 96, ripping higher after China closed...


Financial Conditions continue to tighten and suggest notable downside for stocks...
See Chart:

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"Are you better off than you were two years ago?"

The following chart from Goldman's David Kostin shows how much things have changed since the days just prior to the November 2016 election through September 2018.
See Chart:

And while the chart does not include US GDP, which recently printed at 4.2% for the third quarter, compared to the 1.6% gain in 2016, it presents a good enough snapshot of the change in the fiscal-stimulus-supercharged-economy over the past two years.
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This is bad news for the 2-and-20 (or 1-and-10) crowd...

After launching in October 2017, AIEQ has racked up an 11.81% annualized return from its debut a year ago through Wednesday, just edging out the S&P 500. That’s a better showing than 87% of active managers over the same stretch.
See  Chart:


Looking back, AIEQ's biggest scores came from bets on tiny stocks that posted outsize returns that also, incidentally, allowed AIEQ to outperform the Russell 2000 by 6%. The fund struck gold with a massive bet on Penn Virginia Corp., a $1.3 billion oil and gas driller based in Houston with fewer than 100 employees, which was the fund's largest holding as of June. Penn is up over 100% this year and has added the most to the fund's returns over its lifespan.
See Chart:


Boyd Gaming Corp., a Las Vegas-based gaming company, was one of the ETF’s top five holdings when it was launched in October of last year. The stock climbed roughly 50% before plunging, but amazingly, AIEQ had dumped most of its shares before the selloff. But perhaps the most stunning example of the fund's uncanny knack for market timing was its rotation out of small caps and into large caps over the summer, right before the bottom fell out of the Russell.
See Chart:


And with active management increasingly losing out to passive funds (which recently reached a record 44% of the market's total AUM), the robot takeover of Wall Street is already well underway.
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“...alarming volumes of red ink.”


US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


"...there is a place for everything and thatthe correct place for the marginal is… on the margins! The argument lately, especially on the Progressive side, has been that the marginal ought to occupy the center (of American life)."
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"what the left hates about Donald Trump is precisely what it hates about America" 
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"Humiliation and fear of a catastrophic decline in status foment mutiny and rebellion..."
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"Crowds on Demand, they’re more out about it. ... It is strikingly brazen."
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"You know a lot of people talk about this "blue wave" and all that stuff - I don't believe it
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"We could have made much different choices as a society, but we didn’t, and now we are going to have a great price to pay for our foolishness..."
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"Ahhh... Millennials... You gotta luv ‘em. Fully convinced they know better, but making the exact same mistakes every other generation has made..."
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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


Just as Bolton is in Moscow assuring officials "it's not blackmail"...
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[[ Para que se queden en su pais, hay que invertir y crear trabajo allí.. NOT CUT AID ]]

"Sadly, it looks like Mexico’s Police and Military are unable to stop the Caravanheading to the Southern Border of the United States..."
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Erdogan's advisor Yasin Aktay wrote in the Yeni Safak daily that it "feels like our intelligence is being mocked."
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Watch this space... The world and market is asleep in deep, deep hibernation at the wheel on this one, folks..."
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SPUTNIK and RT SHOWS
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 search f alternatives to neo-fascist regimes & terrorist imperial chaos


REBELION
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ECOL      Finalmente, Canadá prohíbe el asbesto   Kathleen Ruff
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CULT      -Por qué soy marxista  Karl Korsch
OPIN     El viejo cuento de la corrupción  Jorge Majfud
                Perú   El diablo metió su cola…  Gustavo Espinoza
                ARG  La inflación describe quién tiene poder  Julio C. Gambina
                Bolivia   Masismo vs mesismo  Katu Arkonada
                                El legado del masismo y  tareas nacionales  A. Villanueva
                Chile Primavera: autogestión y autoeducación  Ignacio Andrés
                COL  -Luego del exilio… el regreso a Ocaña   Carlos Meneses
                Mex  Solidaridad sin fronteras con la Caravana Migrante  Carlos S
Or Pro    El día que las guerrilleras liberaron Raqqa  Leandro Albani
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ALAI NET
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RT EN ESPAÑOL
Trump: "Soy nacionalista, ¿vale?" (VIDEO)  Hay 3 tipos: los fascist, los que nacionaliz riquezas nacionales y los que están contra la Globalizac neoliberal. A cual pertenece Trump?
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


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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 inside US


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


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