Nov
19 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
was all looking so hopeful at around 3amET as the overnight weakness in futures
had been ramped into the European open, but as soon as AAPL headlines hit...
along with every other previous leader - US equities cratered at the open and
barely looked back...
See Chart:
NOTE - there was no
dramatic volume selling programs on the day
Dow
futs had a 600 point range intraday... (this is the first Dow cash close below
200DMA since Oct 31st)
See Chart:
Only
Trannies remain green for November...
For 2018,
S&P is now up less than 1% and Nasdaq Composite up only 2.2%...Small Caps
and Trannies are negative YTD
See
Chart:
Viewed
another way: the Nasdaq 100 is still up 4 percent this year. But so good has its performance been in
the last decade that a gain of that size qualifies as the second-worst annual
return since the bull market began. The index has now had three separate 10 percent corrections in 2018,
something that hasn’t happened since the financial crisis.
FANG
Stocks at their lowest since February...
See Chart:
VIX
jumped back above 20 and the term structure re-inverted...
See Chart:
And
investment grade credit risk is now at its widest since Trump's election in Nov
2016 (but still underpriced relative to VIX)...
See Chart:
Suggesting
there's a lot more pain to come for stocks...
See Chart:
Treasury
yields fell broadly on the day (after being higher overnight)...
See Chart:
10Y
Inflation Breakevens plunged to their lowest since Jan 3rd, catching down to
crude's collapse...
The
Dollar fell for the 4th day in 5, extending losses below the key 97 level...
See Chart:
Finally,
we note that Fed rate-hike odds - and trajectory - are tumbling with only
31.5bps of tightening now expected next year and 2020 and 2021 both expected to
see rate-cuts...
See Chart:
As
markets have entirely decoupled from The Fed...
See Chart:
…
…
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"Not only does the price action this year suggest we
are in the midst of a bear market--more than 40 percent of the stocks in the
S&P 500 are down at least 20 percent--but it also trades like a bear
market."
Exhibit 1: Old Habits
are Hard to Break. Buy-the-Dip Strategy Not Working This Year for the First
Time since 2002
See
Chart:
However, this year has been different because as shown in the chart
below,monetary stimulus is being
removed in a much more deliberate way than we have seen since 2004 and fiscal
stimulus has peaked.
See Chart:
So unlike
JPMorgan, the bottom line for Morgan Stanley is that until we see buying the dip
rewarded or earnings for next year reduced to a level that is achievable,
"we recommend trading like it's a bear market rather than a bull."
…
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For those
watching their market gains fade away since the S&P hit its all time high
on Sept. 20, some words of consolation: it could be worse. Then again, it can
also be better...
While most
of the blame for the drop in the market has been attributed to growth and tech
stocks, and for good reason as the 13% drop in the
Nasdaq 100's highs in the late summer has been the biggest peak-to-trough since
2015, with Amazon alone responsible for 9.25% of the S&P's losses, or just
over 20 points, since the highs...
See Chart:
The
full list of best and worst performers since the all time highs is below.
See Chart:
…
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SOURCE:
https://www.zerohedge.com/news/2018-11-19/these-are-biggest-winners-and-losers-sp-500s-record-high
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US DOMESTIC POLITICS
Seudo democ
duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
If you needed more evidence that "Democratic
Socialist" Alexandria Ocasio-Cortez - who, at 29, is the youngest woman
ever elected to Congress - isn't
ready for prime time, here it is.
[[ Los misogenos del US (misogyny en ingles) no
aceptan que una socialista cometa un ‘lapsus lingua’.. Les debe haber dolido que las mujeres del US
sean las verdaderas ganadoras del reciente “Mid Term’ election y seguro no
dijeron nada o quizá aplaudieron cuando Trump se atribuyó la victoria. Detrás de la crítica
a Ocasio Cortez hay real miedo al socialismo, por eso no dijeron nada
del tema de fondo que ella toco: el problema de la salud en América.
La síntesis de la tesis de Ocasio Cortez está en el
video que acompaña esta crítica. Su tesis si es socialista y se resumen en el principio “the best health for
all” .. “La mejor salud para todos”. Esta si es una crítica al fraude
que tenemos como sistema de salud: (Brand medicinas para los acomodados y
medicina genérica (o empobrecida) para
el resto de la nación. Esto deja claro que la salud sigue siendo un problema de
“clase social” en el US, sistema del que solo la Farma (las mafias de grandes
Corp privadas) se benefician.
Esto es lo que denuncian los socialistas como Ocasio
Cortez, ella puso su dedo en la llaga del sistema podrido que tenemos y los Real Savedra y otros
críticos no dijeron nada al respecto. En lugar de debatir con altura el tema de
fondo se atacó a Ocasio Cortez a por su lapsus-lingua. Este “argumento” pertenece
a los puberts (los trucos de niños que pasan
a la adolescencia mirando la paja en el ojo ajeno y no en el propio). A esto
hay que agregar los déficits culturales de familia que estos críticos traen en
la cabeza. De forma que además de misogenia vemos aquí
pobreza teórica y política.
Si quieren discutir sobre socialismo, tienen que estudiar un poco. Le
haría bien preguntarse por qué científicos de fama universal se declararon
socialistas.
A Ocasio Cortez le pido que simplemente ignore a estos
críticos: No vale
la pena perder pólvora en gallinazo.]]
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"We promised to change the status quo, and
we intend to deliver on that
promise"
[[ Los dos Pdos: Dems & Reps, son financiados por la oligarquia
financiera.. Que se partan no importa a Nadie. Lo que sí importa a la nación es
crear un fuerte partido socialista y formar un Frente Popular para las
elecciones presidenc ]]
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"Actually, the only regime change that is needed is in Washington and
it would include Jeffrey, Bolton, Haley, Pompeo, and Miller...None of them are capable of acting to advance
any American national interest, which they wouldn’t recognize even
if it hit them in the butt. "
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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
third-largest French bank acknowledged violations of U.S. sanctions laws
against Iran, Sudan and Cuba starting as far back as 2003 and extending to
2013, and agreed to pay $1.34 billion in all to resolve the settlement.
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"Global economic activity is
slowing down, and things are shifting
very rapidly now. The weather is already getting very cold, the mood of the nation is very dark, and
it would only take a very small
push to send us completely tumbling over the edge."
Bloomberg is admitting that the global economy is heading toward “a
generalized slowdown”
…
These developments suggest the synchronized growth that the global
economy has enjoyed in recent years is likely to be replaced by a generalized slowdown. Just take a look at the data out of Japan and Germany this
week, which showed the world’s third- and fourth-largest economies contracted
in the third quarter.
How many signs is it
going to take before people start understanding what is happening?
Wells Fargo
just notified about
1,000 employees that they will be laid off. Job losses are
starting to mount, and it is likely that we will start to see these sorts of
news stories on an almost daily basis now.
And as the shaking on Wall Street accelerates, we
are going to see more financial firms get into trouble. In fact, we just
witnessed the total
collapse of OptionSellers.com.
The following comes from a notice that they sent to investors informing
them that
they lost all their money and that the firm is being liquidated…
I am writing to give you an
update on the situation here with your account.
We have
spent the week unwinding our short natural gas call position as expediently as
possible.
Today which was to be the final day of
liquidation, the market flared as prices appear to have been caught in a “short squeeze.”
The speed at which it took place
is truly beyond anything I have seen in my career. It overran our risk control systems and left us at the mercy
of the market.
In
short, it was a rogue wave and it overwhelmed us.
Unfortunately, this has resulted in a catastrophic loss.
Our clearing
firm, FC Stone now requires us to liquidate all positions. We hoped to have this done today. If
not, it will be completed tomorrow.
Your
account could potentially be facing a debit balance as of tomorrow. OptionSellers.com will be
processing fee credits over the course of the coming days to help alleviate
debit balances. What these will be will be determined after all positions are
cleared.
This has in
effect, crippled the firm. At this point, our brokers at FC Stone have been
assisting us in liquidation.
Our offices will remain open and we
will all still be here to answer your questions and process account closings. We will do everything in our power to
ease what discomfort we can.
I am truly sorry this has happened.
I will be updating you again via memo in 24
hours.
Regards,
OptionSellers.com
Those investors are among the first to be completely wiped out, but they
certainly won’t be the last.
Global economic activity
is slowing down, and things are shifting very rapidly now. The weather is
already getting very cold, the mood of the nation is very dark, and it would
only take a very small push to send us completely tumbling over the edge.
…
…
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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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ALAI NET
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RT EN ESPAÑOL
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INFORMATION
CLEARING HOUSE
Deep on the
US political crisis: neofascism & internal conflicts that favor WW3
Syria - Back In The Arab Fold By Moon Of Alabama Continue
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The Art of the Smear — The Israel Lobby
Busted By Sh Richman
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Obama DOJ Concluded, Prosecution of Julian
Assange for Publishing Documents Poses Grave Threats to Press Freedom By Glenn Greenwald
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Shithole Countries: Made in the USA By Robert Fantina Continue
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Thanksgiving: Don’t Just Give Thanks. Pay
Your Blessings Forward By J
W. Whitehead
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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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