DEC 26 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
Where
is Cooperman: "It's all the algos' fault the Dow is up 1000 points"
See Chart:
it miss the point above
Investors
welcomed Kevin Hassett’s assurance that Jerome Powell’s job is “100 percent” safe.
But
the biggest driver of today's exuberance appears to be actual pension rebalancing or front-running
the pension panic.
See Chart:
it miss the point above
And today's
explosion comes just as CTAs turned short and hedge funds have the lowest net
exposure to the market in 3 years...
See Chart: more reliable
CTA S&P 500 FuturesPositions (Nomura Estimates)
LIARS?
On March 3,
2009 Obama marked the end of the financial crash with these words:
"what
you're now seeing is profit and earning ratios are starting to get to the point
where buying stocks is a potentially good deal if you've got a long-term
perspective on it"
On Dec 25,
2018 did Trump mark the end of the rout with these words:
"We
have companies, the greatest in the world, and they’re doing really well. They
have record kinds of numbers. So I think it’s a tremendous opportunity to buy.
Really a great opportunity to buy."
Which
followed a slide lower after excellent Plunge Protection from China's National
Team overnight...
See
Chart: reliable
…
As they all
tried to explain, "ALL IS WELL"...
Best
day for bank stocks since April 2011...
See
Chart: S&P Financials
HYG
(HY Bonds) soared on the day - biggest gain since Dec 2014
See Chart:
though this & financ chart didn’t
get previous records.. reliable
HYG
(HY Bonds) soared on the day - biggest gain since Dec 2014
Treasury
Bond yields spiked back higher on the week...
With
30Y back above 3.00%...back to pre-Fed dive levels...
See Chart:
This
is a real sign of Economy reactivation
This
one too: dollar surge,
though not to previuos levels
The
Dollar surged, taking out Sunday's gap-down open, back into the Fed-ramp
range..
See Chart:
If surge
continue.. Trump can run for re-election .. but difficult to beat E Warren..
Fem-time He has to stop war machine, kill phobia anti-latina & don’t annoy
Ec-man, He+EW= T-RIP
Despite
the dollar strength, copper and silver gained, gold limped lower, and oil
exploded...
See Chart:
This
is WTI's best day since Nov 2016...
If trade
index got previous record.. that is best sign of recovery
See
Chart:
Finally,
we note that eurodollar market has now priced out all rate-hikes for 2019...
BUT
since The Fed hiked rates, stocks are still suffering...
See Chart:
…
In short: recovery is real. Trump is a candi in next election and if he
tie his crazy-tongue, delete his anti-latino phobia (+others:RU-Ch-Ir) he can
challenge the alliance of FEM+ young people +elders (Sanders will support EW)=
T will be defeated but not impeached. US history will pardon him & his Min
of Econ will be the man of the Ctry,, perhaps VP of EW.
…
…
SOURCE: https://www.zerohedge.com/news/2018-12-26/pension-panic-sparks-biggest-stock-buying-spree-3-years
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"There’s
a saying that bear market rallies look better than the real thing so I’d expect
at some point here a 3 to 4% up day. It’s not unusual at all to see that in a bear market."
See Chart:
S&P 500: 4% or Greater Days
…
….
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Today's post-Christmas rally is
brought to you not by the PPT, but by pensions funds which waited until the
very last minute to buy up to $64 billion in stocks as part of their
quarter-end rebalancing.
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What has traditionally been the
quietest week for markets is shaping up this year to be one of historic turmoil
and triumph for traders.
One trading
day after the S&P500 suffered its biggest Christmas Eve rout on record, the
index enjoyed its biggest point surge on record adding 116.6 points (as did the
Dow Jones, with its historic 1,086 point ascent) and the
biggest percentage rebound since the financial crisis, with today's 4.96% jump
only the largest since the 7% QE1-driven surge in March of 2009.
See Chart
1:
S&P 500
Daily Change
There were
three other "crazy market statistics" as Bloomberg
dubbed them, that defined today's market actions:
- All three major U.S. indexes gained at least 4% on Wednesday: That was the first time the market had such a widespread bounce since 2011. Additionally, both the Dow and the S&P came a just hair shy of topping 5% on the day.
- The Dow's performance perfectly mirrored its last trading day: on Monday, all 30 Dow member stocks finished in the red. Today, all green. That was the first time that has occurred since 2015 and just the 10th time since 2000.
- For the first time on record, more than 500 of the S&P500 stocks finished in the green according to Bloomberg data; specifically 99.8% of stocks advanced (For the purists, there are currently 505 stocks in the S&P 500.) The previous record, at least as far back as 28 years ago, was 99.6 percent in 2011, or 498 stocks out of 500. Just one stock of the 505 closed red: Newmont Mining. Today's other big loser: gold itself, which gave up all earlier as the dollar unexpectedly surged from session lows and is once again just shy of its 2018 highs.
See
Chart 2
All 3 major
Stock indexes gain more than 4.5% to thwart bear market
Where
is the 3rd one?.. Se descargó
la batería?
…
SOURCE: https://www.zerohedge.com/news/2018-12-26/three-crazy-market-stats-after-todays-historic-day
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Aided by the exuberant
buying-panic in stocks and reassurances from Russia's energy minister, WTI
prices are soaring (over 7%) today, breaking above $46.50 in itsbiggest daily jump since Dec 2016.
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US DOMESTIC POLITICS
Seudo democ
duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
"“There
is no more dangerous menace to
civilization than a government of incompetent, corrupt, or vile
men..."
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El peligro no lo crea
la venta de armas.. lo crea el contex guerra que patrocinamos via media
While “Mad Dog” Mattis was by
no means a “hero,” it is almost a given that his replacement will be far more pro-war and
pro-intervention than the outgoing secretary of defense...
[[
Si no hay peligro de Guerra.. por que los
mencionamos? ]]
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"And yet the @NRA thinks
somehow rocket launchers are good for Baltimore. Perhaps a name change is
in order: The National Rocket
Association" - Baltimore mayor Pugh.
[[ Puede cazar palomitas.. o es otra carabina de ambrosio?
A quien la vende.. a IS]
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...red flag laws have a history of bipartisan
support. And when any piece of legislation has Democrats and
Republicans locking arms in agreement, you know trouble lies ahead.
[ Besides: it’s unconstitutional to confiscate
guns.. & to have a bipolar Pol system ]
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US-W
ISSUES (Geo Econ, Geo Pol & global Wars)
Global
depression is on…China, RU, Iran search for State socialis+K-, D rest in limbo
[[ Juegan con fuego y no temen quemarse.. Aquí en
el US necesitamos estos bomberos ]]
"The provocative actions
of the Israeli air force...directly threatened two airliners..."
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The
new Cold War is not a mere replica
of its 40-year predecessor, which the world survived. In vital ways, it is more dangerous, more fraught with
actual war,as illustrated by events in 2018...
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...warned that “great changes” are looming in America.
Read This
The three
most important equilibria are:
1) Debt
growth is in line with the income and money growth that is required to service
debts.
2) Utilization
of the economy’s capacity is neither too high nor too low.
3) The
projected return of cash is below the projected return of bonds, which is below
the projected return of equities by appropriate risk premia.
These three
things—i.e., 1) debt service obligations in relation to cash flows needed to
meet them, 2) demand relative to the capacity to meet it, and 3) the relative
attractiveness of each of the different capital markets for both those who seek
to invest their money well and those who seek to get funding well—fluctuate
around their equilibrium levels in an interactive way, with the pushing for
equilibrium in one shoving the other out of equilibrium. If these
conditions remain out of equilibrium for long, intolerable circumstances will
ensue, which will drive changes toward these equilibria.
The
two levers that governments have to help bring about these equilibria are:
Monetary
policy: Central banks change the quantities and pricing of money and credit to
affect economic activity, the value of assets, and the value of its currency.
Fiscal
policy: Governments can impact the economy through their spending on goods and
services, taxation, and legal structural reforms (by affecting regulations).
HOPES:
In the
short term, policy makers’ use of these levers can either keep economies away
from these equilibria (if they act too slowly or inappropriately) or can help
speed up the adjustments (if their actions are timely and appropriate).
Understanding these equilibria and levers is important to understanding
the market and economic cycles. By seeing which equilibria are out of
whack, one can anticipate what monetary and fiscal policy shifts will occur,
and by watching these shifts one can anticipate what the changes in these conditions
will be.
I
hope this explanation of my template and what is happening now in light of it
has helped you to put things in perspective and, more importantly, will help
you independently put things in perspective in the future.
…
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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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SHOWS RT
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NOTICIAS
IN SPANISH
Lat Am
search f alternatives to neo-fascist regimes & terrorist imperial chaos
REBELION
Chile
Posneoliberalismo, ¿en un
horizonte anticapitalista? R Vargas
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RT EN
ESPAÑOL
Trump: EE.UU. podría usar Irak como una base para
"hacer algo en Siria" NO tenemos Presidente..
sus intrigas de adolecente lo demuestran.
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INFORMATION
CLEARING HOUSE
Deep on the
US political crisis: neofascism & internal conflicts that favor WW3
We Know How Trump’s War Game Ends By Matt Taibbi
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If Truth Cannot Prevail Over Material Agendas
We Are Doomed By Paul Craig
Roberts
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John Pilger Visits Assange By
Joe Lauria
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Merry Christmas, Fellow Inmates. Let Nothing Dismay By Paul Edwards
We live in
a classic, but adapted and evolved, fascist state, in which the whole force of
government is devoted solely to the interests of Imperialist Capitalism
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PRESS
TV
Resume of
Global News described by Iranian observers..
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