JAN 9 19 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
The
last four days have been the biggest short-squeeze since March 2009
See Chart:
This won't
end well...
Another day, another incessant bid
under the equity market on every dip... (some weakness late on as Trump walked
out on Chuck and Nancy)...Trannies dramatically outperformed...BTFD is back!
See Chart:
Stocks are
up 8 of the last 10 days now. Best start to a year since 2010... and the best
10-day gain since July 2009...
See Chart:
Most shorter Stocks up &
See Chart
Vix and credit spreads collapsed further
See Chart:
Dollar Index tumbled
Finally, we note the total
disconnect between the weaker dollar (dovish) and hawkish trend in market
expectations for Fed rate hike this year...
See Chart:
2019 Fed rate high expectations vs. Dollar index
…
SOURCE: https://www.zerohedge.com/news/2019-01-09/dovish-er-fed-sparks-biggest-short-squeeze-mar09-lows
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As
usual, the initial kneejerk moves
have retraced and the dollar is sliding and bonds and bullion bid
as stocks slide on a dovish Fed...
See Chart:
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"Many" Fed
officials already felt on Dec. 19 that Fed could be "patient" on further hikes. ..
See Chart:
2019: rate hike vs. rate cut
….
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"They always jump for the Fed in the short run. Then the anesthesia wears off and everyone
feels the pain again... That’s really all central banks offer...The
Bernanke’s of the world can only
dull the pain for a little while at a time..."
See Chart:
Benchmark 10 Year UST
…
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"All we have left is to
wipe the slate cleanand say, you know what, this thing did not
work. It’s a 60 year experiment
that turned out to have a fatal flaw..."
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"The Fed is tightening
into weakness and will have to pivot towards easing once it becomes
obvious. But it may very well be
too late..."
Synchronization was a big part of the story. Growth was not isolated
and episodic. Growth was fueling more growth in what seemed to be a sustainable
way. The world economy was firing on all cylinders.
Then in
2018 the global growth story came screeching to a halt. Japanese growth went
negative in the third quarter of 2018. Germany also went negative. Chinese
growth continued its drop (6.5% in the third quarter) instead of stabilizing.
What happened?
See Chart:
In
short, it’s war.
Some of these hearings are political stunts just for show.
They will make great headlines over a one-day (or one-hour) news cycle but
won’t lead to any substantive charges or changes. Yet other hearings could have
grave consequences — especially those that may result in criminal charges,
including the Clinton Foundation case.
Hanging over all of
this is the specter of impeachment. The impeachment process begins
in the House of Representatives. If the president is impeached, the matter is
referred to the Senate for a trial. If convicted in a Senate trial, the
president is removed from office and the Vice President (Mike Pence) becomes
president.
Conviction in the Senate requires a super-majority of 67 votes
to remove the president. Republicans currently hold 53 Senate seats… Assuming
all 47 Democrats vote to remove the president, 20 Republicans would have to
switch sides and vote to remove President Trump from office This is extremely unlikely to occur.
The bottom line is that uncertainty reigns and it’s not
going away anytime soon. Investors can profit from this with a combination of long-volatility
strategies, safe-haven assets, gold and cash.
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
"Every time people feel like they’re getting screwed by the
system... every time they feel like someone else has an unfair advantage, there
are cries to seize assets,
confiscate wealth, and centrally plan prosperity..."
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"A 'Green New Deal' makes
no sense on economic grounds, either in spirit or in letter... even
if one endorsed a Keynesian economic framework in which the historical New Deal
'worked'..."
My critique at:
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An average
of 41% of Chinese VC money in 2018 came from state-owned funds.
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My, how
their views have changed...
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"I have often wondered
what is the real agenda of gun ban advocates. More people die from
falls than from being shot. Deaths from accidents far exceed deaths from being shot..."
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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
"We want to coordinate this process with Russia and Iran."
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Algos sent
oil crashing; now algos have unleashed one of the strongest oil rallies in
years.
See Charts:
However, as Nomura also points out, for WTI to maintain
levels over $50, "systematic trend-followers would need to keep stably
accumulating fresh long positions" and that would
require an extended move higher, something which after the recent 10 day surge,
is unlikely.
Finally, according to Nomura, other major short-term players
such as global macro HFs appear to be taking a “wait-and-see” approach by
leaving their positions flat. The bank's conclusion:
"we doubt CTAs’ 'solo-play' to buy
the futures can support WTI levels above $50 going forward."
If the Japanese bank is right, the
fledgling oil bull market will be rather short-lived.
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"Police
stations, city government buildings and banks have been attacked with petrol bombs and explosives."
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People like
to complain that China has abandoned its Communist values in favor of
state-directed capitalism. But in
at least one way, the rulers of the world's second-largest economy are adhering
to the prescriptions of Karl Marx - with a burdensome progressive income tax.
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"As the world re-orders, this disconnect between the real and financial is likely to
reduce, and in the process other
reserve currencies may emerge... such as the RMB."
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"We
will continue to take necessary
measures to safeguard national sovereignty and security"
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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
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ALAI NET
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RT
EN ESPAÑOL
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
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George Ochenski The
Return of Constitutional Government?
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Mills, Camacaro n Harris Multifaceted
Attack Agst Ven on Eve of Maduro Inauguration
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Dave Lindorff At
Last! A Workable Reason to Impeach the MFer
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Lawrence Wittner Do
We Really Need Billionaires?
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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
Amy Goodman’s Team
“A
Racist, Xenophobic Attack”: Immigrant Rights Activist Decries Trump Remarks
About Southern Border
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Bernie
Sanders Responds to Trump’s Border Wall Address, Debunking President’s Lies
About Immigration
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PRESS TV
Resume of Global News described by Iranian observers..
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Programs Skype: New
year round up
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