domingo, 20 de enero de 2019

ND JAN 20 19 SIT EC y POL



ND JAN 20 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


"little progress"...
See Chart: 
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"...for the bulls to regain control of the market narrative, it will require a push back above the November highs and the 200-dma. Only then can the ‘bear market correction of 2018’ be officially declared ‘dead.’"

Bull Rallies & Market Tops
Last week, we discussed the continuation of the rally from the December 24th lows.
“The rally, as we laid out two weeks ago, continues to work within the expected range back to 2650-2700.” 
See Chart:
Strong resistance.. Now support


TRUMP MEET WITH CABINET OFFICIALS TO REVIVE INFRASTRUCTURE PUSH
Stocks rally as hope mounts for US-China Trade Deal
Is this the real reason why Stocks are surging?
(Chart courtesy of ZeroHedge)
See Chart:
S&P500 vs. Central Bank Balanca Sheet MOM

Conclusion
There is no doubt the rally from the recent lows has been “breath taking.” 
However, as noted, the rally is currently running in defiance of the underlying fundamentals which are likely to “matter” sooner, rather than later. 
See Chart:
S&P vs. US Macro Surprise : S&P Fwd EPS

With earnings season underway, there is support in the short-term for asset prices but remember that earnings are only beating sharply downgraded estimates. (This is the equivalent of companies scoring a 71 after the level for an “A” was reduced from 90 to 70)

While the S&P 500 recovered more than half of its prior bear-market loss in only 17 days, this type of rally is often met with short-term weakness. 

The weight of evidence suggests a retest of support at which time portfolios can be re-evaluated.

However, while many are suggesting the “bear market” is now officially over, the reality is that it is entirely too soon to make such a commitment. The current rally remains within an overall downtrend and is entirely consistent with the beginnings, not the endings, of more major bear market cycles. 
We continue to run our portfolios with higher levels of cash, fixed income, and tighter stops on our current long-equity exposure until such time as the weight of evidence suggests differently. 
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The fact that a government shutdown can have a real impact on our economy proves just how pervasive it has become...
See Ben Garrison picture
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


More than 1.5 million net residents have already fled the state since 2000 – and you can’t blame others for thinking about joining them...
See Chart:
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"You see, as fun as it is to fight amongst ourselves over fences, the real conflict is over America’s vast economic pie, how we divide it, how we spend it."
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'no, YOU'RE the anti-semite!'
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"we would end up with massive disfunction, and massive disinformation and massive misinformation" 
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“It is very important for people to understand that this is an early payment. You are not going to get more money later,... This is you getting your February allotment for Food Stamps today... don't blow your money.”
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The current government shutdown (the longest in history) comes with a hidden revelation: Millions of Americans are financially unprepared for the next economic downturn...
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Curious to know what industries attract more liberals vs. conservatives? 

Read the entire list in the source below:
Profesion by crowd-pack score
See Chart:

Breaking it down further - liberal vs. conservative:
Newspaper & Print media
Entertaining Industry
Academics
Pharmaceuticals
Legal
Agriculture
Building & Construction
Mining
Oil, Gas and Coal
Tobacco
Real State
Banking & Finance
Hedge Funds & Private Capital
Lobbyist
Automotive Manufacture & Dealers
….
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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


"Contrary to what most Americans believe, the war on terror is not winding down" — Smithsonian
See Map:
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If you live in the British Columbia region,prepare for an economic storm...
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...to 'red-pill' those who have been 'blue-pilled' into blissful ignorance, her is over 50 major news stories that had to be retracted or seriously corrected - all in the same direction - with respect to Russia since 2016...
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The Pentagon has stood firm in its denials even after the internal Air Force command documents came to light.
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After meeting Turkish president, Lindsey Graham describes shadow over Crown Prince Mohammad bin Salman as a barrier to US-Saudi relations...
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The meeting will likely take place in Hanoi, the capital of the still-nominally-Communist nation, but Danang, the site of the 2017 APEC meeting and Ho Chi Minh City have also been discussed.
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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


EL SABLE

Manuel González Prada ((Get a Free:Selección de textos)  Fuente : Arriba
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Manifiesto del Partido Comunista   K. Marx & F. Engels (1848)
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VIENTO SUR

Debate   La extrema derecha: un fenómeno global  Michael Löwy
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Ent a      Karol Modzelewski: conocimos a libertad activa, combativa y colectiva
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Españ    Hacia una crítica del contrapoder  Brais Fernández
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RT EN ESPAÑOL

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


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