miércoles, 30 de enero de 2019

ND JAN 30 19 SIT EC y POL



ND JAN 30 19  SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Econ


La crueldad del despojo  y las sanciones llego a su límite.
Vender lo que no es de ellos es “naked Ec Terrorism”
La vida de una entera Nación VEN  ha sido amenazada
Read this:

PRESIDENT MADURO:
DO WHAT YOU HAVE TO DO.
They attacked the life of you Nation.. it is your time to attack now.
This is the right time… later will be late.. Start by putting  Guaido in Jail.
Not mercy.. they won’t  have it. RU & China (both) have to support you.
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ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics

US Economic situation today:
STOCKS, BONDS, GOLD SOAR AS POWELL BREAKS CURSE WITH DOVISH CAPITULATION      Is everything is Awesome?  Let’s see

Jay Powell Broke the curse - after 7 straight losing sessions on FOMC days (the most ever for a Fed Chair), The Fed's total capitulation today was greeted with a rally (helped dramatically by Apple and Boeing)
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2019-01-30_12-56-29.jpg?itok=Z5DE73t8


Powell said during his presser that he "doesn't want the balance sheet unwind to cause market turbulence."
But he tried to reassure:
"We don't react to most things that happen in the financial markets. ... When we see a sustained change in financial conditions, then that's something that has to play into our thinking."
But markets knew better - gold and stocks (and bonds) bid as the dollar dumped...
See Chart:


VIX tumbled along with credit spreads...
See Chart:


Treasury yields tumbled after The Fed statement...
See Chart:


The dollar puked on the dovishness...
See Chart:


Finally, this is what capitulation looks like - The Fed today confirmed the market's shift from anticipating 50bps of rate-hikes in 2019 to now expecting rate-cuts...
See Chart:  Capitulation!


So much for Fed independence - its rescue the market at all costs...
See Chart:
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"...our advice, consistent with our portfolio positions, is to continue to own as little U.S. equity as career risk allows."

Here the 1st axiom:
1-Do not save what is left after SPENDING, but spend what is left after SAVING
OPEN
The source below to real all of them:
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“I believe that individuals earning the most can afford to pay more, and I have no problem paying higher taxes to address some of the fundamental challenges and inequities in our society.”
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At current levels, price to forecasted earnings are as “cheap” as they were in November 2007...one month before the beginning of the Great Recession. That was not a good time to own “cheap” stocks.

Summary
  • The growth benefits of the tax cut are not recurring
  • Will buybacks continue to boost EPS?
  • Revenue growth has been running 4%, can corporate profit margins keep expanding?
  • Forecasted earnings are overly optimistic 85% of the time
  • Forecasted earnings have never predicted a recession or a big drop in earnings
  • In the event no recession emerges, then wage pressures are likely to negatively impact earnings and margins

Instead of restating our thoughts on the current “value” exposed by P/fE, we leave you with a simple thought and graph. At current levels, price to forecasted earnings are as “cheap” as they were in November 2007. 
See Chart:
Price to Forward Earning

AND  see this other chart:
Earning Forecast Scenarios

Oddly enough, the National Bureau of Economic Research (NBER), which is responsible for identifying the dates when U.S. recessions begin and end, mark December 2007 as the beginning of the Great Recession. That was not a good time to own “cheap” stocks.
See more Charts at:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



It is a prime example of how influential media outlets in the U.S. effectively create propaganda for the opposition, which now is receiving funds from President Donald Trump’s administration...
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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



"The Commission sees the high-altitude nuclear explosion-generated electromagnetic pulse as an existential threat to the survival of the United States"
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"You’re talking to our allies over there and you wonder whose side they’re going to be on."
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"As for the elites... It’s time to panic...They have thrown in the towel, they have caved and are ready to go back to the print-a-thon thing..."
See Figure:
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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

VEN    Amenaza militar desde Col  la descripción de la tragedia C M
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Prensa   Netflix al servicio del imperialismo  Roberto Silva
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Machism   El lamento del varón  Fernando Aramburu
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Opin    Venezuela y la disputa geopolítica   Carlos Fazio
            Sobre política y nuevo sujeto de cambio  Marisa del Campo
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ALAI NET

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RT EN ESPAÑOL

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En el US si se roba recursos de la Nación con la venia de Trump y Bolton.. Bill y B
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

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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


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


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