ND FEB 15 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 US
DEBACLE! … Mr. Trump: A Court is being set for
you .. Do you plan to create another Pearl Harbor for WW3? .. too late. The
best you can do is arm a PEACE strategy: it
implies 1-disolve NATO and PENTA: Bring Troops
Home, and take out from Govt the war-mongers that create the mess in VEN,
starting with Bolton & others. 2- Call RU-Ch
and other super-power to DISMANTLE NUKES. 3- Call
for New Deals (like FDR) and the first one should be TAXING all billonaires, if
they refuse, confiscate their Bank assets. 4- Make
a Deal with E-Warren and AOC TO DISMANTLE
the duopoly party system & introduce the third party option in the
electoral system. Buying Election must be considered a crime against Democay
penalizing with jail. Mr Trump: you did not create this
Econ collapse.. you inherited from previous US Gobts. SO, do not resign
without implementing this Peace Strategy.. plus other suggestions from
democratic Socialists. The aim of Democratic Socialism is to create a balance
between Labor and productive Capital. It is that we need now. That is that FDR did in previous recession. Follow his
example.
…
Here data on US Econ debacle:
2019 is off to
the best start to a year since 1991 for the S&P 500...
See Chart:
S&P500 YTD
Peroformance
As Earnings
expectations have their worst 3-month drop in four years...
See Chart:
And macro data
collapses...
See Chart:
This
is the biggest weekly collapse in US Macro data since June 2011..
See Chart:
So, Stocks are back near record highs, earnings
expectations have collapsed to 6-month lows and US Macroeconomic data is the
weakest in 18 months (and crashing)
Futures show the craziness better as markets
went vertical at the cash open but Dow (up) and Nasdaq (down) diverged notably...
See Chart:
Dow futs closed over 600 points higher than the
overnight lows on the shittiest week's macro-economic data in 8 years!!
"Goldilocks, my ass" as one veteran trader said.
VIX tumbled to a 14 handle and credit spreads
collapsed on the week...
See Chart:
And before we leave equityland, here is
the S&P 500 Low Volatility ETF!!!
See Chart:
While stocks soared, bonds were not
playing along (again)...
See Chart:
Sending the yield curve notably flatter
once again...
See Chart:
And 30Y Yield closed back below 3.00%...
See Chart:
The dollar dipped for the second day in a
row but ended higher on the week...
See Chart:
The S&P has gained 22 days this year
as of yesterday, or 71% of the trading sessions. If this pattern holds, it'll
be the best three-month period since second quarter of 1955, when the SPX
jumped 12% and closed up 26% on the year.
Probably nothing to worry about...
See Chart:
But if there's nothing to worry about, why
did The Fed signal its extreme dovishness and why did the world's central banks
suddenly restart the printing press?
See Chart:
….
SOURCE:
https://www.zerohedge.com/news/2019-02-15/stocks-soar-8th-straight-week-earnings-macro-data-collapse
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For Debate: WHY
SCHUMER AND SANDERS ARE WRONG ON BUYBACKS
"That cash is not
disappearing into the vaults of billionaires, but is being reinvested in
firms that do have good uses for it - like capital investment and worker retention..."
In a widely discussed New York Times op-ed,
Senators Chuck
Schumer and Bernie Sanders excoriated share buybacks as “corporate
self-indulgence,” diverting profits away from investment and worker
compensation.
Is this true?
Logically, there
is no basis for believing that a firm prevented from buying back its stock
will, in consequence, increase investment or compensation. If
it can’t find other ways to return excess cash to its owners, it can always
park it in, say, Treasuries. More importantly, other companies do need
cash for equipment, R&D, attracting workers, and the like. And it
makes sense for investors to re-allocate funds from companies that don’t need
it to those that do.
So if buybacks are happening for sound economic reasons, we would
expect to see them at firms whose return on capital is falling—that is,
companies with deteriorating investment opportunities. Is this the case?
See Charts:
Take a look at the left-hand graphic above, which
plots the growth in buyback activity between the first halves of 2017 and 2018
and the change in return on capital relative to the post-crisis (post-2010)
average. The relationship is as we would expect. Firms that experience
a deterioration in return on capital boost buybacks, which is a logical way to
return underperforming cash to investors. And, as expected, the sector in
which buybacks increased the most—Information Technology (IT)—is also the
sector that experienced the biggest decline in return on capital.
Now look at the right-hand graphic. This one
shows that the three sectors experiencing the largest decline in return on
capital - IT, Health Care, and Energy - account for nearly 80 percent
of the rise in buyback activity in the first half of last year.
In
short, Schumer and Sanders have this wrong. The data show clearly that buybacks are
being undertaken overwhelmingly by companies that should be
returning cash to investors - companies that don’t have good uses for it. That
cash is not disappearing into the vaults of billionaires, but is being
reinvested in firms that do have good uses for it - like
capital investment and worker retention.
And isn’t that what Schumer and Sanders say they want?
….
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"The fact is, dark money
is the #1 secret life force of today’s rigged financial markets. It
drives whole markets up and down. It’s the reason for today’s financial
bubbles..."
Read This:
That dark money
goes to the biggest private banks and financial institutions first. From there, it spreads out in seemingly infinite
directions affecting different financial assets in different ways.
Yet these dark money flows stretch around the world
according to a pattern of power, influence and, of course, wealth for select
groups.
These is not built upon conspiracy theories. To the
contrary, alliances make perfect sense and operate publicly. Even better, their
exclusive dealings and the consequences that follow are foreseeable — but only
if you understand how the system works and follow the dark money flows.
Dark money rules
the world, and it could keep the
bull market running longer than most people expect, even
though the eventual turnaround could be ugly.
…
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In a
whirlwind media tour that culminated on Friday, 95-year-old Charlie Munger was
critical of the wealth tax, the national debt, printing too much money and -
once again - Elon Musk.
Listen this VIDEO:
...
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IS AMERICA FOR
SELL? Pero como si nos dijeron que la
Econ de Trump es un exito
Foreign Investors
dumped over $77 billion in US treasuries in December - the most on record - even as yields fell amid the carnage of the
Mnuchin Massacre...
See Chart:
Foreing Net Transaction in US Treasuries
Interestingly, Norway, UK, and Belgium (often noted
as a proxy for China buying), along
with China and Japan, all added to their US Treasury horde in December.
The big sellers were France, Brazil, and
Germany:
See Charts 1-2-3:
Chart 1: France
See Chart 2: Brazil
See Chart 3: Germany
BUT.. Foreing Investors
already hold Significant Dollar Debt
See Charts:
…
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full
of frauds & corruption. Urge cambio
Are we at war now?.. Who authorized? If nobody .. Why Nat Emergency?
Can the Dems stop Trump? It's unclear - but they
will almost certainly try.
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"In the
end, Manafort acted for more than a decade as if he were above the law..."
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Nothing can
make New Yorkers happy: first, they demand that Amazon abandon its plans for a
Long Island City HQ2, and now that Jeff Bezos has complied with their demands,
they are threatening to boycott the online retailer.
…
[[
The
Law is the Law.. they have to compensate the labor.. enslavement is over!.]]
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US-World ISSUES (Geo Econ, Geo Pol &
global Wars)
Global depression is on…China, RU, Iran search for
State socialis+K-, D rest in limbo
Will require
massive structural reforms...
…
[[ All Imperial Economic Power has benn movilized… Will they be
able to defeat people power in VEN and the power of Latino American brigades? I don’t thing so. They have to use military
attack (mercenary troops have been sent to COL) and RU & China will counter
attack drastically. Then all the rhetoric from IMF and other puppets won’t make
sense. Is the US imperial military power (NATO) that will be defeated this
time, and once they fall, all the rest fall. ]]
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Here we go
again.
See Chart:
China Total Social Financing
See other Charts at:
…
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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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Guaido: una rata disfrazada de
payaso.. el ‘hasme reir’ de los militares VE
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes
& terrorist imperial chaos
REBELION
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Cult Pensar con Marx hoy.
Congreso 200 aniversario J
Sanz Hoya
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ALAI ORG
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RT EN ESPAÑOL
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PARA MAÑANA :
INFORMATION CLEARING HOUSE
….
COUNTER PUNCH
….
GLOBAL RESEARCH
…
DEMOCRACY NOW
….
PRESS TV
Resume of Global News described by Iranian
observers..
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