ND FEB 26 19 SIT
EC y POL
ND denounce
Global-neoliberal debacle y propone State-Social + Capit-compet in Eco
Dejarlo salir a Guaido
fue un grave error. Pero dejarlo entrar es aún mucho
más grave.
Apuntan a
dividir a los militares de Maduro con la gente que ya deserto.. Se los van a
comprar con millones en efectivo. Maduro está en
la mira. La declaración de guerra ya la anuncio el VP Pence. De hecho la guerra ya empezó cuando se les impidió la entrada con supuesta “ayuda humanitaria”. Lo
que viene es la continuación de la guerra “EL GOLPE FINAL “según ellos. Los
carros blindados en que salió Guidao no
pueden entrar sin autorización ni chequeo del Gbno de Maduro. Si entran por la
fuerza.. una vez que estén en territorio venezolano se debe bloquear el ingreso y la salida con cisternas llenas
de gasolina o gas, y si aun así no se
rinden, deben ser destruidos totalmente con bazucas especiales. Si se rinden, Guaido debe ser detenido y esposado por orden
de la Corte Suprema. Luego tiene que ser protegido de cualquier ataque en el regreso a la capital.
Es casi seguro que el US va a tratar de
usar sus aviones y drones. Hay que estar listos para responderles y hay que llamar
a los rusos a que estén alerta para intervenir. Total la guerra ya empezó el 23 y esta es una batalla
decisiva. Si logran ingresar por la
fuerza, la batalla está pérdida y Maduro podría ser asesinado. Hay que evitarlo
por todos medios posibles (minas electrónicas en la carretera, incluido). Todo
depende de la eliminación de los carros que ingresen con Guiado si no se rinden.
Quiza sean los mismos carros negros con los que salió, mas otros para los que
quieran ingresar esta vez.
Yo miro esta
guerra desde el Palco y quizá me equivoque en mis apreciaciones, pero estuve en
Stgo cuando Patria y Libertad (loa fascistas de Chile) asaltaron el edificio
donde dormíamos los invitados extranjeros al evento de ‘Sociologia’. Los
socialistas del sur habíamos sido convocados para observar en directo lo que allí
pasaba y El Plan Condor de Kissinger estaba en camino y habían agregado a Peru
a la lista donde había que eliminar a los socialistas (en Peru eso es imposible
pero lo intentaron luego de asesinar a Velasco). Decidimos tomar las org de
base de la Ref Agraria creada por Velasco (Mezich en el norte y yo en el Sur creamos
Coops campesinas en lugar de las SAIS y CAPs en manos del Estado). Nuestra 2da misión
en Chile era observar la
resistencia al fascismo y aplicarla en nuestros
paises . Perú si respondió, pero no el resto.
Si en Stgo no se hubiese respondido con fuerza a ese ataque fascista que intento asesinarnos, nos habrían eliminado.
Ya lo hicieron antes, eliminaron
voluntarios que fueron a ayudar a Allende. Esta vez en Stgo yo tuve que agarrar
arma. Los hicimos huir, pero el fascismo gano esa guerra interna (asesinaron a
40,000 Chilenos). Logre salvar a varios cruzando la quebrada que se usaba para
visitar la virgen de las Peñas, luego los envié a Lima.
Lo mismo me ocurrió
cuando visite Nicaragua. Mi misión allí era estudiar PAZ-GUERRA en Nicaragua.
El Proyecto lo financiaba el Banco Mundial via un Instituto de la Univ de Pitt
donde yo trabajaba. Fui profesor de Sociologia en Peru y experto en
correlaciones stat entre Educacion, Sociologia
y Politica (sistemas). Por esto me trajo la Fulbright y me pago un
Master y un Ph.D en Pitt. Decidí estudiar la PAZ-GUERRA
en directo. La “contra”
(mercenarios pagados por el US para manda abajo el Gbno) tenían controlado
parte del territorio. Logre ser incluido en una brigada civil-militar que
dirigía una mujer.. quede sorprendido de su destreza y valentía.. Ella había
perdido a su esposo en la guerra contra la contra y buscaba sus restos para
darle cristiana sepultura. Se ofreció como voluntaria a las brigadas civiles y desde
entonces tenía a su cargo a 12 milicianos. Ella sabía que yo era un socialista de confianza de Perú y me aceptó como
observador en su grupo. Tuve suerte. Era
una de las brigadas civiles más combativas de Niaragua y el Gbno les facilito
armas (es lo que no hizo Allende con la resistencia Chilena). Con gente como esta
nicaragüense la contra jamás habría podido derrotarlos.
Ahora les toca a los
venezolanos. Es cuestión de vida o muerte y tienen que
actuar con mucha fuerza, inteligencia y valentía. El imperio no tiene este tipo
de gente.. solo tiene simples mercenarios, empezando con Guaido. Estos payasos solo hablan, luego toman
el dinero y desertan. Pueden entrar pero no saldrán vivos, dijo un Venezolano. El US va a perder esta guerra, como ocurrió en Nicaragua. De esto si estoy seguro.
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ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they
documented with graphics
It's all fun and games until someone loses an eye..
Chinese markets saw some profit-taking from Monday's
exuberance, but not much...
See Chart:
US equity cash markets all rebounded at 11ET but Small
Caps gave up early and lagged the entire day...
See Chart:
NOTE: second day in a row of late-day
weakness.
The 11amET ramp seems to have been all buybacks...
See Chart:
S&P BuyBack Index vs.
S&P
As the early short-squeeze quickly ran out of ammo...
See Chart: ‘Most Shorted’ vs. Russell 2000
2,800 was once again the key for the S&P 500 and for
the second day, it was unable to hold it...
See Chart:
VIX and stocks remain decoupled...
See Chart:
While stocks managed gains, bonds were also bid on the
day...
See Chart:
The dollar dumped back to pre-FOMC drop levels...
See Chart:
Bloomberg Dollar Index vs. FOMC line
Is the dollar set for some downtime?
See Chart:
Bloomberg Dollar Index vs.
Trump approval rating (3mo lead)
Gold in Yuan has been drifting lower recently..
See Chart: Gold in Yuan
Finally, there is this... US stocks test key highs once again as earnings expectations hit 7-month
lows and US Macro plunges to its weakest since August 2017...
See Chart:
Global Money Supply… S&P …
US Macro Surprise Index … S&P
Forw EPS Expectations
Oh and in case you loved the
rebound in today's Conference Board confidence data.
Read this comment:
Nice headline, shame about the details. Vacation plans down to the
lowest since Jun-18. Home buying plans at a 7-mo low and
the domino impact on big-ticket appliances fell to a
4-yr low. Auto spend intentions have
declined for 4 straight months to the lowest level since last Jul.
…
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"Therefore
the trade is not to short investment grade bonds, but rather to short equities and play for a weakening
economy due to weak capex spending..."
Yesterday I was watching Bloomberg TV and one of my favourite
reporters, fellow Canadian Luke Kawa made the following joke:
“ask a journalist what’s the
scariest thing for the markets, and the answer is triple B’s.”
What did Luke mean by this comment? Well, I think it’s best
explained by the following Bloomberg chart:
See Chart:
Credit Quality Crush
Record amount of IG credit is Low-Rated Dept
What’s scary is that the number of issuers in the
investment grade market ranked BBB has never been higher.
This means that the number of investment grade companies whose
credit worthiness is one downtick away from junk is
precariously perched ready to topple at the slightest weakness in the economy.
Scary, huh? No wonder all the Bloomberg reporters have been highlighting it as
a risk. It’s one of those inside baseball concerns that’s hard for the general
public to get their minds wrapped around, but has professionals fretting.
Yet what’s the overwhelming conclusion
about the consequence of this development? Why… that you should short
investment grade bonds of course!
See Chart:
Shares Box$ Investment
Grade Corporate Bond ETF
Therefore
the trade is not to short investment grade bonds, but rather to short equities
and play for a weakening economy due to weak capex spending.
…
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What has led to this period
of market euphoria if the macro data and profits are not spectacular?
See chart:
(World Equity Index vs
Economic Surprise)
See Chart:
Global Money Supply vs
Global Macro Surprise Index
Simply a change of trend in
global liquidity led by a U-turn in the process of normalization of central
banks….
In fact, between December 26
and February 15 we have seen the largest injection of liquidity in the markets
of the last two years, bringing the global money supply to record levels
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"That’s the thing with these doves,
they never explain this huge
contradiction..."
See Chart: Germany Case
…
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“The
idea that deficits don’t matter
for countries that can borrow in their own currency I think is just wrong..."
We can already hear the whining from the uber-left's ivory tower
as Fed Chair Jerome Powell unleashed some common-sense on the latest fraud
being thrust upon Americans - that of Modern Monetary
Theory (MMT).
As Bloomberg reminds, MMT argues that because America borrows in its own currency, it can
always print more dollars to cover its obligations. As a result, the thinking goes, the
U.S. can always run sustained budget deficits and rack up an ever-increasing
debt burden. Helping grease the wheels for some MMTers is the expectation
that the Fed would keep rates low to contain the cost of servicing America’s
obligations.
With that in mind, Sen. David Perdue, R-Ga., asked Powell about
the theory, saying its advocates back a “spend-now spend-later spend-often policy that would use massive annual
deficits to fund these tremendously expensive policy proposals.” MMT advocates figure the Fed would be a partner in
funding these programs through easy monetary policy.
Powell's response was brief and to the point:
“The
idea that deficits don’t matter for countries that can borrow in their own
currency I think is just wrong..."
“And
to the extent that people are talking about using the Fed -- our role is not to
provide support for particular policies,” Powell
said.
“Decisions about spending, and
controlling spending and paying for it, are really for you.”
Simply put, Powell explained that the increasingly popular theory
espoused by progressives that the government can continue to borrow to fund
social programs such as Medicare for everyone, free
college tuition and a conversion to renewable energy in the next decade is unworkable and makes some "pretty
extreme claims."
Earlier in the hearing Powell also noted that “U.S. debt is fairly high
to the level of GDP -- and much more importantly -- it’s growing faster than
GDP, really significantly faster. We are going to have to spend less or raise
more revenue.”
…
SOURCE: https://www.zerohedge.com/news/2019-02-26/its-just-wrong-fed-chair-powell-destroys-mmt-dreams
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US DOMESTIC
POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds &
corruption. Urge cambio
"Stacked-up inventory
is straining logistics capacity around the neighboring ports of Los Angeles and
Long Beach, which together comprise the biggest U.S. trans-Pacific gateway. In
30 years, I’ve never seen anything like this."
See Chart:
Whole sales / Inventory sales Ratio (right scale) v. Cass Freigth Index Shipment (left sc)
….
Also see this one
RELATED
Durable Goods Inventory v. Cash Freight Index shipment
See More charts at:
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"If we had made different choices as a nation, we could have had a
very different future... Sadly, our
self-destructive behavior continues to get even worse, and a day of
reckoning for America is fast approaching..."
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Facebook
imposed double standards to censor popular
Russia-connected pages...
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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
"He
will have to see the face of justice."
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Meanwhile China urging
restraint...
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"He's
been at the front line of the battle against America" — Rouhani
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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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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes &
terrorist imperial chaos
REBELION
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ALAI ORG
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RT EN ESPAÑOL
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
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The Chef Boyardee War: Ven’s Clueless Opposit By Justin Raimondo
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Not for Prime Time:“US Kills 951 Civilians!” By Jerry Kroth
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Attacking Iran
By Philip Giraldi
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The Empire: Now or Never By Fred Reed
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
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Paul Street
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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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