ND MAR 23
19 SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social +
Capit-compet in Eco
ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented
with graphics
[[ Here 2 investors
story that are amazing: how they got Bill & 1 trill in d market loter ]]
“Those
who cannot remember the past are condemned
to repeat it,”
“Extrapolating the Recent Past Can Be
Hazardous To Your Wealth”
“Those who cannot remember the
past are condemned to repeat it,” remarked George Santayana over 100 years ago. These
words, as strung together in this sequence, certainly sound good. But how to render them to actionable advice is less
certain.
In the late 1970s, A. Gary Shilling had a hunch. Rather than the consensus view that inflation would persist
forever, Shilling suspected that the U.S. was entering
a long-term era of lower and lower rates of price inflation – and an equally
long-term decline in interest rates. Under this backdrop, traditional
inflation hedges would be disastrous.
Shilling, having conviction
and wanting to warn investors, wrote a book about
his insight. The book was first published in the early 1980s, and its
title asked two significant questions: Is Inflation Ending? Are You Ready?
No one, save a handful of
shrewd individuals, could actually fathom that price
inflation was dissipating. But the book’s forecast was
right on the money.
See Chart:
US 30-year treasury bond yield, 1942 –[similar to ] present day. At the height of the late 1970s inflation
scare a great time to buy bonds had arrived.
In September of 1981, 20-year
Treasury Not yields peaked at 15.32 percent. After
that, they commenced a 35 year decline that likely ended in July 2016 at just
1.5 percent.
Shilling, in addition to
his book, also put his money behind his convictions.
By the mid-1980s Shilling achieved financial independence through aggressive investment in the long bond.
Shilling’s big forecast and financial windfalls were recounted in John Mauldin’s 2006 book, Just One Thing.
Is Inflation Beginning? Are You
Ready?
Shilling’s astute call and capital deployment into the long-term
decline in interest rates starting in the early 1980s is remarkable. But
what is also remarkable is Shilling’s ability to successfully ride out this
trend long after other big investors bailed out.
Bill Gross, the bond king, was also one of the early savants
to recognize and exploit this trend. Employing
the total return bond strategy that he pioneered, Gross built Pimco into a $1.7
trillion money manager and amassed his own personal fortune. But in the decade that followed the Great Financial
Crisis, Gross lost his magic touch.
But..but Gross heavily bet against the price of U.S. government debt. This
mistake marked the beginning of the end of Gross’ otherwise notable career,
which officially ended last month.
Shilling, however, has
continued his propensity for predicting turns in the economy. And he’s
going on record again. In a recent Bloomberg article, Shilling offered
the following:
“I first suggested the U.S. economy was headed toward a recession more
than a year ago, and now others are forecasting the same. I give a business downturn starting this year [ 2019] a two-thirds probability.
“The recessionary indicators are numerous. Tighter
monetary policy by the Federal Reserve that the central bank now worries
it may have overdone. The near-inversion in the
Treasury yield curve. The swoon in stocks
at the end of last year. Weaker housing activity. Soft consumer spending. The tiny 20,000 increase in February payrolls, compared to
the 223,000 monthly average gain last year. Then there are the effects of the deteriorating European economies and
decelerating growth in China as well as President
Donald Trump’s ongoing trade war with that country.”
How Shilling derived a two-thirds probability of a business downturn
starting this year is a question of methodology
But when days darker than the
darkest days of a decade ago arrive, and the Fed
comes to the rescue with helicopter money drops, something
unexpected will happen. Rather than bond
yields falling and stock prices rising, the opposite will happen. Stock
prices will fall and interest rates will rise, along with consumer prices.
Is Inflation Beginning? Are you ready?
These questions may seem absurd today. Tomorrow their
answers will be obvious. Having a gold coin
or two in hand when tomorrow arrives will be of critical importance.
See Chart:
US broad true money supply TMS=2
US money supply TMS-2: using the
(correct) classical definition of “inflation” as an increase in the money
supply, it has arrived long ago. [PT]
….
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds &
corruption. Urge cambio
...exactly how much federal research money is doled out each year... and
to whom?
====
[[ Apparently .. the
RUSO-phobia is going to continue.. Is Schiff above the Att-Gral? ]]
Rep. Adam
Schiff, the Chairman of House Intelligence Committee, rejected
reports that no more Mueller indictments are coming, and suggested he would
call the special counsel before a House panel if necessary to learn
what is in the report.
"...If
necessary, we will call Bob
Mueller or others before our committee,..."
According to Adam Schiff “Mueller’s investigation began as a
counterintelligence inquiry into whether individuals associated with the Trump
campaign were compromised by a foreign power. By law, that evidence he
uncovered must be shared with our Committee. And his report must also be made
public. Now.:
See Attorney General Report: In the source of this art below
…
…
RELATED:
The full publication...
[[ This is a hot issue: Election result in 2020 depends on it..
Trump can be impeached if the report proves RU meddling in US previous election
with his consent. Does RU financed Trump?.. I don’t thing so. Does RU provided
INFO on the crook lady H-Clinton that Americans didn’t know? Perhaps the public didn’t know, but intelligence agencies may knew. Why
now this issue? Does Hillary Clinton insist in being candidate.. what about her
nasty affairs in Libya, including the kill of 4 American in Benghasi Embassy
who requested her help because surrounding by other jihadist group than the group
sent to her by Saudis to kill Libya’s Presid
(the competitor of oil business in Europe). How much she received from
the Saudis? The Bengazi kill in the US embassy is criminal negligence, enough to put her in
jail.. but she deleted any Info in her phone and that is also a tuff felony . Now is the right time to publish these files and close
the Mueller case. Wikileaks may already
have the Mueller report but is useless now. More important are the files on
H-Clinton .. that will create a new future in America. In fact, the Mueller case
can be used by both parties to start a WW3 with RU and China.. are we ready for
this conflict.. what about Americans life.. It is clear that RU-Chi will retaliate
if we start the nuke war. If this is the case.. both
parties Dems & Reps are involved in the final holocaust.. This is one more
case that proves the criminal war plans of both duopoly parties. This duopoly
electoral system is obsolete and the election won’t change noting.. instead it
will reproduce the same oligarchical-billionaire chaos. Time for Rev]]
….
WikiLeaks has launched a $1 million fundraiser over the next seven
days "used to facilitate the full publication" of the
long-awaited Mueller report, which was completed on Friday and submitted
to Attorney General William Barr for review.
A summary of
key findings is expected to reach Congress this weekend, which is expected to
be made public. A release of the full report, however, will be up to Barr, the White House and
Congress.
And while many on the left - including Nancy
Pelosi and Chuck Schumer - are calling for the public release of the report so
they can pick through its findings for "Gotchas!"
to ride into 2020, conservatives are similarly
calling for its release so they can finally put the conspiracy theory to
rest and expose the investigation as a "witch hunt" once and for
all.
An add against Trump: AMERICANS
DESERVE ANSWER. We can’t trust the President or his team’s a word when it comes
to this story. The Public needs to see the
Mueller Report
President Trump said he has no problem with the public seeing the
report.
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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
...dubbed Operation Redfold...UK has activated troops and deployed them to a special nuclear bunker
beneath the Ministry of Defence.
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Italy needs growth...Brussels isn't
offering any alternatives...
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While Russian people celebrated the landmark event
this week, there was a strange
absence of news on the topic in Western media outlets.
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on
neoliberal expansion via wars & danger of WW3
--Yes GOD is POWER: Orwell. So.. kill all Palestinians.. The world’s end to them
===
SHOWS RT
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist
imperial chaos
REBELION
En
el hegeliano Marx (antes del 48 y el
Manif Comunista) el labor y el capital conformaban un todo único, el uno no
puede vivir sin el otro hasta determinada fase de su desarrollo. Luego devienen una antinomia, cada una con sus propios
intereses. El capital necesita de la propiedad privada porque es la fuente de
su riqueza pero para esto necesita conservar al labor y ese es el lado positivo
de la antinomia, ambos se necesitan, uno la riqueza y el otro el salario para
sobrevivir, pero por las condiciones inhumanas que sufre el labor, este se ve
obligado a abolir la propiedad privada, la estructura económica que los
deshumaniza y el sistema político guerrerista. Para salir de esa degradación,
al labor solo le queda la revuelta contra el sistema. No pide su
modernización, sino su supresión. Cuando es conciente
de su miseria moral y física rechaza crear riqueza para otros, guerras de
saqueo y miseria para él. Decide entonces ejecutar la sentencia del capitalismo: su auto-destrucción: A mas
riqueza mas pobreza y eso equivale a desigualdad explosiva .. a explosión
social, a Rev. Por supuesto el labor necesitara luego de capital para la
construcción del nuevo sistema y son algunos capitalistas hastiados con la
especulación quienes invierten su riqueza en capital productivo. Ocurrió en RU,
en China y antes en Yugoslavia con Tito y luego con Velasco en Perú; estos quienes dijeron no al comunismo y no al
capitalismo. Se restituyo la antinomia original pero sobre nuevas bases y nuevo
contenido (la competencia fue introducida al sistema nuevo). Diría que fue
también el sueño de FDR en el US, pero dejo intacto el sistema político y no
armo al labor. Solo así aceptaría la tesis de Marcelo Colussi :
“modernizar el socialism” respetando
la pequeña propiedad privada y la competencia Emp pero apuntando a formar cooperativas
con ellos. Y eso significa destruir
primero el sistema neoliberal inhumano, nocivo y caduco.
….
Prosur: estrat divisionis de Wash para sepultar
Unasur Cecilia Vergara
====
ALAI
ORG
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RT
EN ESPAÑOL
- Italia firma un acuerdo con China para unirse a la Nueva Ruta de la Seda
- "La muerte y la prisión son el principal producto del sistema capitalista de EE.UU."
- La 'guerra' entre Huawei y Washington
- La lección no aprendida del magnicidio de Luis Donaldo Colosio en México
- Sin la esperada acusación contra Trump: Reacciones al informe de Mueller sobre la presunta trama rusa
- Brasil declara máximo de alerta por riesgo de ruptura de una presa minera
- Bolsonaro se reúne con Piñera en Chile para sellar nueva alianza estratég
- Chile: Al menos 10 detenidos en protestas contra Bolsonaro
Especial Black lives: La verdad (Episodio 4)
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
Henry Giroux The
Ghost of Fascism in the Post-Truth Era
H. Bruce Franklin Trump
vs. McCain: an American Horror Story
Andrew Levine Why Not
Impeach?
Charles Pierson Rick
Perry, the Saudis and a Dangerous Nuclear Deal
Nick Pemberton The
Real Parallels Between Donald Trump and George Orwell
Brian Cloughley NATO’s
Expensive Anniversaries
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars
from US-NATO allies
====
PRESS TV
Resume of Global News described by Iranian observers..
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