lunes, 22 de abril de 2019

ND APR 22 19 SIT EC y POL



ND APR 22 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

The gap between global money-supply-fueled equity exuberance and macro- and micro-economic data has never been greater...
See Chart:
BEst  EPS

Small Caps have now underperformed Mega Caps for seven straight trading days...
See Chart:
Small Caps / Mega Cups

NOTE - it seems the machines forgot that EU was closed as they rallied the market into the "EU Close".
This is the 9th straight session of oscillating gains and losses for The Dow
See Chart:

But 2900 is all that matters for the S&P 500 traders...
See Chart:
(last 6 days closes for the S&P 500 - 2907, 2906, 2907, 2900, 2905, 2906)

Treasury yields were higher on the day, despite equity weakness (long-end underperformed)...
See Chart:

30Y Yield remains below 3.00%...

The Dollar flatlined for the second day as most of the world remained on Easter holiday...
See Chart:
Bloomberg Dollar Index

PMs trod water along with the dollar but crude spiked as copper was dumped...
See Chart:

WTI soared overnight - smashing through a significant technical level - on the back of Trump Iran waiver headlines
But tried and failed to break $66 twice...
See Chart:

Finally, this morning's dismal housing data sent US Macro Surprise Index to its lowest since June 2017...
See Chart:
US Macro Surprise Index
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Mentions of "better" or "stronger" vs. "worse" or "weaker" are tracking the lowest since 1Q16, while mentions of "optimism" are also waning, and are so far the lowest since 4Q16.
See Chart:
S&P500  1Q19  Earning Reporting by Week
See more charts at:
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"In all my time studying markets, I can’t recall a single instance when the split between 'pros' and 'retail' has ever been higher..."
There are practically zero professionals who believe this rally has legs and will continue to blast through to new highs.
Want some actual data as opposed to anecdotes?
How about this chart from Sentiment Trader that measures hedge fund exposure to the equity market:
See Chart:

And it’s not just Sentiment Trader’s data that is showing hedge funds underweight equities. Nomura strategist Charlie McElligott has recently highlighted the extreme low beta reading from long-short funds.
See Chart:

And who would blame anyone for any skepticism?  [ On any manipulation of data ]
Since the infamous Christmas-Eve-bottom, the S&P 500 is up on a stick. In less than four months, it has risen almost 25%!
See Chart:

Lest you think this is once again just anecdotal evidence, I point you back to Jason Goepfert’s great site SentimenTrader.com where his recent blog post outlined that “dumb money” was as optimistic as it has been for over a decade:
See Chart:
Dumb Money Confidence
Retail investors don’t have the pressure of monthly return comparisons. They don’t have consultants threatening to pull money at the first sign of underperformamce.
This might sound absurd, but I would rather be on the side of retail. I know that would mean buying stocks up here at plus 25%. As a professional trader, that’s almost the same as a Michelin-Chef putting ketchup on a steak, but remember - the best trades are often the hardest.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

Los pedos de Pelo-si apestan fuerte
"As we proceed to uncover the truth and present additional needed reforms to protect our democracy, we must show the American people we are proceeding free from passion or prejudice, strictly on the presentation of fact,"
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Americans continue to dig themselves in a deeper and deeper hole...
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The general standard of living is going to collapse, as will your personal freedom. And if you're an upper-middle-class person, you will be considered somehow responsible for the bad times and therefore liable to be eaten...
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The new weapon can penetrate the world's most advanced body armor from 600 meters...
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They’re trying to win this fight against Assange in brutal fashion to ensure that they win all future fights as well...
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Illinois Republicans push to be rid of Chicago by making it the 51st state – but will that help the conservative cause, or hurt it?
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... the FBI and CIA’s reliance on the Steele dossier “needs to be investigated”
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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

Governments will fall, individuals will be impoverished, and businesses will implode... The elitists in power have tried to keep everyone in the dark...
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"The ruling oligarchs are running out of time. This teetering edifice of debt is going to collapse, and they know it..."
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Can Putin unlock the stalled nuclear dialogue between the US and Pyongyang?
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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
Yemen Trump & Yemen: Déspotas ganan en US y Arabia Saudí Sarah A
PAL       Criticar a Israel te llevará a prisión  Kurt Nimmo
Opin      Pueden evitarse las guerras?   Marcelo Colussi
ECOL     Qué es la economía circular  Silvia Pato 
                El capitalismo está en momento delicado  Michael Roberts
Peru      Alan García: El suicidio de un asesino Willy Fernández Melo 
R-Dominicana:  Contubernio y censura  Lilliam Oviedo
                Un mundo irreal  Carlos A. Larriera
Brunei      La sharía en Brunéi o la nueva edad de piedra  Sivananthi T
Mex        Algo, pero muy poco y con gusto raro  Guillermo Almeyra 
               La República en  guerra  Víctor Arrogante
USA       Reparaciones y distracciones  Jorge Majfud
Ecua       Protección a las lenguas indígenas  Ileana Almeida
               Burócratas y otros demonios  Miguel Alejandro Hayes
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ALAI ORG
                Trump apuesta solo a la guerra   Álvaro Verzi Rangel  
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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

- Yemen: The Triumph of Barbarism  By Cesar Chelala 
- The Three Purposes of Russiagate   By Paul Craig Roberts
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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’  team

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


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