ND APR 29 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
Inconceivable!
The
last time the S&P 500 was at a record high and this overbought was January
2018 - right before the world fell out of the bottom of VIX shorts...
See Chart:
S&P RSI
And
remember, VIX traders have never been shorter vol than they are now...
See Chart:
VIX
Future /Options Net Speculative
Positioning: Record Short
Notably,
extending last week's decoupling, VIX was higher as stocks rose today... The
last time we saw this was January 2018's melt-up as buyers bid up vol on the
back of call options
See
Chart:
IGNORE
THIS …
"Probably nothing"
Treasury
yields rose on the day with the long-end the biggest price laggard, steepening
3bps against the short-end
See Chart:
The
slide in the dollar continues (albeit modestly)...
See Chart:
Finally, we ask a simple question - if everything
is so awesome (which it 'clearly' is, just ask stocks), why are markets pricing
in 29bps of rate cuts in the rest of 2019?
See
Chart:
Market
Implied 2019 FED Rate-Change
….
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"Stop listening to
central bankers. They really have no idea what they are doing..."
If there are
tensions in trade it has little or nothing to do with “trade tensions” as
commonly described. About half of ROK’s GDP is derived from global trade. All
of the major export bellwethers, South Korea included, are, say it with me, synchronized. Downturn synchronized.
See Chart:
Finally
this:
Synchronized
downturn instead, not only does “popular discontent” spread further, the
temperature of those already discontented will surely rise. If they distrusted
the status quo after 2016…
See Chart:
IMF
WORLD ECONOMIC OUTLOOK
People around
the world have been incredibly patient. For the most part, officials were given
ever chance, two, three, and four of them, to get it right. The immediate
implication should be easy enough, but it won’t be heeded. Stop listening to central bankers. They
really have no idea what they are doing. That’s
really all renewed “dovishness” means, and proves.
….
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IMF's
Lagarde Laments "Highly Mysterious" Low Inflation, Says
"Everybody" Would Like It To Be Higher
Everybody, that is, except...well...most working
people...
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Investors can play the
greater fool theory and ride the rally, but a safer approach is warranted...
====
"...disappointing
markets this year could well set the stage for a larger selloff the Fed
is so desperate to prevent at every turn, especially now that the Fed has fueled the most vertical rally in
this cycle..."
The Fed
panicked in December and by caving to markets reignited the bubble in a major
way and now they are losing control as they are trapped and twisted in their
own narratives. No rate hikes until 2020 but markets
are printing new all time highs less than 4 months following Powell’s famous
balance sheet flexibility cave on January 4th, just a couple weeks after
President Trump told him “to stop the 50Bs” on twitter.
And markets have done nothing
but gone up since then:
TO See Chart:
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A
perfect storm hit Wisconsin
dairy farms: Overproduction,
Bad Decisions, Trump's Tariffs
====
There's
facebook, and then there was google...
====
"The
problem now is that the boom is so big that the bust will be catastrophic.
And what’s going to make this bust different is that there is no bailout. There
is no stimulus. It is impossible to
reflate..."
LISTEN TAPE:
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California was one of the
pillars of American energy security. That, however, has changed due to declining
production. Since its peak in 1985, production
has plunged almost 60 percent to 460,000 barrels per day...
North Dakota has become the second oil
producing state in the U.S. due to the shale revolution. Fracking technology has unlocked previously
unreachable resources which have doubled U.S. oil reserves to 45 billion
barrels.
See Chart:
Crude-Oil
Production: CA vs N Dakota
Prices at Henry Hub 1997-2016: $2.49
See Chart
….
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It's
the OptionSellers.com story all over again. But this time, with fraud.
…
Que le revisen los bolsillos, digo los paraisos fiscales que
frecuento..if any
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete;
it’s full of frauds & corruption. Urge cambio
AMERICA'S
IMMIGRATION SYSTEM IS "COMPLETELY
UNJUST"
====
The
elite are very “tolerant” of the
homeless until they start
showing up in their own neighborhoods.
====
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
Put another way, Argentina is now the future of the developed world...
See Chart:
….
SOURCE: https://www.zerohedge.com/news/2019-04-29/lesson-argentina-you-cant-stabilize-bankrupt-economy
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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
Capital-P y Labor son 2 caras de la misma moneda. Marx
Se necesita su balance. Lenin-Nep Y FDR lo probaron
asi.
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ALAI ORG
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RT EN ESPAÑOL
- EE.UU. previene atentados en contra de los supremacistas blancos
- Los socialistas ganan las elecciones en España: ¿Y ahora qué?
- La defensa de Assange presenta una denuncia por espionaje ante la Fiscalía de Ecuador
- ¿Qué pasará cuando "la cataclísmica bomba" de la deuda global "explote"?
- Destruir el califato solo ha transformado al Estado Islámico
- El mayor product de oro del mundo suspende operacion en mina de México
- 'Guerra fría' en la Antártida: Nuevo lugar de enfrent entre EE.UU. y China
- "El 7% de los niños no está cenando": La pob infantil crece en Arg
- "Pedro Sánchez buscará gobernar en solitario y obtener apoyos puntuales"
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INFORMATION CLEARING HOUSE
Deep on the US political crisis:
neofascism & internal conflicts that favor WW3
-Trump's Crusaders March to War on Iran By Eric Margolis
-European Union is obliged to participate in
US wars By Thierry Meyssan
-Humpty Dumpty Has Had a Great Fall By Paul Craig Roberts
-Tit for Tat? Why did Mueller let Trump off
the hook? By Mike Whitney
-Baghdadi Is Back And Turkey Might Be His Next
Target By Moon Of Alabama
-The Last Battle By Chris Hedges
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
-Omar Hassan Welcome
to the New Algerian Revolution
Elliot Sperber Apo Calypso
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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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