ND JUL 1
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
A China trade truce, surging
chip stocks, and bad (economic) news that must be good ammo for The Fed to cut,
BUT stocks faded all the gains - simply put, it's never
enough!!
Almost
from the cash market open, US equities went in only one direction as "sell
the news" dominated the nothing-burger truce deal...
See Chart:
But
notably, Nasdaq Composite failed to make new highs and was down by around 100
points from the highs...
See Chart:
Giant
short-squeeze at the US cash open - for the 3rd day in a row...
See Chart:
VIX and
credit risk decoupled late on...
See Chart:
10Y
Yields tested down to 2.00% once again (but bounced)...
See Chart:
As it
seems "sell all the things hit shortly after the US open
See Chart:
The
dollar surged (retracing almost the Fib 61.8% of the post-FOMC losses)...
See Chart:
FOMC vs. Bloomberg
Dollar Index
Dollar
strength sent commodities broadly lower (even WTI faded despite OPEC+ deal
chatter), gold and silver was least hit...
See Chart:
Oil
price behavior was quite shocking, spiking on hype about an OPEC+ deal (Russia
and Saudi agreeing a deal at G-20), then rolling over from the US equity market
open, then spiking towards the NYMEX close...
See Chart:
Finally,
more dismal global macro data today, not helped at all by the US...
See Chart:
US MAP SURPRISE INDEX
Seems to confirm bonds have it right...
See Chart:
So for
all those buying stocks, do you really feel that lucky?
See Chart:
US
Construction Spending YoY
….
SOURCE:
https://www.zerohedge.com/news/2019-07-01/sell-news-trump-xi-trade-truce-pump-runs-out-juice
----
----
"The Fed
was operating under the false
premise that everything was great...None of that was true. That was a fantasy. And as reality replaces that fantasy..."
The Dow Jones just had its best
June since 1938. Overall, stocks were up around 7% last month. It was also the
best first half for stocks in 22 years.
Meanwhile,
gold gained about 8% on the month. As Peter pointed out in his latest podcast,
while stocks had significant gains in dollar terms, they actually lost value in
terms of real money.
See hart:
….
----
----
Investing is not a “competition” and treating it as such has had disastrous consequences over
time...
“The chart below takes the inflation-adjusted level of income for each
bracket and calculates the asset level necessary to generate that income
assuming a 4% withdrawal rate. This is compared to common recommendations of
25x current income.”
See Chart:
Amount Needed at Retirement
Financial Planning Gone
Wrong
I know, you still don’t believe me. Let’s use CNBC’s example and
then break it down.
“For
instance, imagine a retiree who has
a $1,000,000 balanced portfolio, and wants to plan for a 30-year retirement,
where inflation averages 3% and the balanced portfolio averages 8% in the long
run. To make the
money last for the entire time horizon, the retiree would start out by spending
$61,000 initially, and then adjust each subsequent year for inflation, spending
down the retirement account balance by the end of the 30th year.”
See Chart:
When Retirees Dip into Principal in Spend Down scenarios
https://www.zerohedge.com/s3/files/inline-images/Kitces-Spending-Drawdown-071116_2.png?itok=KiXpqPtx
See more interesting Charts at:
….
----
----
"Our
increasing focus on a few large cap indices populated by just a fraction of the
world’s companies is giving investors a false impression."
See Chart:
….
----
----
US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
WRONG: SOCIALISTS ARE ALREADY HERE
NOT BOLSH
One of the Presidential candidates was actually booed and jeered at a political rally in
California earlier this month by voters in his own party simply because he suggested that “Socialism is not
the answer.”
….
Socialism is the only answer we have. It is deeply
rooted in American tradition: FDR is the prove: he was not booed and jeered in
any political rally of his time because he was CAUTION in
not saying that he was socialist, but those who
know the content of his NEW DEALS can’t
deny that he put together productive CAPITAL with LABOR,
that was the main content of his policies. FDR was not booed and jeered
3 times as happen with parvenus in politics –lo que pasó en CA le pasa a cualquier arrivista o
advenedizo en politica. FDR was elected 3 times, we are proud of it. I
don’t want to mention here the amount of great socialists (women & men) in
the US .The list is huge. One of them, a black woman, spends almost 20 Y in jail for saying “I am socialist”. She was wrongly accused, judges
recognized and she is free now.
----
----
Minucias de la prensa libre en
el US:
"Trump’s not out of the rough seas yet,
but he finally found the right
course to steer..."
….
What is the point: “insanity
to be stop” , o el ‘entretiempo’ del
“big-ruler”. Los viajes del Pres se han comido una billonada del Estado, lo que todos
pagamos
====
The Oracle of Omaha isn't waiting
around for President Elizabeth Warren to expropriate his fortune.
….
Here meaning
of donat no es el punto sino atacar la dignidad de E-Warren
====
3-THE
"PERVERSE FEEDBACK LOOP" BETWEEN THE "TRUMP CALL" AND THE
"POWELL PUT" Here
“free-press” imagine a contradict that doesn’t exist & describe it as
Big-Risk
The risk is
that the "Fed put" could encourage an even tougher stance on trade,
which would trigger even more Fed accommodation, and so on
….
‘Free Press’ has to
prove that such contradict does exist as Fact. He didn’t do it.
====
"We cannot keep asking taxpayers to give us
more revenue without the structural reforms that are fundamentally
necessary to make our city and our
state run better..."
….
If a debt
attack the existence of a debtor, it must not be paid. Sobre todo
en Educación donde se asume habrá mercado de trabajo para él. Lo grave es que se
cobra el costo de una deuda ya devaluada por la caída del USD, se cobra los
intereses del Banco especulador. Este negocio sucio
es criminal, no se debe pag
====
"Think Progress has never been profitable."
….
“Profitable means private
gains, and that leads to “private greed” , the
opposite to “Public need”.
The word “profitable” discard one
key principle of fair Economics & Politics, the principle of “sustainable development” SD,
that means: best quality for all in the
market at minimum price. So that people with lower wages: the labor & especially
native populations and new migrants could survive & have decent life out of
super-exploitation & discrimination. SD is
the best way of responding to the “Public Need” in
any state nation. In Politics it means that the State must be controlled by the
working classes in alliance with investors
in productive areas (not speculators) so that CAPITAL
& LABOR can get the balance for SD. In
Economics it means that Banks and means of
production: all row materials gave by nature to men (land, minerals, oil,
gases, water, etc) must be transferred to SOEs –State Own Enterprises – that
is, to productive CAPITAL-LABOR ruling
the State. Of course it implies respecting the 8 rules of Democracy summarized by Robert Dahl in POLYARCHY
One more point on ‘Progress never
profitable’, that is also called :’the trap of
progress’. This refer the process of implementation of Keynesian Economics
in our country. Keynes said that the only way to avoid another world recession
is via “Aggregated Spending”. There are 3
key factors that decide the growth of
the GDP and one important effect- if the 3 factors work fine, we will get a NET
EXPORTS, or right balance between imports-exports . The
3 factors were: Consumer spending , Govertment Expending & Business Investments. The
FACT is 1- that consumer expending was
manipulated (prices of key products were set by big corp; the consumer
sovereignty was eliminated via TV & Press manipulation from big compamies
in favor of monopoly). 2-The worse happens with
the Govt spending: The Penta and Military Industrial Complex make the spending
in WMD and fostering of wars abroad the main source of economic gains & business
inside and geo-political power outside (blackmails, threats of war, piracy via
sanctions and Econ blockage). 3- Such
militaristic policy sustains the source of revenues for the US Economy. Of
course this is based on printing money from the thin air and creating a fake
economy via QEs: free money for investors
that agree with this type of Econ. So, terrorizing the world with WW3 to
keep alive our fake economy, is the rule worldwide. This policy is condemned to
2 ends: Econ failure or suicidal WW3. In short:
war-mongering progress has never been profitable & it is a trap to our
future.
====
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
As one US trade war - that with China
- enters a fragile truce, another trade war is about to make a dramatic return.
====
How the mighty have fallen...
====
The geopolitical lure of "Indo-Pacific" - essentially just another strategy for containment of China – looms large. That’s good
old imperial Divide and Rule –
and all the major players know it.
====
As long as
the US, Israel and Saudi Arabia look the other way while Iran ‘smuggles’ its oil everything will calm
down. If they don’t then things
will get ugly from here for all involved.
====
73% of Chinese enterprises
believe that blockchain is
a top-five strategic priority...
====
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
----
----
NOTICIAS IN SPANISH
Lat Am search f alternatives to
neo-fascist regimes & terrorist imperial chaos
REBELION
US: B Sanders "La libertad es un valor socialista
democrático"
====
ALAI ORG
====
RT EN ESPAÑOL
"Están jugando con fuego":
Trump critica a Irán por haber superado el límite de sus reservas de uranio
poco enriquecido . Entiendalo como balance ISR-Iran.
Quien juega con fuego es Trump pues si ataca Iran, ataca a RU y Chi ++ . US-NATO
alíes will die.
- Los 5 avances (y retos por cumplir) de López Obrador, a un año de su victoria electoral en México
- Imputan por homicidio a dos funcionarios de inteligencia venezolana por la muerte del militar Rafael Acosta
- Mapa y horarios: El eclipse total de Sol dejará a oscuras parte de Sudamérica el martes
- Parlamentario iraní: "Si EE.UU. nos ataca, a Israel solo le quedará media hora de existencia"
- La OPEP+ decide prolongar el acuerdo que pone límites a la producción mundial de crudo
- Entrevista Vocalista de Elena & Los Fulanos: "Cuando se impuso el veto migratorio de Trump, salí mucho a las protestas a tocar canciones"
- Especial ¿Quién pasea hoy al lobo?
----
----
INFORMATION
CLEARING HOUSE
Deep on the US political
crisis: neofascism & internal conflicts that favor WW3
-
Trump’s Peace Plan Has Been Designed to Fail By Jonathan Cook
-
'The coup turned Honduras into hell':
President Manuel Zelaya on 10th anniversary of overthrow by US Watch
-
The Torture of Julian Assange By Paul Craig Roberts
----
----
COUNTER
PUNCH
Analysis on US Politics &
Geopolitics
Dilip
Hiro Keep
America Great (Don’t Count on It!)
Keith
Hoeller Real
College Inequality Democrats Have Yet to Address
Mark
Paul – Dean Baker How
to Put an End to Long-Term Unemployment
Elliot
Sperber Seasons of
Death
----
----
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..
- Israel to open foreign ministry office in Oman: Mossad
- ‘Trump-Kim meeting reactions show deep division in US’
- Watch US envoy digging tunnel in Israeli-occupied al-Quds
- Iran marks 31 years since US downing of passenger plane
- Trump vows ‘very strong intel’ presence in Afghanistan
- Syria writes to UN over Israeli aggression, calls for action
- US manufacturing activity lowest in nearly 3 years
- US Border Patrol agents give tours of troubled crossing
- Sanctions on Leader? Ending myth of ‘Millionaire Mullah’
- Russia: Iran nuclear reaction consequence of US moves
- PROGRAMS
- Press TV’s 12th anniversary
- The Flower and the Bayonet
- US weapon in Libya: courtesy the UAE
- U.S. North Korea Policy
----
===
No hay comentarios:
Publicar un comentario