sábado, 20 de julio de 2019

ND JUL 19 19 SIT EC y POL



ND  JUL  19  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

HIGHWAY TO THE DANGER ZONE!!!

Anyone else feel like we're "on a highway to the danger zone" in stocks?
Only China's tech-heavy ChiNext ended the week positive.
European stocks were red across the board with Italy worst on headlines about a fresh election

US equities "lost that loving feeling" this week as Iran tensions re-escalated and The Fed teased with 50bps and then took the punchbowl away...Small Caps and Nasdaq were the week's biggest losers, Trannies outperformed (but were red)
See Chart:


Despite desperate efforts to get the S&P green for the week and above 3,000; tensions in Iran and The Fed walking back 50bps cut hopes were too much for the algos...
See Chart:


NFLX was ugly
And The FANG stocks stalled at critical resistance...
See Chart:


Bonds and Stocks remain extremely decoupled...
See Chart:
S&P vs 10Y Yield


Treasury yields ended the week lower, despite a spike today as The Fed desperately walked back Williams' comments...
See Chart:


The Fed's jawboning has rippled down to Main Street too...
Expectations of lower interest rates in today’s UMich sentiment survey shot up to 19%, the highest level since May 2009! What do households see that investors don’t see?? pic.twitter.com/E0k4W0Lp6x
— David Rosenberg (@EconguyRosie) July 19, 2019

Despite lots of intraday vol, thanks to The Fed's FUBAR communications strategy, the dollar ended the week higher...
See Chart:
Bloomberg Dollar Index


Oil suffered its biggest weekly loss of the year (down over8%) as silver spiked...
See Chart:


WTI plunged from $61 to a $54 handle during the week as Iran tensions apparently de-escalated (just ignore the drone-shooting)...
See Chart:


NOTE - WTI prices spiked late in the day after headlines that Iran captured a British tanker...
See Chart:


Finally, global central banks have officially flipped from hawkish to dovish...
See Chart:


Because stocks are really in the "danger zone"...
See Chart:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


"How do any of you sleep at night with what you’ve done?"
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The breakneck growth in indexation and ETF have been a boon to New York-based BlackRock, the world’s largest asset manager. The problem: How much is left to conquer?
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"There is a well-known saying, that governments can’t go bust. Don’t you believe it: it depends on fools continuing to place value in their fiat currencies. We can begin to see that end in sight..."
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Her own brother said their family was actually "upper middle class".
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...this was never about the goddamned Telegram group chat...This revolt-in-progress is the end product of a simmering anger fed by five centuries of uninterrupted imperialism...
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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

THEY CREATE THE PRETEXT FOR WW3, they have it now. Will they start inhumane Dis?

A US cargo ship is currently traversing the same narrow, dangerous waters near where armed Iranian special forces had boarded the 2nd vessel. 
….
I guess Iran had enough to respond to this attack (they can burn London’ Banks & military staff & to burn in Israel: Dimona + 2 nuke sites + the US-Fed Banks in the bunker of Jerusalen) IF NOT, they need the immediate support of RU-China .. In FACT they are the real target of WW3.  Ch-RU are obliged to support Iran. We’ll see it. 

This will be the 1st part of WW3, if UN Gral Assembly don’t stop it, the US will be burned  & this goes up to rendition. The US-FED  will de disintegrated.  US is already deeply divided.. after initial & brief  chovinism, regional FEDs will be separated and bye bye US Empire.. 

The other option for WW3 is to directly attack RU-China and save the stupid show of sending US Jets over the Persian Gulf. These Jets may be put it down, with the new  RU-Tech. IF HAPPENS, the US will bomb IRAN and IRAN will do their job in UK & ISR. The only problem with this option is the “automatic response activated by RU-Chi satellites”. Can they be contained?

SO, we have either the chance of winning WW3 with a massive first strike OR the chance of NATO-Penta forces being totally destroyed by the satellite response + the response of other nuke power of the world against US-UK-ISR.
 
It is obvious that once NATO-PENTA first strike is initiated ..many US Embassies of the world will be burned  as well as US Comp.

Both options for WW3 are the end of Empires in the world. The 2nd option has not winners, only total destruction & world Nuke pollution. The 1st option has the chance of stop WW3 & initiate the nuke dismantle world wide, if the UN Gral Assembly is set & respect. 

These are the ways I imagine the course of WW3.

 I deduced from system-theory of war, as summarized in a brief book attributed  to Guyen von Yap, the general of Ho Chi Min who lead the Viet Nam war. Excellente summary of the thoughts from Sun Tzu to von Clausewitz

As we know, SYSTEM IS any set of elements that function as a whole to achieve a common purpose. In this case: win the war. All system has 3 parts: inputs, dynamic and outputs.  From the 3 parts, never inputs define & decide a war. The best army (tech equipment & Econ-Polit support) lost a war (todos tienen su waterloo ). It’s the dynamic (micro-macro) that define a war.

The principle of synergy applies here : the articulation of all parts is greater than the mere sum of their parts. 1+1 could be 11. (Sun Tze) All depends on who lead the war in process: who is the one able to create such synergy. 

Besides, all parts of the system do not have the same amount of ENERGY, so the leader has to able of creating the right balance while aligning those parts. This is called ENTROPY, a process by which energy is distributed evenly through the system

Finally, war is not a closed system, secrets of war is a myth. In an OPEN SYSTEM energy is transformed into something new. Better if all those involve in war knows that secrecy is a minus.
In an open system the pattern of  energy exchange is cyclical.. tends to be repeated and better if the leader and member of the battalion know this cycles. 

There are other concepts that apply to war: specialization, hierarchy, homeostasis, alliances & purposiveness ( see Nurenberg process of war: Just at bellum –principios a respetarse antes de la Guerra- Justin in Bello –principios durante la Guerra y POST Bello : crimes against peace, penalties to crimes of war and crimes against Humanity)  

With all of them you MAKE AN INDEX and assign values to them by observing  the actors & dynamic of war & then make correlation to predict the process & outputs of current war. Easy to do it, but it requires some experience in systems theory, just my specialty in Sociology. That is how I can predict outputs from the current dynamic-process.  Think about it. You can do it too.
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Not "Excellent"... Looking ahead, which is what we do, 2019’s industrial recession is in the history books...
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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

Perú:  A que responde la detención de Toledo?  César Zelada
MEX: El mérito y la fragmentación docente  Lev M. Velázquez
MEX: Algunos puntos sobre algunas íes   Guillermo Almeyra
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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

- The World is Dedollarizing  By Peter Koenig
- Patriotism, Law, and Allegiance   By James Rothenberg
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

David Underhill   The Inequality of Equal Pay
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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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