ND SEP 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
It would
require substantial changes in the
economic and, in some cases, financial and institutional structures of
major economies accompanied by significant modifications to the system of
global governance...
See Chart:
….
USD doesn’t
serve the future of America. The
future is one single currency for trade business and Bank savings. The IMF agreed
to create this currency from a basket of all currencies who can get supported
by gold. To support the USD with gold we
need to pay the huge debt we have. Is there enough gold for this conversion?.
What about big private banker & big Corp.. Will they abandon the kripto
currencies and fiscal paradises where they place their gold?. I don’t think so.
Investors who work in industrial production sectors (not mere WS speculations) need
their saving in USD be converted to
gold. All the rest of the Nation too. IF US don’t do it, we will be excluded
from international market even if IMF
insist in support USD. There will be regional currencies in ASIA, Europe, Latin
America and AFRICA. VEN and BRA people are already using kripto currencies
& soon there will be a regional currencies supported by gold. IMF will disappear, it is now useless. ARG already
declared Zero Sovereign Dept. The world have realized that financial parasites
and the USD Debt is destroying the global economy. The
only option we have is gold-USD
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"... We’re moving from the
perception that this is late-cycle to a belief that it’s end of cycle."
My view remains that the risk
in Fed scenarios is weighted towards significantly more cuts because growth is
slowing much more than many seem willing to acknowledge, and the risk of a
recession has increased materially. As noted above, an equity manager has made
money over the past year in just two types of stocks – growth or defensively
oriented ones. In July, that began to change, and we have been recommending a
long defensive/short secular growth pair as a way to capture what could be the
next move in this cyclical bear market – pricing a recession whether we have
one or not. In short,
we’re moving from the perception that this is late-cycle to a belief that it’s
end of cycle. When that shift occurs,
defensive stocks outperform secular growth stocks (Exhibit 1).
See Chart:
Secular
Growth Stocks relative to defensive Stokcs
So if this is THE event, what are we ending? In
my view, the days of endless capital for unprofitable businesses. It was one
heck of a run, but paying extraordinary valuations for anything is a bad idea,
particularly for businesses that may never generate a positive stream of cash
flows. If you ask me, that’s just common sense and it’s a good thing if the
markets go back to a more disciplined mindset. The problem is that some stocks in the public
markets still need to fall back to earth, and they reside in the secular growth
category.
….
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We remain irrationally bullish for
2019... but IPO underperformance, spike in repo rates, credit tremors
(Argentina, Ford, Thomas Cook) and growing risk of disorderly rise in US dollar
hint at a potential liquidity crisis in 2020.
Three catalysts can change this in the 2020s, and break the cycle:
- Catalyst 1 = higher growth & higher yields:
- Catalyst 2 = higher rates & lower growth
- Catalyst 3 = lower EPS & lower yields: note Fed response to '98 Asia crisis overwhelmed Clinton impeachment (Chart 7); a potential Trump impeachment in 2020...
… could herald shift to left towards redistributive policies of
higher regulation & higher taxation harming US EPS.
See
Chart:
US policies heading into 2020 Presidential
Elections
What comes next? Expect an even
more pressing and dramatic financial or geopolitical crisis to be
unleashed somewhere in the world, which will force even more easing by the Fed,
and in turn send stocks to even recorder highs, before
the next and perhaps final bubble bursts, send stocks crashing to new
generational lows. The only question is whether Trump will successfully
delay this day of reckoning to beyond November 2020. And
once we cross that point, the collapse will be just a matter of time, as will
be the launch of MMT under president AOC/Warren in 2024 and the end of the US
Dollar as a reserve currency.
[
I don’t think Trump will be able to defeat E Warren in 2020 election. Polls
said so ]
….
SOURCE: https://www.zerohedge.com/markets/bofa-we-are-irrationally-bullish-2019-liquidity-crisis-coming-2020
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
Cuando no tienen nada positivo que hacer se dedican a
cazar moscas con la lengua…
"I think she has to testify here..."
….
Why? Because she is enemy of “private greed” and in favor of “Public
Need” as most socialists do. There won’t be space for all of them in your
Court. They are not enemies of US, they are enemies of neoliberal system which
favor only the rich: big bankers & big Corp, not our nation. Who are you serving to?
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"...Yes I know it sucks. My 5 year plan is to leave the state
before it collapses financially any home value plummets."
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...the hundreds of environmentally toxic military
bases circling our planet, exists solely for the benefit of murderous
dominating imperialists and sociopathic war profiteers...
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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
...markets are in engaged in a big game of stalemate. Bulls keep buying every dip,
but all rallies are sold and are selling opportunities. Nobody’s making any progress whatsoever
chasing from headline to headline...
….
China has no intention to continue talking with US teams. It stand to
reason: We are instigating the unrest in Hong Kong. They have the Shanghai
Pact, they don’t need the US any longer. There is not stalemate, they won the context.
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The U.S. is the main instigator of terrorism throughout
the Middle East, according to the Iranian president...
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We want WW3.. and we will have
it. Then US people will know Hiroshima-Nag Exp
NATO so readily spurning the request
is a deeply worrisome sign of a
likely 'new arms race' to come.
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"...the
current sophistry being used by a
weak, desperate and dangerous Empire seeks to undermine Xi’s Grand Design by
redefining its 'operating system' by destroying those aspects which generate creative change..."
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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
RT EN ESPAÑOL
- VIDEO: Los hutíes de Yemen muestran supuestas imágenes de su operación a gran escala contra militares sauditas
- "Es una verdadera bestia": Meteorólogos predicen la próxima llegada del potente huracán Lorenzo a Europa
- La FANB: "Más de 54 aviones de EE.UU. realizaron exploración radioelectrónica del territorio de Venezuela en septiembre"
- Publican una foto satelital del portaviones USS Ronald Reagan rodeado de buques de guerra chinos
- "Merezco conocer a mi acusador": Trump demanda una reunión personal con el informante que lo denunció tras la llamada con Zelenski y sus fuentes
- "¡Pillados!": Descubren que la CIA eliminó en secreto una regla clave para informantes antes de la denuncia contra Trump y este lo celebra
- "Un significativo paso adelante": Descubren una molécula capaz de destruir las células cancerígenas e impedir su recurrencia
- Keiser Report "Estamos ante el final de la monetarización y del neoliberalismo"
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INFORMATION
CLEARING HOUSE
Deep on the US political
crisis: neofascism & internal conflicts that favor WW3
-Dems' Impeachment Against Trump Is A Huge
Mistake By Moon Of Alabama Trump should be impeached for his
crimes against Syria, Venezuela and Yemen
-
Sworn Statement of Ukraine Prosecutor General
Viktor Shokin that He Was Forced out of Office by US VP Joe Biden By Paul Craig Roberts
-
Just How Swampy Are U.S-Saudi Arms Deals? By Andrew Cockburn
-
The New American Oil Empire Built on Sand By F. William Engdahl
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GLOBAL
RESEARCH
Geopolitics & Econ-Pol
crisis that leads to more business-wars from US-NATO allies
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PRESS
TV
Resume of Global News described
by Iranian observers..
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