sábado, 28 de diciembre de 2019

ND DEC 27 19 SIT EC y POL



ND  DEC 27 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

"They're keeping the rates down so that everything else doesn't go down... The only thing that is strong is the artificial stock market." - Trump, 9/5/16
It's been a year of buying everything:
  • S&P's best year since 1997
  • Gold's best year since 2010
  • Bond's best year since 2014

And all it took was $5 trillion in global liquidity!!!
See Chart:
S&P 5000 vs Global Liquidity Proxy

Remember, correlation is not causation... especially when your salary depends on it...because this rally in stocks is all about the fun-durr-mentals...The S&P 500 is up almost 30% and earnings expectations are down almost 5% on the year...
See Chart:
S&P 500 Index:  Last Price 29.14.  Best EPS -4.79

US Small Caps lagged on the week as Nasdaq soared (the S&P is on the verge of its best year since 1997)...
See Chart:

AAPL had a more volatile day than normal... was the guy in charge of buybacks taking some time off?
Still doesn't really matter eh?
See Chart:
AAPl Stock Price vs AAP  2020 EPS Expectation

Even TSLA was red today, but has a long way to catch down to un-exuberant bonds...
See Chart:
TESLA Stock  vs  TESLA Bond

VIX has notably decoupled from stocks this week...
See Chart:
S&P  vs  VIX

Treasury yields ended the week 3-5bps lower
See Chart:

The B-Dollar plunged today (biggest single-day drop since Sept 4th)...
See Chart:

This is the 3rd weekly drop in the last 4 weeks, to its weakest close since July.
See Chart:
Bloomberg Dollar Index

Commodities were all higher as the dollar tumbled, but PMs trumped crude and copper...
See Chart:

Finally, investor greed has reached peak-extreme...
See Charts:
Fear & Greed Index

And hedge fund exposure to the US equity market is exploding...
See Chart:

Nomura: This won't end well
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Neoliberal Economic was predicted to melt down since 1971

"Whether we retain equity amongst people and avoid the more violent forms of conflict remains to be seen. But sustainable development is no longer an option..."

Fifty years ago, an international team of researchers was commissioned by the Club of Rome to build a computer simulation of exponential economic and population growth on a finite planet.
See Chart:

In 1971, its findings were first released in Moscow and Rio de Janeiro, and later published in 1972 under the title The Limits To Growth. The report concluded:
Listen Video: 

The report concluded:
  1. Given business as usual, i.e., no changes to historical growth trends, the limits to growth on earth would become evident by 2072, leading to “sudden and uncontrollable decline in both population and industrial capacity”. This includes the following:
    • Global Industrial output per capita reaches a peak around 2008, followed by a rapid decline
    • Global Food per capita reaches a peak around 2020, followed by a rapid decline
    • Global Services per capita reaches a peak around 2020, followed by a rapid decline
    • Global population reaches a peak in 2030, followed by a rapid decline
  2. Growth trends existing in 1972 could be altered so that sustainable ecological and economic stability could be achieved.
  3. The sooner the world’s people start striving for the second outcome above, the better the chance of achieving it.
Few reports have generated as much debate, discussion and disagreement. Though it’s hard to argue that its forecasts made back in the early 1970s have proved eerily accurate over the ensuing decades.
But most of its warnings have been largely ignored by policymakers hoping (blindly?) for a rosier future.

One of the original seventeen researchers involved in The Limits To Growth study, Dennis Meadows, joins us for the podcast this week. Fifty years later, what does he foresee ahead?  Listen him:
Decline is now inevitable.
We’re without any question moving into the remainder of a century which is going to see, by the end of these decades, a much smaller population, much lower level of energy and material consumption and so forth.
Whether we retain equity amongst people and avoid the more violent forms of conflict remains to be seen. But sustainable development is no longer an option.
Click the play button below to listen to Chris’ interview with Dennis Meadows (55m:24s).
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At a time of year when fundamentals-driven investors are thin on the ground, price action may well continue to be driven by players with ultra short-term horizons.
See Chart:

See more interesting chart at:
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"The persistent buying of long positions in US equities by strategies of all types has led to an "explosive" increase in net exposure among hedge funds overall.
See Chart:
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...the majority of the data sets are now at odds with the idea of rebound– one that is supposedly getting stronger.
See Chart:
Federal Reserve:  Regional Manu. PMI’s
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See more interesting chart at:
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But for infinite money creation to succeed, it requires infinite commodity price suppression, or else government currencies are ruined...
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Anyone looking at the hollowed-out, fragile shell of a Fed-managed "market" as a system realizes a crash that runs away from central planning control is already baked in...
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

...[central banks have] backed themselves into a corner of illogic and stupidity, from which I don’t think there’s any exit.
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“So far this quarter, we’ve raised a little over $17 million. That’s a good chunk behind where we were at this time last quarter.”
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What stupid distortion of Pol-science: W Pareto talked  on elites in capitist system .. and here we talk on “deplorabs”  from  “globalist socialists”. Nothing to do with Realit

The Deplorables are ascending in America??, with Trump, in Britain with Brexit, in Hong Kong, in much of Europe, in Latin America, in Iran.  Deplorables are the antidote to arrogant globalist socialists...??
.
Ascending?  NO: they are in power for long time. Trump has the support of Pentagon with 6 big Corp of the Military Industrial Complex (the ones who profit from manufacturing weapons & war abroad) plus the CIA, plus bankers & speculators in WS. This coalition of elites are creating imperial terrorism world wide. Those are the ones who evade taxes and receive QEs & bailouts to recycle our currency. They are not ascending to power, they officially came to power in the 1980’ with the Washington Consensus. But this coalition of elites came to power in 1971 when the fake USD was de-based from gold. Our fake economy  survive by keeping up interests rates for our loans at world level via military force. We follow the Keynesian receipt of fostering spending (not savings) specially from State, consumer & investors to foster the growth of GDP. Our GDP is stationed with  inflation at the bottom & deflation at top . Es este tipo de Econ lo que hundió la Nation y por esto el balance NX negativo.
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El concepto ‘ruling class’ lo uso G-Mosca para referirse a una casta que se cree ‘clase social’ pero no lo es. Pareto lo corrigió y uso el termino ‘elite’ en su lugar
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The ruling class” is a Marxist cliché for a social class that doesn’t rule. What exist inside that class are ELITES; these small groups are the ones who really rule a society. Pareto lanzo la tesis de la “Circulacion de las Elites” to explain their remain in power or they changed by another elite. He mentioned 3 types of changes inside capitalist systems: alternancia, cooptation & replacement. Weber & Parson and other functionalist used Pareto’ frame to explain political changes in the US. The ‘circulation of elites’ was applied to RU political system (specially the conflict between Trotskyist & Stalinists). The last sentence: “deplorables are the antidote to arrogt–globalist-socialist” = doesn’t make sense. Una elite jamas podria  enfrentar una alianza de “global socialists”. Lo correcto seria hablar de elites en el imperio terrorista  vs el frente socialista.  Both systems are globalistas –we globalize the neoliberal system & RU-China used but they are now dismantling this system as Europeans are doing it. We are using military terror to keep it, that is today problem because WW3 risk.
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"This is something that the Founding Fathers decided to put in a body that was susceptible to the whims of politics." -Chuck Schumer, 1999
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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

DEATH is at portas with either WW3 or Asteroids. To avoid them depends on H-reason
1-
5 more days!!
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2-
“...it would release the energy equivalent to more than 1 billion tons of TNT exploding, at least 20 times more than the largest nuke ever detonated!
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The US has responded with "think twice"...
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Against all odds Russia and Ukraine could come out as BFFs at very moment US demands Nord Stream 2 contractors lay down tools immediately...
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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

US:  Estados Unidos se desmorona  Larry Romanoff
ECOL   Soñar hacia atrás  Gustavo Duch
Opin :   Eurocentrismo y liberacion del Tercer Mundo  Iñaki Gil de San V
ALC   -El ocaso de la década  Gustavo Espinoza
ARG:  Ley de solidaridad entre los pobres  Mario Hernandez
Bolivia   Anatomía de un golpe de Estado  Alessandro Peregalli
Mundo   Guerra de exterminio global  Fernando Dorado 
España  Lo que más duele   Salvador López
COL:  El espíritu mafioso del poder hegemónico  Manuel H Restrepo
BRA:  Manifiesto para el mundo de la Cultura   Luiz Inácio Lula da Silva
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RT EN ESPAÑOL

-Rusia pone en servicio el misil hipersónico Avangard, capaz de atravesar cualquier escudo antimisiles   https://actualidad.rt.com/actualidad/338078-rusia-pone-servicio-operacional-avangard
- España abrirá investigación tras denuncia de Bolivia sobre hechos en la embajada mexicana en La Paz  https://actualidad.rt.com/actualidad/338146-cancilleria-espanola-abrir-investigacion-denuncia-bolivia
- Debuta el "dólar solidario" en Argentina: ¿qué es y por qué se aplica?  https://actualidad.rt.com/actualidad/338125-debuta-dolar-solidario-ARGe-que-es
- Qué países de América Latina celebrarán elecciones en 2020  https://actualidad.rt.com/actualidad/337693-elecciones-america-latina-2020-previstas-sorpresivas
- El Gob chileno anuncia subsidios de arriendo para los damnificados por el incendio en Valparaíso https://actualidad.rt.com/video/338160-chile-subsidios-damnificados-incendio
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Rob Urie   Impeachment Theater   
William Manson   Greedy Old Plutocrats
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

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