jueves, 2 de enero de 2020

ND JAN 02 20 SIT EC y POL



ND  JAN 02 20  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



While most of the US major equity indices were higher, Small Caps notably underperformed...
See Chart:

AAPL kept on doing what it does - rallying 2% today above $300... AAPL added more market cap today that 301 S&P 500 companies!
...to its most overbought since Sept 2018...
See Chart:

With AAPL's vol completely decoupling (is everyone now buying AAPL calls?)
See Chart:
Apple Stock Price  vs. Apple VIX  (inv)

30Y Yields fell 10bps from overnight highs!!!
See Chart:

The B-Dollar was also bid today - rallying most in two months...
See Chart:

Finally, the market has never, ever been more complacent...
See Chart:

And the market has never, ever been more highly priced. The last time that the S&P 500's price-to-sales (far harder to manipulate that P/E) was March 2000 (right before the dotcom collapse) and late Jan 2018 (right before VIXmageddon)...
See Chart:

And the stock market has never, ever been more decoupled from actual (un-faked) earnings...
See Chart:

And here's what happened the last time that The Fed piled billions of special liquidity into the market to support uncertainty (during Y2K)...
See Chart:
FED LIQUIDITY  (Y2K & repo): Nasdaq 2019  vs  Nasdaq 1999-2001
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Here the picture of the ‘fake heaven’

What was the price tag for this market "calm"? Just about $414 billion, consisting of $256 billion in repo injections ($211.4 term and $44.3 in overnight) and $157.5 bn in bill purchases.
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Do you feel lucky?

If you're buying stocks here with both hands and feet, these are the 'facts' you're accepting...
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... we will look back at late 2019 as the beginning.
See Chart:
Don’t called QE, but the FED’s balance sheet is growing again  (Fed Reserve assets)
….
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“History repeats itself all the time on Wall Street...”
See Graph:
Market greed/Fear Index

Think about this for a moment. We are currently experiencing the longest economic recovery in history with most analysts and economists giving no consideration for a recession in the near future.  This is important because, as stated above, major market corrections occur during economic recessions, and those “reversions” tend to be much larger than 20%. The chart shows each of the historical economic recoveries and the subsequent market correction during the inevitable contraction.
See Chart:
Historical length of Recovery & Subsequent market decline

The statistics are equally interesting:
  • Average number of months of contraction: 14
  • Average market declines during all contractions: -29.13%
  • Average market decline following top seven economic recoveries: -36%

Here are the statistics:
  • Number of years the market gained 29% or more:  19
  • Average return of 19 markets:  35.65%
  • Number of total subsequent years measured: 53
  • Average return in subsequent years following a 30% year:  1.48%

What you should notice is that 29%+ return years tended to mark the beginning of a period of both declining rates of annualized returns and typically sideways markets. It is also important to notice that some of the biggest negative annual returns eventually followed 30% up years.
Continue reading  at:
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...one day the stock market 'falcon' will no longer hear the Fed 'falconer', and the Pavlovian magical thinking will break down as the market goes bidless...

This first chart shows the Fed's $60 billion per month "Not-QE" in relation the $33 trillion market value of U.S. stocks.

The nearly invisible thin red line is $60 billion in relation to $33 trillion. So exactly how does this signal-noise sum translate into "the Fed has our backs"?
See Chart:

Continue reading at:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


Easy to predict what is coming in 2020 election. Our Nation will give to Bernie Sanders the Presidency, honoring his values & persistence. Then, because of health reason, Bernie  will transfer  the Presidency to the VP: E Warren, el socialism will win & we will have the 1st woman in power:  double victory.
La historia politica del US se revive: en 1933-45 “Eleanor Roosevelt” was more than First Lady of the US. Her husband FDR couldn’t move from office –he was in wheel chair- and the one organize al Gvt work across the nation was Eleanor. This time E Warren will directly do the government work  while Sander take care of his health while in office. Two persons one mission: SAVE AMERICA
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"...conditions appear to be deteriorating..."
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This is how the Fed monetized billions in T-Bills sold just days earlier by the US Treasury.
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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


BBC reporter claims IRGC's top elite commander was target of US assassination at Baghdad Airport...
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Again RU won the game?  Manipulation of terrorists by Turkey  didn’t  work.

Haftar immediately answers Turkey vote: "We reject the existence of any foreign power in Libya no matter what."
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Un patadón en el culo al USD… Si cae, el titanic se hunde. Sus días están contados.

Bitcoin has already hit a new record in 2020 as the cryptocurrency’s network hash rate once again topped previous all-time highs
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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
NOTA: Solo publico títulos con menos de 7 palabras. Hay excepciones

REBELION:

Altern:  Somos los que despertarán al amanecer  Vijay Prashad
COL:  La tríada del embrutecimiento en Colombia  Renán Vega Cantor
Cultura  Reseña   El oficial y el espía   J. Casri
ECON:   -Emergencia tributaria internacional  José Antonio Ocampo
Opinión   Una pesadota en la fosa común  Luis Carlos Muñoz
                   El choque de trenes   Jaime Richart
Perú   Isidoro Gamarra, una figura de leyenda  Gustavo Espinoza
ARG:  El latido del pueblo por el agua  Eduardo Latino
Chile:  En memoria de Andrea Loi  Felipe Portales
Cuba:    -La porfía cubana  Atilio A. Boron
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ALAI

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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

-US Attack Kills Iranian Quds Commander  By Sputnik News  No fue ISR?
- Wearing Out a Welcome in Iraq   By Paul R. Pillar
- What Crazy Conspiracy Theorists Believe  By Caitlin Johnstone
- How Controlled Explanations Are Achieved  By Paul Craig Roberts
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Gaither Stewart  Our Nazis: the Gehlen Org
Robert Hunziker  Kill GDP to Save the Planet
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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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