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."
====
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:
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ALAI
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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
Gaither Stewart Our
Nazis: the Gehlen Org
Robert Hunziker Kill
GDP to Save the Planet
George Ochenski 2020:
Buckle Up for a Rough Ride
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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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