ND
JAN 12 20 SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social
+ Capit-compet in Eco
Beside Middle East news at the
end
READ THIS
AND READ THIS:
Trump defense Secretary admits he
didn’t see evidence about Soleimani planning attacks against US Embassies: https://www.rt.com/usa/478078-trump-soleimani-esper-evidence
AND THIS:
Iran Khamenei order immediate and full probe after Tehran armed-official admit they
may accidentally shot down Ukraine plane. https://www.rt.com/newsline/478009-irans-khamenei-orders-iimmediate-probe. His twitter account was temporarily BLOCKED and the entrance of
delegation from IRAN to UN site in NY
was prohibited.
Admitting that Iran may accidentally shot the Ukrainian plane was
totally distorted and manipulated by big Press-Corp-media financed by the US-UK &
Canada. The black boxes will say if an Iranian missile caused or not that
un-intentional “accident”.
Meanwhile the phobia against Iran is instigated by Trump, the one who order
to kill the Iranian Gral Soleimani.
TRUMP IS WASTING THE LIFE OF US SOLDIERS. Afghans said the
214 US soldiers died, in Iraq more than 80 died in the 1st round of
missiles from Iran.
Trump has committed crimes against humanity (migrants) and worse war crimes that in Viet Nam just to plunder the
oil in Syria, Iran, Libya & Venezuela. Millions has been condemned to
abandon their houses & families.
US wars abroad is not longer good business for our ‘investors’ and Trump
doesn’t have a post-neoliberal agenda.
Trump is going to lose election and IF he wins
it will be via fraud & buying votes. Trump won’t
be able to keep democracy. His victory will be at the
cost of FASCISM and that will divide & kill
US Federal Union. There is not democratic future with Trump.
National-Referendums will defeat his fascism. He knew it and
he also know that polls don’t favor him. He don’t deserve any trust. Trump fake
ECON is in total collapse. The USD is dumped worldwide.
Asia is the tomb for the ugly dino. There is not specific tomb for him,
nobody wants his ashes, winds will take it to hell.
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ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they
documented with graphics
During
2019, the net income concentration for the 1 percenters didn’t keep pace with
their market cap concentration, similar to what happened during the 1999
concentration peak.
Markets understand this dynamic, which is why small caps
have underperformed so significantly over the past 18 months and, quite
frankly, over this entire cycle. But this phenomenon is
manifesting itself in other ways. Capital concentration is following corporate
inequality like never before. Currently, the top five companies in the S&P 500 (the other 1
percenters) make up 18% of the total market cap.
See Chart:
Share of top 5 Companies in the
S&P 500
A ratio
like this is unprecedented, including during the tech bubble.
I think this
divergence is the result of the extraordinary liquidity
being provided by the world’s central banks, which is flowing to the most
liquid and largest names in the S&P 500.
More importantly, if
we’re right, these companies will then need to deliver
on the income side of the inequality divide or risk a sharp decline in price.
….
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With the
S&P 500 making record highs and the most overvalued in history, Goldman
considers four macro risks to its 2020 outlook and their investment
implications...
See Chart:
Valuations at all time highs
See Chart:
Weekly Announced Buybacks: S&P 500
BELOW, WE
TAKE A DETAILED LOOK AT EACH OF THESE "BIGGEST RISKS":
1. What if there is a sustained period of
conflict between the US and Iran and higher oil prices?
See Chart:
Energy sector trades in line with long-dated oil prices
2. What if bond yields rise rapidly in 2020? Needless to
say, near record low bond yields have been a boon to equity valuations, driving
more than 90% of the S&P 500 return in 2019. Although valuations are
elevated in absolute terms, Goldman's macro model suggests that equities trade
at roughly fair value relative to the low level of bond yields:
See Chart:
Equities typically fall when rates rise by 2+ Std deviation
in a month
3. What if the US dollar reverses
course and strengthens in 2020? Goldman's FX strategists expect the
trade-weighted dollar to fall by another 2% during the next 12 months. Why?
Because a stronger dollar would pose a headwind to S&P 500 sales,
particularly within industries with high non-US sales such as
semiconductors.
4. What if economic growth is weaker than
expected? Ironically, the muted outperformance of
cyclical equities, in particular Industrials, suggests
limited growth optimism in equity markets, which in turn means that traders are
betting that central banks will again push stocks to new nosebleed highs in
2020. Here Kostin notes that Goldman's Cyclical (GSSBCYCL) and
Defensive (GSSBDEFS) baskets closely track changes in
the GS US Current Activity Indicator (Exhibit 4).
See Chart:
Cyclicals
should outperform IF US economics growth accelerates. Is Not d case
One final point: just as Deutsche
Bank noted yesterday, Goldman confirms that
investor positioning in US equities is close to “stretched” territory and could
exacerbate equity price moves if one of these risks materializes.
….
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Pillonarios way of thinking?
Far from creating a futuristic utopia where - once our security needs are met - we
are all liberated to pursue our dreams, the universal basic income threatens a
totalitarian horror...
A warm chat ensues over a pint with a couple of the other
attendees, when miraculously the conversation at my table turns to the
universal basic income (UBI). My neighbour gushes with vigour over its merits. He eagerly vows that it
will solve innumerable problems facing our civilisation and I get the feeling
he has been spreading the gospel at every available turn because this idea is
the crucial one. If only he can get enough people to believe it...
I politely wait my turn, and then ask a simple question:“What do you think the potential disadvantages of the basic income
would be, then?”
He replies, “There aren’t any.”
Trade-Offs
Are Inescapable
Is the UBI is a
flying unicorn that poops rainbows?
Well, not according to the titles of
their books …
Rutger Bregman comes right out and calls his book advocating the UBI Utopia for
Realists.
Annie Lowrey’s book Give
People Money carries the subtitle “How a
Universal Basic Income Would End Poverty, Revolutionize Work, and Remake the World.”
Andy Stern and Lee Kravitz's book Raising the Floor carries a
subtitle claiming the UBI will, “Renew Our Economy and Rebuild the American Dream.”
Phillipe Van Parijs and Yannick Vanderborght entitled their book Basic Income: A
Radical Proposal for a Free Society and a Sane Economy.
Perhaps
this is the best ‘PILLONARIO WAY OF THINLING’: Referring CHINA
“IF china is a model to be followed, then universal basic income UBI also represent a grave threat to freedom of speech”. Why?...
because:
Far from creating a futuristic utopia where —
once our security needs are met — we are all liberated to pursue our dreams,
become great scientists, scholars, artists, and entrepreneurs, the universal basic income threatens a totalitarian horror
the likes of which we are used to seeing imagined only on The Twilight Zone and The Outer Limits.
….
....
[ FACT: China
didn’t use Stalin methods to dissolve explosive capitalist inequalities. Tian Amin Square & Hong Kong repression –result of
US-NED Terrorist intervention- are too short to compared with Stalinism ]
Continue reading at:
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"This all matters because we
head into America’s election. It is sure to be the most vitriolic in
generations. Who will we
hold accountable? What will be the market consequences?"
Not a single person was held accountable for the 2008
debacle. Nor for Iraq/Afghanistan. Earth’s sixth mass extinction is underway,
Australia is burning, no global leader wants to seriously be held accountable,
or suffer consequences. America least so. And the Fed led global central banks to accommodate
all the above with easy money. Their policies turbocharged the inequality that
poisons politics in ways more powerful than any elected official could have
ever done. Are they ever held to account?
RED LINES?
America can assassinate anyone, anywhere, at almost any time
with limited collateral damage. Few of our adversaries can. With today’s
technology, we surely would’ve killed Osama bin Laden in Tora Bora in 2001
along with the senior Taliban leaders harboring him. We might’ve saved $6trln
and 500k lives.Given that the
US has this capability, might we rewrite the rules and adopt an assassination
policy? Holding our adversaries to account,
imposing a capital consequence when their leaders cross our Red Lines? Soleimani apparently thought the answer was no. How will our adversaries act in the future if
they know they’re thus accountable?
…..
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"If
this starts to have the feel of a classic credit cycle, then the level of
damage when the cycle turns is hard to predict." - Jerome Powell, April 2014.
First, the question, why stop at $4 trillion?
The market in most cases will cheer us for doing more. It will never be enough
for the market. Our
models will always tell us that we are helping the economy, and I will probably
always feel that those benefits are overestimated. And we will be able to tell
ourselves that market function is not impaired and that inflation expectations
are under control. What is to stop us, other than much
faster economic growth, which it is probably not in our power to produce?
[W]hen it is time for
us to sell, or even to stop buying, the response could be quite strong; there is every reason to expect a strong
response. So there are a couple of ways to look at it. It is about $1.2
trillion in sales; you take 60 months, you get about $20 billion a month. That
is a very doable thing, it sounds like, in a market where the norm by the
middle of next year is $80 billion a month. Another way to look at it, though,
is that it’s not so much the sale, the duration; it’s also unloading our short
volatility position.
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
It
was Trump's "belief" that
attacks were going to happen, said Esper.
====
Neocons ‘Opium dream”
Let's investigate the possibility no Democratic candidate will amass
50% of the votes resulting in a
brokered convention...
….
To investigate the why of your “opium dreams’
get a psychiatric doctor
====
"Trump has to go..."
====
"...[Deep State] are in a state of shock. They want to get rid of
Trump because for the first time
in their careers, they can be prosecuted for what they have
done..."
====
Was President Donald Trump’s short term campaign foreign policy
volunteer Carter Page set up
by an FBI informant or the informant’s handler at the FBI?
====
Trump delusion: See V in Iran
Mov in honor of Gral killed & favor ++
missil-USA
Trump
tweets "The
World is watching."
….
There is not such killing of Iranian protesters.
The social Mov in Iran is against US-UK
terrorist imperialism and their big lies on Ukraine plane. They didn’t want
Iran say the truth inside the UN in NY. That is illegal.
====
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
-‘This
Is Capitalism at Work’: Bloomberg Says He’s Spending ‘All’ His Money ‘to Get
Rid of Trump’ Billionaires in
politics : la misma porqueria
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes &
terrorist imperial chaos
VIENTO SUR
RT EN
ESPAÑOL
Ocho proyectiles de mortero impactan contra base aérea
de Irak que alberga tropas del US https://actualidad.rt.com/actualidad/339688-siete-bombas-mortero-impactan-base-irak
La Guardia Rev de Irán afirma que no buscaba matar
soldados US en el ataque con misiles https://actualidad.rt.com/actualidad/339698-iran-no-buscaba-matar-estadounidenses-ataque
US. amenaza con sanciones a China si sigue comprando
petróleo iraní https://actualidad.rt.com/actualidad/339711-eeuu-sanciones-china-petroleo-iran
Bloomberg asegura estar dispuesto a gastar 1.000
millones de dólares para derrotar a Trump
https://actualidad.rt.com/actualidad/339714-bloomberg-gastar-millones-dolares-derrotar-trump
Secretario de Defensa del US contradice la versión
de Trump sobre por qué mataron a Soleimani https://actualidad.rt.com/actualidad/339690-secretario-defensa-contradecir-version-trump-muerte-soleimani
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
-Additional
6 Months Granted to NATO Terrorists North of Syria by the UN Security Council By Miri Wood
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MIDDLE EAST NEWS
Press TV
- Trump tweets message of support to Iranian protesters
- US threatens to freeze Iraq’s oil account if troops expelled: WSJ
- Thousands protest against government in Thai capital
- Beijing says Taiwan still part of ‘one China’
- Trump repeats Syria plan: US troops are taking the oil
- US congressman regrets saying Dems 'in love with terrorists'
- Macron delays age hike to win over largest union in strike
- US failed in 2nd terror bid to kill another Iran commander
- Iran justice orders immediate probe into plane crash
- Protesters in London call for de-escalation in Mideast
- US rebuffs Iraq's call to withdraw troops from Arab country
- IRGC Aerospace chief accepts full responsibility for plane crash
- Leader ordered swift release of jet crash details: Iran report
- UK envoy detained organizing protests in Tehran: Report
- EDITOR'S CHOICE
- Undeclared US war on humanity
- 120 countries 'strongly' protest US visa refusal to Iran’s Zarif
- Pakistanis protest US assassination of top Iranian General Soleimani
- PROGRAMS
- Little girl : about John Moore sweeping girl picture
- Taiwan election
- Iran’s revenge
- Ireland's new government vs. UK
- The Debate Iran has defended its missile strikes on US
- Quds force future General Esmail Qaani pledged to continue on path set by Gral Soleimani.
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