jueves, 9 de enero de 2020

ND JAN 9 20 SIT EC y POL



ND  JAN 9 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



“This is a market looking through fundamental data, looking through corporate guidance and data points, looking through Fed guidance itself,”

See Chart:
AAPL
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At 18.5x, the S&P 500's Forward P/E is at its highest since the dotcom bust (and the tech sector's valuation is at its richest to the broad market since the peak in 2007)...
See Chart:

And as stocks have soared, so Americans' comfort has roared back to its highest since right before the dotcom collapse too...
See Chart:

And it's all because of fun-durr-mentals...
See Chart:
Dow Price  vs. Dow Forward EPS

This is blasphemy! This is madness! - Madness? This is the stock market!" The Dow came close to tagging 29,000 today, but is now at its most overbought since right before volmageddon and 2018's collapse...
See Chart:
Dow vs. RSI

Nasdaq led on the day, after a massive squeeze higher at the open, but Small Caps lagged significantly...
See Chart:

But futures show the chaos better as Nasdaq exploded almost 4% higher off Tuesday night lows...
See Chart:

Short Interest is at its lowest in 2 years...
See Chart:
Short Interest on SPY fall to the lowest in 2 years

AAPL was up again today (up 18 of the last 20 weeks) - pushing it to the most overbought since 2004 - which sparked a 24% drop in the stock...
See Chart:

TSLA is now worth more than GM and Ford combined...
See Chart:

VIX was clubbed like a baby seal today to 12.5!!
See Chart:

Bonds were also bid as stocks rallied (helped by a strong 30Y auction)...
See Chart:

UST 2s 30s Yield Spread
See Chart:

The B-dollar rallied once again, back up to two-week highs...
See Chart:

Commodities were all lower today with crude leading the week...
See Chart:

WTI hit a $58 handle intraday...
See Chart:

Finally, there's this... looks like The Fed has this Repo 'tempest in a teapot' all "contained"...
See Chart:

And no matter which way you look at it, valuations are at or near extreme record highs...
See Charts:
1:
2:

We give Rabobank the last word as it summed things up so perfectly:
Indeed, like Elon Musk, markets are happily dad-dancing on stage, unaware of just how stupid they actually look. Of course, they get wild applause from other dads - just like a certain global ride-sharing app, which bleeds money and faces crucial bans and legal challenges, now planning to build flying cars in order to open up exciting new areas of potential litigation, regulatory restriction, and loss-making. I guess the hope is once we all go over the inevitable brink, the flying cars might save some of us.

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...the world economy is struggling with a lack of affordability in finished goods and services. This lack of affordability is what causes oil and other commodity prices to tend to fall, rather than to rise.

See Chart:
Inflation-adjusted Oil Price
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


...reluctance to engage militarily is beyond the mere politics of justifying American casualties, but points to broader considerations of U.S power projection in the region in the aftermath of the failure of the Obama administration...
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In relation to migrants, we –pilgrim/descended – are the criminals. Get your DNA swap

...DNA samples, obtained via buccal cheek swab, from some migrants and U.S. citizens, which will then be stored in FBI files for use in criminal investigations around the country.
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The vote in the Dem-controlled House was 224 to 194 in an almost entirely party-line vote.
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I don’t trust the Congress. Better call people to streets to arming the Peace
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The lunatics are running our  country .. THAT IS TRUE
The lunatics are running the asylum and they pretend to be the sane ones...
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The list of warmongering excuses is nearly endless. Here's 10 of them...
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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


War mongers  take it personal: do they really like the Idea of WW3 Holocaust?
The unified Sunni Arab response to Soleimani’s killing is not what Washington envisaged...
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Following political and popular backlash in Iran, China has switched its attention for the moment to Iran’s close ally and neighbour, Iraq...
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We have3 to accept that IRAQ  is a sovereign country: no puppet regime
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ISR still playing with fIre .. Soon or later you will be burned.. Many people will be happy
Reports of a bombing near a city on the border between Iraq and Syria have been confirmed...
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Black Sea exercise comes a mere day after Trump said, "Our missiles are big, powerful, accurate, lethal, and fast... Under construction are many hypersonic missiles."
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This is the same base as was hit 5 days ago...
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Initial talks were quashed in September after severe US objections...
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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

Taiwan: Elecciones 2020:  ¿Qué está en juego?  Xulio Ríos
Ecol:  La inquietud por el amianto se expande  Jordi Ribalaygue
Opin:  Una generación feliz (I de III)  Jaime Richart
ALC:  La CELAC debe reemplazar a la OEA  Patricio Montesinos
ARG:  Contra la "deuda odiosa"  Eric Toussaint
Chile:  SOS, Policía fuera de control  Francisco Herreros
Iran:  Soleimani y la cultura del miedo de Trump  Luis Manuel Arce
MEX:  AMLO y el bonapartismo mexicano  Federico Piña
MEX:  Desvergüenza en Yucatán  Cristóbal León Campos
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ALAI NET ORG

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RT EN ESPAÑOL

HOUSE- US aprueba Resoluc que limit capacidad de Trump para acciones militares contra Irán https://actualidad.rt.com/actualidad/339454-camara-representantes-aprobar-trump-guerra-iran
IRAN pide a Canadá que comparta  pruebas de que Irán derribó el avión ucraniano  https://actualidad.rt.com/actualidad/339448-teheran-canada-inteligencia-derribar-avion-ucraniano
"Justicia USA “: Trump se jacta de  muerte de Soleimani en su 1er acto electoral del año https://actualidad.rt.com/actualidad/339468-trump-jacta-muerte-soleimani-eleccion   
Trump admite que el cambio climático "no es un engaño" pero atenta cont Pol petróleo  https://actualidad.rt.com/actualidad/339466-trump-cambio-climatico
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- Why The War Never Ends  By Michael L. Falk
- US Foreign Policy by Assassination  By Graham E. Fuller
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

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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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