domingo, 16 de febrero de 2020

ND FEB 15 SIT EC y POL



ND  FEB  15  SIT EC y POL 
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco


Rampant xenophobia: the worst virus is WW3 : wars in middle east & weapons race

Don’t be distracted by this pro-war fake news
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ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics


Just because it isn’t raining right now, doesn’t mean it won’t. Nobody has ever gotten hurt by keeping an umbrellahandy...

See Chart:

As noted last week, the spread of the coronavirus has had little impact on the markets so far.
“”The market bounced firmly off the 50-dma and rallied back to new highs on Thursday. While Friday saw a bit of retracement, which isn’t surprising given the torrid move early in the week, the ‘virus correction’ was recovered. Importantly, sharp early-week rally kept ‘sell’ signal from triggering,“
See Chart: Chart Updated Through Friday

In review, we previously took some profits out of portfolios as we were expecting between a 3-5% correction to allow for a better entry point to add equity exposure. While the “virus correction” did encompass a correction of 3%, it was too shallow to reverse the rather extreme extension of the market.

The continued rally this past week has fully reversed the corrective process and returned the markets to 3-standard deviations above the 200-dma. Furthermore, all daily, weekly, and monthly conditions have returned to more extreme overbought levels as well.

This was a point we discussed with our RIAPRO subscribers (Try for 30-days RISK FREE) in Thursday’s technical market update. To wit:
See Chart:

  • On a weekly basis, the market backdrop remains bullish with a weekly buy signal still intact.
  • However, that buy signal is extremely extended and has started to reverse with the market extremely overbought on a weekly basis.
  • This is an ideal setup for a bigger correction so some caution is advised.
  • With the market trading above 2-standard deviations, and testing the third, of the intermediate term moving average, some caution is suggested in adding additional exposure. A correction is likely over the next month which will provide a better opportunity. Remain patient for now.
It is here that investors tend to go astray.

In the short-term, the market dynamics are indeed bullish which suggests that investors remain invested at the current time.

However, on a long-term basis, the picture becomes much more concerning.
See Chart:

  • As noted above, this chart is not about short-term trading but the long-term management of risks in portfolios. This is a quarterly chart of the market going back to 1920.
  • Note the market has, only on a few rare occasions, been as overbought as it is currently. The recent advance has pushed the market into 3-standard deviations above the 3-year moving average. In every single case, the reversion was not kind to investors.
  • Secondly, in the bottom panel, the market has never been this overbought and extended in history.
  • As an investor it is important to keep some perspective about where we are in the current cycle, there is every bit of evidence that a major mean reverting event will occur. Timing is always the issue which is why use daily and weekly measures to manage risk.
  • Don’t get lost in the mainstream media. This is a very important chart.

Nothing Out Of Kilter
This past week Ed Yardeni via Yardeni Research, made a good point:
“The markets must figure that the coronavirus outbreak will be contained soon and go into remission, as did SARS, MERS, and Ebola. If that doesn’t happen, then there will be a vaccine that will make us feel better. It won’t be a miracle cure coming from a drug company. Rather, it will be injections of more liquidity into the global financial markets by the major central banks.

 In particular, we are closely monitoring the emergence of the coronavirus, which could lead to disruptions in China that spill over to the rest of the global economy.’”

Not surprisingly, the “ringing of Pavlov’s bell” once again sent investors scurrying to take on risk.

Interestingly, however, was that during Powell’s testimony to the Senate Banking Committee this past week, he said:
“There is nothing about this economy that is out of kilter or imbalanced.”
Okay, I’ll bite.
“Mr. Powell, if there is nothing out of kilter or imbalanced in the economy, then why are you flooding the system with a greater level of ’emergency’ measures than seen during the ‘financial crisis.'”
See Chart:
FED Weekly Repo Operations

Continue reading and see more charts at:
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So long as deflationary conditions persist, the Gold-Silver Ratio may rise without limit. As long as debts are created beyond any ability to repay them,deflationary conditions will rule...

There is no characteristic value for the gold-silver ratio (GSR).
That means that there is no "true north", or no mythic value (16, for instance) to which it is attracted, and to which it would return if only the world stopped manipulating its price.

The Wheaton conclusions are quite definite.
  • The gold-silver rises during deflationary periods and disinflationary periods (we'll look at this distinction shortly).
  • The gold-silver ratio falls during inflationary periods.
See Chart:
See one more interesting chart at:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



...this of course will lead to an implosion of capitalist wealth creation right out of Atlas Shrugged. Which is to say the 1% will lose twice...
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Two super-crooks: the billionaire and the pedofile=2 corrupt together in fraud 2020

So "Mini Mike" and "Crooked Hillary" might join forces...
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It was expected after recent scandals against Sanders. People won & will do it. Peace  of cake for our Nation to trash these busters who kill in Benagazi & still unpunished & ready to kill poor people as Trump did it with migrants children. Bernie Sunders & E-Warren as VP will end d explosive inequality in our Nation.
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The other invented world killer to DISTRACT YOU from the real killer: Trump’ WW3

"Potentially Hazardous Asteroids (PHAs) are currently defined based on parameters that measure the asteroid's potential to make threatening close approaches to the Earth." 
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They (Trump-Pentagon & NATO) plan to adapt your mind to  accept  the idea of WW3 as welcome holocaust. Later will added ‘national patriotism’ to favor war 
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To all these war-mongers plans they added the idea: ‘Socialism” is our enemy: FALSE!
...a seemingly mild current like democratic socialism is just as dangerous as all the other members of the socialist family.
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They forgot to clear: to whom socialism is dangerous?.  TO THE ENEMIES  OF OUR NATION,  of course: the crook billionaires who created this explosive and real dangerous inequality that is about to explode: neoliberalism. The ONLY SOLUTION IS to put our nation under control of working + middle classes + entrepreneurs involve in production NOT in Wall Street speculation & illegal evasion of taxes after receiving free money from QEs and Bailouts. This system doesn’t work anymore. Only the alliance of labor-work & productive capital will save America that is about to collapse now. Trump’s lies about our economy has been cleared by recent economist that uncover the traps we are in now. We need radical change and only Sanders-Warren offer that alternative. That is tha pacific solution to our problem: the only way to avoid civil war & chaos.
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Brimful hypocrisy: Koch –Soros humanism.  Koch failed as investor & Soros to help Nat

Like pouring old wine into new bottles, this "new vision" is being presented bythe very same people and institutions who gave us the "old vision" - you know, the one they pretend to oppose...
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They are not wine in new bottles, they are rotten vinegar in old bottles
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US DECIDE TO continue killing innocent migrants. What stupid policy!

The first major operation will begin this weekend.
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Criimes                Agst Humanity will be the next impeachment argument on Trump
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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

He aqui el duo de la derrota en Siria: Trump-Erdogan. They are being defeated

The US this week committed full support to "our NATO ally Turkey".
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Too late and too naïve. The best for them: save soldiers & get out from Siria
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Everything is a matter of arming oppressed Nations
Stunning video captures moment coalition fighter jet explodes in the sky. 
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I hope VEN already receive the pending missiles to arrive for self-defense
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Here is one more sign that WW3 is ad-portas:

Is the global economy about to crash?   Of course it is
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The US Econ doesn’t work & Trump try to sell the idea that WW3 is the solution This kind of expansion is a dilution from a man who lost his mind: WW3 only conduce to mutual assured destruction MAD. Trump know it and didn’t prepare the bunkers for our nation as China-RU are doing it: entire cities can be put underground and their military is ready to bomb America as they did it when the Nazis invade RU.  WW3 is the madness of a sick man. We have to take him out of power to avoid US be sacrificed in a stupid war. WW3 is the real virus to defeat in our time. Trump is afraid of election and if elected to be deposed by civil war: not chances of governability to him.  That is why he believe in WW3.
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China knew that WW3 is coming & all he does is build underground & save China

Who controls the present, controls the past...
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And the future too
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JUST GET OUT FROM AFGHANISTAN:

Ultimate goal of the agreement is the withdrawal of all U.S. troops...
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...and white men are first to go, obviously.
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Europeans don’t support the idea of bombing RU

These poll results indicate that serious thought should be given to disbanding NATO, an organization with a primary objective that appears to be at odds with public opinion in many NATO countries...
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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

VIENTO SUR

Entrev: Anticapitalistas debate abandonar Podemos  Josu Egireun et al
In memoriam  Michel Lequenne: un trotskista particular  Michael Löwy
Balances y lecc:  Sindicalismo social y contrapoderes  Óscar Blanco
Argelia Llamados a  moviliz para el 21 de febrero,  Abdelghani Aïchoun
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RT EN ESPAÑOL
- "Gana" o "se debilita" el Oeste? Las posturas opuestas expresadas por Pompeo y Macron  https://actualidad.rt.com/actualidad/343188-pompeo-declarar-oeste-ganando-macron-contradecir
Venezuela: "Robo de activos al Estado por Guaidó asciende a 116.000 millones de dólares  https://actualidad.rt.com/actualidad/343184-rodriguez-robo-activos-venezolano-estado-guaido-116000-millones
Blindados, buques y más de 2.300.000 combatientes: arrancan en Ven los ejercicios militares 2020 https://actualidad.rt.com/actualidad/343197-video-arrancar-venezuela-ejercicios-militares-escudo-bolivariano-2020
López Obrador promete acabar con la corrupción en los juzgados   https://actualidad.rt.com/video/343198-lopez-obrador-prometer-acabar-corrupcion-juzgados
Manifestaciones paralelas en rechazo y apoyo a una nueva constitución en Chile   https://actualidad.rt.com/video/343194-manifetsaciones-paralelas-rechazo-apoyo-constitucion-chile
Australia y el Reino Unido se distancian por la colaboración con Huawei   https://actualidad.rt.com/video/343191-australia-reino-unido-distancian-colaboracion-huawei  Es el comercio con China lo que esta en juego
Desabastecimiento de combustible en Brasil por huelga en Petrobras   https://actualidad.rt.com/video/343190-advierten-desabastecimiento-combustible-brasil-huelga
Piñera saluda que Bolivia reconozca la parte chilena del río Silala  https://actualidad.rt.com/video/343186-pinera-saludar-bolivia-reconocer-parte-chilena-rio   Salida al mar es lo que busca Bolivia
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


- A MOST CONVENIENT VIRUS    By Dmitry Orlov This virus was genetically engineered in one of the Pentagon’s biological weapons laboratories and introduced into China
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The rest for tomorrow
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