sábado, 22 de febrero de 2020

ND FEB 21 SIT EC y POL



ND  FEB  21  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


Yeah, that just happened...

Stocks hover near record highs, bonds crash to all-time lows, and gold is exploding higher...
See Chart:


As it is becoming more and more obvious that investors in stocks have entirely lost contact with reality since the virus took hold...
See Chart:


Especially the funny-mentals...
See Chart:
Dow vs. Dow Consensus 12m Fwd EPS


The 'hope'-filled gap between 'soft' survey data rising and 'hard' real economic data slumping has surged to 16 month highs... until this morning's carnage in PMIs...
See Chart:
Soft’ Survey Data  vs. ‘Hard’  Data


Chinese stocks soared higher this week
European stocks were broadly lower with UK's FTSE managing to scramble back into the green for the week.

In the US, only Trannies managed to cling to gains as Nasdaq went from outperformer to biggest loser...
See Chart:


Dow ended the week back below 29k...
See Chart:


As @Sentimentrader noted, NASDAQ 100's 20 day moving average has gone up 88 days in a row, THE MOST EXTREME IN HISTORY.
See Chart:
Nasdaq 100


Cyclicals notably underperformed...
See Chart:


FANG stocks suffered their worst day since Mid-October...
See Chart:
FANG Stocks


As global liquidity has sent global stock prices to higher and higher record highs, it has also sparked more and more buying in global bonds (yields inverted in chart). Critically, as investors recognize the growth/inflation that was so hoped for is evaporating, global liquidity suggests the global average sovereign bond yield should be drastically lower... at ZERO!!
See Chart:


US Treasury yields extended their collapse today ending a major weekly plunge...
See Chart:


30Y and 5Y yields hit new record lows today, 10Y and 2Y were just shy of their record lows...
See Chart:


The market is now demanding almost 2 full rate-cuts by end-2020... or else!
See Chart:


The dollar was clubbed like a baby seal today - worst day since 12/27, after 4 straight up...
See Chart:
Bloomberg Dollar Index


WTI managed to get back above $54 briefly but faded back...
See Chart:


Gold is hitting record highs in many global currencies...
See Chart:


The dollar is holding up against the rest of global fiat but collapsing against hard assets!!
See Chart:


Maybe Bernie's rise will be the breaking point for stocks?
See Chart:
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"Retail traders have become manic."
See Chart:
Bloomberg's narrative this morning of why stocks have been racing higher isn't because central banks are pushing global yields into negative territory thus providing lift for growth stocks, or the dozens of rate cuts in the last year, or the Federal Reserve's 'Not QE' leading to an abundance of liquidity, or record stock buybacks, but as the mainstream financial press states: "Small investors are back. In a big way." 

But let's hear out what Bloomberg has to say. They mention since Ameritrade Holding Corp. offered free trading in October, trading volume from mom and pop brokerage accounts soared. 
See Chart:
Retail Frenzy


Bloomberg fails to mention, and why would they, that rapid growth in the Fed's balance sheet exploded during the same time. So the perfect narrative to cover up the Fed's massive money printing to lift stocks, we mentioned here: "One Bank Finally Explains How The Fed's Balance Sheet Expansion Pushes Stocks Higher" – is to blame retail speculation for the next blow-off top in the stock market. 
See Chart:


The chart below illustrates the irrational exubernace in retail traders, betting on a one way market. Though this trend never ends well. 
See Chart:
Equity Options Traders Showing no fear


And it's the aggressive money printing via the Fed, which is the missing link and why many on Wall Street can't comprehend the latest melt-up in stocks. Nevertheless, the narrative of retail fueling the stock market has already begun, so when the bubble does pop, the Fed and Wall Street can scapegoat retail traders. Funny how things work. 
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Hapless bagholders have two options:buy the dip and be destroyed, or hang on hoping for a reversal and bedestroyed.

Hapless bagholders have two options: buy the dip and be destroyed, or hang on hoping for a reversal and be destroyed.

Sober up, people. All bubbles pop, and the higher the extreme, the greater the crash. Only the first sellers will escape; everyone who hesitates or "buys the dip" will be crushed at the bottom of the waterfall.
See Chart:
History of Assets Bubbles Past 40 Years

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"Q2 catalyst for volatility will be disorder in the bond market."

... Hartnett's latest Flow Show confirms that the dual bubbles kept growing bigger for another week, with another $2.2bn inflow into equities (where tech sticks out like a sore thumb) this week and $18.1bn into bonds, bringing the YTD inflows to bonds to a stunning $130bn.
See Chart:
Record pace of inflows to bonds funds
See more interesting Charts at:
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El USD no es el Prob central.. es el collapso del sistema neoliberal lo que esta en juego

Thanks to the Fed, the idea that you can go into a store and anonymously purchase something with cash might soon be obsolete...
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Lo que se quiere es una moneda que sirva para el intercambio mundial y el depósito bancario. Eso solo es posible dando respaldo en oro a una o varias monedas para ese circuito. Imprimir fiat money  o crear coins para huir del USD o para abalarlo no soluciona nada. Los billonarios van a seguir usando los paraísos fiscales para evadir impuestos con sus depósitos de oro fuera del país. Cualquier moneda solo es in medio para avalar un fin y ese fin fue sostener el modelo neoliberal con el  fiat USD. Para cambiarlo se requiere cambiar los sistemas de poder en el mundo. A eso se apunta con el socialism democrático.
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IRONY:

"...well, you know, you get a cold and you maybe drink more orange juice than you would otherwise... does that cure the cold? Probably not...but it treats some of the symptoms... so I think it might help a little bit."
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


NOBODY CARES for the opinion of Bloomberg today: Billionaires = FRAUD in Elections

“This is the time to open up your pandemic plans and see that things are in order,”
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The real pandemic are billonaires interfering in democratic Elections. It is time for them to be honest with our Nation and QUIT ASAP
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"It's never gonna get any better than this kids. This is the eye of the prefect motherfucking storm... This is it!... and you have your thumbs up your big f**king asses!"
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Crimes against Humanity is severe case for the 2nd impeachment of Trump
"This is bad for the country and is actually bad for Democrats, as shown in the polls. Yet the Democrats seem to be the last to know..."
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On the contrary: it is good for the Nation to take him out of power. Criminal inefficiency, the dangers of WW3 he poses now and the political chaos (division and civil war + US separatism if -via Fraud- he wins election + ZERO chances of governability if he get re-elected; all this makes Trump a menace to US future.
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The 2020 election is now set for its own"grab them by the pussy" moment.
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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


Frustration builds over ineffective sanctions and blockade on Venezuela oil exports, says top admin official.
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A Trump le gusto el payaso Guaido, pero este no es tiempo de hacer circo. El payasito Guaido no sirve para asustar a Maduro, no ahora que acaba de recibir apoyo militar. No tiene sentido sacrificar la vida de nuestros soldados por un bufón y menos por elsueño schizoide de Trump d apropiarse del petróleo ajeno
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TURKEY wants WW3 Now… Not afraid of losing Istanbul or face their rebel separatism?

It's not just Patriot anti-air defense missile systems that Turkey is now begging from Washington, apparently.
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US is only interested in selling guns, not in playing the war for the buyer. And much less with RU… too much to lose & little to gain. IF WW3 happens bye bye for Trump in elections.. I doubt US will allow Trump to put Nation’ life at risk.
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Pope join the socialists?  Or is just the crisis of faith he faces.
"Today’s structures of sin include repeated tax cuts for the richest people, often justified in the name of investment and development..."
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"Something will have to change at some point if the human race is going to survive..."
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On the surface, coronavirus is a dream bio-weapon for those fixated on wreaking havoc across China and praying for regime change. Yet it’s complicated...
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“So far, no formal final decision has been made.”
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3


- Hillary Clinton Swift to Frame Trump as ‘Putin’s Puppet’ Following RUIntel Briefing Stupid tactic in favor of the Billionaire Bloombeg: ‘Putin’ Puppet’ is BASED ON LIES
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION

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ALAI ORG

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RT EN ESPAÑOL

"Broma asquerosa" y burla a la ley: Assange tiene "cero posibilidades" de un juicio justo en US  https://actualidad.rt.com/actualidad/343782-caso-assange-extradicion-roger-waters
Cárteles mexicanos reclutan niños y adolescentes en EE.UU. para contrabandear drogas  https://actualidad.rt.com/actualidad/343703-carteles-mexico-reclutar-ninos-adolescentes-traficar-droga-eeuu
Cómo y para qué lucha la OTAN contra doctrinas militares rusas "inexistentes" https://actualidad.rt.com/actualidad/343758-otan-doctrinas-militares-rusas-inexistentes
Perú: La Policía y el Ejército detienen a cuatro miembros de Sendero Luminoso   https://actualidad.rt.com/video/343768-peru-detener-cuatro-miembros-sendero-luminoso
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IFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- Is Russia Doomed?  By Paul Craig Roberts
- "NATO Go Home!"  By Thierry Meyssan
- What We, the Taliban, Want  By S Haqqani deputy leader of the Taliban.
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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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ASIAN NEWS
Press TV

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