ND
FEB 25 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
EL CRASH FINANCIERO ACTUAL
Mi reacción
al articulo:
BLOOD BATH:
My Comment as introduction:
Hugo Adan . Feb 25-2020
Esperabamos esta caida Econ pero después de las
elecciones. Con una
fuerte inyección de USD (QE + Bailouts) puede Trump reciclar la debacle final y
salvar a los de arriba. Pero es el efecto de este crash en las clases medias
(capital productivo pequeño) y en el labor o “pobretariado” .. es esto lo que
va a definir la suerte política de la reelección de Trump.
Si condona la deuda a los egresados de Univ y a los
millennials.. podría competir con Sanders, pero muy difícil que le gane porque el efecto
de la inyección de USD para el pobretariado y las clases medias es muy lento y
la Nación está ya a punto a estallar.
Lo peor que le podría ocurrir a Trump es iniciar el
WW3 en el Middle East,
eso solo TRAE MAD (Mutual Assured Destruction) with RU and China. Mas fácil
seria el retiro inmediato de tropas y sobre todo la COVERSA o DEAL con RU-CHINA
y otras potencias nucleares para el desmontaje del arsenal nuclear a nivel
mundial y esto tampoco tendría efecto inmediato.
Además esto requiere desmontar el sistema keynesiano basado en el gasto estatal en armas
y guerras fuera (de esto depende la Econ del US) y Trump adolece de plan
post-neoliberal o anti-keynesiano.
Lo peor es que adolece de credibilidad interna y
externa y aun si gana
una guerra rápida contra Siria e Iran con ayuda de la OTAN e Inglaterra es
imposible que esa temporal victoria ayude a definir su re-elección. RU-China y
sus aliados están preparados para el contra-ataque inmediato.
Iniciar el WW3 es un suicidio para nuestra nación. El temporal chovinismo
nacionalista pro-WW3 y el efecto de la victoria temporal se disolverá pronto
aun si la Prensa oficial oculta nuestras
bajas y/o se corta el internet.
Con Trump no tenemos futuro asegurado y con la guerra
mundial menos aun. La
pandemia guerra mundial es peor que la pandemia corona-virus. Todos esperamos
su derrota electoral si no ocurre la guerra mundial y/o su renuncia inmediata. Si no lo hace pronto, su caída
posterior será peor: no tiene chances de
gobernabilidad si gana con el fraude actual. Trump generará el reino de caos
interno y eso desatara en una guerra civil interna de impredecibles
consecuencias.
….
….
WHO, CDC, and HSS all dropped the
honesty hammer today:
- WHO SAYS REST OF WORLD IS NOT YET READY FOR VIRUS SPREAD
- CDC OFFICIAL SAYS CORONAVIRUS PANDEMIC IS LIKELY
- AZAR SAYS U.S. MAY NEED UP TO 300M MASKS FOR HEALTHCARE WORKERS
And just like that 'complacency' is gone...
From "Extreme
Greed" to "Extreme Fear" in a week..
See Charts:
Fear and
Greed Index
So, rates, FX, and commodities were
right after all...
See Chart:
Year-to-date, gold and bonds are up
around 7.5%, stocks are down around 5%
See Chart:
Nasdaq briefly touched unchanged on
the year, all the other majors are now red for the year...
See Chart:
All European majors are now red for the year.
Will stock
investors ever learn? As Morgan Stanley's Chris Metli warned,
sentiment hasn't shifted... yet:
"...in conversations with clients yesterday and today it feels
like most discretionary traders want to look through the systematic supply and
any economic disruptions, and still don’t see a reason to deviate from the secular
growth trade. While the market will naturally follow the macro news flow, the fact that
investors haven’t become materially more bearish and there was not a full flush
of positioning makes QDS concerned about further downside moves and would be a
seller of rallies more than a buyer of dips."
Nasdaq broke below 9,000 and The Dow
tested down to almost a 26k handle.
See Chart:
All major US equity
indices tumbled through critical technical support levels. Dow and
Russell 2000 broke below their 200DMA, Nasdaq well
below its 50DMA, and S&P below its 100DMA...
See Charts:
“Those tech lines should matter -- it tells you the
psychology is changing,” said Mark McCormick, global head of
FX strategy at TD Securities.
“When markets are not trading on growth or fundamentals, a turn in
sentiment nearly always leads to a drawdown in the things that are overbought
and trading at a premium.”
The number of
NYSE-traded stocks that retreated in the past two days has
been the highest of the almost 12-year bull market... and worst breadth since
Sept 2000...
See Chart:
FANG Stocks crashed almost 10% from
last week's highs...
See Chart:
This was The Dow's biggest 2-day
drop since VIXmageddon in Feb 2018
See Chart:
The big banks have been clubbed like
baby seals, crashing over 10% in the last 3 days..
See Chart:
VIX exploded higher again, pushing
above 30 for the first time since Dec 2018...
See Chart:
US HY Corporate Bonds OAS credit
extended its losses as stocks caught down to their reality...
See Chart:
Credit spreads blew out in cash and
CDS markets...
See Chart:
Treasury yields were down around
5bps across the curve...
See Chart:
UST 30Y Yields extended the decline
at record lows, trading with a 1.78% handle!!!
See Chart:
The yield curve continued to flatten
dramatically...
The short-end is now pricing in 2.5
rate-cuts by the end of 2020...
See Chart:
The B-dollar drifted lower today
after two strange days...
See Chart:
Commodities were all lower today
(gold outperformed, but still fell), despite a weaker dollar...
See Chart:
And WTI tumbled below $50
See Chart:
Global Liquidity Proxy:, we note
that stocks have played catch down to the retreat in global liquidity...
See Chart:
We also note that Europe and US are
notably underperforming China since the Covid-19 crisis began to make headlines...
See Chart:
It is clear someone - cough, Xi,
cough - doesn't want their stock market going down...
See Chart: China is going up
And China's resurgence is all about leverage - outstanding
margin debt rose to a four-year high of 1.1 trillion yuan ($157 billion),
according to data compiled by Bloomberg... that won't
end well! [ Xenophobic wishfully thinking? ]
See Chart:
So, what happens next?
See Chart:
Nasdaq now vs. Nasdaq Y2K [Final collapse?]
….
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"It only takes one missing part to stop a line,"
See Chart at:
====
"No one knows how
long or painful this will be...”
WTI traded to a $49 handle ahead of
the inventory data, and tried hard to rally back above $50 after the data hit...
See Chart:
….
SOURCE: https://www.zerohedge.com/energy/wti-bounces-back-above-50-after-smaller-expected-crude-build
----
----
US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
Governments hate secession because itmeans fewer tax donkeys and businesses to tax and fewer
people to push around...
When the Soviet
Union began its collapse in 1989, the world witnessed decentralization and
secession on a scale not seen in Europe since the nineteenth century. [[ Secession is taken as synonymous of separatism ]]
This
period served as an important reminder that human history is not, in fact, just
a story of ever increasing state power and centralization…. But in spite of
many efforts by separatists worldwide, there have been few changes to the lines
on the maps.
This has certainly been the case in Europe and the Americas,
where from Quebec to Scotland to Catalonia to Venice demands
for independence have been met with trepidation and sometimes outright
threats of violence from central governments.
Countries Don't
Like to Get Smaller
This is partly due to the fact state organizations—that is, the
people who control them—have little motivation to give up the
benefits conferred by bigness. States that control larger
geographic areas and larger populations have greater ability to project their
power and get more power.
Totalitarian
States Require Bigness
This relationship between bigness
and state power has been illustrated in the fact totalitarian states are virtually
always large states.
Continued
Movement toward Smaller States
Continue reading at:
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Another intention of
COVID 19 revealed: Freedom of expression
cut. Open fascism?
All the official reassurances won't
be worth a bucket of warm spit..
====
“We've trained our eyes on [Bernie].
Something the rest of the field has failed to do eight debates prior and a year
in a campaign,”
====
"If we had a healthier economy we could
better withstand... But the bigger problem is that the Fed's cure is
actually worse than this disease,"
….
The US war with RU-China in the middle East
(Siria & Iran) is the biggest PIN
====
The
invented/exaggerated fear to COVID 19 became a shoot to the foot
“It’s all stopped...zero,”
====
"...corporate media’s
credibility keeps setting new lows, and they keep grasping for the same
increasingly blunted instrument of blaming
the All-American shitshow on Russia..."
====
Witness
testimony alleges spies discussed “kidnapping or poisoning Julian Assange in the
embassy” and staging it
as “an accident”.
====
The state has just $58,655 in
its rainy day fund...
====
...the U.S. public's confidence in elections is one of the worst of any wealthy democracy.
….
La democracia en US no existe: la mataron las fundaciones de millonarios
que compran votos. Hoy como nunca tenemos 2 grandes negociantes del fraude:
Bloomberg y Trump, plus la mafia
peodofila de los Clinton en el Pdo Dem. La democracia no existe, lo que tenemos
es Polyarchy (oligarquías controlando elecciones con reglas que ellos burlan
desde hace tiempo en forma descarada) 1ra vez que
tenemos candidatos Presid honestos como Sanders y E Warren que los están denunciando
y ganándoles la batalla. Merecen nuestro apoyo.
====
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
La
dictadura China es blanda comparada al US y su Economia es exelente
Big Brother’s on full display in China right now, but he could be on his way here before too long...
….
Rickards debió aplicar la dystopia de Orwell “1984” 1ro al US y luego a China pero se dejó ganar
por la pandemia política US conocida como Xenophobia. Le recomiendo lea el
articulo Bloodbath, la parte final refiere la
Econ China.
====
The WW3 PANDEMIC is more real & severe than COVID 19
“The threat of
a pandemic spreading around the globe
is a real one... A quick-moving pathogen has the potential to kill tens of millions of people, disrupt economies and
destabilize national security...”
====
...was the virus scare just the right 'crisis not to waste'?
====
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
====
ALAI ORG
====
RT EN ESPAÑOL
US impone sanciones contra 13 entidades en Rusia, China,
Irak y Turquía https://actualidad.rt.com/actualidad/344064-eeuu-impone-sanciones-13-entidades-rusia-china-irak-turquia Que Ley y Etica avala sanciones del US?
OMS en China: el mundo "no está preparado"
para enfrentar la epidemia del coronavirus
https://actualidad.rt.com/actualidad/344085-jefe-mision-oms-china-mundo-no-esta-preparado-coronavirus
Irán acusa a US . de PRO-guerra nuclear al
incorporar ojiva nuclear en sus
submarinos https://actualidad.rt.com/actualidad/344050-iran-acusar-eeuu-hacer-guerra-nuclear-mas-probable-ojiva-submarinos
Cacerolazo en Colombia en protesta por los
asesinatos de excombatientes FARC https://actualidad.rt.com/video/344108-cacerolazo-colombia-protesta-asesinatos-excombatientes-farc
Precandidatos demócratas asedian a B Sanders en debate
electoral en Carolina del Sur https://actualidad.rt.com/video/344100-precandidatos-democratas-asedian-sanders-debate-electoral
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
Liberal democracy is a lie - Assange
extradition hearing - Day 1 By
Craig Murray
QT: Should Journalists Be Punished For Exposing
War Crimes? By Caitlin Johnstone
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
Patrick Cockburn Julian
Assange Did What All Journalists Should Do
Manuel García, Jr. Climate
Change and Voting 2020
Jeremy Kuzmarov Anti-Russian
Xenophobia Reaches Ridiculous Levels
Scott Tucker Democratic
Socialism in the Twenty-First Century
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
Overt
Trump Regime Support for Al-Qaeda Offshoots in Syria, ISIS-Daesh Et Al are
Pentagon/CIA Proxies By Stephen Lendman,
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DEMOCRACY NOW
Amy Goodman’ team
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ASIAN NEWS
Press TV
- Over 42% of eligible voters took part in Iran elections: Minister
- Iran’s main bourse rising despite currency fall
- MI5 ‘does not trust’ Home Secretary Priti Patel
- Iran pres. orders national HQ to control coronavirus outbreak
- Pope slams Trump's Mideast plan as 'prelude to new crises'
- First Nations run out of patience with Canadian powers
- Amazon’s free shipping to Israeli settlements 'biased': Hamas
- Yemen unveils four indigenous missile defense systems
- Britain takes swipe at 'indecisive' EU as trade talk rancor grows
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