martes, 4 de febrero de 2020

ND FEB 4 SIT EC y POL



ND  FEB  4  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


...debt, once used for warfare, is now being substituted for decelerating population growth and declining potential for economic activity...

In the chart below, the yellow line is the annual growth of the US under 65 year-old population versus US debt to GDP (blue columns in periods of flat or declining debt to GDP, red columns in periods of rising debt to GDP).  The two are clearly inversely correlated...debt, once used for warfare, is now being substituted for decelerating population growth and declining potential for economic activity (absent more debt/lower interest rates).
See Chart:
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Pandemia of bankruptcies has started:
"This will be a tough week for our team as we say goodbye to great colleagues and good friends." 
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Tesla lost as much market cap as Fiat Chrysler in under a few minutes.
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Despite GOOGL's demise, the exuberance in TSLA sent Nasdaq back to record highs today, shrugging off any anxiety over global pandemics, trade collapses, and the second-largest economy in the world basically closed.

But while stocks soared, bonds were not buying it...
See Chart:
Nasdaq  vs. 30Y Yield

Nor was crude (WTI traded back below $50)...
See Chart:

And finally, Yuan suggests this is far from over...
See Chart:
Nasdaq  vs.  Offshore Yuan

Retail is getting sucked back in...
See Chart:
Investor Movement Index  vs. S&P 500

So it's rug-pulling time for the big boys...
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Another CNY400 Billion net liquidity injection juiced China stocks...
See Chart:

European markets uniformly soared today extending Monday;s modest gains

And US stocks smashed higher at the open and largely trod water (except Nasdaq which kept pushing to record-er highs)...
See Chart:

For the second day in a row, a giant squeeze of the shorts at the open...
See Chart:
Most Shorted Stocks

TSLA's short-squeeze is beginning to be on par with VW's infamous move in 2008...
See Chart:

The B-dollar held yesterday's gains back into its tight range...
See Chart:

Yuan rebounded today after China's gigantic liquidity injection...
See Chart:
Offshore Yuan

WTI traded down below $50...quite a swing from the Soleimani killing and Iran missile strike highs...
See Chart:

And finally, we note that, just like during The Fed's Y2K Liquidity splurge, Nasdaq has rebounded right on time...
See Chart:
Nasdaq 1999 2001   vs.  Nasdaq 2019  - 2021
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Inflation-deflation the twins of neoliberalism, ambos crean los ciclos de recession del sistema, lo que uno destruye el otro lo reconstruye; they work hand on hand:
Deflation and investment funded by savings is a far better, natural economic environment than the false gods of easy debt and money printing...
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Deflation refiere la caida de precios y de salarios:  el valor de la moneda crece pero el consumo decrece.. por que? porque acumular es la 1ra ley del capital. Y esto es lo que origina el desempleo y el bajo consumo. Como salen del prob? Con los QEs & Bailouts y el recorte de taxes y /o la baja  del interest rate para estimular el consumo. (Reflation le llaman a esta fase Econ que precede otro ciclo de inflación). Para Keynesians como Paul Krugman la inflacion es muy necesaria para estimular el crecimiento del GDP (sus seguidores recomiendan un rate minimo del 2.5% de inflación, otros lo suben aún mas). Por que? Porque la baja inflación “discourages borrowing and spending and encourages sitting on cash” y eso agrava el problema “lack of demand”. Como buen Keynesian P Krugman recomienda estimular el gasto  “spending drives economic growth” y el gasto de los consumidores si importa, aunque no  tengan ingresos que lo avalen, basta que tengan tarjeta de crédito (la del papa si son estud). Lo mas importante es estimular el gasto del Estado, no importa que el Estado  gaste en construcción de armas de destrucción masiva y  en promover guerras abroad (eso es buen negocio para  las big Corp del  M I C asociadas al PENTA y NATO). Hay que estimular también el gasto de inversores en Teck moderna. Si a esto sumamos el NX (el positivo rate de Import y Exp via trade-pact con China y otros grandes (no importa con paises pequenios como Ucrania si permiten el chantaje y la extorción militar como la de Trump ). Estos gastos del esquema Keynesian (C* Gpvt+Inv + NX) si hacen crecer el GDP. No importa si todo esto implica “recession Economica”. La recesión también es buen negocio  de elites y “estimula el GDP”,  aunque no lo digan. Lo grave es:  crea la explosiva desigualdad de hoy tenemos  y que está a punto de estallar.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


How many times will he say the word "Iowa"?
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Iowa Delegates create a winner from, thin air, like USD. Maybe with USD

62% of precincts reporting
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IF FRAUD…  you can imagine what is coming in Nat Elect 2020.. IF happens
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Of course...
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Behind the app that delayed Iowa’s voting results is a dark money operation funded by anti-Sanders billionaires...
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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


Climate alarmist’s nomination triggers backlash...
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For Beijing, the opportunity cost of doing "whatever it takes" to preserve social order and stability is virtually nil, so expect the most unprecedented array of fiscal and monetary stimulus imaginable...
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Iran's judiciary claims he received a "big payment" from US intelligence.
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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

OPIN:  Un silencio nada casual  Atilio A. Boron
Opinión   El juego de la verdad  Carolina Vásquez Araya
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ALAI ORG

Venezuela   Guaidó al agua  Isaac Bigio
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RT EN ESPAÑOL

Guaidó, Soleimani y Oriente Medio: puntos clave del discurso de Trump en el Congreso  https://actualidad.rt.com/actualidad/342094-guaido-soleimani-medio-oriente-mensaje-trump
"Ha revelado la tortura y podría ser torturado hasta la muerte":  ONU habla sobre el montaje judicial cont Assange  https://actualidad.rt.com/actualidad/342017-relator-onu-torutura-investigacion-caso-assange
Pelosi rompe una copia del discurso de Trump justo detrás del mandatario (VIDEO) https://actualidad.rt.com/actualidad/342091-pelosi-rompe-discurso-trump-video
El incómodo momento en el que Trump evita darle la mano a Nancy Pelosi (VIDEO)   https://actualidad.rt.com/actualidad/342086-incomodo-momento-trump-mano-pelosi-video
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Peter Harrison  Re-Contextualizing Fascism
Robert Hunziker  A Radical Call To Action
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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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