sábado, 28 de marzo de 2020

ND MAR 28 20 SIT EC y POL



ND  MAR 28  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


"Are we past the bottom" and "has a new bull markets started." 
Let's face it: after the fastest bear market crash in history, which saw the S&P500 tumble 35% from an all time high in less than a month, a faster and more chaotic decline than the crashes of either 1987 or 1929 which set off the Great Depression, culminating with the S&P500 hitting its lowest level since 2016 on Monday...
See Chart:

... this however was followed by the fastest "bull market" in history (as the WSJ declared), with the S&P surging 21% in just four days after the Fed used not a bazooka but a "nuclear bomb", only to be followed by another near-limit down plunge on Friday...
See Chart:

.. nobody knows what is coming next, as policy makers literally throw everything - some $12 trillion of everything so far to be precise-  in hopes of avoiding a second Great Depression, if not for the economy then certainly for stocks.

Kostin adds that from a historical perspective, if the worst is indeed behind us, it would mark the fastest and most volatile bear market decline on record, while as noted at the top of the post, the mere 23 trading days between the equity market peak on February 19 and the hypothetical trough this past Monday would mark the fastest peak-to-trough bear market on record.
See Chart:

Alas, the bear market is hardly over because since the middle of the 19th century, the median bear market has taken 17 months to decline from peak to trough, and none has made the trip in fewer than three months. However, history also shows that bear markets are often punctuated by sharp bounces before resuming their downward trajectory. For example, looking at the last great global capital markets crash, "between September and December 2008, the S&P 500 experienced six distinct bounces of 9% or more, with some rallies as large as 19%, during the course of between one and six trading days."
See Chart:

There is one more factor to consider: the effective and indefinite shutdown of the what has been the single biggest source of stock buying for the past decade: buybacks.
See Chart:
Who is buying equities? …Corporations

Unsurprisingly, cyclical sectors usually outperform coming out of bear market troughs. Although no S&P 500 sector has a perfect hit rate of outperformance in three-month windows following market troughs, the Info Tech, Materials, Industrials, and Consumer Discretionary sectors have outperformed most frequently. Utilities and Consumer Staples have almost always lagged.
See Table:

Finally, from a factor perspective, small-caps and anti-momentum laggards have outperformed following each of the eight troughs in the past 40 years. In general, during these periods “high quality” stocks with strong balance sheets and high returns on capital underperform, while Value stocks typically lead.
See Table:

Which means that if there are still any value investors left out there after the unprecedented devastation their P&L has gone through in the past decade...
See Chart:
Growth vs value  vs, RIP “Value Investors”

.. they may finally make a buck one of these years.
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SHORT NEWS ON ECONOMICS:
Nearly $100 billion in liquidity was drained from banks in the past week; is there any wonder that the interbank dollar squeeze as indicated by the FRA/OIS continues?  Read more comments and See Chart:
... after the Fed announced the launch of a Commercial Paper and Money Market backstop facility, but has since continued to blow out and has blown out well beyond the wides reached during the financial crisis.  See Chart
Nearly $100 billion in liquidity was drained from banks in the past week…..
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THE PACE AT WHICH COVID-19 IS CHANGING LIFE IN AMERICA IS ABSOLUTELY BREATHTAKING  To whom?.. to the super-rich profiteers of CV.. of course 
... the path at we were on doesn’t lead anywhere good...
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

Don’t tell the CIA, but the principal threats to our collective wellbeing are right here where we live...
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WHY THE FIGHT ON COVID-19 DOESN’T  WORK?
Hugo Adan  March 28, 20
Based on:
New York's coronavirus death toll rose to 519 on Friday, up from 385 the previous day...
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WHAT DOESN’T WORK? 
1. The lock-down people inside home doesn’t work. It won’t work & will never work (even if military put a padlock in the entrance to the house) 
a. because they are consumers & need to go shopping;
b. because they are social being  & need communication with neighbors;  
c. Because freedom is the essence of our society  & canceling degrees of freedom  is Agst Law & Constitutional mandates.
D. Because military people are humans and if they are not affected by free air outside,  neither inhabitants of a house are.
SO,if you lock-down one,  you should  lock-down the other one too. Start with them, because the police & military are less humane than kids & mothers in a house.
 2. Tell me about the limits to your freedom you could accept and I will tell you who will take advantages & profits from the dances of submission you play.  
This is a problem of double contingency  (two main different players with different views and interest) as N Luhmann stated in 1984.  
I will go back to the 4 reason why the Govt fight on CV is either fake or futile.
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RELATED 1:
You can always count on the government to take advantage of a crisis, legitimate or manufactured... This coronavirus pandemic is no exception...
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RELATED 2:
The world’s reaction to COVID-19 isalready providing very strong hints of what our dystopian future will probably look like...
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RELATED 3:
Don’t tell the CIA, but the principal threats to our collective wellbeing are right here where we live...
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RELATED 4:
Monitoring the populace through invasive technology tools will erode whatever freedoms people of the West have left and risk ushering in a more permeant dystopian... 
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Regarding:
I will go back to the 4 reason why the Govt fight on CV is either fake or futile.
I will send it next week
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It would be a major step...
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Hospitals can now save money
It could be a breakthrough...
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THE FED CAN'T FIX WHAT'S BROKEN  [of course… they are part of the problem ]

"The biggest risk in the coming recession is the potential depth of that clearing process...”
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The attempt to cure the evil by the very means which brought iI about is not only a misdirection policy, it may be a complete intentional farce.  If proved, that will be criminal inefficiency.  If WW3 comes after CV, that will be d prove
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The majority of coronavirus cases in the county are under 50-years-old...
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Trump is sending of $1,200 in checks to millions of Americans. Open:
President Trump signed the CARES act, authorizing the sending of $1,200 checks to millions of Americans.
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Mr. Presis: Call me to stop this type of news:  215 285 7235. I need 1.9 m urgently
And not only could Trump benefit from such a break,
so could those close to him...
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Too many people are lining up in support of government tyranny... the masses will wake up soon to what the government is doing...
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The debt burden is about to explode.. USD is isolated worldwide.. became virus in Quar

"If getting us into $6 trillion more debt doesn’t matter, then why are we not getting $350 trillion more in debt so that we can give a check of $1 million to every person in the country?" Stupid exaggeration convert this into dystopia
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Trump is going to send 12 hundred to Mill of US Citizens and that is good intention, but is not even enough for the middle classes (the upper M-C and the rich must be excluded  because policy-ethics) .  The poor must receive 10 Th for 10 months & the lower M-C  5 Th  for 5 Months.. that will be a real help to the needed people and a real way to palliate current crisis. That will be also a way of converting this people in real consumers. Spending drive Economic growth said  Keynisian economist then they can contribute to Econ development. It is not a matter of given ‘limosna’ to consumers.. it is a matter of converting into agents of change. They have been forgotten  with very low salaries, this is time to patch up such negligence. Thank Trump for your good intention... Go ..Go up
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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

CV used to impose terrorist dictators worldwide:
South Africa's 57 million people entered into a Martial law-style lockdown for three weeks starting on Friday, a move by the government that would hopefully flatten the pandemic curve and slowdown infections, so the hospital system does not become overwhelmed by virus patientsreported AFP. 
The country's Department of Health announced two COVID-19 deaths to end the week, with total confirmed cases above 1,000. South Africa has administered 20,000 tests so far, as officials fear the outbreak could be much more extensive than previously thought because of the lack of test kits
With South Africa now at war, not with a neighboring country but rather a virus that is starting to ravage its population, here is what the battlefield looks like, courtesy of Twitter:
This is absolutely horrific, a soldier assaulting citizens with the pretext of fighting against  #COVID19 #COVID19SouthAfrica #SouthAfrica
South Africa only unleashes the army when it’s needed!. And when they do, they kill in the name of fighting under  #covid19 #stayhome #southafrica
According to Bloomberg:
South Africa's military has begun enforcing a #coronavirus lockdown, which includes bans on alcohol sales and even dog-walking.
Over 1,000 #COVID19 cases and only 2 deaths have been confirmed
….

[ We hope that this african model is not copied in the US and other countries. What is being spending in military-force can be invested in the heal h of any country ]
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Drastic measure to be among the most comprehensive 'total lockdowns' any country has yet taken to halt the spread of the virus.
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RU is one of less affected in Europe by CV..so it may not be this virus but the other one : WW3 .. that they want to prevent. If so, it stand to reason..
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Xenophobia must be penalized will jell.. it breaks world solidarity to cope with CV
                Trump committed the same mistake.. but he retracted
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The coronavirus story has generated a number of major subplots...
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Recession’ solution requires a lot of human solidarity.. not isolation nor xenophobia

"If we are already starting to match Great Recession statistics, that means we are on pace for the modern record." 
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Lee LAS UVAS DE LA IRA de John Steinbeck :  Read: "THE GRAPES OF WRATH" by John Steinbeck
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France & US got d ‘codes’ to create vaccines from China & for free. They must gave free
The French government is arguably helping Big Pharma profit from the Covid-19 pandemic...  It happens in the US too.
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All assets transferred to a company fully owned by Vladimir Putin's government, with a company statement framing the move as key to protecting shareholders’ interests...
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

- Drastic Measures Key to India's Low Coronavirus Toll Compared to US, Europe CV  not only used  to cover dictator regimes. It also go hand on hand with State terrorism.
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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

China-US    TRUMP, A DOS MANOS   Xulio Ríos  
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RT EN ESPAÑOL
Bolivia solicita ayuda a varios países para contener la pandemia de coronavirus https://actualidad.rt.com/actualidad/347987-bolivia-solicitar-ayuda-paises-contener-pandemia-coronavirus
Bolsonaro compara el coronavirus con las muertes por accidentes de tránsito   https://actualidad.rt.com/actualidad/347923-bolsonaro-coronavirus-van-morir-siento-asi-es-vida
Rusia trata a pacientes con coronavirus con un medicamento contra la malaria  https://actualidad.rt.com/actualidad/347942-desarrollar-rusia-metodo-tratar-pacientes-coronavirus-medicamento-malaria
Astronauta italiana: "La comunicación ayuda a resolver problemas de aislamiento"  https://actualidad.rt.com/video/347956-astronauta-comunicacion-ayuda-resolver-problemas-aislamiento
Argentinos  y VEN  varados en Perú piden ayuda para ser repatriados   https://actualidad.rt.com/video/347960-argentinos-varados-peru-piden-ayuda-ser-repartidos
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

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