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…..
====
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...
====
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...
====
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...
….
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.
….
====
RELATED 1:
You
can always count on the government
to take advantage of a crisis, legitimate or manufactured... This
coronavirus pandemic is no
exception...
====
RELATED 2:
The
world’s reaction to COVID-19 isalready
providing very strong hints of what our dystopian future will
probably look like...
====
RELATED 3:
Don’t tell the CIA, but the principal threats to our collective wellbeing are right here
where we live...
====
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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====
TRUMP
WEIGHS "ENFORCEABLE" QUARANTINE ORDER FOR GREATER NEW YORK, INCLUDING
CONN. & NJ: LIVE UPDATES
Interesting data here up to 3/28/20
It would be a major step...
====
Hospitals can now save money
It could be a breakthrough...
====
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...”
….
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
====
The majority of coronavirus cases in the county are under
50-years-old...
====
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.
====
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...
====
Too many people are lining up in support of government tyranny... the masses will wake up soon to what the government is doing...
====
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
….
….
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
====
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 patients, reported
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
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.
….
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..
====
Xenophobia must be penalized
will jell.. it breaks world solidarity to cope with CV
Trump committed the same
mistake.. but he retracted
====
The coronavirus story has
generated a number of major
subplots...
====
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."
….
Lee LAS UVAS DE LA IRA de John Steinbeck : Read:
"THE GRAPES OF WRATH" by John Steinbeck
====
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.
====
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...
====
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
====
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
Rosneft
anuncia el cese de actividades en Venezuela https://actualidad.rt.com/actualidad/347971-rosneft-anuncia-cese-actividades-venezuela
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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