domingo, 3 de mayo de 2020

MAY 2 20 ND SIT EC y POL



MAY 2 20 ND 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

THE COLLAPSE OF US NEOLIBERAL ECONOMY  IS REAL
THE ECONOMY IS AT ZERO  GDP & IT WON’T GO UP
WE NEED A POST-NEOLIBERAL AGENDA
WE NEED SOCIALISM  WHERE PRODUCTIVE CAPITAL
AND LABOR WORK & GROWTH HAND ON HAND
READ THIS AT:
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How multi-billionaires run their business?  Here you will see it:
"I think there are certain industries, and unfortunately, I think that the airline industry, among others, that are really hurt by a forced shutdown by events that are far beyond our control."
 Highlight: "The value of certain things have decreased," Warren Buffett says. "Our airlines position was a mistake. Berkshire is worth less today because I took that position... There are other decisions like that."
LISTEN VIDEO:

Asked by CNBC’s Becky Quick to clarify if Berkshire had sold all of its airline holdings, Buffett answered "yes" and explained: “When we sell something, very often it’s going to be our entire stake: We don’t trim positions. That’s just not the way we approach it any more than if we buy 100% of a business. We’re going to sell it down to 90% or 80%."
 “The airline business -- and I may be wrong and I hope I’m wrong -- but I think it’s changed in a very major way,” Buffett said. “The future is much less clear to me.” 
 “If we like a business, we’re going to buy as much of it as we can and keep it as long as we can,he added. “And when we change our mind  we don’t take half measures.”
His comments Saturday afternoon came after Berkshire reported a $50 billion Q1 loss and only nibbled at equities during the violent stock market rout in March, mostly on his investment portfolio, even as the conglomerate’s cash stockpile rose to a record $137BN (more net cash than AAPL has) and up $10 billion from the $127 billion it reported at the end of 2019.
See Chart:

As we reported earlier, the company spent just $1.8 billion buying stocks and just $1.7 billion repurchasing Berkshire Hathaway shares during the first quarter of 2020, suggesting not only that Buffett could not find any of his hallmark bargain, value opportunities in the market sell-off, which took the S&P 500 down more than 30%, but that Buffett sees the current market rebound as nothing more than a dead cat bounce as he prepares to snap up the real bargains after the next crash.

Explaining why he didn’t repurchase more Berkshire Hathaway shares during the sell-off in the first quarter, Buffett said "the price has not been at a level where it really feels way better to us than other things, including the option value of money, to step up in a big way." Which is a long way of saying it remains too expensive.

Worse, explaining why he still hasn't made a major acquisition despite the recent 35% drop in the market, the billionaire investor said "we have not done anything because we haven’t seen anything that attractive," adding that "we are not doing anything big obviously. We are willing to do something very big. I mean you could come to me on Monday morning with something that involved $30, or $40 billion or $50 billion. And if we really like what we are seeing, we would do it."

The fact that he hasn't done it yet means one thing: Buffett, or rather the banks that advise the soon-to-be-90 year old investor are convinced that a next leg lower in stocks is coming, and he should conserve his 'dry powder' for when it comes.

TRANSLATION: according to none other than the most admired investor in the world, the Fed's unprecedented bailout of capital markets has not only disconnected prices from fundamentals but has led to a market so overvalued that there are still no bargains despite the recent crash (and subsequent dead cat bounce).

And, if the bulls are unlucky, the selling could be the catalyst for the next major market drop... which would of course be delightfully ironic if Buffett's own actions CATALYZE THE CRASH THAT HE HOPES TO BENEFIT FROM AND FINALLY PUT HIS RECORD CASH HOARD TO USE.

[ SO SIMPLE : 2+2= 4..  NOT 5. The billonaires are realist. they don’t play Utopia  nor dystopia. They don’t care for our NATION  -much less- for the poor and middle classes. FDR knew it  & confiscate their gold  & banks cash. FDR belong to upper-class, we don’t, but we do know other means better than the guillotine of the French Robespierre: armed revolution. So, we have to go for it: org cells ++.  Our life depend on it. Get the army & police with you, not against you. They may sell arms to you & some of them will join  you. It happens in many countries of the world and it will happen here too. ] 
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...a future resurgence of COVID-19 seems the most likely outcome. It’s the scenario many experts warn us to expect, and not just any experts but the ones who’ve been most accurate to date... an early 1980s–style double-dip recession.
Reason #1: This is a “double-recession.”
Reason #2: Pandemic-related business costs could last for years.
Reason #3: The Fed only had two bullets in the interest-rate chamber (the two March rate cuts).
Reason #4: Bankruptcies could be more severe than in any other post-WW2 recession.
Reason #5: Meet the zombies—next generation.
Reason #6: Inflation risks are unusually high for a recession.

Why this isn’t the worst economy since the Great Depression
I have six reasons, once again, the first three of which compare 2020 to 2008.
Reason #1: The big-4 “home” risks—home prices, home mortgage debt, home building and home equity extraction—are relatively nonthreatening.
Reason #2: Sterilization? What’s that?
Reason #3: Banks have more capital than they did in 2008.
Reason #4: Some areas of the economy are seeing stellar demand.
Reason #5: Furloughs, not layoffs.
Reason #6: Helicopter money!
CONCLUSIONS
If their prediction proves accurate, the economy should perform better in 2020–22 than it did in 2008–10, for these reasons:
  • With a COVID-19 resolution in the summer, the housing market would be in far better shape than it was in 2008.
  • The financial sector would recover relatively quickly—banks would still be cautious but not as cautious as they were during and after the Global Financial Crisis.
  • Many depressed businesses would bounce back at least partially and rehire furloughed employees.
  • Some businesses boosted by the pandemic would continue to thrive.
  • Exiting the recession, household spending power would be unusually strong, thanks to the recession’s short duration as well as generous government handouts.
In other words, a future resurgence of COVID-19 seems the most likely outcome. 
Where does that leave the economy?
 If future COVID-19 waves prove as dangerous as the first wave, the recession could be an early 1980s–style double-dip. But other possibilities are less severe.  For example, medical discoveries could make the virus less risky, restoring confidence in normal business activities. (Note that Dr. Fauci was citing “quite good news” on remdesivir trials as I write this.)
So the possibilities run from one extreme to the other. We need to be ready for anything, unfortunately, from a mid-2020 rebound to a prolonged crisis more severe than any since the Great Depression.
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"We’ve never seen the phenomenon of simultaneously higher equity prices and ashift higher in the VIX curve without a state of hyperinflation."
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"We expect policymakers to target and applaud mid-single digit inflation, which, combined with interest rate suppression, will be the only way to outgrow the mounting debts. "
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"...the market that never stops rising has finally met its match..."
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

LOCKDOWN  POLICIES negate the essence of human: its social beings: conscience base
...governments that is!

I have tried just about everything in these pages to induce politicians to see that they are pushing the worst policies since at least the New Deal and are not going to get reelected if they continue their lockdown policies, which could end in bloody revolt if the power or another essential system goes out"GO BUY GUNS FIRST" - JOHN MCAFEE WARNS GOVERNMENTS "ARE DECEIVING YOU" ABOUT VIRUS 
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"Wild scenes?.."  NO .. REAL ONES 
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The state-imposed restrictions are violations
of the preferences of many individuals
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Are we ready for WW3?  FALSE. Only the rich, d 1% have bunkers.. we don’t
"I, DONALD J. TRUMP, President of the United States of America, find that foreign adversaries are increasingly creating and exploiting vulnerabilities..." 
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Only the rich have big power machines in their houses.  IF WW3 comes the nukes will blow up the electric power Grid that Trump is fixing. Peace w need
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'The dossier also references work done by the team to synthesise SARS-like coronaviruses, to analyse whether they could be TRANSMISSIBLE FROM BATS TO MAMMALS.'
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The virus is the excuse to automate plants and eliminate jobs.
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"I believe there’s a virus, but we have bird flu and pneumonia and I’ve had several shots..."
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"I am truly sorry to say, Remdesivir is probably worthless, and we are seeing some fascinating drug company shenanigans."
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"You can't say you believe women and then take it all back because it doesn't apply to you."
The picture below show that Hypocrats & Democrats are d same Yest &Today: Both BIDEN-KAVANAUGH  treat women like toilet paper. Don’t vote Dem-Reps
SEE PICTURE
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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

"It gravely interferes with China’s internal affairs and deeply hurts the feelings of the 1.4 billion Chinese people..."
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The harsh conditions caused by COVID-19
have sparked prison riots across the world...
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US admits key part of Trump's peace plan - "the path to statehood" is not an essential condition...
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Musk’s fantasies about colonizing Mars and selling seats on orbital space flights proved a very effective cover for the corporation’s core military applications.
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Associated Press reveals explosive details of bizarre rogue operation resembling a cheap 'Cuban Bay of Pigs-style' fiasco...
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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

Guaridas fiscales   QUE PAGUEN LOS RICOS   Miguel Urbán
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ALAI ORG

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RT EN ESPAÑOL

FMI asegura que la pandemia ha tenido "un impacto devastador" en Ecuador https://actualidad.rt.com/actualidad/351978-fmi-pandemia-impacto-devastador-ecuador
Multimillonarios logran 282.000 millones con la pandemia  https://actualidad.rt.com/actualidad/351971-eeuu-multimillonarios-enriquecerse-coronavirus
Un estudio vincula la falta de vitamina D con mayor riesgo de morir por CV-19   https://actualidad.rt.com/actualidad/351908-estudio-vitamina-coronavirus-mortalidad
Aunque el Califato ya no existe, el Estado Islámico sigue asesinand   https://actualidad.rt.com/opinion/alberto-rodriguez-garcia/351762-califato-estado-islamico-asesinatos-recientes 
solidaridad cubana: la evacuación de turistas del crucero británico con casos de CV  https://actualidad.rt.com/video/351955-gesto-solidaridad-cubana-evacuacion-turistas-crucero
US registra 30.000 nuevos casos y más de 2.000 muertos en un día  https://actualidad.rt.com/video/351859-eeuu-registra-30000-nuevos-casos-2000-muertes
Por qué Trump 'vende' el cuento de que su gestión anti-CV  ha sido un "éxito"   https://actualidad.rt.com/opinion/eva_golinger/351635-trump-vender-ciudadanos-exito-gestion-coronavirus
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- The Defeat of Bernie Sanders  By Donald Monaco
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Matthew Johnson  Trumpism Is the Real Virus
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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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