MAY 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 mania continues.
Stocks all rallied hard today after
yesterday's brief breather, but still, just look at Small Caps and Trannies
today...
See Chart:
Oh and because it was a Fed Minutes
day, stocks had to rally!
See Chart:
"Most
Shorted" Stocks surge out of the gate
again amid yet another squeeze...
See Chart:
FANG
Stocks rallied to new highs... again...
See Chart:
Bonds were bid...
See Chart:
Gold and silver were bid..
Though Silver outperformed gold once
again...
See Chart:
As The B-dollar Index tumbled once
again, falling to the low-end of its recent range once again...
See Chart:
Finally, If the entire world economy
is locked down and 325,700 die from a previously unknown virus but stocks
didn't really budge much... did it ever happen?
See Chart:
PROBABLY NOTHING...
See Chart: Dow Industrials then
& now
….
SOURCE: https://www.zerohedge.com/markets/stocks-bonds-gold-oil-pop-dollar-crypto-drop
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"The big risk is that people
are going to tire of this bullshit..."
Stocks know something... they must do right?
Remember, they're a discounting mechanism...
or some other such trite bullshit. They are nothing of the sort, as bond and
commodity markets and fundamental earnings expectations signal quite clearly...
SEE CHART 1:
SEE CHART 2
BUT "FEAR NOT..." echo
the halls of mirror and smoke vendors appearing on your education channels...
Tomorrow, some other drug trial will announce the person its testing its virus
on looks slightly happier, or a Central Banker will say something really market
supportive like: “We’ve got lots of money and we want to give it to you so
that markets don’t fall…”
There's just one thing (well a few, but let's focus on this one). As
Bloomberg reports, small options traders are bullish to a point that
signals trouble for U.S. equities, according to Sundial Capital Research.
“Last week, the smallest of options traders,
those with trades for 10 contracts or fewer at a time, opened a new
record of net bullish positions,” Sundial President Jason Goepfert wrote in a note Tuesday.
In comparison, very large traders, those with
trades of 50 or more contracts at a time, haven’t been betting so much on a
rally, he said.
That has widened the spread between small- and large-trader net bullish
positions to a record, with the gap jumping “like it did in 2008” in the past couple of weeks, he added.
SEE CHART:
All of which reflects on the buying panic by small millennial retail
buyers...
SEE CHART:
Extremes in the data have consistently led to poor market returns,
Goepfert wrote.
“The data from last week is disturbing,” Goepfert wrote.
“It clearly shows that the
smallest of traders, who tend to be the most consistently ill-positioned at
extremes, have gone aggressively long, in a leveraged fashion.
This has a strong tendency to lead to lower prices over the short to
medium term.”
But, as
Bill Blain summed up succinctly earlier:
"The big risk is that
people are going to tire of this B/S.
Bank analysts and big investors trying to look past the
vaccine/treatment noise, past the Central Bank puts, and focusing on
fundamentals all say the same thing:
Stocks are massively overvalued ahead of a
looming recession. Corporate bond yields need to reflect rising default risk.
Simple as. "
Trade accordingly.
….
SOURCE: https://www.zerohedge.com/markets/data-disturbing-extreme-options-sentiment-flash-red-light-stocks
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"Illinois does not deserve
a bailout. Its pension woes are of it own making and have nothing
to do with the coronavirus.Illinois
debt trades like junk, because it is junk..."
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WHO SAID THAT? I don’t think my favorite candi Mr. POTUS.. I
don’t imagine him promoting this type of divisionism… or they were divided
before?
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If
Kolanovic had a YouTube channel, he would promptly be banned for the heretical
idea that lockdowns not only did not help with the containment of the disease,
but lead to even greater suffering as a result of the "economic
devastation" they created.
SEE CHARTS:
To be sure, the lockdowns remained
in place "while our knowledge of the virus and lack of effectiveness of
total lockdowns evolved." However, at the same time, "millions of
livelihoods were being destroyed by these lockdowns. Unlike rigorous testing of
potential new drugs, lockdowns were administered with little consideration that
they might not only cause economic devastation but potentially more
deaths than COVID-19 itself."
Well, if Marko won't say it, we
will, or rather we will let Deutsche Bank say it, because
it hardly takes rocket surgery to extrapolate that the current cold war state
between the US and China has just one obvious outcome.
SEE CHART:
….
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
Our Polit problem consist on insult others= create more
prob. Focus on solutions instea
Johnson
says that he’s moving forward with the investigation because people "need to know the truth."
….
The truth is that our Nation don’t REPs nor DEMs. We need 3rd
Opt or Abstentio
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Unemployment is the effect of neoliberal collapse. We need a
post-neoliberal agenda
...the only thing missing from
Krugman’s latest fantasy is the beginning line, “Once upon a time...”
====
The poor & middle classes need support for the rich to
exist. Otherwise : Reb +Revolion
“When the people find that they can vote themselves money that will herald theend of the republic.”
….
The rich got QEs & Bailouts= trillions of USD. The poor only need
few bill, otherwise.. arms to survive. Not to defy the army nor police, but the
rich.
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ZERO DEBT is the right policy
to fight .. for millenials, the poor & middle classes
"Because
banks granted deferrals to pretty much everyone who asked for it, we have no
idea, outside of hypothesis, as to what’s going to happen from a credit
perspective."
….
The time has arrive to create small
banks: communal banks in municipalities and at district level… we don’t need
big crook bankers.. we need small banks that we can control ourselves. With 100 people ++ we can do it. I did create
Coops in small farms in Peru and in some emerges “saving deposits”= banks to
buy sugar, oil.. & other thing that comes from the city.. their prices went
up & up while the prices for quinua, meat & other products sell by
small farms was priced down by local authorities.. then emerges “peasant
strikes” : we don’t send our products to the local market if prices don’t go
up.. we got the support of truck owners.. otherwise we blocked the roads..
“Peasant strikes succeeded and also the communal banks” under the control of
their own savers. Here will be easy to do it too. The Amish has it and other
local org has it too.
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The privatization of the health system allow Pharma &
other corp to profit from CV-19
"This
is a staggering number..."
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A society is a system where the unity of differences has to
be preserved
By promoting liberty, not by calling for the death of
capitalism and the free market as we hear all too often. Economic freedom is most needed precisely
when we have to deal with a serious crisis...
….
IF one part of this system destroy other parts or take advantage of the others,
that part has to be reformed or suppressed . In our spending system the HEALTH IS SOMETHING
THAT IS NOT WORKING PROPERLY: ITS
PRIVATIZATION & LACK OF RIGHT GOVT MANAGEMENT.
In any system there
are 4 components : a-INPUTS (Nation, citizen situation); b-Dynamic Process; (where
the State and 2 types: investors in production & investors in speculation
are main players ; c-Outputs or effect s ; d-correction of outputs.
The main concern of our Govt is not the Nation health but the
private Corp who invest & profit from Health system (Trump was
involved in one of this Corp: there are reports on it. I did publish one).
The
Nation Health should be in the hands of STATE as own entrepreneur like in
European-Scandinavian Countries and in
China.
The private profiteers of health have different types of monopolies with
their own dynamic. The existence of such monopolies is
against FREEDOM. That need to be reformed or suppressed. Private &
Public interest must work hand on hand, no one at the expenses of the other.
That is Freedom: WE DON’T HAVE IT.
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The Fed has no clue how to implement
it. Clueless politicians want loan
forgiveness before loans are even issued... The Fed's "Main
Street" lending program is shaping
up to be an epic waste of time - and purchasing power.
In other words, it's a political and financial headache - even for the
Fed
The goal of the program is to give
cash to companies that are too large to get small business loans, but too small
to benefit from the Fed's other genius programs, like buying
junk bond ETFs.
The Fed's middle market "Main
Street" program instead allows companies to get
loans from banks, who turn around and sell up to 95% of the debt to the
Fed. In other words, the Fed is
hell-bent on becoming the world's worst counterparty.
SEE CHART:
FED Reserve
asset holding, in trillions (close to
$8= Recesion)
The move is part of a broader
response by the Fed, who initially sought to un-freeze credit markets after the
coronavirus pandemic started. According to former Fed chair Ben Bernanke, the Fed's biggest challenge
is now "making these programs work".
The Main Street program, which is a
result of discussions between Jay Powell and Steve Mnuchin, is open to
companies with up to 15,000 employees or less than $5 billion revenue. More than 19,000 companies had
between 500 and 15,000 employees in 2017 and they collectively employed between
30 and 40 million people.
The Fed has already modified the terms of the program to allow larger
companies and companies with larger debt loans to qualify.
SEE CHART:
“The Fed has now lending powers, not spending powers,” Powell
meekly concluded last week.
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The Defense Department should prepare to operate in a "globally-persistent" novel coronavirus (COVID-19)
environment without an effective vaccineuntil
"at least the summer of 2021"...
====
The duopoly system is obsolete: they obstruct & kill
each other. We need a 3rd option
Grand jury
materials are normally sealed, but federal rules let a judge authorize disclosure
for "judicial proceedings."
….
Nada, poquito o todo is the law of
rascals or truants.. at the end both work together and not for the
public-Nation but for their private interest according to correlation of
political force. DEMs & REPs are truans. Don’t vote
them.
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RESURRECTION OF OLD OLIGARCHY? Incredible!
Fannie
Mae and Freddie Mac’s regulator is proposing that the mortgage giants
be required to hold a quarter trillion in dollars in capital to guard against
losses.
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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
Pompeo is a real anti-semit: he loves holocaust=
genocide=war crimes & crimes Agst hu
Sanctions,
threats, "democratic transition" & charges of anti-Semitism...
….
We need a regime-change in the US
& we must start with Pompeo. Why=is pillo He loves oil from VEN & Iran..
that is why his threats & abuse’ intention
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Hong Kong belongs to China.. All eyes should be on our
dictatorship
This is not just about the
fate of millions of peaceful protesters, but about democracy,
reneged promises and a global
order that is shifting...
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LIVE China alone… We don’t need them, they don’t need as
partners, less as enemy
"This is China’s gambit to win the global tech
race"
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Hydroxychloroquine: La receta de Trump mato a
muchos en BRA
In other news, President Trump has reportedly decided to stop
taking hydroxychloroquine, according to Axios.
====
This is an old news.. but it is
worth to remember it
Doctors are documenting notable differences in the timing of
symptom onset and severity...
….
After sending
world wide the root-cause of the old
pandemia.. the chinese & French scientist decided to publish the
codes to produce vaccines and clean the old tests.. no point in keep in
it… as some in the US demanded.
RELATED:
The cases
illustrate the potential perils of restarting production amid the COVID-19
pandemic that has claimed more than 5,000 lives in Michigan.
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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
Blanca
Salinas: Electrosensibilidad es una
enfermedad ambiental
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ALAI ORG
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RT
EN ESPAÑOL
Los precios del petróleo Brent están en alza https://actualidad.rt.com/actualidad/353853-precio-petroleo-brent-wti-alza-marzo
U. veta declaración del Consejo de Seguridad que
condena injerencia externa en VEN https://actualidad.rt.com/actualidad/353821-eeuu-vetar-borrador-declaracion-venezuela-rusia
Fuerza Armada VEN escoltará en sus aguas territ la
llegada de buques petroleros iraníes https://actualidad.rt.com/actualidad/353836-fuerza-armada-venezolana-escoltara-buques-iranies-combustible
Venezuela ante la ONU: "EE.UU. no tiene un Jefe
de Estado, sino un gánster" https://actualidad.rt.com/actualidad/353817-embajador-venezuela-onu-afirma-eeuu
A científica US la despidieron por negarse a
"manipular" datos sobre el coronavirus https://actualidad.rt.com/actualidad/353801-cientifica-florida-afirmar-despedida-negarse
Palestina abandona los convenios con US e Israel y
los acusa de anexionistas https://actualidad.rt.com/video/353793-palestina-abandonar-convenios-eeuu--israel-anexionistas
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CROSS TALK https://www.rt.com/shows/crosstalk/
The Alex Salmond Show examines the
developing economics of the Covid-19 crisis, and asks leading economists Vicky
Pryce and George Kerevan whether a prolonged world recession is now inevitable,
and what new economic thinking will be needed to meet the challenges of the
post-pandemic age?
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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
-As NYC
Subway Closures Force Unhoused People into Packed Shelters, Advocates Demand
Permanent Homes
-“Stay
Alive, Stay at Home, Organize”: Rev. Barber Sets June 20 for Poor People’s
Digital March on DC
-Immigrants
Protest Demolition of NJ Public School for $750 Million Robert Wood Johnson
Cancer Center
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