viernes, 22 de mayo de 2020

MAY 22 ND SIT EC y POL



MAY 22 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


"There is a long, documented history of retail investors chasing a handful of story stocks and then getting burned."
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Yesterday, we showed how as a result of the boycott of capital markets by institutional and systematic investors, who have refused to ride the bear market rally higher by keeping their net bullish exposure near decade lows...
See Chart:

... resulting in markets that remain extremely illiquid, with futures liquidity only recovering to its 22nd percentile, while single-stock liquidity remains below Dec-2018 levels according to Goldman...
See Charts:

.. retail investors have effectively "taken over the market." This took place as armchair daytraders plowed their government stimulus checks into "securities trading"...
See Table:

... which resulted in an explosion of daytrading on "zero cost" platforms like Robin Hood, and more recently, all other online brokerages.
See Chat:

Bloomberg also picked up on a chart that we showed from Goldman yesterday, demonstrating that the "fingerprints of tiny investors are all over the options market" where as we noted yesterday, trades consisting of just one contract now account for 13% of total volume
See Chart:

The chart below shows the top 1% dumping as the market falls entering recession. Of late, we can see that selling has happened in spurts by the top 1%. It's precisely this selling by the 1% that is also happening right now, with BofA pointing out that "smart money" have been dumping stocks for 6 consecutive weeks.
See Chart:

Meanwhile, for the bottom 90% it's just the opposite: the vast majority of unsophisticated retail investors start to chase momentum at the worst possible time, as they buy stocks en masse just as a recession begins, which in turn craters the market. In the Goldman chart below, we can see that the share of equities owned by the 90% jumps just as recession begin.
See Chart:

This is precisely what is going on right now: in laymen's terms, the rich are dumping their stock to the poor. The technical term is "distribution."
And when it comes to other signs of both recession and "dumping to the bottom 90%" as of late, there's plenty.
"There is a long, documented history of retail investors chasing a handful of story stocks and then getting burned,” said James Pillow, managing director at Moors & Cabot Inc. "We humans love a good narrative. I cannot imagine this time around ending any different."
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"The global policy response to the rapidly unfolding coronavirus crisis has been substantial, in many ways unprecedented."
SEE CHART:

According to DB, the US has responded the most aggressively to date, with the amount of QE purchases implemented and new credit facilities announced accounting for around 55% of all measures across the G20 and 60% of the $4.5trn increase in G10 central bank balance sheets
SEE CHARTS

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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


It had been hoped that the unemployment numbers would begin to normalize once states began “reopening” their economies, but so far that is not really materializing...
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The alliance is wide and inclusive...
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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

"The mystery of the origin of the
South Atlantic Anomaly has yet to be solved."
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Some of these rivals include small Chinese chipmakers, presumably working with tech stolen from the US and Taiwan...
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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:

Chile:   HAMBRE   Manuel Acuña
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ALAI ORG

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RT EN ESPAÑOL

OMS advierte: Sudamérica será "el nuevo epicentro" de la pand CV
VEN ordena "tomar posesión de DirecTV” y restituir el servicio   https://actualidad.rt.com/actualidad/354043-justicia-venezuela-posesion-directv-restitucion-servicio
1ros ensayos de vacuna china muestran que es segura y capaz de crear anticuerpos N https://actualidad.rt.com/actualidad/354089-primeros-ensayos-vacuna-china-coronavirus-segura-generar-anticuerpos
Bolsonaro llama "mierdas" a gobernadores y alcaldes que imponen  cuarentenas  https://actualidad.rt.com/actualidad/354083-bolsonaro-mierdas-gobernadores-cuarentenas-pandemia-coronavirus
"¡Vaya cinismo!": fue respuesta del canciller de Ven al tuit de Pompeo que culpa a Mad
Advierten que 220 mill de pers del mundo n riesgo por beber agua contam con arsénico https://actualidad.rt.com/actualidad/354033-mapa-avance-arsenico-aguas-subterraneas-peligro-mundial
Científicos rusos se inyectan vacuna contra el  CV y revelan resultados negativos  https://actualidad.rt.com/actualidad/354044-cientificos-rusos-inyectan-vacuna-coronavirus
Confirman:  campo magnético de la Tierra se debilita y afectaría  América del Sur   https://actualidad.rt.com/actualidad/353975-campo-magnetico-debilitarse
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It appears a new Cold War is in play – this time waged against China. What are the terms of engagement? What does it mean to win? And is an all-out war possible? How did the US and its allies find themselves in this situation?
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New Covid-19 hotspots are emerging around the world as Brazil’s case count continues to explode. This comes as markets are just beginning to rebound in the United States, but will this rally hold? We take a look at the state of stocks amid the virus and the state of US-China relations. Plus, the US Federal Reserve has played a major role in the recovery process, but what does the future hold for the central bank? We bring you insight from former US congressman and author of ‘End the Fed’, Dr. Ron Paul, and his outlook for the long road to economic recovery
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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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