JUN 12 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
Now we're hanging in mid-air, realizing there is nothing solid beneath our feet.
According to the fairy tale, Apple's rise in value from $400
billion to $1.4 trillion is based on higher operating earnings, i.e. profits.
But if we look at Apple's operating earnings (see chart below), we see that
they've been flat for years. So why is Apple worth $1
trillion more than it was a few years ago if profits haven't risen, much less
tripled?
The answer
is financial engineering: Apple sells bonds that pay a paltry rate of return
and then uses the proceeds from this debt (and most of its actual profits) to
buy back its own shares--an astounding $338 billion over the past 7 years.
But look at
the return on this legalized fraud: $338 billion added $1 trillion
in "value" which can be sold by
insiders to greater fools who believe the fairy tale.
SEE CHART:
Continue reading at:
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In the
end, that "gamma neutral" level in the S&P at 3,046 which
we highlighted earlier, proved too much
for the bulls...
See Chart:
... with
stocks failing to rise above it after a curiously diagonal overnight levitation
faded in early trading, followed by a subsequent bounce that got just shy of
the neutral line before drifting lower for the rest of the day.
See Chart:
Stocks were looking ugly, with
the ES below 3,000 when another 3:30pm ramp saved the S&P, as stocks ramped
higher with barely any red candles in the last half hour of trading.
Besides gamma, what else drove
Friday's market? Although it’s unclear exactly what’s led to today's
rollercoaster moves that saw the Dow surge more than 800 points before sliding
in the red and recovering some of the gains, several headlines weighed on the
markets in early trading:
- WHO Director-General Tedros said the pandemic is escalating globally and the virus will wreak more havoc.
- The CDC said that if cases go up again dramatically, mitigation efforts as seen in March may be needed again.
- Florida Covid cases rise 2.8% vs pervious 7-day average of 2.0%
- The Fed said in its semi-annual report to Congress that the economic damage from the recession may be "persistent" as a collapse in consumer demand could bankrupt many businesses, and there’s uncertainty about future demand and productivity as firms shift production processes, which could lead to lower wages
In any case, there was no
coherent market catalyst in either direction, which is
probably why the VIX gyrated just as wildly, rising as high as 44 from a
session low of 35 before trying to find a resting place somewhere in between.
See Chart:
One
reason for the persistent volatility in the market is that it remains painfully illiquid as the
following indicator shows: the turnover associated with a 1% range in the
S&P's 40DMA is near the lowest on record.
See Chart: Market Liquidity
The volatility led to some
amusing intraday incidents such as this tweet from Reuters: "We are deleting a video saying Wall Street had bounced back
on Friday, which went out after stocks had turned negative."
And speaking of early
surges, the divergence
between the day and night session has exploded, and is now the widest it has
been since the start of May as a result of Thursday's daytime rout even as
overnight sessions remain largely upward bound.
See Chart:
While some have suggested that
Thursday's market rout was reminiscent to the start of the March puke, one
place where it differs is the apparent lack of a funding shortage: FX basis
swaps trade at levels suggesting that dollar-funding pressures are missing for
the time being, which is largely thanks to the expanded swap lines announced in
March between the Fed and most central banks. As
Bloomberg's Ye Xie writes, the lack of funding stress has "cut off the
vicious feedback loop between stock declines and funding stress" which is
good news for now, assuming the dollar doesn't spike in the coming days.
See Chart:
Curve moves: While stocks gyrated
wildly in the past three days, rates have been a sea of tranquility by
comparison, and after the 10Y hit 0.95% last week, it has drifter lower along
with much of the curve, closing around 0.70% on Friday in a dramatic flattening
of the yield curve, which incidentally comes just as most sell side desks start
pushing for steepeners as the 10Y approached 1%.
See Chart:
Finally, while the broader market gyrated in a rollercoaster of illiquidity,
one place where there was never any doubt was in Robinhood where the 20 biggest
intraday moves were all additions... appropriately enough with bankrupt Hertz at the very top.
See Table:
….
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
Five times
in the last ninety years,elements of the U.S. power structure have tried to
oust a sitting president without an election... Two attempts succeeded and
three failed... so far.
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Empirical
and anecdotal evidence shows that Antifa is, in fact, highly networked,
well-funded and has a global presence. It has a flat organizational
structure with dozens and possibly hundreds of local groups.
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We need a radical change: dismantle of war mongers. IF Rev needed. It
won’t begging
Defunding
will only invite more, and bigger, problems...
….
REV are fought
with life.. they will never be begged
====
"The message is clear: Black lives only matter when whites take them."
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Dawn with the immoral Pharma
business with COVID-19
...what
is assiduously avoided at all cost
is any reference to our most potent defense against any
virus; our body’s natural immune
system.
====
Work incomplete.. this will
make them to behave more aggressive Agst
our Nation
"The speaker has shown there’s a billion dollars to cut."
….
Few rotten
apples will damage the whole basket
====
Cut military budget to create a
State sponsored Health System . Follow G-Ch example
...for
crying out loud... what is this
clown Gottlieb doing warning about dangers in Texas? ...grooming the sheeples to keep the
Killer COVID narrative alive and themoney
and legal immunities flowing to the drug companies...
….
We don’t need more
weapons & wars abroad.. we already contaminate the world environment to the
point of no return.. Wars will bring quick & more devastating pandemics
. We don’t need private system, we need
a Public one to prevent the effects of
the coming pandemics.AMERICAN LIVES MATTERS!
====
We suspect on any Pharma
vaccine not been tested & published. Who? When? Were?
COLORADO
BILL REQUIRES "RE-EDUCATION" FOR PARENTS WHO REFUSE THE COVID-19
VACCINE [ Colorado
politicians may ‘requires’ money, that is why their policy ]
The
bill forces all doctors and
medical staff to give vaccinations with no exemptions, even if they
are in a situation where they believe it would not be in that child’s best
interest...
….
Colorado politicians
may requires ethical ‘re education’
too. The dirty private business
with the COVID-19 is something that most American people distrust & detest. SO, a minimal ethical decency is
required when dealing with this topic.
====
The ‘saintification’
of the police in process: they didn’t touch the man in a coma
“Go ahead wreck it!”
….
The ‘satanization’
of the protesters was expected in our press-titute
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Cheap philosophy: rebellion is a self-suicide
"The negative early-stage
impacts on minority-
and immigrant-owned
businesses..."
====
We need a new America.. a
post-neoliberal one.. a radical change including Constitutio
The US
constitution was largely written by slave holders. We’re going to need a new one...
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Dems & Reps: two sides of same coin. Both financed by the
rich & love wars & WW3
Who cares who win, both love fraud
& wars & serve the 1% - NO our Nation
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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
Take out your dirty hands of WHO.
You plan to destroy the world, but we are part of it
WHO says it hasn't received formal notification of any
planned withdrawal
….
We need WHO.. We DON’T NEED YOU.. much less your nasty plans of WW3.
As soon as you depart much better.
Why we have to wait for elections.. although you don’t have chances of
winning such legal fraud..you can damage the US while you are still in power. REMEMBER: OUR NATION DON’T NEED YOU .. any longer.
If YOU DISSAPEAR FROM THE POLITICAL MAP, WE WILL BE
VERY HAPPY
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“Never
again will we provide the U.S. chief executive with another package to be used for achievements without receiving
any returns.”
====
Hong Kong was a US paid
rebellion.. nasty interventionism.. it was deem to failure
"Three U.S. and Hong Kong-based
activists said their accounts had
been suspended and meetings disrupted after they tried to hold
events related to the anniversary of China’s Tiananmen Square crackdown."
….
Next time: US embassy will be closed. US-China = zero relation at Ec & Pol level
====
They
will do the same with Cuba & Ven.. they will install nuke missiles there.
Are they?
The Han Kuang drills "will
test the country's asymmetric capabilities to ward off hostile forces...
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Trump made a huge mistake.. very irresponsible one. They were
expecting so.
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WE are pushing their
weaponization.. and they are doing it fast. Why? PENTA knows
Is America losing the hypersonic race?
====
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
US: “Dejen de financiar la policía” US exigen defender vidas afros
Lida
Mahmooda: las mujeres afganas necesita una
revolución”
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ALAI NET ORG
====
RT
EN ESPAÑOL
Mineápolis reemplazar
la Policía por sistema de seguridad pública comunitario https://actualidad.rt.com/actualidad/356455-mineapolis-reemplazar-policia-sistema-comunidad
Brasil: el
segundo país del mundo con más muertos y contagios por CV: 41.828 muertos https://actualidad.rt.com/actualidad/356470-brasil-registrar-41-mil-muertes-coronavirus
Bolton
describe a Trump como "adicto al
caos" que gobierna por "cálculo" electoral https://actualidad.rt.com/actualidad/356483-libro-bolton-trump-calculo-electoral
Las
autoridades de Seattle afirman que Trump "no entiende la situación" https://actualidad.rt.com/video/356487-seattle-polemica-trump-autoridades-locales
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INFORMATION
CLEARING HOUSE
Deep on the US political
crisis: neofascism & internal conflicts that favor WW3
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VOLTAIRE
NET ORG https://www.voltairenet.org/en
Senators Marco Rubio (Florida-R) and Bob Menendez (New
Jersey-D) have launched a parliamentary group spanning both sides of the
Atlantic, the Inter-Parliamentary Alliance
on China (IPAC).
It brings together over a hundred representatives from 12
countries (United States, Canada, Australia, Japan, United Kingdom, Germany,
Italy, Sweden, Norway, Netherlands, Czech Republic and Lithuania), in addition
to members of the European Parliament. The most highly represented are the
Germans, Australians, Canadians and British.
SOURCE: https://www.voltairenet.org/article210205.html
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The International Coalition having abandoned all hope of
destroying the Syrian Arab Republic by force, the United States and the
European Union are now seeking to achieve the same result by making people
hungry.
The siege of Syria has begun. Economic sanctions have been
severely tightened and will be further squeezed in mid-June. Any person or
entity that trades with Syria will be harshly penalized by the United States
and the European Union (Caesar Law).
Such “sanctions” are illegal under international law. Those
preventing the supply of medical equipment are guilty of crimes under the
Geneva Conventions.
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CROSS
TALK https://www.rt.com/shows/crosstalk/
Naomi Karavani dives into the many
examples of police departments breaking the rules to crush dissent from the
Black Lives Matter crowd. Police were covering their badge numbers & DC had
unmarked militarized police stationed around the city. Natalie McGill and Lee
sat down with proper social distancing to discuss the various police reform
efforts being undertaken across the county.
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Max and Stacy discuss the explosion
in money supply which has led to historic rallies in both size and duration. In
the second half, Max talks to Obi Nwosu of Coinfloor.co.uk about
the freedom call of bitcoin and why it matters. They discuss the post-halving
market and what to expect going forward.
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Rick Sanchez discusses the falling
value of the US dollar and threats to its position as the world's reserve
currency. Russia is planning to remove its 20 percent value-added tax (VAT) on
imported gold and other precious metals. Such a move would double the country’s
gold production.
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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
-Angela
Davis: Dems & GOP Tied to Corporate Capitalism, But We Must Vote So Trump
Is “Forever Ousted” .Biden is tied to worse corp capitalism. No
point in voting now. Election is a distraction
from Revolution . Elect It is a trap to
be uncovered & rejected.
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