miércoles, 15 de julio de 2020

JUL 15 20 ND SIT EC y POL



JUL 15  20 ND SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco


At this point, the battle lines are becoming quite clear...
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ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics


The last two days have seen the biggest short-squeeze in 3 months - a massive 8%-plus swing from yesterday's lows...
See Chart:
“Most Shorter”  Stocks

Fed by over 50,000 fresh young  Robinhood'rs  diving in today...
Holy smokes ~50,000 Robinhood accounts added Moderna to their holdings in the last 4 hours via @robintrack pic.twitter.com/JPDgDKjqlU
— Sarah Ponczek (@SarahPonczek) July 15, 2020

But the S&P 500 was unable to break a crucial support level  after testing it four times intraday...
See Chart:

Despite Nasdaq's massive outperformance YTD, the last few days continue to see the big-tech index underperforming the other majors...
See Chart;

...and that has sent expectations for future volatility soaring to their highest relative to the S&P since 2004...
See Chart:
Nasdaq VIX  vs. S&P VIX

The Virus Fear trade collapsed, erasing the second wave derisking...
See Chart:

Banks ended the day higher after Goldman crushed it... but note that Goldman's early gains were almost entirely erased and WFC and C were bid as GS slid...
See Chart:

Treasury yields were mixed today (long-end very modestly higher in yield vs short-end flat to marginally lower) but all yields remain lower on the week, despite the equity exuberance (with the belly outperforming)...
See Chart:

10Y roundtripped just like on Monday, bid during the US session...
See Chart:
UST  10Y Yield

The Dollar fell for the second day in a row, despite a rebound in the US session...
See Chart: 

WTI ramped back above $41, shrugging of OPEC+ output increase headlines...
See Chart:

Gold was bid today, marginally, with a post European close rally once again, erasing overnight losses...
See Chart:

Finally, we note that companies in the MSCI USA Index now represent a record 65.3% of the MSCI World Index...
See Chart:

And given that dominance, it seems odd that US equity markets are now trading at the same level of risk as Emerging Markets...
US equities are trading more and more like an emerging market pic.twitter.com/81n3L7Mv7n
— Variant Perception Research (@VrntPerception) July 13, 2020
As @Not_Jim_Cramer notes, US markets achieve banana republic volatility.Either this mean reverts, or there will be one helluva valuation adjustment.
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SOURCE:  https://www.zerohedge.com/markets/sp-stalls-critical-resistance-again-bonds-gold-gain
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"For the industry as a whole and for all strategies, most of the UMP announcements correspond to break dates for the traditional factor loadings."
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As the following chart shows, a basket of the 50 Retail Favorite stocks is up almost 30% YTD, massively outperforming both the S&P500 and a basket of Hedge Fund VIP stocks.
SEE CHART:
Retail favorites vs HF VIP Index
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OPEC and its allies will restore some oil supplies as planned next month...
SEE CHART:

That supply increase will be offset somewhat as coalition members that didn’t fulfill their commitments to cut output in May and June - such as Iraq and Nigeria - make up for it with extra reductions in August and September, the Prince said at the start of an OPEC+ video conference.
This is terrible news for US shale. 
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In the past, value investors would take advantage of that tremendous opportunity. Today, it represents career risk as they lose their jobs to passive investors. Like the irrational behavior around the tech boom, this too will end...
The graph below shows the total return of the top 20% versus the bottom 20% as measured by earnings to price. As shown, for the last five years, investors buying stronger companies were punished versus those buying weak companies. The only other instance this occurred was briefly before the Tech crash of 2000.
SEE CHART:
10 Yr Annualized Returns – Value vs Growth
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Goldman's traders blew away expectations even though they were mostly working from home.
Global  Markets  and  Investment  Banking  and  higher  net  revenues  in  Consumer  &  Wealth Management, partially offset by lower net revenues in Asset Management.
Net  revenues  in  Global  Markets  were  $7.18  billion  for  the  second  quarter  of  2020,  93% higher than the second quarter of 2019 and 39% higher than the first quarter of 2020... just in case it is still unclear just how benefited from the covid crisis and economy shutdowns:
EE CHART:
Global Markets Net Revenues ($in Millions)

See more charts at:
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If the public understood just how much Wall Street is taking out... better stay shush about that one then...
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


At this point, the battle lines are becoming quite clear...

Another wave of lockdowns has begun, and that is really bad news for the U.S. economy. The first wave of lockdowns resulted in the permanent closing of more than 100,000 U.S. businesses, colossal lines at food banks around the nation, and the loss of tens of millions of jobs , to mention few.

If millions of Americans start to identify the Democrats as “the party of the lockdowns”, that could actually greatly help President Trump in November.

At this point, the battle lines are becoming quite clear. 
President Trump and other top Republicans are strongly against more lockdowns, but Democratic politicians in many areas of the country are starting to institute them anyway.  In fact, we just learned that all schools in Los Angeles, San Diego, Atlanta and Nashville will be closed at the beginning of the new school year

Other major cities are expected to follow suit.

Ultimately, closing the schools won’t have too much of an economic impact, but shutting down most of the businesses in our largest state certainly will.  

On Monday, California Governor Gavin Newsom announced a comprehensive lockdown for 30 California counties which account fo“about 80 percent of California’s population”

But I think that Newsom and other top Democrats have greatly underestimated how much the American people detest COVID-19 restrictions at this point. 

SO, If the Democrats are not very careful, they are going to lose an election that they could have very easily won.
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The coming notes are mine.
 
First of all, they should have never nominated Joe Biden.  It is obvious to everyone that he is physically and mentally declining at a very rapid pace, and videos of him “acting creepy” will be viewed millions upon millions of times over the coming months.

Secondly, top Dems refused to denounce the rioting, looting and violence of BLM. This could be either negative & positive factor,  depends on how is described.  So far Reps lost black voters  & going against their acts will favor more ABSTENTION  with devastating effects on legitimacy of the elected one. 

Thirdly, pressuring on the effects of lockdowns  at economic & family levels  will benefit the Dems, but if the pandemic continue & worsen  inside schools opened, then Dems will be accused as ‘cause’ by the Reps. The first wave of lockdowns  didn’t stop the spread of virus, & the 2nd lockdown won’t do it either. The one who attack the health system wins & this benefit  Dems party.

In short: both parties aggravated this mess & none of them deserve our vote.
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ORIGINAL SOURCE:
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TRUMP is above the LAW.. do we need  this dictator any longer?
"The President should not be required, for example, to litigate the subpoena’s breadth or whether it was issued in bad faith without understanding the nature and scope of the investigation..."
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1st opinion: The Federal Reserve serves as the great enabler...
2nd: Peter Schiff has been saying that the Federal Reserve’s money-printing will ultimately lead to a dollar crisis. But some believe the dollar’s role as the world reserve currency will save it. While the Fed’s policy is unprecedented ,  
3rd: Other central banks are going to even greater extremes resulting in a monetary race to the bottom.
4th: Thornton said it’s true that other central banks are trying to outdo the Fed, that doesn’t mean it’s no problem for the dollar.
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Duopoly system means: fake democ= voting for bad & worse. Solution: ABSTENTION

"FACT :  most voters don't believe polls..."  Nor  Elections:  Abstention is wining
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Contradiction inside ‘mafias’ governing the US:
"He has been wrong about everything I have interacted with him on."
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RATS  eating USD:
"...there are no sidelines..."
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But the "V" is still missing...
SEE CHART:
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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

China vows "necessary response"against US entities...
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ISR-US are going to ne hit back. La venganza tarda pero llega.  
Bushehr province is home to Iran's only nuclear power plant...
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The couple of liars lost ability to lie..  Nobody trusts them. Will China do it?
US will impose Visa restrictions on Chinese corporate executives within companies like Huawei who facilitate human rights violations.
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Time- bomb: When it will explode?  Perhaps at the end of Aug.. Sure: before elections
"It might be some way off at best, but it’s clear where it ends up."
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IF China start cutting  USD in international trade & current business NOW
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"The General Court considers that the commission did not prove, in its alternative line of reasoning, that the contested tax rulings were the result of discretion exercised by the Irish tax authorities."
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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

Crónicas indíg  RUMIÑAHUI   Ileana Almeida
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ALAI NET ORG

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Remember the phrase 'honest people can disagree'? This concept has essentially been the bedrock of western civilization since the Enlightenment. It’s the origins of the American First Amendment. 'Cancel culture' is calling all of this into question. Are we now ruled by the heckler’s veto?
CrossTalking with Brad Blankenship & Micah Curtis.
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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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