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."
….
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.
====
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 for “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.
….
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."
….
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
-As
Twitter Went on 'Verified Accounts Lockdown', SputnikNews Goes Into 'Unverified
Mode' on Twitter
-Trump
Says Cities Run by Dems Are ‘Out of Control’, Like ‘War Zones’, Vows to Take
Action Next Week
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes &
terrorist imperial chaos
REBELION
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ALAI NET ORG
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CROSS TALK https://www.rt.com/shows/crosstalk/
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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