JUL 7 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
Lost in the headlines about
Amazon or Tesla or Nasdaq or whatever the latest Robinhood-er is chasing higher
today, is the fact that gold prices continue to rise,
with futures topping $1800 once again... (some chaotic swings recently)
See Chart:
And
spot gold prices back to their highest since Sept 2011...
See Chart:
And at
the same time, so-called 'Safe Haven' from the virus have screamed higher at or
near record bubble valuations...
See Chart:
As Bloomberg's Michael Regan
notes, the trailing price-to earnings ratio of the S&P 500 Information
Technology Index is about one decent rally away from cracking the 30 level,
while the same ratio for consumer-discretionary stocks is fast approaching 40,
in large part thanks to a record rally in Amazon.com Inc. With rising virus
cases threatening to stymie the reopenings of various state economies and
uncertainty over future stimulus packages, July is setting up to be a month of
serious headline risk that could put to the test the Federal Reserve’s magic
spell on the market, especially the most richly valued sectors.
Can the
spell continue? Or will retail chasers get burned?
CHART BLOCKED
The longest
win streak of the year appears to be over despite the best efforts of the
pumpers to BTFD at the cash open in the Nasdaq...Today's selling started at the European close. There was also
a notable puke in the last 10 minutes on a significant sell MoC imbalance...
See Chart:
Small
Caps are down 1% from Thursday's close...
See Chart:
July's
long momo, short value factor trade continues to gather pace...
See Chart:
Treasury
yields were lower across the curve today with the long-end most notably (30Y
-5bps)
See Chart:
Pushing
30Y Yields back below 1.40%...
See Chart:
UST 30Y
Yield
The B-dollar
Index was stronger today after some weakness overnight (thanks to yuan gains)...
See Chart:
Offshore
Yuan held on to gains from Monday..
See Chart:
Finally,
it's fun-durr-mentals, stupid!
See Chart:
Nasdaq
vs Nasdaq Consensus 12m Fwd EPS
And the
good news is that COVID deaths continue to trend notably lower (which may explain
why today's vaccine investment headlines didn't juice the market 1000s of
points higher)...
See Chart:
….
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
"How
history will judge the lockdown response to Covid-19, given its much more
limited impact on workers in the economy"
…..
As Larsen further
predicted, "if
fatalities don’t spike early in July, then people will conclude that it’s
probably spreading amongst a part of the population that is not as sensitive,
or that it is a resulted of increased testing or that the virus has become less
deadly as we move into the summer months. Governors in Texas, California and Florida seem to have
concluded that the below correlation holds, but the jury is still out."
His conclusion was that "the
next 6-10 days will be crucial."
Well, one week later, we decided to follow up on the current
status and... there is still no spike in fatalities at
either the federal level...
See Chart:
CV confirmed positive cases vs CV
confirmed Deaths
... or even state level as can be
seen in the Florida cases vs deaths chart below:
See Chart:
Florida Confirmed cases vs. Confirmed Deaths
As in several states, not only are deaths not inflecting
higher but are at the lowest level since March.
So were
most experts wrong that the surge in cases would also lead to a spike in
deaths?
While we are debating that question, here's another one: back in late March and early April, consensus emerged that
unless the first coronavirus wave is contained, it would result in an even more
acute and deadly second wave. Why? Because
both professional and armchair epidemiologists were using the Spanish flu as a case study as shown in the following chart
from JPMorgan.
See Chart:
N. of deaths during 1918 Spanish Flu Pandemic
Now, according to Deutsche Bank, it appears that this
comparison to the 1918 Spanish Flu may have also been terribly wrong.
However, a major difference between
Spanish flu and Covid-19 is the age distribution of fatalities, as shown in the
chart below.
See Chart:
United States Death rates (per
100,000)
For Covid-19, the elderly have been overwhelmingly the worst hit. For the Spanish flu
of 1918, the young working-age population were severely affected too. In fact, the death rate from
pneumonia and influenza that year among 25-34 year olds in the United States
was more than 50% higher than that for 65-74 year olds, "a remarkable
difference to Covid-19."
This, as the strategist then notes, therefore begs the question of how history will judge the lockdown response to Covid-19,
given its much more limited impact on workers in the economy. In
short, we have an interesting situation at the moment, where
rapidly rising cases in the US are slowing reopenings (negative) but the death rate is falling (positive).
Conclusion: The overall mortality rate as
measured by weekly deaths/ weekly new cases (2 weeks lead) is about 1/3rd of the level observed in the second half of
April
Results:
- 1-The hospitalization rate has declined to ~20% by 10-15pp since the second half The hospitalization mortality rate halved to ~10% (last week's results scaled from daily to weekly deaths) since the second half of April.
- 2- The hospitalization mortality rate halved to ~10% (last week's results scaled from daily to weekly deaths) since the second half of April.
- 3- The overall mortality rate (deaths over lagged new cases) is the product of the previous two calculations. Since the second half of April, it has declined by about 2/3rd from 6.5% to 2%.
- 4- For the three largest states with hospitalization data CA/NY/TX, the respective current levels are as follows. Hospitalization rate: 18.1%, 18.7%, 19.4%. Hospitalization mortality rate: 7.8%, 6.9%, 5.2%. Overall mortality rate: 1.7%, 1.5%, 1.0%.
Meanwhile daily tests in the US hit a
new all time high every single day.
See Chart:
Increase in testing may be leading to
milder cases being detected
CAN THE FAILED WW3 BE RE-STARTED?
Hugo Adan 7/7/20
This is my reaction to the article:
"How
history will judge the lockdown response to Covid-19, given its much more
limited impact on workers in the economy"
As DB concludes, "this may eventually give us more faith that
we are now better at living with the virus."
….
….
That is not good
intention, that is dystopia
The key QT IS why we lie to our Nation: why we said that all deaths during pandemia-time are
‘officially’ pandemia-effects? . Why to
manipulate the Nation with false data on deaths? Why to terrorize with
fear?
Why to locked-down inside houses most
of our NATION and destroy the business of middle entrepreneurs while the
big corp were profiting from the privatization of the health system? .
Of course the FED has to compensate
all those business now in bankruptcy.
BUT what was the intention of this terrorist manipulation of fear in
AMERICA.
I guess there was a hidden intention that only the top level
of the military in PENTA-NATO can confirm: the
intention was to implement the failed pre-pandemia plan of re- initiating the
WW3 (they encircled RU &
China with 48 Thousand soldiers ready to invade those countries after the rain
OF MEGA NUKES launched on RU-Ch.)
The pandemia stop them from WW3 and immediately Trump
accused China of creating this pandemia.
Hypothesis 1: What soldiers
ate? Does NATO soldiers ate the infested porks send by the US to soldiers &
to China fisrt? The case is that CH lockdown the city infested with the pandemia & in 3 months their scientist solve the problem. The planned WW3 massacre on China-RU failed.
Hypothesis 2: war drills (nuke
radiation infestation) expanded the pandemic
in Europe. Italian soldiers infested with COVID-19 were sent back to their country and not to
hospitals for recovery as happen with US soldiers, they were disseminated
in Italy & they disseminate the pandemia in Europe.
We didn’t have the WW3 before the
pand as planed. BUT we still want to retake the planned WW3. That is why
we lockdown our NATION & kill the middle classes business while big corp
profit from the pri vatization of Health Sys in America.
So, there are still chances of going
back to the planned WW3: The RU-phobia and Xenophobia is in full display
nowadays. An ‘just in case’ we already bought 90% of the best vaccine against CV & promise
to buy same amount at the end of this Month. It is a very expensive vaccine but
with the manipulation of fear they will sell it and the Pharma greed will be
satisfied. ]
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"Look over your shoulder, Joe. Watch
your back. Donald Trump is not
your most threatening problem..."
….
The Democratic Party
is, to use a highly politically incorrect phrase, “on
the war path” against the nation’s history if it is not interpreted pursuant to
their dogma.
Biden defeated
their patron saints, Sen. Bernie Sanders (I-Vt.)
and E Warren, and thus they demand that he have as his cohort an acceptable
socialist/ progressive who is fervent about the cause.
This is about power.
All major elections are.
The socialist/progressives understand
this as well as any political movement does.
Since their goal is power and their purpose pure, why should they wait?
The path to total control is clearly there once
they have the vice presidency.
It is the 25th Amendment
Thus the
socialist/progressive wing of the Democratic Party is now center stage — and
insisting one of their own be Biden’s vice presidential candidate.
Options: could be Sen. Elizabeth Warren (D-Mass.)
or Sen. Kamala Harris (D-Calif.)
or any number of lesser-known advocates for the far left.
[ IF E-Warren get the VP many ABSTENTIONIST
will vote Biden, that is for sure]
====
AFTER
SENDING 1000S OF COVID PATIENTS INTO NURSING HOMES, NEW YORK BLAMES DEATHS ON
"INFECTED STAFF"
"Thousands
of employees" likely
transmitted the disease, state claims
====
Who received how much taxpayer money
through the program? Now, you can find out yourself, zip code by zip code, with
this interactive tool.
====
... list
of demands for California State University that it says will provide "redress for systemic
anti-Black racism in the CSU.”
====
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
Puppet regime with xenophobic
attitude :
Travel advisory update has outraged
Beijing in wake of broad Hong Kong
security law & new fears of "hostage diplomacy".
====
Last week, at
a meeting in Gilan province, former Iran President Mahmoud Ahmadinejad alluded to some of the secret
parts of this deal in public for the first time...
====
After a short break, the military confrontation between the Libyan National Army
mainly backed up by Egypt and the UAE and the Turkish-backed Government of
National Accord has once again
entered an open phase..
====
While admitting that there are many
pushing back against the idea, Bloomberg is reporting that the Trump administration
is escalating its plans to hold China accountable for its recent global
pandemic chaos and Hong Kong freedom oppression.
====
Institutionalizing xenophobia?:
"The stakes could not be higher..."
====
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
====
VOLTAIRE
NET ORG https://www.voltairenet.org/en
If Covid-19 is indeed a respiratory
virus, then it should be deduced that it can only be transmitted by aerosol
like all other viral respiratory diseases. In such a case, it is absurd to be
cleaning door handles, absolutely useless to wear masks or to slip on a
jumpsuit, and utterly ridiculous to keep social distancing. The only prevention
is to ventilate as much as possible.
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CROSS
TALK https://www.rt.com/shows/crosstalk/
Confirmed cases of Bubonic plague (or
“Black Death”) have been detected in China and Mongolia. Seven cases of Bubonic
plague are detected in the US every year. RT America’s Alex Mihailovich reports
on the world’s continued struggle against COVID-19 and efforts to keep the new
Bubonic plague outbreak under control. Then microbiology expert Dr. Dean Hart
joins Rick Sanchez to discuss the latest findings about the novel coronavirus
and how they’re likely to impact the global response to the pandemic.
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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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