JUL 9 20 ND SIT EC y POL
ND denounce Global-neoliberal
debacle y propone State-Social + Capit-compet in Eco
After the US reported more than 60k
new cases on Tuesday for the first time, the country repeated that feat on
Wednesday...
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ZERO HEDGE ECONOMICS
Neoliberal globalization is over.
Financiers know it, they documented with graphics
Another day, another dip-buying panic
to rescue the Nasdaq from the terrible outcome of a down-day, instead another
record high.
Overnight was the standard slow
and steady rally and then these events hit, taking the shine off the gains
But as
soon as Europe closed, US stocks were magically bid once again, with only
Nasdaq back in the green...
See Chart:
We note that Biden gave an
economic speech in the last hour and appeared to spook stocks with these
- 1520ET *BIDEN: ENDING THE ERA OF 'SHAREHOLDER CAPITALISM' IS OVERDUE
- 1530ET *CHINA IPHONE JUNE SELL-IN DATA WEAKER THAN EXPECTED: NOMURA
and
then this sent stocks vertical...
See Chart:
Is someone "meddling with
the primal forces of nature..."?
And
bear in mind that while Nasdaq roars to record-er and record-er highs, the rest
of the major US equity indices all topped a month ago...
See Chart:
FANG
stocks soared to a new record high, reaching the most overbought since the
February peak...
See Chart:
Virus
'Fear' rose notably today...
See Chart:
It's
different this time...
See Chart:
Nasdaq
100 vs S&P500
And
don't forget, China stock market capitalization is exploding too..
See Chart:
Treasury
yields tumbling on the day with considerable flattening (30Y -9bps, 2Y -1bp)...
See Chart:
The
yield curve is now at its flattest in two months...
See Chart:
The DXY
dollar index rallied today after making a death cross on Wednesday...
See Chart:
WTI
tumbled early on the headlines above, was ramped back to tag $40... then fell
back...
See Chart:
Finally,
there's the total decoupling between stocks and bonds...
See Chart:
Nasdaq vs 30Y Yield
What
could go wrong?
See Chart:
So to sum the day up... Dow down, S&P down, Small Caps down,
Transports down, Crude down, Bond yields down... but Nasdaq up thanks to FANG
new record highs.
….
SOURCE: https://www.zerohedge.com/markets/dip-buyers-rescue-big-tech-dreaded-down-day-bond-yields-plunge
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"Recessions don’t usually result
in personal income soaring, but this one has thanks to government support
around the world."
SEE CHART:
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Billionaires teach art of
getting easy money (scam) from common people Is it legal?
Trump: advertiser of stock market.. Is it a
dirty ‘speculative business” of Trump?.
"They encourage people to go from training wheels to
driving motorcycles."
….
It certainly doesn't help when President Trump, overlooks the
downturn in the economy, nevertheless permanent
job loss and deep economic scarring, by
tweeting out to the tens of millions, just how well the stock market is doing.
As the Nasdaq soars to record highs - Sentiment
Trader shows Trump's tweeting about the stocks increases.
SEE CHART
The Trumps Nasdaq stock Market Tweet –or- meter
Trump is an advertiser of the stock
market - tens of millions see him tweeting about how wonderful it is - and
as human nature shows, there's been a massive increase
in Robinhood accounts of people who want to join the party on Wall
Street with zero-commission trades.
Actually, the type of people coming to the party get
sloppy and make mistakes.
Richard Dobatse, a Navy medic in San
Diego, is one of those inexperienced day traders who lost big. Just how
big? Well, he lost
$860,000 in March.
Dobatse was buying and selling stocks on Robinhood. He funded his
account with $15,000 in credit card advances - even took out
two $30,000 home equity loans to trade the most speculative stocks
and options, with hopes to pay off his debts. At one point
earlier this year, his account had $1 million -
now in freefall, the account is worth $6,956, reported The
New York Times.
When he
is doing his trading, he won't want to eat," said his wife, Tashika Dobatse, with whom he has three children. "He would have nightmares."
This has led to enormous losses for people like
Richard Dobatse, a Navy medic who took out two home equity loans then watched
his portfolio fall from over $1m to around $7k over the last few months. His
wife told us the economic and psychological consequences have been dire.
— Nathaniel Popper (@nathanielpopper) July
8, 2020
'Stocks
only go up,' as Barstool's David Portnoy has said
- Americans during the pandemic, with no sports to
watch, started day trading with their Trump stimulus checks on Robinhood.
It was perfect timing to "BTFD" as the Federal
Reserve printed trillions of dollars, with some of that money finding a home in
equity markets, creating one of the largest and quickest speculative rallies in
history.
ELECTRONIC SPECUL: THE FASTEST SCAM IN THE MARKET= trumpist ‘art’?
The Times said in 1Q20, "Robinhood users traded nine times
as many shares as E-Trade customers, and 40 times as many shares as Charles
Schwab customers, per dollar in the average customer account in the most recent
quarter. They also bought and sold 88 times as many
risky options contracts as Schwab customers, relative to the average account
size."
SEE CHART
Velocity
of Options Trading at Leading Retail brokers
PATH TO SUICIDE: love for money vs. love for the family
The dangers, shown in
the Dobatse's horror story - were nationally recognized when a young ROBINHOOD
USER COMMITTED SUICIDE after logging into the app and seeing his
speculative trades blown-up, with a balance of negative $730,000.
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"If bond yields can’t rise on strong data, it
beggars the question as to what will happen when the economic surprise
indicator begins to turn down again - as it will surely do."
SEE CHART:
Historically in US Nominal GDP Growth closely tracked Money Supply growth
See More interesting charts at:
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
His infrastructure plan will be released next week...
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"...ending the era of
shareholder capitalism is overdude..."
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We wanted.. we go it. How much the US is going to lose with T military blackmails?
Pretty soon, the world will be
divided between
the yuan-sphere, and a dollar-sphere.
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Hysteria or big business for
Pharma & other profiting from COVID?
“Look, it’s gonna end very badly...”
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NATURAL DISASTER vs HUMAN
DISASTER can we PREVENTED
Hugo
Adan
7/11/2020
My
premise is : If we know they are coming then we can prevent their
effects
This is my reaction to the art
below. I will skip all chart & maps
(see source)
….
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...and what lessons learned from Wave 1 should
you apply to Wave 2?
….
First we have to
distinguish between “Another crisis”
that could be a human creation like war from “natural
disaster” like hurracains, floods
++. They are totally different things.
SO, If we define them correctly we can prevent both of them.
The east coast’s hurricane season runs June 1 through
November 30. Already there have been four named storms (out of 13 to 19
predicted), and more hurricanes than normal are expected this year. Peak activity should happen between late August and early
October:
See Chart
In the west, fires have been getting
worse for years; and this year’s season is predicted to be “above normal”:
See MAP
The floods Wave 2 were to hit in late winter/early Spring
2021, these are the US regions at greatest risk of
experiencing floods during that time:
See Chart:
So, what would happen if a covid-19 Wave 2 requiring a
serious lockdown gets disrupted by one or more of these natural disasters?
Where hundreds of thousands to millions of people suddenly have to evacuate to
parts unknown when a health quarantine is supposed to be in place?
The short [WRONG] answer is: Nothing good, said the author of Art. BUT
If we know
Time and Place we can do many thing to prevent/aliviate the prob.
HERE THE
RIGHT ANSWER:
First, identify your bug-out destination should
you be forced to relocate under these conditions.
Second, prepare your bug-out checklist and make sure
you maintain all needed supplies in reserve should you need to leave home in a
hurry. If low, head out now to fill any gaps.
And third, make sure you’re as prepared as possible for
successfully dealing with a second covid-19 wave.
…
…
Regarding HUMAN DISASTERS like WARS or WW3
1- Don’t
look for any conflict during natural
disaster described above
2- Today there is not small enemy. All countries can have nuke
missiles
3- WW3
is a global disaster that we should avoid by all means.
The 1st one is dismantling nuclear weapons world-wide.
The 2nd is closing big Corp that manufacture weapons of mass destruction. The 3rd is
dismantling world Institutions like
PENTA-NATO and their similar in
RU-China.
4- People consciousness against WARS & WW3 plus MOVILIZATION of the NATION
to streets is a very important factor to prevent WW3
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BIDEN
is not the problem, THE PROBLEM IS TRUMP
Hugo
Adan
7/9/2020
This is my reaction to 2
articles:
1-
Change will only come if voters
decide
to elect a new Administration and
Congress.
SEE CHART:
2-
"I don’t know what’s in Biden’s
University of Delaware papers but he
really doesn’t want people seeing them."
….
BIDEN is not the problem, THE PROBLEM IS TRUMP
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Apparently T is above the Law on Tax
evasion. But T has to transfer power to VP
Pence and ASAP. By Law trump can’t use
the Presidency to make political
propaganda for elections.
THEN any Court in the US -if the Supreme don’t ACT – can demand Trump total resignation
to Power and suspend his participation in Election.
That will ignite the whole Nation rebellion Agst Trump with serious effects on his candidacy.
Then the Supreme Court may negotiate
with T the cut of any Jail process on him if he respect the 2 conditions
above (resign to the Presid & quit from election participation) but with totally different argument:
1- Trump is driving the Nation to a civil war with predictable
effects on the FED Union.
2- Trump is putting the life of the whole nation at risk with
WW3. T was instigating WAR 3 Agst China-RU.
They are allies and they will respond together.
Our Nation will be hit & MAD will
be the most sure effect. Not
winners
To avoid this human catastrophe the Supreme Court may publicly demand
his resignation to Power & will nominate
Pence as transitory President.
IF Pence don’t accepted, THE Supreme Court
will nominate one independent Senator as interim President.
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"My sources tell me there's
a lot of activity..."
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"I won the Mueller Witch Hunt,
and others, and now I have to keep fighting in a politically corrupt New York."
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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
Another imperialist aggression
on VEN
"...detected an aircraft with a
US hull number intruding Venezuelan airspace overnight 8 July and neutralized
it with military jets..."
====
US-PENTA’ OPIUM DREAM:
Troubling relations with the West in general and the U.S. in
particular are increasingly driving Beijing and Moscow into each other's
arms...
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China stock market is
regulated: it won’t create the speculative business of US
"...it
appears that the boom-bust was
one effective way for the poor to
be robbed by the rich..."
….
Is it fair for
productive capital such regulation? You have to ask this QT to many
Americans that went to China & never
came back.
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“I’m
confident that I’ll be able to
exit just before the market slump,” he said. “You can do that as
long as you’re not too greedy...”
SEE CHART:
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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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THE
REST FOR TOMORROW
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