Nueva Democracia: AUG 12 20 ND SIT EC y POL

AUG 12 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

S&P JUMPS ABOVE RECORD HIGH AFTER $9 TRILLION GLOBAL LIQUIDITY TSUNAMI

$9 trillion in additional global liquidity (from $79 to almost $88 trillion since the March lows)...

See Chart:

S&P 500 vs. Global Liquidity Proxy

https://www.zerohedge.com/s3/files/inline-images/bfm913E.jpg?itok=BKnaGtSM

Are we Drowning in liquidity?

Pushed the S&P above its prior record closing high (3386.15 from 2/19/20) but could not hold it...

See Chart:

Record Close

https://www.zerohedge.com/s3/files/inline-images/2020-08-12_13-00-35.jpg?itok=7hrMCI1x

Because it sure isn't being driven by fun-durr-mentals...

See Chart:

S&P 5OO vs S&P Consensus 12 m fwd EPS

https://www.zerohedge.com/s3/files/inline-images/bfm8981_0.jpg?itok=vpOX3KaC

The recent Momo/Value rotation is over...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmF64.jpg?itok=4E1dDSzw

Growth surged today, erasing the losses of the last three days...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmD025.jpg?itok=7e52OowL

And that was evident in today's rip higher in Nasdaq and big laggard Small Caps...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-08-12_13-00-02.jpg?itok=_bpfBsev

Small Caps weakness today in the face of tech's resurgence sent AAPL to a new record high relative to the entire Russell 2000..

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-08-12%20%282%29.png?itok=OZTj_tDp

Treasury yields rose for the 4th straight day (up around 2-3bps across the curve, but notice that it chopped around in a small range for most of the day)...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmC0D6.jpg?itok=aex_zBnK

With 10Y Yields closing above their 50- and 100-DMA

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmE3A4.jpg?itok=W3IN4au6

As far as inflation expectations are concerned, the pandemic is apparently over. After today’s data, the 10-year breakeven spiked to 1.67%. That’s the highest it has been since mid-February, before the March Covid-19 collapse.

See Chart:

UN 10Y Breakevens

https://www.zerohedge.com/s3/files/inline-images/bfmB07E.jpg?itok=3z_fyG2M

The B-dollar Index ended the day lower, sold from the European open...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm20F4.jpg?itok=cmEMD8qI

Real yields led gold higher...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmD3D6.jpg?itok=RopT2-cK

Finally, just another reminder...

See Chart:

Dow then & Now

https://www.zerohedge.com/s3/files/inline-images/bfmA899_1.jpg?itok=tM9mbWmZ

Now that fear has been fully removed...As Bloomberg detailed, concern about the prospects for U.S. stocks has dropped to a level last seen almost 20 years ago, according to one option-based indicator. The gauge is a 50-day moving average of the ratio between company-specific put and calloptions, as compiled by Cboe Global Markets, and was cited Tuesday in a Twitter post by the SentimenTrader blog. Monday’s reading was the lowest since October 2000, based on data compiled by Bloomberg.

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmAF2B_0.jpg?itok=Q_Ly9vx1

“Even less extreme cases led to pullbacks/corrections” for stocks before, SentimenTrader wrote.

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SOURCE : https://www.zerohedge.com/markets/mega-cap-tech-stocks-soar-again-reflation-rotation-ends-abruptly

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DEAR 'YOUNGER GENERATIONS', "DON'T LIVE YOUR LIFE IN A BUBBLE"

"I write this because I, as a scientist, am very worried about what has become of the human species. In just a few short months, we have seen the speciesdevolve into a panic-driven, irrational, hysterical species..."

Authored by Roger Koops via The American Institute for Economic Research,

As a younger, healthy person, you are the key. It is time to break the myths that have been so eroding our society concerning this disease. The following and all subsequent data is from the U.S. CDC (cdc.gov/nchs/nvss/usrr/covid_weekly/index.htm#age/andsex) concerning overall mortality in the U.S. since February 1, 2020, that is, the total number of people who have died from all causes compared to those who have died from COVID-19 or related causes.

SEE TABLE:

https://www.zerohedge.com/s3/files/inline-images/2020-08-11-3-1-800x325.png?itok=mkdEPkNJ

The data on mortality by each state in the U.S. is very interesting indeed.The following table shows the mortality rates in the states with the highest mortality numbers. Notice that for New York, there is a separation between New York City, and New York State. If you include New Jersey, and most of the damage was from Newark and surrounding areas, essentially a part of the New York metropolitan area, you get a very revealing picture. The mortality inflicted in this area of the country was devastating. Further, much of it was likely produced by the lockdowns when the virus was forced into the weakened populations. The mortality rate rose rapidly starting 2 weeks after lockdowns and peaked in mid-April.

SEE Chart:

https://www.zerohedge.com/s3/files/inline-images/image2-10-1-800x566.png?itok=raMu-S9s

Putting sick people into rest homes is not advisable ANYWHERE (even though that was what was done in New York). That part of the equation does not change. What is clear is that you cannot apply a one-size-fits-all policy across the nation. Yet, authorities have tried to impose their view of risk restrictions on everyone.

See Chart:

https://www.zerohedge.com/s3/files/inline-images/image1-12-1-800x581.png?itok=f3hfsZdH

Over half of the US population is under the age of 40. Yet, the country is run by a bunch of old-timers who have lost touch with what it means to lead all of the people. Where is your representation for the future, young people? My plea is for the younger generation to step up and start to take charge. It is time to send the ruling generation into retirement – and I mean EVERYONE. For several decades, people have avoided politics out of distaste.

Further, people have tended to ignore what the politicians are really doing to the country with the laws that they pass. Much of our problems with the press today can be traced back almost 4 decades ago to the weakening of antitrust laws. How did that happen? The large corporations wanted more through mergers and acquisitions and they made sizable campaign contributions and guess what, they got what they wanted. Well, this is now what we get as a result.

If you want a future, your generation needs to start getting the best minds behind leading. Your future and the future generations of humans now depend on it.

….

SOURCE: https://www.zerohedge.com/political/dear-younger-generations-dont-live-your-life-bubble

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US DOMESTIC POLITICS

Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

BRACE FOR THE WORST ELECTION IN US HISTORY

This time, it literally won’t matter who wins, loses, is selected, or elected. The elitists have already made it clear this election will be a contested one that will seal the division they seek in order to conquer us all...

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PROF: "THE CONSTITUTION IS RACIST"

“Abolish state autonomy, the Senate, and the [Electoral College]..."

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We have worst pandemia effects among advanced Cts in world. We can’t trust T words

TRUMP INSISTS MOST SCHOOL DISTRICTS CAN REOPEN SAFELY

President Trump is planning to unveil the administration's plan for getting kids back in school safely, an announcement that comes as New York alone among the country's largest schools districts...

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Does Trump saw Japan report on Public School measures to deal with CV-19. Perhaps some private schools for child from rich people may have it, but Public schools for most students are in limbo. The cosmetic changes in some of them will not serve the purposes of real prevention on CV-19. I did wk in Priv-Pub Sch

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When I saw K-Harris in BBC this afternoon I got convinced that is the right person to …

CNN: JOE BIDEN COULD 'STEP ASIDE' FOR KAMALA HARRIS

"Harris' 'resume suggests will be ready to step in if and when Biden decides to step aside..."

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YES, Kamala will be the right person to step in IF Biden decide to step aside. The only problem of this couple is to win election first. Trump don’t need to make war with China-RU to win election, while in power he can print USD to get key sector of the population in his favor. He can also make deals with key figures of the political context and set the third option to affect-divide the electorate inside Dems party. If a third option is set, many who favor of ABSTENTION now will VOTE. I’m one of them. That is the situation now.. UNPREDICTABLE.

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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

US Take advantage of the uncertainty: many riots still condemn ISRAEL & their Gvt inefi

WITH BEIRUT REELING AFTER BLAST, US PREPARES 'MAXIMUM PRESSURE' SANCTIONS ON LEBANON

Trump admin wants to "shape" new government, divorcing it from Hezbollah & allies, as the country attracts urgent foreign aid...

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The statement above is a total distortion of reality: 1-FACT : there is not real investigation from independent sources about the causes of explosion in Beirut. 2- The Govt who resign did not demand immediate investigation from UN experts and that inefficiency was taken as complicity with possible Israeli actors. 3- FACT: US-ISR are allies in middle East wars. That is why US is trying to cover up Israel complicity in this lethal incident. 4-FACT: Most of sophisticated weapons used by Israel in Middle East wars comes from the US, then we have to assume US-Complicity in this genocide. 5- Once an indepent Investigation is set and final veredict is given , then we will have the truth on this issue. 6-Meanwhile we hope the US do not interfere in this investigation. IF happens, it will means that the US is part of this crime.