martes, 25 de agosto de 2020

AUG 25 20 ND SIT EC y POL

AUG  25  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

 

NASDAQ HITS NEW RECORD HIGH AS CONFIDENCE CRASHES TO 6 YEAR LOWS

"Probably nothing..."

See Chart:

Wall Street confidence  vs. Main Street Confidence

https://www.zerohedge.com/s3/files/inline-images/bfm824.jpg?itok=YM3tHF2L

 

If you felt like "this is madness," you're not alone...

As Sven Henrich noted earlier:

As indices, but not the market, keep crawling higher on the unprecedented market expansion in select stocks imbalances are building that suggest reversion risk is building. Whether this reversion risk sets up for a buyable dip or a change in market character remains to be seen, but the more disconnected charts get the larger the reversion risk in my view.

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmEB86_1.jpg?itok=10-71glQ

 

Call me old fashioned but I still subscribe to an apparently forgotten scientific theory known as gravity.

And be clear, the market cap expansions we’re witnessing in 2020 off of the March lows are without precedent...

While yesterday saw Nasdaq (growth) panic sold at the cash market open after an overnight pump, today's price action was opposite-land - after overnight weakness, Nasdaq was panic bid at the open and never looked back...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-08-25_12-58-34.jpg?itok=0z5go06H

 

Yesterday's momo-value reversal eased a little today (value sold, momo bid)..

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm11C7_0.jpg?itok=rF33NFyM

 

AAPL dared to trade lower on the day unable to get back above $500 after its split date

And if you wondered just how insane things have got - there's this - AAPL's put-call skew has never been lower (more skewed to levered longs than any protection ever...

See Charts:

https://www.zerohedge.com/s3/files/inline-images/bfmD0B1.jpg?itok=joRA56K4

 

The B-dollar Index  looks like it is coiling up for a move (perhaps into Powell's Thursday speech) with lower highs and higher lows today...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmC22D.jpg?itok=dw2N6Zxp

 

Treasury yields were higher on the day, but ended well off the early spike highs intraday reversing after Europe closed (with the long-end underperforming)...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm2CA7.jpg?itok=TsmkwmVk

 

10Y Yields briefly jumped above 70bps before a bid came in...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm9E29.jpg?itok=nwCnKlwe

 

Oil outperformed in the commodity complex today (ahead of tonight's inventory data, amid huge shut-ins for US crude production in the Gulf. Gold was flat...

See Chart:

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

 

Real yields pushed back below -1.00% tpday, remaining decoupled from gold (as the recent hiostoric correlation regime is weakening)...

See Chart:

10 Y Real Yield (Ind)  vs  Spot Gold

https://www.zerohedge.com/s3/files/inline-images/bfm87AD.jpg?itok=P2u2xVvM

 

Finally, shit's not cheap!!!

See Chart:

US Markeet CAP to GDP Ratio

https://www.zerohedge.com/s3/files/inline-images/bfm6180.jpg?itok=hXL6AjTt

 

SOURCE: https://www.zerohedge.com/markets/nasdaq-hits-new-record-high-confidence-crashes-6-year-lows

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US  DOMESTIC POLITICS

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

 

GOV EVERS DECLARES 'STATE OF EMERGENCY' AS WISCONSIN BRACES FOR 3RD NIGHT OF VIOLENCE

Wisconsin Governor Tony Evers declared a state of emergency on Tuesday, after the second wave of violent protests rocked the city of Kenosha and the capital of Madison, after a video of police officers shooting an African American man named Jacob Black went viral on social media

Evers is also calling a special session of the state legislature to consider police reform legislation...

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'BATTLE-ZONES' ARE ERUPTING ALL OVER AMERICA 

Things aren’t calming down...

Part of the “new normal” in America seems to be battle zones erupting across the nation.  Some of these began due to acts of police brutality, while others have taken on lives of their own with wholesale looting and violence.

The United States of America we see today is incredibly different from the one we saw at the beginning of the year. We’ve been wracked by a pandemic, a subsequent economic catastrophe, and massive, widespread civil unrest.

CASES REVISED:

Kenosha, Wisconsin

Yesterday, police officers shot Jacob Blake, a Black man, in the back as he tried to enter the vehicle where his children were. Blake is in stable condition and expected to live, but the shocking video has spread virally across social media

Denver, Colorado

Not only is Colorado currently beset by wildfires, but it’s also plagued with violent civil unrest. Over the weekend, rioters set out to destroy property in downtown Denver.

Portland, Oregon

Riots have been ongoing in Portland for months, and this weekend, several notable events occurred.

The violence in Portland shows no sign of relenting.

Seattle, Washington

Seattle has been the site of some of the most destructive and violent riots in the country – and considering everything I’ve just written about – that’s saying a lot. Riots began back in

Chicago, Illinois

Chicago has long been the site of carnage and gang violence, but things have escalated to an entirely different level. On August 10th, an upscale shopping district was pillaged after this shooting occurred.

New York, New York

New York City has been labeled a “warzone” as violence escalates rapidly. The violence in the Big Apple isn’t directly tied to protests or riots, but instead, appears to be a deadly new way of life.

Things aren’t calming down.

If you aren’t already prepared for civil unrest in your own backyard, it’s high time you began to do so. To learn more about surviving riots and civil unrestcheck out Selco’s course.

It is not an exaggeration to say that any act of violence by police officers, whether justified or not, is the potential spark for an explosion of unrest.

SOURCE: https://www.zerohedge.com/political/literal-battle-zones-are-erupting-all-over-america

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WATCH LIVE: RNC DAY 2 "LAND OF OPPORTUNITY" - POMPEO, PAUL, SANDMANN, & MELANIA 

With the theme of "Land of Opportunity," tonight's highlights include Rand Paul, Nick Sandmann, Eric Trump, Mike Pompeo, and Melania Trump...

                SEE VIDEO:  https://youtu.be/LsD-BpN7OLs

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EL QUE ROBA A LADRON TIENE MIL ANIOS DE PERDON (The Bible. Where? You find it)

"STAND DOWN!" - HOW ONE NAVY SEAL KILLED A MULTI-BILLION HEDGE FUND 

“...I’m going to jail, OK? Because they’re going to say that I abused my position as a fiduciary, which I probably did, right? Maybe I should go to jail. But I’m asking you not to put me in jail.

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Los millonarios son criminales por naturaleza. Si vez su  acto criminal y no lo denuncias ni haces nada por frenarlo, tu eres su cómplice. (Código Quechua ) 

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Mi religión me manda estudiar la crisis y unirme a la Rebelión y el cambio radical

SNYDER: WE SHOULD MOURN FOR WHAT IS HAPPENING TO AMERICA 

"We have basically entered a period of semi-permanent civil unrest"

….

Soy Panteista: creo en la madre naturaleza (la mama pacha) y en el INTI, el dios sol, creador de todas la energías puras que existen  en nuestro planeta. Que es una religión muy antigua?  Todas lo son. La diferencia es que rechazamos las guerras : principal fuente de contaminación ambiental y de las  calamidades  anti-humanas veneradas por la Santa Inquisicion Cristiana  ayer y por los  terroristas Musulmanes (Saudis hoy) que viven del mercenarismo  genocida.  En paises andinos del Sur Latino se venera al dios Inti y a la madre naturaleza. Visiten Cusco (Perú)  a mediados de Junio y apreciaran lo lindo de esta religión. 

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Por que en Estados de fuerte Lockdown abunda hoy la ABSTENCION ELECTORAL?...

A CLOSER LOOK AT THE STATES THAT STAYED OPEN 

There is no definitive evidence to suggest that stay at home orders are effective at addressing COVID-19...

….

Solo falsificando DATA se puede decir que hemos vencido el CV-19. Somos y seguimos siendo el país más afectado por el CV-19 entre potencias financiera. El lockdown destruyo el ‘ser Social’ (nuestra pertenencia a la Sociedad Americana basada en la libertad y respeto a la individualidad)  además de destruir la economía y las relaciones políticas en nuestro país. Peor aún si se pretende imponer por decreto Federal la inmunización obligatoria. Hay ya miles -sino millones- de ciudadanos que perdieron su trabajo cuando el test les dio infección CV  ‘positiva’ .  Si aún no existe la vacuna que garantice el 90% de seguridad contra el virus no tienen sentido  el test preliminar.  Esto puede ser considerado como un abuso fascista de poder tendiente a beneficiar Corp  privadas que lucran con la pandemia. Esto debería ser criminalizado así si tuviéramos  una Corte Suprema activa. Cuando concluyan sus vacaciones será tarde (either con Trump o con Biden en el poder).

….

Revisemos rápido este Art:

I’m sure we all remember that fateful month of March. That was the month when the United States went from viewing COVID-19 as a minimal threat to issuing some of the most draconian lockdown measures in the entire world

Life changed almost immediately. The stock market plummets, the unemployment rate skyrockets, the masks get tighter, the social fabric frays.  During the first week of April, Dr. Fauci made it clear that he believed that every state should issue a stay at home order. 

Counterfactuals to Dr. Fauci’s Stay At Home Order 

To assess Fauci’s claims that stay at home orders, in particular, are a model policy that every state should have adopted, we can look to Utah, South Dakota, North Dakota, Nebraska, Iowa, Wyoming, and Arkansas. These are the only seven states to never issue stay at home orders AND THE RESULTS ARE TELLING, BUT NOT NECESSARILY IN DR. FAUCI’S FAVOR.

Here is an excellent and comprehensive source on US restrictions and the timeline. 

Death rates from coronavirus (COVID-19) in the United States as of August 19, 2020, by state (per 100,000 people) Source: Statista

SEE CHART:

https://www.zerohedge.com/s3/files/inline-images/death-rates-coronavirus-per-capita-8-19-2020.png?itok=V2EIp7KK

 

One of the first things that jump out is that all seven of these states are amongst the top performers in terms of minimizing deaths per capita. In fact, the most draconian states such as New York, New Jersey, Massachusetts, and Michigan, where the governor even banned the selling of seeds, are the worst performing states. Whereas states like Wyoming, Utah, South Dakota, and North Dakota, which did not lock down are amongst the best overall in terms of deaths per capita. 

SEE  CHART:

https://www.zerohedge.com/s3/files/inline-images/new-york-covid-19-trajectory.png?itok=OJrRPGGB

 

It is still clear that harsh or forceful government action seems to have no correlation with containing COVID-19 deaths. In many cases, highly disruptive and overly involved governments can worsen the pandemic. For example, in states like New York, over 4,500 COVID-19 patients were forced into nursing homes in an ill-planned attempt to alleviate hospital capacity

States that didn’t issue stay at home orders (Utah, South Dakota, Nebraska, Iowa, and Arkansas) fared just as well if not better than other states. In particular, Utah and Nebraska did extraordinarily well maintaining a 4.5% and 4.8% unemployment rate, respectively while keeping death rates low.

 In contrast, pro-lockdown states like New York, California, and Massachusetts saw catastrophic unemployment numbers, 15.9%, 13.3%, and 16.1% respectively, alongside high COVID-19 death rates.

SEE CHART:

https://www.zerohedge.com/s3/files/inline-images/over-the-year-changes.png?itok=N3IoREah

 

South Dakota: A Closer Look at an Outbreak That Never Happened

See Chart:

https://www.zerohedge.com/s3/files/inline-images/south-dakota-outbreak-never-happened.png?itok=MQdlq0pt

 

The Case of Utah: A Spike in Cases But Minimal Disruption 

Utah is a state that much like South Dakota, did not issue stay at home orders and despite a spike in COVID-19 cases managed to keep its death rate one of the lowest in the nation. Utah also did a stellar job at protecting its economy with an unemployment rate at only 4.5%.

SEE CHART:

https://www.zerohedge.com/s3/files/inline-images/the-case-of-utah.png?itok=dy8rj2RD

 

Summing Up Arkansas, Iowa, Nebraska, North Dakota, and Wyoming

SEE CHART:

https://www.zerohedge.com/s3/files/inline-images/arkansas-iowa-nebraska-north-dakota-wyoming.png?itok=B0Fl_QLI

 

The Verdict  

An optimal response to COVID-19 would be one that balances public health and the economy.

All seven states outperformed the majority of the country in both minimizing death as well as protecting their economies.

There is no definitive evidence to suggest that stay at home orders are effective at addressing COVID-19. Furthermore, the United States experiment with the policy has yielded results that are not favorable to Dr. Fauci’s suggestion regarding the nationwide implementation of stay at home orders.

SOURCE: https://www.zerohedge.com/medical/closer-look-states-stayed-open

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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

 

THE RUSSIAGATE HOAX IS DEAD... BUT THE FAKE NEWS MEDIA CAN'T ADMIT IT 

                MUST WATCH!

It’s nothing short of amazing watching the usual “fake news media” suspects still flogging the long-dead Russiagate Hoax when U.S. Attorney John Durham has begun rolling out indictments from it...

You’re about to see over the next several months the DNC Media propagandists disguised as journalists suffer from cognitive dissonance as they keep trying to claim the Russiagate Hoax is still alive and well even as U.S. Attorney Durham is rolling out indictments of the people that perpetrated it.

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TRUMP REPORTEDLY CONSIDERS ACCUSING CHINA OF "GENOCIDE" OVER TREATMENT OF UIGHURS 

The contrast is clear: Trump is fighting to preserve America's status as a bastion of liberty in the eyes of the world...

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SPUTNIK and RT SHOWS

GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

 

- Republicans Hammer Biden Over Support for Wars on Second Night of Convention

- How Trump's GOP Brought In a Lot of New People & Reinvigorated Voters

- Pompeo Touts Trump 'Achievements' in 'Every Corner of the World' During Prerecorded RNC Remarks

- NC Lt Gov. Suggests Kamala Harris Will Be President Instead of Biden if Democrats Win 2020 Ticket

- Republicans Hammer Biden Over Support for Wars on Second Night of Convention

- US Lawmaker Opens Probe Into Possible Pompeo Law Violation With RNC Remarks

- Israel Uses Iran Fears to ‘Shift Attention’ in Washington

- ‘We Have Two Economies’: US Stocks Soar for Top 1% as Millions Still Face Unemployment

- Pastor Details GOP Support Among Black, Relig People, Trump COVID-19 Response

-More Than 10,000 Daesh Fighters Active in Syria, Iraq - UN Counterterror Chief

- Poll: Nearly Half of Americans Say They Have Saved Money During Pandemic

- ‘The Resources Exist’: CAL Wildfires Rage as Corp Block Preventative Practices

- Canadian Court Blocks Huawei CFO’s Request for Release of Additional Doc

- Family of Black Man Paralyzed in Police Shooting in Wisconsin to File Lawsuit

- COVID-19 Infects Host Cells Differently Than Other Viruses

- Melania Trump's  Says 'Every Word' of First Lady's RNC Address Will Be Her Own

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NOTICIAS IN SPANISH

Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

 

REBELION

 

US:  El rentable negocio de la educación universitaria  Renán Vega

ISR:  Cómo Israel hace la guerra a la historia palestina  J  Cook

US:  Y SI TRUMP NO SE MARCHA?   Frances Fox Piven,

Opin:  Relaciones con China: un camino latino reciente   J Paz-y-M C

COL:  Estado de derecho o estado “torcido”?   Renán Vega C

Fraude semántico   LOS HACKERS NO SON DELINCUENTES  A Quian

OPIN: LA POBREZA EN LA CALLE  Francisco Fernández

ECOL:   La justicia ambiental es necesidad urgente  Silvia C. Leanza

OPIN:  Vivimos sistema de mente enferma y asesino  Julio García

BRA:  BOLSONARO FORTALECIDO?   Editorial

Cuba:  La política en Miami y su influencia en Cuba  Jesús Arboleya

España:   Contra el individualismo caprichoso   Ricardo Rodríguez

US  LAS NUEVAS FRONTERAS MILITARES   Leonid Savin

US:  ENTRE ACTOS   David Brooks

Belarús, EL VERDADERO ROSTRO DE LA OPOSICIÓN   Antonio Rondón

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INFORMATION CLEARING HOUSE

Deep on the US political crisis: neofascism & internal conflicts that favor WW3

 

Voting Day: TELL US WHAT WE WANT TO HEAR  By Tom Feeley

US:  Exposing Pompeo’s phony UN snapback  By Ben Armbruster

China:  Everything going according to plan in China By Pepe Escobar

Belarus Opposition, MADE IN THE USA  By Stephen Lendman

Belarus:  Will Belarus become the next Syria?  By The Saker

US:  DNC embraces neocons, and Russiagate conspiracy  By M R

US:  Thanks, Obama: You Lie  By Paul Street

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VOLTAIRE NET ORG   https://www.voltairenet.org/en

 

UNDERSTANDING INTERNATIONAL RELATIONS (2/2)

by Thierry Meyssan

After dealing with the equality of men and the difference of cultures, and then reminding us that we distrust people we do not know, the author discusses four aspects of the Middle East: the colonial creation of states; the need for people to hide their leaders; the sense of time; and the political use of religion.

SOURCE: https://www.voltairenet.org/article210727.html

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COMPRENDER LAS RELACIONES ‎‎INTERNACIONALES

by Thierry Meyssan

Habiendo abordado ya el tema de la igualdad entre los seres humanos y las diferencias ‎entre las culturas, y luego de habernos recordado nuestra tendencia a desconfiar de ‎aquellos a quienes no conocemos, el autor aborda ahora 4 elementos fundamentales a ‎tener en cuenta en el Medio Oriente: el origen colonial de los Estados; el hecho que ‎sus pueblos se han visto obligados a esconder a sus verdaderos líderes; el sentido del ‎tiempo; y el uso político de la religión.

FUENTE:  https://www.voltairenet.org/article210725.html

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CROSS TALK   https://www.rt.com/shows/crosstalk/

Keiser Report

KEISER REPORT – SUMMER SOLUTIONS: BANKERS WILL PROTEST IN THE STREETS (E1584)

Max and Stacy chat to Simon Dixon of bnktothefuture.com about his prediction that bankers could soon riot in the streets if central banks allow them to go bust, or if governments deny them a bailout. In the meantime, money is being destroyed as businesses collapse, that is causing central bankers to print faster which, in turn, is undermining the stability of the economic system and also creating a class of cantillionaires presiding over the debt ruin they created. Once it falls apart, however, Simon Dixon sees the central banks will start offering retail banking direct to consumers through technology. They also discuss a monetary renegotiation as the global fiat system struggles to recover from all the future production brought forward in the form of massive debts suffocating current economic activity.

SOURCE: https://www.rt.com/shows/keiser-report/498905-dixon-bankers-protest-in-street/

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GLOBAL RESEARCH

Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

 

Albanian Political Power in N-Macedonia Will Not Lead to a Greater Albania  By PA,

Pompeo Slammed for Plans to Address GOP Conv from Jerusalem By Jessica Corbett

CV Crisis: Governments Are Faking It, and Copying Each Other By Jeffrey A. Tucker

Political and Moral Bankruptcy of the Dem Party By Black Alliance for Peace,

“Poisoned Kremlin” Critic Flown to Germany as Ger-RU Nord Stream Nears Complet

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DEMOCRACY NOW

Amy Goodman’  team

 

RNC : Trump Claims of Rigged Election & Warnings About Socialism and Unions 

Veteran GOP Strategist Stuart Stevens Says Racism Is Party’s “Original Sin”

Wildfires Reveal California’s Reliance on Incarcerated Firefighters

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