AUG 6 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
Yesterday despite growing concerns about a new wave of covid infections, chaos and confusion over the passage of a new stimulus wave, a V-shaped surge in projected earnings, not to mention the all too real possibility that Joe Biden will be US president in 3 months, stocks continue to move in an upward motion, unperturbed by anything, with the Nasdaq hitting its 31 new all time high of 2020 and rising above 11,000 for the first time ever on the back of the 5 FAAMG stocks but mostly the AAPL juggernaut, which despite taking a rest today on a BofA downgrade is up a staggering quarter of a trillion dollar in market cap just since its earnings report last Thursday.
Fast forward to today when there clearly wasn't a sufficient powerful force to change the market's inertia, and the melt up has continued across all asset classes, with investors flooding into stocks, bonds, and pet rocks...
See Charts:
https://www.zerohedge.com/s3/files/inline-images/meltup.jpg?itok=kmAO__rJ
... send the MSCI All-Country Index green for the year, as if the biggest economic crash since the Great Depression never happened...
See Chart:
MSCI All World
... with AAPL - whose market cap alone is now 7% of the entire S&P500 - is more than 100% higher from its March 23, lows, adding a third of a trillion dollars in market cap in the past week alone, and now just fractions away from a $2 trillion market cap.
See Chart:
Apple + 100%
As Bloomberg notes, the pause in the leadership of the mega-cap technology stocks is over, as evidenced by their dominance today. Nearly all of the S&P 500’s 18-point gain can be explained by five stocks: Apple, Facebook, Microsoft, Amazon and Alphabet. That’s how the index can rise even though 54% of its stocks are down at the moment. Among the group on pace for all-time closing highs: Apple, Amazon and Facebook.
However even AAPL's stunning move pales in comparison to the 150% surge in silver from its March lows.
See Chart:
+ 150%
https://www.zerohedge.com/s3/files/inline-images/silver%20since%20lows.jpg?itok=I9gkvvZ8
All of this is happening as expectations of a deflationary singularity have sent the 10Y real rate to a new all time record low of negative -1.10%
See Chart:
10 Y Real Rate
https://www.zerohedge.com/s3/files/inline-images/10Y%20real%20_0.jpg?itok=_6G-wmj4
Gold has benefited mightily from the collapse in real yields, and has hit another all time high today...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/gold%20vs%20real.jpg?itok=MKfJjGqy
... and up 14 of the past 15 days.
See Chart:
Gold Daily Change
https://www.zerohedge.com/s3/files/inline-images/golds%208.6.jpg?itok=K7WYA6M1
Meanwhile, unlike yesterday when the S&P went catatonic after the overnight ramp, today the Emini which is now just over 1% or some 40 points away from its all time high, spiked higher in the afternoon, led as usual by the old faithful FAAMGs.
See Chart:
Emini S& P Futs
https://www.zerohedge.com/s3/files/inline-images/ES%202020-08-06_15-52-19.jpg?itok=_htezy50
Finally, while the dollar did not crater today for a change, it was the Lira's turn to enter freefall mode, plunging to a record low against the dollar as investors bet on a total collapse of the Turkish economy next.
See Chart:
https://www.zerohedge.com/s3/files/inline-images/Turksih%20Lira.jpg?itok=AElZ5bAN
And while there has been a bit of a nudge higher in currency volatility...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/VOL.jpg?itok=tfixKz5_
.. Overall, it was an extremely boring day, in which the VIX dropped to a new post crisis low, which is precisely what one would expect from centrally-planned markets.
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PANDEMIC TRIGGERS RAPID FOOD INFLATION AS UNEMPLOYMENT REMAINS AT GREAT DEPRESSION LEVELS
"The pandemic has caused a surge in demand for groceries..."
With inflation now around 1% and unemployment at Great Depression levels, the Federal Reserve is set to announce new commitments in September to ramp up inflation back to its 2% target.
As the depressionary storm continues to swirl above America, 30 million folks have already said they did not have enough to eat in late July, which was the highest level people going hungry since food bank lines emerged across the country in April/May.
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FARMAGEDDON CONTINUES AS BANKRUPTCIES RISE 8%
Farmers are on government life-support.
SEE MAP
Chapter 12 Farm Bankruptcies in last 12 Months
https://www.zerohedge.com/s3/files/inline-images/ch12%20farm%20bank.png?itok=jy41gkSv
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
Since Bloomberg financed Biden FRAUD was the least to expect. Now is clear in part.
VOTING FRAUD IS REAL: THE ELECTORAL SYSTEM IS VULNERABLE
Trump is often wrong when he speaks or tweets spontaneously, but this time he just might be right...
....
IF previous votes are real, people won’t have problem in vote Biden again
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Pro-WW3 art:
India versus China, Egypt versus Ethiopia, Israel versus the Palestinians – the Water Wars are already here in the US also, yet American and European policymakers remain disastrously blind to them.
….
Is it true that US Embassies in those countries were busy fixing India ++ case?
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Another US pro-WW3 incursion in China proximities
China has lately emphasized a military line in the sand
on the sensitive Taiwan issue...
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The possible CH TxT move is install N-submarins –satellite driven- in front of US
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We’re in stone-age regarding vaccines for CV-19: who trust them? 42% is big-FALSE Fig
ONLY 42% SAY THEY WILL SUBMIT TO COVID-19 VACCINE, NEW POLL FINDS
The figure represents an all time low...
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OVER 70% OF AMERICANS AFRAID TO VISIT DOCTOR DUE TO COVID-19: SURVEY
42% of those surveyed sought mental health counseling...
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US COLLEGES ARE SPLIT BETWEEN IN-PERSON AND "HYBRID" LEARNING PLANS FOR THE FALL SEMESTER
Small business owners around the country are turning their attention to one all-important question: how are colleges planning to reopen? And what does that mean for us?
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Small? There are big Corp behind this nasty business
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Fascism ad portas?
GEN. FLYNN WARNS OF "VICIOUS ASSAULT BY ENEMIES ON ALL THAT IS GOOD" IN 'LETTER TO AMERICA'
“We can no longer pretend that these dark forces are going to go away by mere prayer alone. Prayers matter, but action is required.”
"...the destiny of the United States is at stake, and it is, the very future of the entire world is threatened."
….
YES, our destiny is at stake & the entire world is threatened if fascism inside & WW3 abroad get freedom to act… Flynn words must not remain unpunished. Do we still have Supreme Court? Are there still Prayers of God bless America?
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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
WHITE HOUSE MOVES TO DE-LIST CHINESE COMPANIES FROM AMERICAN STOCK EXCHANGES
A new proposal from the Trump Administration calls for all Chinese-domiciled companies with shares listed on American stock exchanges will need to comply with American auditing rules, or de-list
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"Many expected that this would be a military alliance or a trading alliance, but now the alliance is moving more in the banking and financial direction, and that is what can guarantee independence for both countries."
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The explosion in Beirut was not negligence of Gvt. Is this guy CIA-ISR agent? Who is it?
"HE ABANDONED THE DEADLY CARGO": MEET THE MYSTERIOUS BUSINESSMAN AT CENTER OF THE BEIRUT BLAST SAGA
He was paid $1 million to transport the high-density ammonium nitrate but the leaky unsafe ship & unpaid crew never made it to their destination...
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TRUMP'S 'SPECIAL ENVOY' TO TEHRAN QUITS AS UN VOTE TO EXTEND IRANIAN ARMS EMBARGO LOOMS
The timing is certainly interesting...
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars & danger of WW3
-Worldwide Number of COVID-19 Cases Surpasses 19 Million - Johns Hopkins Univer
-Trump Signs Executive Order on Banning Transactions With TikTok’s Developer
-Pompeo Calls on Afghan Assembly Loya Jirga to Release Remaining Taliban Prisoners
-Trump Says AOC Is 'Real Beauty' Who 'Knows Nothing About Economy' Look who is talking: A master of FAKE Economy with USD collapsing. T-Econ=Zero. T-USD printer=?
-‘Absolutely Essential’ US Lawmakers Implement ‘Rent Moratorium’ to Save Economy
-Facebook Bans Pro-Trump Super PAC From Placing Ads
-Russia Spotted 32 Foreign Spy Jets Close to National Airspace Over Past Week
-NRA May Spend 'Tens of Millions' in Swing States Ahead of November Election
-Canada Will Impose Dollar-for-Dollar Retaliatory Tariffs Against US
-Fascism? NRA Corrupt Suit Reveals Danger of Polit Groups Having ‘Unchecked’ Power
-US Govt Expands Deployment of Federal Forces to Memphis, St. Louis
-Kanye West Won't Deny He Is Running to Draw Votes Away From Biden
-Trump Says Biden 'Totally Disparaged and Insulted Black Community'
-Situation in Parts of Syria's Idlib, Deir Ez-Zor Tense, Russian Military Says
-What Is Known About Next US Coronavirus Stimulus Package?
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THE REST FOR TOMORROW
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