martes, 1 de septiembre de 2020

AUG 31 20 ND SIT EC y POL

 

AUG  31  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

 

STOCKS & SILVER SOAR FOR 5TH STRAIGHT MONTH, BONDS & DOLLAR DUMPED

August 2020's 7.3% surge in the major US market index is the largest August gain since 1984 (when the S&P 500 rose 10.63%), but as the chart below shows Trannies almost doubled those gains...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm8DE4.jpg?itok=f6bop5yD

 

Crazy rotation day today (Nasdaq ripped and Dow and Small Caps slammed at the cash open as S&P clung to unch) but everything collapsed into a really ugly close...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-08-31_13-00-06.jpg?itok=J1US3M7R

 

While this broke the S&P's streak of gains (would have been the longest streak since April 2019), it was still the 5th straight monthly gain.

And that strong month sent The Dow back into the green for 2020... but today's weakness took it back red...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmFCD7_0.jpg?itok=AMP-bq5z

 

All thanks to an epic squeeze in the most-shorted stocks (more than doubling the S&P's performance)...

See Chart:

Most Shorted Stocks  vs.  S&P

https://www.zerohedge.com/s3/files/inline-images/bfmB428.jpg?itok=DfIsCHUj

 

With the strength being concentrated in fewer and fewer stocks...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm74F1.jpg?itok=VNvF0kWR

 

As AAPL nears the same size as the entire Russell 2000!!!!

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmE42A_1.jpg?itok=aWOgxt02

 

VIX was up on the month (despite soaring stocks)

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-08-31_12-40-42.jpg?itok=0cLOXsK6

 

VIX was higher on the day again (biggest jump since July 13th), continuing to decouple with stocks...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmA1C9_0.jpg?itok=mD085N4I

 

As the correlation between stocks and VIX reaches its highest since volmageddon in 2018

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm83A6_0.jpg?itok=xkYGwGyp

 

It was an ugly month for bonds with the long-end up over 25bps (small rotation in the last day helped a lot as rotation began

In fact August was the worst relative performance of bonds to stocks since Oct 2011...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm6BD2_0.jpg?itok=KAG7hH4h

 

Real yields ended notably lower (down from -1.00% to -1.10% on the month) signaling more upside for gold...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmACB4.jpg?itok=F6j2e8hG

 

The B-dollar Index was pummeled for the 5th straight month to its lowest since May 2018...

See Chart

https://www.zerohedge.com/s3/files/inline-images/bfm25C6.jpg?itok=T1wnhzF4

 

Gold rallied back to last week's Powell-spooked highs today

But Gold ended the month unchanged...

https://www.zerohedge.com/s3/files/inline-images/2020-08-31_12-54-59.jpg?itok=DvSg_i2w

 

Gold/Silver ratio cratered (for the 4th month in the last 5)...ending the month below 70x at the lowest level (silver strongest relative to gold) since March 2017...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm2AB8_0.jpg?itok=QfXftrHu

And finally there's this!

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-08-28%20%286%29.png?itok=aN2mqKij

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SOURCE:  https://www.zerohedge.com/markets/stocks-silver-soar-5th-straight-month-bonds-dollar-dumped

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DEFLATION OF THE CITIZENRY'S HARD ASSETS WILL BE A HUGE BUYING OPPORTUNITY FOR INSIDER POWER ELITES 

The gravy train will have to stop at some point, but right now the global elites have pushed their chips on to the U.S. dollar and stocks.

Authored by Charles Hugh Smith via OfTwoMinds blog,

This is part 2 of a 5 part series entitled When the World Market Itself Is Fake, Economic "Value" Loses Any Real Meaning.

Read Part 1 here...

I believe there will be a massive contraction/deflation in the near term in certain sectors of the U.S. and world economy as demand flees from commercial real estate, as jobs do not come back full force, small businesses close down, and/or people migrate to home offices.

Far fewer ACTUAL PEOPLE can pursue certain goods even if the SYSTEM is flooded with cash. It's not in their pockets!

Now this might be partially corrected by some form of Universal Basic Income (UBI), but this will take time, and people will initially use it to shore up their survival. 

One should not underestimate how much the global elite has tied the welfare of a fearful global populace into their own program and benefit. 

People under 50 were 70% for Bernie Sanders, and people over 50 were 70% for Joe Biden. No more stark a contrast and commitment to completely different regimes can you see.

Is this sustainable? No way. Can it be pursued for another ten to twenty years in defiance of reality while the beneficiaries die off? We shall see.

That may be the future, but there are no current sufficiently strong political, social, or economic barriers to this rank abuse of fiduciary trust and dignity.

This year, dividends have NEVER been lower in the history of the stock market, yet the S&P 500 hit a new high? Billionaires are making tens of billions of dollars more!

The tsunami has not hit yet, and it will come falling on Joe Biden's head if he gets elected, and no corporate apparatchik will have a solution.

These guys WANT inflation, because inflated markets (especially in oil, real estate, and equities) means increasing value on the money they already invested in these assets.

The gravy train will have to stop at some point, but right now the global elites have pushed their chips on to the U.S. dollar and stocks. We should use that breathing room to make our choice away from this rigged game.

….

SOURCE: https://www.zerohedge.com/markets/deflation-citizenrys-hard-assets-will-be-huge-buying-opportunity-insider-power-elites

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US  DOMESTIC POLITICS

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

 

False premise: State control  of Econ & Poli -as it exist now- is not socialism but fascism

A CRITIQUE OF MODERN SOCIALISM

Claims of morality are a thin cover, a disguise for wealth transfer from ordinary people to the state. The state is now an organisation that leeches on its electors in order to pursue its own separate agenda...

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One color doesn’t define rainbow,  but its night obscurity & its darkness.

WHAT IS SOCIALISM?

The colors of socialist rainbow are:

1-      Social property of means of production bring by nature: water, oil, minerals

2-      Social property  of big resources to process 1: heavy machine, road, build ++

3-      Total respect of Human rights of labor & other excluded soc group incl-migr

4-      Socializat of health & education for all plus housing plans + welfare f need P

5-      Taxing the rich to avoid extremes of inequality and explosive differences

6-      Support of Intern Peace Prog like nuclear dismantle & stop weapon product

7-      Support Nat liberat Mov Agst old colonialism & neo-lib annexation of poorC

THAT IS THE COMMON PROGRAM OF SOCIALISTS  WORLD WIDE

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XENOPHOBIA  is typical in imperialist regimes like US

"THE CHALLENGES ARE UNPRECEDENTED": CHINESE BANK PROFITS CRATER AMID BAD DEBT SURGE 

First it was US banks. Now it's China's turn.

….

We had failed plans of war Agst China and still have war plans deem to failed

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There is only 1 way to defeat the logic of violence: the dialectic of Uniting differences

ESCALATION OF FORCE: HOW TO CHOOSE THE APPROPRIATE RESPONSE TO POTENTIAL VIOLENCE

“I’ll just pull out my Glock/HK/Ruger and deal with those punks. Once they see their buddies drop, they’ll back off soon enough...”  [ This is pure stupidity ]

….

Violence is never been defeated with more violence. This produce chaos and social disintegration.  The block that unite the difference always win. Let’s apply this principle to the electoral rivals Dems & Reps. The unity of Dems can be broken by creating a third option party that divide the votes for Biden. If the 3rd Option register a PEOPLES FRONT that Unite all socialists parties +the green party & other progressive groups, bye bye to Biden.  IF this PEOPLES FRONT manage to integrate  well known leaders inside the REPs party, bye bye to Trump. Violence Agst both  of them , or between them ,  can only create very little & transitory victory  of one over the other, but will be definitive defeat  the 1st third month of post-elections. Trump can create open fascism to suppress violent resistance but PROPLE REFERENDUM can create a dual power and separatism Agst fascism. The social pacific REV  will start.  The same with Biden: PEOPLE FRONT  will unite the progressive Reps in the bottom of this party to advance the REVOLITION  agenda. Violence does not lead  to radical change but to stagnation. THE PACIFIC REV VIA REFERENDUMS WILL SUCCEED.

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MM always folly with non-sense prediction without facts. Art of intuition bel- t-women

MICHAEL MOORE: TRUMP COULD BEAT BIDEN IN YET ANOTHER "REALITY CHECK" FOR DEMOCRATS  

“I’m warning you almost 10 weeks in advance. The enthusiasm level for the 60 million in Trump’s base is OFF THE CHARTS!  For Joe, not so much.”

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Pools are not in favor of Trump, but Biden. Trump militaristic dictatorship Agst protesters in streets is killing his candidacy. The fake economy + the collapse of USD may have big surprises Agst Trump in the coming month. He knew it and the only way to post-pone & control election is a quick war Agst IRAN-Syria with support of ISR, Saudis, UK & Turkey. BUT nobody knows the response of RU-CH (they may hit UK –London Bank & key milit bases, wile Iran will hit ISR –Dimona & Jerusalen bunkers- & US military in Syria will be demolished). So, the success of Trump’ war in M-East is totally uncertain & his re-election too.

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Does Trump cheated on his SAT exam?

PENN PROFS PUSH TO PROBE PRESIDENT TRUMP'S ADMISSION TO IVY LEAGUE 

“President Trump has provided substantial evidence that he is not above lying and cheating..."

….

Six professors at the University of Pennsylvania’s Wharton Business School - President Donald Trump’s alma mater - asked for the administration to investigate claims that Trump cheated on his SAT exam.

President Donald Trump’s niece, Mary Trump — said that President Trump paid someone to take the SAT on his behalf.

.

SOURCE:  https://www.zerohedge.com/political/penn-profs-push-probe-president-trumps-admission-ivy-league

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KOLANOVIC SAYS TRUMP RE-ELECTION ODDS ARE SOARING, PROMPTING NATE SILVER TO MELT DOWN ON TWITTER

"A chart like this is nonsense, and the analysis behind it is lacking any sort of empirical anchor and is otherwise hopelessly confused. It's amazing that they shared it with a reporter because they thought it would make them look smart."

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OREGON STATE POLICE ARE BACK IN PORTLAND - AND THIS TIME THEY WILL BE STICKING AROUND 

It's too bad a man had to die for Oregon's top Democrats to recognize the importance of policing Portland's raucous protest-riots.

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KAMALA HARRIS HELPED BAIL OUT TWO MURDER SUSPECTS AND TWICE-CONVICTED SEX OFFENDER 

This is the first thing Vice President Pence

should ask her about when they debate

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LUONGO: DID TRUMP'S FEDERALISM JUST WIN HIM THE ELECTION? 

"The stage is set, now all that is left is to shore up how the votes are counted to put this insurrection to bed properly, peacefully..."

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"THIS IS REAL... THERE'S GOING TO BE A F**KING WAR IN NOVEMBER" - DEM OPERATIVE ADMITS VOTER FRAUD 

"Some of the biggest names and highest office holders in New Jersey have benefited from his tricks..."

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POLLING FIRM RASMUSSEN WARNS ABOUT "NATIONAL POLL SUPPRESSION" AS BIDEN LEAD SLUMPS TO JUST 2PTS 

...a new National Poll just released from Emerson College that showed Biden's lead down to just 2pts.

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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 IS PROMOTING WAR AGAINST CHINA

AS US WARSHIP AGAIN TRANSITS TAIWAN STRAIT, TAIPEI & BEIJING WARN EACH OTHER: 'RISK OF ACCIDENTAL CONFLICT LIKELY' 

Second provocative US Navy sail through in two weeks...

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ISRAEL PREPARES FOR WAR WITH HEZBOLLAH 

Hikers in the Israeli-occupied Golan Heights found at least 5 armed and unguarded Merkava Mk. IV battle tanks...

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SPUTNIK and RT SHOWS

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

 

- Charges Fly After Illegal Norwegian Bunker Rave Ends in Massive Carbon Monoxide Poisoning

- Berlin Police Say Anti-COVID Protester Sustained Slight Injuries While Resisting Detention

- China Demands Withdrawal of Indian Troops that Crossed Border in Ladakh 

- US Indicates NATO-Like Alliance in Indo-Pacific to Contain China in Every Sphere

- Mike Pence Was 'On Standby' to Assume Presid During Trump's 2019 Hospital Check

- Protests Continue in US City of Portland - Video

- India Orders Six Multi-Barrel Guided Launchers to Deploy Along China Border

- Immigrant Mob Tried to 'Burn Down the Church' in Swedish Town

- French Min Warns of High Risk of Terror Attacks, Vows a Fight 'Which Won't Let Up'

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THE REST FOR TOMORROW

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