SEP 14 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
A BETRAYED PROMISE: NEVER GONA LET YOU DOWN
SMALL CAPS, BIG-TECH, & BULLION BOUNCE AS DOLLAR DIVES
Another day, another short-squeeze ("most shorted" stocks rose 3% on the day, erasing the losses from Thursday and Friday)...
See Chart:
Most Shorter Stocks vs. Russell 2000
https://www.zerohedge.com/s3/files/inline-images/bfmB88E.jpg?itok=AT3aQ3NS
Which explains why Small Caps outperformed so handsomely. Note how everything went turbo higher at the cash open (interesting that small-caps and Nasdaq diverged notably at the European close). As we neared the close, the ubiquitous buying panic reasserted itself (for absolutely no good reason at all)...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-09-14_13-00-14.jpg?itok=OeLG3UN2
Nasdaq tagged its high stops from Friday then faded...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-09-14_13-00-48.jpg?itok=6gM4H9Kv
Nasdaq, S&P, and Russell 2000 all bounced off their 50DMAs...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-09-14_12-07-03.jpg?itok=mSuNjBTH
EU:Very odd day overall with the opening panic being entirely erased in momo/value...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfmD80F.jpg?itok=jhFGDFWv
The US S&P Tech sector surged at the cash open, then faded...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfm2744.jpg?itok=BL5RgqI2
Stocks saw extremely positive breadth today with advancers dominating decliners..
See Chart:
Nasdaq Advance-Decline line
https://www.zerohedge.com/s3/files/inline-images/bfmCAF8.jpg?itok=svd3pQe6
Treasuries traded in an extremely narrow range
With 10Y stalled around 67bps...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfm2822.jpg?itok=beZEIXRQ
The B-Dollar Index dived to what appears to be notable support from last week...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfmB22B.jpg?itok=zYbTz9Wb
Gold futures bounced off $1950 once again...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-09-14_12-10-09.jpg?itok=LAGDCXrd
Silver outperformed, pushing back above $27 once again...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-09-14_12-26-26.jpg?itok=pNq9srnR
WTI chopped around between $37 and $38, ending the day marginally lower...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-09-14_12-17-30.jpg?itok=RyZGwS4H
Finally, in case you were wondering where the ammo came from to squeeze the shorts, it's simple. As Bloomberg notes, hedge funds have turned the most negative on U.S. technology stocks in more than a year and half as the sector’s high-flying rally comes to a screeching halt.
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfm4E44.jpg?itok=S53_L9MY
Speculative positions in Nasdaq 100 mini futures flipped from net long to short and slumped to the most bearish since March 2019, according to the latest Commodity Futures Trading Commission data. The tech-heavy gauge just posted its worst week since March amid a recent reassessment of valuations and volatility in the options markets.
And of course, the 1930s analog remains...
See Chart:
DOW Then and NOW
https://www.zerohedge.com/s3/files/inline-images/bfmB0BE.jpg?itok=W8Yw8xSP
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SOURCE: https://www.zerohedge.com/markets/small-caps-big-tech-bullion-bounce-dollar-dives
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FAUCI: "I HAVE TO DISAGREE" WITH TRUMP ON COVID "ROUNDING THE CORNER"
Trump: “I really do believe we’re rounding the corner...”
Fauci: “I’m sorry, but I have to disagree with that because if you look at the statistics, they’re disturbing...”
In fact, he is very wrong: the average daily new cases for the past two weeks have been 31,411, dramatically less than Fauci’s 40,000 number; and the average daily deaths for the past two-weeks have been 697, a full 30% less than Fauci’s 1,000.
More significant, do these graphs of weekly average new cases (blue graph) and deaths (red graph) from Bloomberg look like we’re “plateauing?”
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfm5185.jpg?itok=v4qd491n
As a reminder, here are his comments from last week:
“We’ve been through this before,” he said. “Don’t ever, ever underestimate the potential of the pandemic. And don’t try and look at the rosy side of things.”
“I keep looking at that curve, and I get more depressed and more depressed about the fact that we never really get down to the baseline that I’d like,” he said.
….
SOURCE: https://www.zerohedge.com/political/fauci-i-have-disagree-trump-covid-rounding-corner
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
Violence create violence Since G Floyd police continue killing BLM memb unpunished
"EVERYONE IN THE CITY WAS READY FOR WAR" - TERRIFYING EYE-WITNESS ACCOUNT OF THE KENOSHA RIOTS
"It was apparent from the beginning there was no help. No police, no fire trucks no ambulances. None. Structures burned to the ground... and we all watched it happen. There was nothing we could do."
….
We said: try to do what Chile & Peru does: police protect peaceful demonstr. I was leader of the student union in Arequipa-Peru & when I request police protection Agst APRA defeated in Election, I got that protection. The same happen in Chile when Allende was in power. The opposite happen when police use weapons Agst disarmed people, they force them to be armed too. When the fascist Plan Condor was implemented in S-Am they burned a town in the andes with Napal to prevent support to Chile. The quechuas burned the hotel with the 23 mercenaries send by US. Then after the fascist didn’t come to Peru. In the US many people has arms & they will used if the police kill more blacks. BLM was not a violent org, when the police kill its members they create ANIFA. Now there are many brigades ready to act if the police continue killing blacks.
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"MURPHY'S LAW": NEW YORK MAY FOLLOW NEW JERSEY WITH TRADING TAX OF ITS OWN
Is this the beginning of the end of HFTs?
HFT Height Capital Markets analyst Edwin Groshans wrote that a proposed tax on financial transactions under consideration by New Jersey Governor Phil Murphy might "encourage other states facing budget shortfalls, like N.Y., to pursue a similar strategy."
"It also increases the risk that the federal government will act on implementing a financial transaction tax," and will be an "issue to watch at the federal level" if Joe Biden wins in November and the Democrats gain Senate control, according to Groshans.
For his part, the analyst gave the tax a surprisingly high 65% chance of passing as part of N.J.’s budget process, though he noted Murphy has said the law is likely to be challenged in the courts.
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PA GOVERNOR'S COVID-19 RESTRICTIONS RULED UNCONSTITUTIONAL BY FEDERAL JUDGE
"You can’t just shut down American society."
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THE FOUR D'S THAT DEFINE THE FUTURE
We can add a fifth D: denial. The four Ds are already in motion and denial is only accelerating systemic decoherence...
Authored by Charles Hugh Smith via OfTwoMinds blog,
When the money runs out or loses its purchasing power, all sorts of complexity that were previously viewed as essential crumble to dust.
See Chart:
How Systems Collapse
https://www.zerohedge.com/s3/files/inline-images/buffer-collapse5-18%20%281%29_1.png?itok=LN_AW60Y
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SOURCE: https://www.zerohedge.com/markets/four-ds-define-future
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...things have gotten so fugly, polarized, contentious where being a centrist is considered an extremist position in itself, that it’s all going to snap back in the other direction so hard it’s going to rip everybody’s faces off...
We hear a lot of talk in financial and economic circles about “reversion to the mean” or some variation: reversion through the mean or that reversion typically overshoots the mean.
How far will it overshoot the mean? To the extent whatever you are measuring had extremely overshot to one side, or the upside, it is generally expected to overcompensate to a comparable extent in other direction. Most of the time when we talk about this, we’re thinking about financial markets and it is most poignantly reflected in The Hype Cycle or some other variation of the wild gyrations between Irrational Exuberance and Maximum Pessimism.
See Chart :
VISIBILITY
https://www.zerohedge.com/s3/files/inline-images/2020-09-14_8-20-11.jpg?itok=tt-ylPGn
I look at all this and wonder what the world looks like if all of this snaps back other way in some kind of cascading Great Reversion.
I’ve cited the Pew Research on political polarization before, where they show how it is no longer possible to gain a plurality in the middle – centrism is dead and moderates are reprobates. The result would be a pendulum beat between ever increasing extremes – far left, hard right, until the center literally cannot hold.
See Chart:
Dems and Reps more ideologically divided that in the past
https://www.zerohedge.com/s3/files/inline-images/pew-polarization_0.png?itok=6V3UUfu8
With the bailouts of 2020, when innumerable small businesses were ordered closed, by edict, many of whom will never reopen, while central banks directly support superhuge businesses, and lucrative government contracts are awarded to cronies, what was a slow, seemingly inexorable slide into this extractionist regime was suddenly and dramatically pushed into overdrive.
See Chart:
US BILLIONAIRE WEALTH SURGES DURING PANDEMIC
https://www.zerohedge.com/s3/files/inline-images/billionaires.jpg?itok=XaxGpcrb
We are at a kind of hinge moment in history, just imagine where things will have to go for you to remember recent years as some kind of bygone era. That’s where The Great Reversion will take us. Nobody can say for sure what it will look like, or when it will happen, but I do fear one thing in particular.
See Chart:
The reversion will be mean
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SOURCE: https://www.zerohedge.com/political/reversion-will-be-mean
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RON PAUL: DEBT IS THE REAL PANDEMIC
Unless Congress begins reducing spending, the coming economic crisis will be even worse...
According to the Congressional Budget Office’s (CBO) latest “Update on the Budget Outlook,” this year’s $3.3 trillion federal deficit is not just three times larger than last year: it is the largest federal deficit in history. The CBO update also predicts that the federal debt will equal 104 percent of the gross domestic product (GDP) next year and will reach 108 percent of GDP by 2030.
The CBO update also shows that the Social Security, Medicare, and highway trust funds will all be bankrupt by 2031. This will put pressure on Congress to bail out the trust funds thus further increasing the debt.
This year’s spike in federal spending was caused by the multi-trillion dollar coronavirus relief/economic stimulus bills passed by Congress and signed by the Presidnt. However, SPENDING HAD ALREADY INCREASED BY $937 BILLION FROM THE TIME PRESIDENT TRUMP WAS SWORN IN UNTIL THE LOCKDOWN.
Some progressives are attacking Biden for being to “stingy” in his spending proposals. Even more distressing is how few progressives are critical of Biden’s support for increasing the military budget.
Most politicians will not vote to curtail the welfare-warfare state unless their constituents demand it. The people will not demand an end to big government as long as so many believe that the government has a moral responsibility to, and is capable of, providing them with economic and personal security.
Therefore, our priority must be on getting people to reject the entitlement mentality and embrace the philosophy of liberty and personal responsibility.This will enable us to build a movement capable of convincing politicians to stop voting for more spending and debt and instead vote to respect the Constitutional limitations on government in all areas.
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SOURCE: https://www.zerohedge.com/political/ron-paul-debt-real-pandemic
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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
INVENTING PRETEXT TO HIT IRAN
CIA THREAT MEMO SAYS IRAN PLOTTING TO ASSASSINATE AMBASSADOR IN REVENGE FOR SOLEIMANI
US Ambassador to South Africa notified specific threat against her...
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IF Iran respond to US attack the target won’t be an ambassador. ‘Nadie gasta polvora en gallinazo’. They may hit ISR, London or even US target if attack Iran They are ready to die on its foot not bending kneed. Most likely target is ISR: Dimona , Tel Aviv & Jerusalem bunkers. Many crimes has been commit by ISR.
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EXHAUSTIVE PENTAGON REVIEW FINDS NO EVIDENCE FOR NYTIMES' "RUSSIAN BOUNTIES" STORY
Detailed two-month review of each and every attack on American troops going back several years turns up absolutely nothing.
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Este solo mira la paja en el ojo ajeno, no la biga en sus ojos
SEN. HAWLEY URGES TRUMP ADMINISTRATION TO REJECT TIKTOK DEAL
...the cooperation between TikTok and American companies is not limited to Oracle, but also includes Wal-Mart: "The cooperation with Wal-Mart is mainly in the direction of e-commerce."
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Quiza tiene los bolsillos vacíos y necesita una propina de Wal Mart
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BP COMES CLEAN ON ENERGY, ADMITS OIL DEMAND GROWTH IS DEAD
The world is past the era of growing crude oil demand... oil consumption may never recover to pre-pandemic levels...
The world is past the era of growing crude oil demand, BP said in its annual energy outlook report, which was released today.
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-09-14_11-06-23.jpg?itok=MlWa7ybK
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SOURCE: https://www.zerohedge.com/energy/bp-comes-clean-energy-admits-oil-demand-growth-dead
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"We can only conclude that the more likely outcome has become that no proactive stimulus deal is achievable before the election."
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But where things get even more complicated is the growing realization that a presidential election will likely not present a clear winner on Nov 3 and instead market will have to wait for weeks (if not longer) until a clear winner is determined. In fact, as JPMorgan noted earlier, a contested election is the "worst-case scenario" for the market, if the 2000 election is any indication.
See chart:
https://www.zerohedge.com/s3/files/inline-images/2000%20election%20analog_0.jpg?itok=lL4L8YSd
The bottom line is that all hopes about another fiscal stimulus before December - at the earliest - can be abandoned, which then prompts another question: when will the material decline in government stimulus and handouts start impacting consumer spending in the US. To be sure, we have shown that (former) recipients of UI benefits - which stopped on August 1 - have seen their CONSUMPTION ACROSS KEY CATEGORIES TUMBLE IN RECENT WEEKS.
See Chart:
https://www.zerohedge.com/s3/files/inline-images/UI%20spending_4.jpg?itok=zKQzzMUg
One final question: recall that former NY Fed president Bill Dudley said that the surest way to prevent a Trump re-election was to crash the market ahead of the election (he did so in a Bloomberg op-ed which prompted outrage from all those who idiotically claimed that the Fed is apolitical). One wonders if it is indeed the establishment's intention to insure that a second Trump term does not happen, whether precisely this sequence of events won't become the dominant narrative in October, JUST ONE MONTH FROM NOW, CULMINATING IN A VERY TACTICAL AND POLITICALLY-MOTIVATED MARKET CRASH...
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars & danger of WW3
Israel Aims to ‘Shore Up’ Arab Support With Peace Deals to ‘Legitimize’ Crimes Against Palestinians
- Trump Warns Any Attack by Iran Against US Will be Met With Attack '1,000 Times Greater in Magnitude'
- Palestinians Lick Wounds of Their Failed Diplomacy as Israel Preps to Ink Peace Pacts
- 'Latinos For Trump' Roundtable: POTUS Pushes Efforts to Win Arizona Hispanics
- Personal Data of Some 46,000 US Veterans Exposed Due to Data Breach
- Venezuelan Chief Prosecutor Brings Charges of Terrorism Against Alleged US Spy
- Trump Says He's Ready for 4-Hour Debate With Biden, Joe Rogan as Moderator
- Chinese Military Labels US ‘Destroyer of World Peace’ in Rebuke to Pentagon Rep
- Wisconsin Supreme Court Lifts Hold on Absentee Ballots. On September 11, the court suspended mail-in ballots pending a decision on whether to include Green Party candidate Howie Hawkins and reprint the documents.
- US to Deploy 150 Fifth Generation F-35, F-22 Combat Aircraft in Arctic, Senator Dan Sullivan Says
- Rochester, NY Police Chief Fired Over Death of Daniel Prude
- The Cause of Julian Assange Is the Cause of Freedom – Free Assange Now
- US Air Defense System Downs Hostile Targets Over Baghdad Green Zone
- 'Doomsday' Wildfires in CA, Elsewhere Will Get Far Worse If Trump Wins - Biden
- US Errs in Assuming China Will Accept Number 2 Spot
- US Court Allows Trump to Expel Thous of Migrts From Nicar, Sudan, Haiti n Salvador
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos
REBELION:
BOL: RUPTURA O CONSOLIDACIÓN DEL GOLPE? Katu Arkonada
US: ISRAEL ‘FINANCIA’ LOBBY USA Philip Giraldi
Cuba: CV -19: impacto presupuestal y costo de vida Anicia E García
ARG: Pandemia, negocios mill y falsas soluciones Darío Aranda
Opin: Evo, Correa, Lula, la prisa de Trump y dicot pasado-futuro AA
FEM: trumpismo» vs feminismo en 13 notas Nazanín Armanian
RU: GEOPOLÍTICA Y REFERÉNDUM CONSTITUC A Fernández
Perú: 3ER GOLPE DE ESTADO ENTRE 2018-2020 Mabel Zamalloa
Perú: Congreso, Ejército y el juicio al presid Vizcarra Mariana Á
Rep Dominicana ¿ESA MORAL Y CÍVICA? NO, GRACIAS Luis Ulloa
ARG: REBELIÓN POLICIAL: LA PARITARIA ARMADA Mario H
Econ: Capitalismo: no hay “jornal digno por trabajo digno” Hadas T
BRA: Americanismo, anticomunismo y antiabortismo Marilia Arante
BRA: BOLSONARO, CULPABLE DE “BIOCIDIO” Eric Nepomuceno
Chile: La crisis del trabajo detrás de la revuelta chilena Karina N
COL: 9 DE SEPTIEMBRE CONTRA LA BRUTALIDAD POLICIAL
COL: Masacre PAZ EN LAS INSTITUCIONES Gearóid Ó Loingsigh
Opin: EL PROBLEMA ÉTICA REVOLUCIONARIA Marcelo Colussi
Opin : Trabajo decente, ¿ ardid de la teología capitalis? Edo Camín
Ecuad: Tiempo de reflexión ante la catástrofe Bayardo Tobar
España: Kitchen, cuando la indecencia se hizo carne V Arrogante
España EL MOMENTO POPULISTA Lluís Rabell
US: Respuesta al creciente poder de China Leonid Savin
África: Nuestra deuda: la dignidad del Sáhara
UE: Proyecto de ley antiterrorista de Suiza: “preced peligroso”
PAL-0P: DEL MAGREB AL LEVANTE: TRES MUJERES ÁRABES Leticia S
US-WAR: US VUELA BOMBARD SOBRE MAR DE SIBERIA
US-ISR: Condicionar ayuda a ISR es lo que quiere el voto DEM MA
China : Lanza iniciativa global de seguridad de datos
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3
Neta used doct video of Abbas to infl Trump's policy, By Haaretz
9/11 Was an Israeli Job By Laurent Guyénot
US Constitution Have Two Months Left By Paul Craig Roberts
Losing Our Freedoms on the Road from 9/11 to CV-19 By J W W
Assange Trial Exposes Trump’s War On Journalism By Caitlin J
The Great Novichok Poisoning Hoax By Stephen Lendman
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CROSS TALK https://www.rt.com/shows/crosstalk/
Worlds Apart: A VACCINE AGAINST FEAR? STUART BLUME
Given that most developers are running in pretty much the same direction by targeting a single viral protein, how high is the risk of an eventual stampede? To discuss this, Oksana is joined by Stuart Blume, Professor Emeritus of Science and Technology Studies at the University of Amsterdam and author of ‘Immunization: Why Vaccines Became Controversial’.
SOURCE: https://www.rt.com/shows/worlds-apart-oksana-boyko/500591-vaccine-against-fear-stuart-blume/
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO allies
- “Pandemic” Is Over. “A Novel Virus Closely Related to Corona Viruses Which Contribute to the Common Cold” By Dr. Mike Yeadon and Julia Hartley-
- What Happened on Tues- Sept 2001 By Philip A Farruggio
- Navalny, Nord Stream, Belarus, and American Elect By Valeria Z. N
- Evidence of Fake Story to World – on CV-19 By Arjun Walia,
- Threat to Independent Media and Freed on the Internet By GRT
- CV-19 is No Longer a effect of infectious Disease (HCID) By M T
- Freed or Fascism? “Refusal to be Derail from Path of Truth” By J R
- India-Japan “Mutual Naval Logistic Pact”: Direct against China UA
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DEMOCRACY NOW
Amy Goodman’ team
Pandemic, Wildfires & Heat Wave: “Triple Threat” as West Coast Burn
“These Are Climate Fires”: Oregon Firefighter Ecologist Says
“Trump Is Criminality Personified”: Rev. William Barber
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