sábado, 14 de noviembre de 2020

NOV 14 20 ND SIT EC y POL

 

NOV 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

 

THE MONETARY LOGIC FOR GOLD AND SILVER

A considered reflection of current events leads to only one conclusion, and that is accelerating inflation of the dollar’s money supply is firmly on the path to destroying the dollar’s purchasing power - completely...

The issue is how to go back to USD based on Gold + silver. In other words, how to avoid that Billionaires buy most of the gold & continue to reproduce most of the current nasty  & explosive rate of inequality. Billonaires & their big corporations have destroy the right of labor & middle classes to a decent future for their families. Even medicine for pandemia has been privatized & converted into a source of revenue for the rich. What we have behind this issue is not mere logic of cause-effect, there is a contradiction of interests behind this problem and dialectical logic is the best path to address this problem. We have to org the people affected & with them create a politic & economic solution to the problem. I GONA STOP HERE but I will publish a big art on this issue.

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Weapons manufact & promot war abroad is big business for few Corp with zero Moral..

AIR FORCE WANTS TO ARM STEALTH JETS WITH LASER CANNONS BY 2025

"By 2021, this lab will be certified to test high-energy laser outfits up to 50 kilowatts and will allow firing of 150-kilowatt class lasers by 2024." 

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How to kill fast our assumed/created enemies (RU-CH-IRAN) has nothing to do with ‘National security”, is the security of profits for big corp that is behind this story-tell. The major objective is to kill competition & Impose subordination to US empire. The fact is that the US is collapsing, the capital invested cannot reproduce itself by printing dollars from the thin air (the big dept will affect the USD conversion to gold) & wanted or not that conversion is at portas (we need single regional currencies for banking & fostering Econ development at world level) and new IMF is being designed fast. WW3 is an issue already addressed & even the US agree (in rhetoric) to the dismantle of Nukes World Wide. The time is running & Trump want to use the nuke power against our rivals & then sign the dismantle of nukes. Of course RU-CH are ready to respond immediately and MAD will be the result. There is not time-space for WW3, and much less any residual of morality in this approach. WW3 is just an idiotic opium dream from psychopaths around the globe.

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Econ based on market speculation by big corp is not reliable

A POP IN "VALUE", BUT STILL NOT A SUSTAINABLE "VALUE" ROTATION

Moves like the one we saw on Monday cause every manager to question portfolio positioning and take a deeper dive into whether Monday’s action was the start of the oft-mentioned “value” rotation...

Monday of this week stood out as the single largest day of outperformance of the value style relative to the growth style in 25 years. Many companies that are strongly associated with the value style, such as financials and energy companies, were up in excess of 15% on the day.

See Chart:

S&P500:  Pure Value  vs Pure Growth = stagnation

See Chart:

https://www.zerohedge.com/s3/files/inline-images/pic1-1_0.jpg?itok=l1vat9iq

 

As the reader can see in chart 2, the relative performance of financials and the Pure Value index is basically the same thing. As go the financials, so go the value products.

See Chart:

S&P500 Equal weight financials & pure value  vs S&P500

https://www.zerohedge.com/s3/files/inline-images/pic2-1_0.jpg?itok=Dx2RcteF

 

In the next chart below we overlay the run rate of COVID-19 infections on top of the 10Y US Treasury yield (red line, left inverted axis). The breakout in COVID-19 cases suggests the 10Y bond yield has room to move from 90bps to 50bps. This is because the worsening of the COVID-19 outbreak is likely to bring about Lockdown 2.0 for many states and localities as soon as this weekend.

See Chart:

US New covid 19 infections

https://www.zerohedge.com/s3/files/inline-images/pic4-1_0.jpg?itok=2m36_nmo

 

Even though the banks may not have the fundamental backdrop to become sustainable market leadership in the immediate future, that isn’t true of other value oriented groups like industrials, materials and even small cap stocks.

See Chart:

https://www.zerohedge.com/s3/files/inline-images/pic5.jpg?itok=8_hJYx9V

 

RUSSELL 2000 and pure Value vs. S&P 500

See Chart:

https://www.zerohedge.com/s3/files/inline-images/pic7.jpg?itok=SxFWOVJ3

 

As the reader can see, these groups have broken away from the Pure Value index and have been outperforming the market since April. These groups have characteristics of value companies (relatively lower valuations, more cyclical, higher debt loads, etc.), but aren’t  nearly as affected by the yield curve as the financials, and thus the value indexes in general.

So, it’s paid to be bullish of value, just not the value indexes. We don’t think Monday’s market action changed that just yet.

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SOURCE: https://www.zerohedge.com/markets/pop-value-still-not-sustainable-value-rotation

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COMMERCIAL LOAN DEMAND PLUNGES TO NEW POST-LEHMAN LOW EVEN AS LENDING STANDARDS EASE  

Incidentally, this is precisely what the Fed needs in order to launch its next QE.

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US  DOMESTIC POLITICS

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

Good arts in Yest-- 13

 

Why kids has to pay Govt failures? This is a crime Agst Public Education (Yest-13)

NYC MAYOR WARNS PARENTS TO BRACE FOR SCHOOLS TO CLOSE AGAIN MONDAY: LIVE UPDATES   

Meanwhile, Elon Musk has published some interesting tweets about conflicting COVID test results.

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In Election Trump is a loser. his plan is to re-build NATO alliance to hit IRAN.. too late

KAYLEIGH MCENANY SAYS TRUMP EXPECTS TO SERVE SECOND TERM  (Yest-13)

The MSM is not pleased...

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PENTA-NATO countries are not pleased either. His fake ECON was OK for many, others simply didn’t vote him because chances of WW3. Socialists like taped their nose and vote Biden not because we trusted  him -voting lesser evil is not democratic entirely – but we need to keep contact with the masses’ principle & we decide to convert this election in a pre-Referendum for socialism. The plan is to used REFEREND once the new Govt is installed. We succeed in this plan.  Pittsburgh gave Biden the victory & we will bit duopoly party System when they betray the Nation. The Labor-Unions & middle classes will be united for socialism. That is for sure.

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Lockdown kill our ‘social being’ the essence of humane relation, it will kill famil & Econ

THE GLOBAL ECONOMY IS ROLLING OVER AS LOCKDOWNS RETURN    (Yest-13)

It's all downhill from here.

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Lockdown also kill chances of political governab & peace & kill ECON of USA

One final "scarring" effect from the lingering covid pandemic: the share of temporary job losers fell in October in the US, as more become "PERMANENT."

See Charts:

The share of temporary job loses fell since October will be permanent

https://www.zerohedge.com/s3/files/inline-images/temp%20loses.jpg?itok=7a0yywQG

See more charts at:

SOURCE: https://www.zerohedge.com/markets/global-economy-rolling-over-lockdowns-return

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Today arts (day 14)

US  DOMESTIC POLITICS

 

COLLATERAL DAMAGE? CDC ADMITS COVID LOCKDOWNS SPARKED SURGE IN CHILDREN'S MENTAL HEALTH ISSUES

...at its worst, the proportion of mental health–related ED visits among children increased 66% over 2019...

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ADD YOUR NAME TO HELP STOP CORPORATE GREED AND SHADY NUCLEAR BAILOUTS IN PA.

Put a stop to the shady practices of nuclear corporations. Say no to a nuclear bailout.

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AMERICAN RETIREES ARE DROWNING IN DEBT

Between 1999 and 2019, the total debt burden for Americans over age 70 increased by 543% and totaled $1.1 trillion...

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Vaccine effectivity is the point (90% up) NOT PFIZER BUSINESS with clowns in the top

FAUCI SHOWED BREAKTHROUGH PFIZER COVID VACCINE RESULTS TO BIDEN BEFORE TRUMP, AZAR CONFIRMS

It's just the latest sign that Pfizer's breakthrough vaccine data was deliberately delayed until after the election.

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Scientist said that Pfizer vaccine was not reliable, that is why was postponed

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US TOPS 170K NEW COVID CASES FOR FIRST TIME AS 11 MILLION-MARK NEARS: LIVE UPDATES

One analyst has finally produced a model to adjust coronavirus cases for the number of tests being run...

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NO MINIMAL insinuation of taxing billonaires or buy-expropiate their gold as FDR did it

IS ANOTHER "CRISIS" IMMINENT: THE FED MUST DOUBLE QE IN 2021 BUT IT NEEDS A CATALYST  

The only question is what crisis will be used as a scapegoat for the next massive QE expansion.

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There is not moral nor rational excuse to feed the kleptocrats or Billonaires. If they want more QE they have to pay for it with gold + taxes or QE goes directly to the labor & meddle productive sector (not speculators) of our Nation. They are a tiny portion of the population & we ‘re already in severe depression. We don’t need the kleptocrats. Just convert this parasite into real hum-americans.   

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THE GEORGIA RECOUNT MAY BE AS CORRUPT AS THE ELECTION ITSELF   

This isn't a recount; it's fraud theater...

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The bipartisan system has to be eliminated. Instead of recount new election with new electoral rules (incorporation of a 3rd option is needed now). Recounts cant not be accepted any longer. NEW ELECTION is the right solution. Recount is the path to violent chaos and the context is not for more frauds.

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FED CHAIR POWELL ADMITS THE TRUTH: "WE'RE NOT GOING BACK TO THE SAME ECONOMY"

 

"We’re recovering, but to a different economy... and I worry that it’s going to make it even more difficult than it was for many workers..."

“We’re not going back to the same economy,” Powell said. “We’re recovering, but to a different economy and it will be one that is more leveraged to technology, and I worry that it’s going to make it even more difficult than it was for many workers.”

The central bank leader said he was referring specifically to “relatively low-paid public-facing workers who are bearing this brunt,” many of whom are women and minorities.

Low paid workers have been losing their jobs at a much higher rate than anyone else, and the job losses just keep rolling in.

On Thursday, we learned that another 709,000 Americans filed new claims for unemployment benefits last week, and that number is more than three times higher than what we witnessed during a typical week in 2019…

As of October 24th, a total of 21.16 million Americans were bringing home some type of unemployment assistance.  Yesterday, I discussed the fact that one of the experts on Joe Biden’s new COVID-19 advisory board wants a full national lockdown for at least a month once Biden is in the White House.

Needless to say, that would make the economic depression that we are currently suffering through a whole lot worse.

But of course there are a lot of Americans out there that simply are not going to put up with any more lockdowns.  In fact, one new survey has found that only 49 percent of all Americans “would be very likely to stay home for a month if health officials recommend it”

Millions upon millions of lives were turned upside down by the lockdowns that were previously instituted, and the economic damage caused by another round of lockdowns would be incalculable.

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SOURCE: https://www.zerohedge.com/economics/fed-chair-powell-admits-truth-were-not-going-back-same-economy

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NEW ELECTION with 3RD OPTION in Las Vegas, Nevada. The theater of re-count is over

LAS VEGAS COLUMNIST RAN A TEST AND COUNTY OFFICIALS ACCEPTED FAKE SIGNATURES ON 8 DIFFERENT BALLOTS

It’s unclear how much voter fraud took place in Nevada. But it’s clear signature verification isn’t the fail-safe security check elections officials made it out to be...

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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

 

19TH CENTURY PRICES, 21ST CENTURY LESSONS

Submitted by Nicholas Colas of DataTrek Research

Lessons for today: first, technology has a long history of driving structural deflation and second, global reserve currency status lasts for a long time.

The book’s authors rightly assumed that the-new Fed would reduce the magnitude and frequency of future funding crises, but still thought human judgment would drive boom-bust stock markets.

We recently got our hands on an original copy of a 1919 book titled “A Century of Prices” by Theodore Burton and George Selden.

The book begins with a look at English commodity prices and bond prices/interest rates from the 1780s to 1918. The authors start here both because reliable long-run data was available and, more importantly, Great Britain was the world’s economic superpower in the 19th century.

Three points of interest here:

#1: The 1800s was a century of commodity deflation caused by technological advancement.

As Burton and Selden explain, “The principal cause of this decline was the cheapening of production through improvements in machinery and in transportation. The machine-made shoe is cheaper than the hand-made shoe because less human labor is necessary to make it. Wheat raised by the aid of the tractor…

#2: Money supply can, however, temporarily reverse secular trends to lower prices. As the first chart shows, prices rose from 1850 to 1873 and 1896 to 1914. According to Burton and Selden, a sudden threefold increase in the global supply of gold from finds in California and Australia in the early 1850s. The world was, after all, entirely on a gold monetary standard at the time.

#3: The chart of British consol prices/yields is remarkable because these are so stable from 1830 – 1910. Yes, the American Revolution and Napoleonic Wars jacked yields to 5 – 6 percent, but past 1835 the British government could finance itself at a steady 3 percent (and even just 2.5 percent in the 1890s) for decades at a time. Britain’s got the preeminent status as both world power and the center of the global financial system.

LESSONS FOR TODAY: first, technology has a long history of driving structural deflation and second, global reserve currency status lasts for a long time.

Now, let’s move on to US CORPORATE DEBT AND STOCK PRICES.

Three points here:

#1: While we have not included the book’s chart of US commodity prices from 1845 – 1918 to save space, these line up fairly precisely with corporate bond yields.

#2: What is interesting is the authors do not ascribe the decline in yields to lower inflation (what modern eyes like ours see), but rather to something akin to rising credit quality among US corporations

#3: As for the stock price chart, we were surprised to see that US equities were somewhat of a volatile hot mess for the entire 1860 – 1919 period.

OPEN THE SOURCE BELOW to read explanations

 In summary: in many ways the US financial system is far more robust than in 1919, but we should remember that human nature is pretty much the same as 100 years ago.

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SOURCE:  https://www.zerohedge.com/markets/19th-century-prices-21st-century-lessons

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GERMANY & FRANCE OUTRAGED OVER RUSSIAN 'RECIPROCAL' SANCTIONS OF TOP OFFICIALS IN NAVALNY FALLOUT 

Kremlin has called Navalny poisoning an "amateurishly staged stunt" designed to justify sanctions against Russia...

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SPUTNIK and RT SHOWS

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

 

-‘Trump Won This Election in a Landslide’: Flynn Lawyer Vows to Prove Mass Vote Fraud Plot Soon  Evidence? ZERO again

-IDF Identifies Two Launches Fired From Gaza Toward Israeli Territory

-Police Use Pepper Spray to Scatter Crowds in DC After Attacks on Trump's Fans

-Police Detain 2 Men Trying to Provoke Trump Supporters in Washington DC

-Eritrea’s Capital Targeted With Missiles Launched From Ethiopia’s Territory

-Two Chinese 'Aircraft-Carrier Killer' Missiles Hit Target in South China Sea

-Gulfport Energy Files for Bankruptcy Following Acquisitions Splurge

-Nusra Terrorists Carry Out 31 Attacks in Syria's Idlib Deescalation Zone

-Astronomers Fire Lasers Into Deep Space to Get a Better View of Distant Stars

-Twitter Users Fear Tucker’s Time at Fox May Be Running Out as Host Apologizes Over Voter Fraud Story

-Source of 'Saint Death' Cult Venerated by Mexican Drug Cartel Members Uncovered,

-Watch Trump Receive Rock Star Treatment as He Crashes Million MAGA March in Washington

-Preparing Nuclear Test for 'Rabid Dog' Biden? Kim Jong-un Disappears From Public

-Bill Maher Argues Democrats’ Embrace of ‘Woke BS’ Cost Them Majority in Senate Elections

-Newly-Appointed Pentagon Chief Says 'Time to Come Home' Signalling Likely Troop Drawdown

-Trump Supporters Rally Outside Supreme Court, Protest Against Election Results

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