martes, 1 de diciembre de 2020

DEC 1 20 ND SIT EC y POL

DEC 1 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

 

Neo-liberal Econ is set from the very top: IMF & Central Banks, when disagree you get it

ECB SECRETLY MADE "DOZENS" OF PRIVATE CALLS TO SELECT INVESTORS AFTER LAGARDE ANNOUNCEMENT DEBACLES

"You don’t just pick up the phone and talk to the select few. Talking only to the big players is what you’re not supposed to be doing as the central bank. It’s not helpful for relations with the public."

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Besides the IMF thee is a team of Economists that ‘view internal problems of Central Bankers & suggest answers (by direct talking, not public) to any technical question that Central Bankers may have. It is called VIPs and their  chief economists includes investors such as AXA SA, BlackRock Inc. and Pacific Investment Management Co., and banks such as Citigroup Inc. Deutsche Bank AG , Goldman Sachs Group Inc, JPMorgan Chase & Co. and UBS Group AG . Those are the institutions that control de world Economy.

Lagarde’debacles refer bailouts like in Argentina (accused of failed & lost of billions) instead of paying attention to Italy bond market that slumped after her comments. She definitely has some ‘enemies’ inside the financial market. The EU central Bank or ECB admits that there is a select group of ultra VIPs who are privy to information that the rest of the world has to only guess at.

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MARKET EUPHORIA SURPASSES DOT COM LEVELS: WHAT'S AN INVESTOR TO DO?  

Go with the flow, or brace for impact?

Confirming yet again what we said most recently last August in "Going Against The Wall Street Crowd Has Been The Most Profitable Strategy", KLC notes that the November rally was clearly a short covering rally. As shown below, the most shorted stocks were up 28.48% since November 2, while the S&P 500 is up about 11.1%. The Goldman Sachs Most Shorted Index’s RSI reading is 84.14, only eclipsed by June 20, 2018.

See Charts:

1-Goldman Sachs Most Shorted Index: Compared to  S&P 500

2- Goldman Sachs Most Shorted Index: 14 days RSI

https://www.zerohedge.com/s3/files/inline-images/klc1.jpg?itok=vKmWrcp0

 

However, as we also showed two weeks ago, shorts are now almost extinct, and as KLC notes, the tank appears to be running low. Indeed, looking at the median stock in the S&P 500, short interest is the lowest in 15 years.

See Chart

S&P 500 short interest continue to fall to new lows

https://www.zerohedge.com/s3/files/inline-images/record%20low%20shorts_0.jpg?itok=j9km5nUa

 

However, it's not just forced short covering that is driving the melt-up: activity in the options market is just "downright euphoric" in and according to KLC, a huge source of potential dislocation. As of last week, call volumes were 4x normal, and even more striking: call buying has just gone parabolic and now represents about 40% of NYSE total volume. This is the highest reading in history.

See Chart:

Total Put & Call Volume as a % of NYSE Volume

https://www.zerohedge.com/s3/files/inline-images/call%20volumes_0.jpg?itok=2z4c5vdd

 

At the same time, the put/call ratio is at multi-year lows.

See Chart:

S&P 500 compared to CBOE Equity Put/call ratio

https://www.zerohedge.com/s3/files/inline-images/put%20call%20euphoria.jpg?itok=aRid1hDp

 

See more charts +

THE AUTHORS' CONCLUSION: "Going into the end of the year, we think the risks in the equity market are high while gold and gold miners look relatively attractive."

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SOURCE: https://www.zerohedge.com/markets/market-euphoria-surpasses-dot-com-levels-whats-investor-do

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FOREIGN SHARE OF US DEBT PLUNGING; FED PICKING UP THE SLACK

Meanwhile, China is dumping Treasuries. It sold off about $13 billion in US Treasuries in Q3 and has shrunk its holdings by $40 billion over the last year...

Over the past five years, Japan’s and China’s combined holdings of US Treasuries have remains relatively stable. At the end of September, the two countries combined held about $2.34 trillion in US bonds, down slightly from the $2.37 trillion they held at the end of 2015. But Japan and China’s combined share of the rapidly skyrocketing US debt now amounts to just 8.7%, down from about 13% in 2015.

So who is going to buy all of the debt that’s still coming down the pike?

In the last 12 months, the Fed has doubled its holdings of Treasuries, adding a staggering $2.4 trillion in US government bonds to its balance sheet – most of that since March. The Fed’s total share of US debt has spiked from 9.3% in Q1 to 16.5%.

The Fed is financing all of this bond-buying with money created out of thin air.

As we have said before, the Federal Reserve had no exit strategy from its extraordinary monetary policy in 2008 and it certainly has no exit strategy today.

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SOURCE:  https://www.zerohedge.com/economics/foreign-share-us-debt-plunging-fed-picking-slack

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CITI WARNS "100% PROBABILITY OF LOSS" IN MOST "EUPHORIC" MARKET SINCE DOT COM BUBBLE

Sometimes "greed" is not good...

See Chart:

FEAR and GREED Index

https://www.zerohedge.com/s3/files/inline-images/2020-11-25_9-23-05_1.jpg?itok=XzKXDNno

 

“Current euphoric readings signal a 100% probability of losing money in the coming 12 months if we study historical patterns – indeed, we saw such levels back in early September as well right before a selloff in stocks.”

See Chart:

Euphoria vs Panic

https://www.zerohedge.com/s3/files/inline-images/2020-12-01_6-20-34.jpg?itok=OkQ0kI8B

 

All of this exuberance as Bloomberg notes that uncertainties from the timing of further fiscal stimulus to the roll-out of a vaccine to the pace of economic recovery remain; and it doesn’t help that the OECD cut its U.S. growth projection to 3.2% from 4% next year as part of a reduction of global growth forecast.

As Peter Boockvar, chief investment officer at Bleakley Advisory Group, warned:

“The Bull boat right now is standing room only."

When does FOMO morph into OH-NO?

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SOURCE: https://www.zerohedge.com/markets/citi-warns-100-probability-loss-most-euphoric-market-dot-com-bubble

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US  DOMESTIC POLITICS

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

 

Does ‘assumed’ ELECTION FRAUD still continue?

POWELL: DOMINION SERVER REMOVED FROM FULTON COUNTY WHILE LAWYERS SOUGHT RESTRAINING ORDER

“Someone went down to the Fulton center where the votes and Dominion machines were, claimed there was a software glitch and they had to replace the software, and it seems that they removed the server,...”

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The elite in control State or Federal Syt ‘decide’ what is & what is not ‘Law & Order’

BERKELEY PROF: "LAW AND ORDER" IS A RACIST DOG-WHISTLE   

Dog whistle politics “allows politicians to promote social hatreds, especially but not only racism, while pretending they honor equality,” explained Lopez.

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Lopez is right. The constitution is a rag that elite in pow has the right to step on. This rag is a decoration for dictators’ shoes placed on the neck of new G Floyd.   

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Schools must always remain open. The only thing must be lockdown forever are WMD

FLORIDA GOV SLAMS LOCKDOWN-ADVOCATES AS "TODAY'S FLAT-EARTHERS"

People who advocate closing schools for virus mitigation are effectively today's flat-earthers."

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Weapons of Mass Destruction must be locked until UN decide ‘nuke dismantle’

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NEW LOCKDOWNS AND MORE RIGIDITY ARE DISASTROUS FOR US JOBS  

Misguided lockdowns have created a deep and long-lasting impact on the economy and a dramatic social crisis... Labor market interventionism does not protect workers, it empowers politicians...

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NYC URGES VULNERABLE PEOPLE TO STAY HOME AS COVID HOSPITALIZATIONS SURGE: LIVE UPDATES

 

New York City is urging older adults and those with underlying health conditions to stay home and refuse any guests in order to moderate the spread of the virus. City hospitalizations have doubled in recent weeks and are now 1,100, the highest since June. The seven-day average of daily reported cases has climbed to 1,685. A month ago, the daily case average was 621.

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SENATE GOP TARGETED RELIEF PACKAGE AMOUNTS TO $470BN  

Senate Majority Leader Mitch McConnell says he is getting Republican feedback on a stimulus proposal.

They know President Trump will support; it would cost Senate $333 billion.

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BIDEN'S PICK FOR BUDGET CHIEF SCRUBS TWITTER HISTORY AHEAD OF CONTENTIOUS CONFIRMATION

"Pathetic..."

Neera Tanden, Biden's pick for budget director, has deleted over 1,000 tweets in anticipation of a contentious confirmation vote. Many of the tweets were critical of GOP senators, whose votes she'll need (assuming Republicans hold the Senate after two January runoff elections in Georgia).

In addition to spreading disinformation claiming that Russian hackers flipped votes to President Trump in the 2016 election - something Democrats currently stand accused of in the 2020 race, Tanden - a veteran Hillary Clinton aide and current president of the John Podesta-founded Center for American Progress - attacked Sen. Susan Collins (R-ME) in a still active tweet - calling her "pathetic" for supporting Supreme Court Justice Brett Kavanaugh's nomination in the Senate (after Democrats accused him of operating a 'rape gang' in the 1980s).

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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

 

CHINA SLAMS AUSTRALIA'S 'OVERREACTION': "HOW ARROGANT & SHAMELESS THE MORRISON GOVERNMENT IS!"

"If it does not want to do business with China, so be it... 

Its politics, military and culture should stay far away from China – let’s assume the two countries are not on the same planet. As a war-hound of the US, Australia should restrain its arrogance. Particularly, its warships must not come to China’s coastal areas to flex muscles, or else it will swallow the bitter pills.)" the op-ed said.

China's trolling Australia over the murders of civilians in Afghanistan by its special forces isn't finished. Far from apologizing as Australian Prime Minister Scott Morrison has demanded that "China's goodwill" is "futile with evil Australia" as the headline reads.

Beijing knows it holds all the cards, and that Canberra will soon be desperate to normalize trade ties and relations once again, after major Aussie commodities exports to its number one foreign market earlier this month were blocked and/or were hit with huge tariffs by China.

Continue reading at:

SOURCE:  https://www.zerohedge.com/geopolitical/chinas-slams-australias-overreaction-how-arrogant-shameless-morrison-government

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SPUTNIK and RT SHOWS

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

 

Keiser Report

DEBT SLAVERY & THE GREAT RESET

Max and Stacy look at the online conversations of a money printer and how financialization has turned Saudi Aramco into a money-losing operation. In the second half, Max continues his conversation with Saifedean Ammous about his new book, 'The Fiat Standard: The Debt Slavery Alternative to Human Civilization'. They discuss how fiat has failed and the possibility of a better post-fiat future on the horizon.

SOURCE: https://www.rt.com/shows/keiser-report/508192-saudi-aramco-money-losing-operation/

Check Keiser Report website for morehttps://www.keiserreport.com/

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SPUTNIKNEWS.COM

- Trump Vows to Veto National Defense Authorization Act If Section 230 Not 'Completely Terminated'

- US Election Whistleblowers Roll Out Eyewitness Account of Suspected Voter Fraud

- 'Trump COVID Death': Activists Drop Body Bags Outside Homes of GOP Senators –

- US Election Whistleblowers Roll Out Eyewitness Account of Suspected Voter Fraud

- Russia's Health Ministry to Present Sputnik V Vaccine at UN Wednesday

- US Attorney Durham Appointd as Special Counsel to Continue Trump-RU Probe Invest

- Early Elections Loom in Israel Amid Gantz-Netanyahu Coalition's Possible Divorce

- 'Miracle': Baby Born From 27-Year-Old Embryo Following Family's Infertility Struggles

- Dozens of Bandits Seize Brazilian City, Rob Bank

- Chinese Scien Test Prototype Hypersonic Aircraft Engine to go Anywhere in 2 Hours

- CDC Votes to First Distribute CV-19 Vacci to Health Workers, Long-Term Residents

- T- Lawyer Said Fired Cybersec Chief Krebs Should Be Shot, ‘Drawn and Quartered’

- GOP Cong-man Asks US Sup Court to Block PA Move to Perfect Election Certification

- WHO Calls for ‘Global Solidarity’ on World AIDS Day to Beat HIV, COVID-19 Outbreak

- Wall Street Stocks Hit Record Highs on Promise of Coronavirus Vaccines

- US Senate Reps Urge Dems to Swiftly Adopt Consensus COVID-19 Relief Package

- US Attor-General Barr Says No Evidence of Widespread Voter Fraud in 2020 Election

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