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
PASSIVE FUNDS TO SURPASS ACTIVE BY 2022
In two years,
humans will officially be a minority when it comes to managing money.
With December's numbers are still pending, November was a blow out month for passive fund inflows in stocks, and as Bloomberg recently reported, after a blistering start to the year for fixed income funds (thanks to the March crash which spooked retail from stocks and into bonds, if only briefly) equity ETFs overtook their fixed-income peers for inflows this year thanks to November’s epic stock rally.
After lagging bond funds for most of 2020, ETFs tracking equities saw a record $81 billion in inflows last month - nearly half of 2020's total in just month - and bringing their total haul for the year to $196 billion, according to Bloomberg data. That catapulted them ahead of fixed-income funds, which attracted $17 billion and have a tally of $192 billion.
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/november%20etf%20inflows.jpg?itok=DpqhilX7
The recent surge in ETF inflows is thanks to another unprecedented burst of retail investor euphoria, which is best captured by the mindblowing inflows into Cathie Wood's ARKK momentum/growth/"story"-chasing ETF, the ARKK Innovation ETF (profiled here), which just passed JP Morgan "for the largest actively managed exchange-traded fund" with $18 billion in assets and which owns more than 10% of 15 different stocks.
See Chart:
ARKK found flows
https://cms.zerohedge.com/s3/files/inline-images/ARKK%20fund%20flows.jpg?itok=gWkdrpi9
Taking a look at the big picture, BofA writes that exchange-traded funds (ETFs) are on pace to add $466BN, the biggest year of inflows ever (chart below, left), and at the current pace of inflows, a historic inversion is set to take place by 2022, when for the first time ever there will be more assets in passive equity funds than active, meaning humans will officially be a minority when it comes to managing money (thanks Federal Reserve).
See Charts:
Ch-1: 2020 on pace for record year of ETF inflows
Ch-2: MORE PASSIVE THAN ACTIVE by 2022
https://cms.zerohedge.com/s3/files/inline-images/2020%20etf%20flows.jpg?itok=4YYOmy_U
CONTINUE READING AT:
SOURCE: https://www.zerohedge.com/markets/passive-funds-surpass-active-2022
----
----
...ultimately a self-reinforcing catalyst to drive investors out of overvalued stocks and credit and into scarce commodities including precious metals and oil, which is exactly what happened in three similar macro setups to today...
Authored by Kevin Smith and Tavi Costa via Crescat Capital,
Dear Investors:
Markets are cyclical. Today, stocks trade at record high valuations while commodities are historically undervalued in relation. The setup is in place for a macro pivot in the relative performance of these two asset classes. Comparable conditions were present with the 1972 Nifty Fifty and 2000 Dotcom bubbles as we show in the chart below.
See Chart:
Commodities to equities ratio
https://cms.zerohedge.com/s3/files/inline-images/Picture1-4-768x586.png?itok=PM_YNj8Y
The global economy is at risk of commodity supply shock inflation, something we have not experienced since the 1970s. Both the Bloomberg Commodities Index and the US 30-year inflation expectations are now re-testing a 12-year resistance line. A significant breakout from here would be a big shift in the macro investing landscape.
Yes, the aging demographics problem and significant technological advancements are deflationary tailwinds. But in our view, the key reason why consumer prices have not gone higher is due to a long-standing period of depressed commodity prices, a trend which we think is about to change.
See Chart:
Commodities Index
https://cms.zerohedge.com/s3/files/inline-images/Picture2-3.png?itok=Q9xX2rzh
When it comes to scarce commodities, at Crescat, we have an affinity first and foremost for gold and silver, the monetary metals that are among the most supply constrained resources on the planet. Coincidentally, they are facing a new surge of investor demand.
As a result, the industry’s spending discipline in the last decade has swung completely the other way. The majors have underinvested in replacing their reserves creating a supply cliff for the industry while also substantially boosting free cash flow.
See Chart:
Gold supply Cliff
https://cms.zerohedge.com/s3/files/inline-images/Picture3-2-768x678.png?itok=97IhIJzy
Inflation is a toothpaste that sovereign Treasuries and their central banks throughout history have struggled putting back in the tube once they have let it out. In practice, inflation is driven as much by the expectations and actions of consumers and investors, which occur with lags and at unknown multiplier effects in relation to interest rate and quantity of base money policies. When consumer and investor psychology shift toward recognizing and acting upon rising inflation, however, inflation becomes highly reflexive, i.e., circular and self-reinforcing.
See Chart:
Global Central Bank Assets vs. Gold
https://cms.zerohedge.com/s3/files/inline-images/Picture7-1.png?itok=SZFu7Znf
CONTINUE READIG & SEE MORE CHARTS AT:
SOURCE: https://www.zerohedge.com/markets/end-game
----
----
US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
L.A. COUNTY IS RUNNING "DANGEROUSLY" LOW ON OXYGEN TO TREAT COVID-19
In addition to running out of supplies, patients are waiting as long as 8 hours in ambulances before being placed into ERs due to limited capacity...
====
GIVE YOURSELF A GIFT NEXT YEAR: AGENCY
We think we're powerless because we don't have wealth and power over others, but nothing could be further from the truth...
Authored by Charles Hugh Smith via OfTwoMinds blog,
====
THE GRAY CURTAIN DESCENDS, PART 1
Let’s dispense with the obscenity that expressed intentions excuse all crimes and consequences...
====
SHARK TANK'S KEVIN O'LEARY WARNS: 100 MILLION AMERICANS HAVE NO RETIREMENT
"We really need to change the curriculum in high school..."
====
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 HELPING INDIA SPY ON CHINA'S MILITARY NEAR DISPUTED BORDER
A recent deal gives India access to topographical, nautical, and aeronautical data - intelligence which could also be used for Indian missile strikes.
====
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars & danger of WW3
- Germany Confirms 13,755 New COVID-19 Cases
- Digital Yuan No Threat to Greenback, Global Financial Order, Economist Says
- Tariffs, Fisheries & Freedom of Movt: A Quick Look at Full Text of Brexit Trade Deal
- Three Killed, Several Injured at Illinois Bowling Alley
- Thousands Protest Outside Netanyahu's Residence in Jerusalem
- Putin Says RU Always Ready to Provide Humanitarian Assistance to Other Countries
- Trump Slams Democrat-Run States' Lockdowns Over Surge in COVID-19 Cases
- Biden Slams Trump Over 'Devastating Abdication of Responsibility', Urges to Sign COVID Relief Bill
- 'Deals Are My Art Form': Recap of Four Years of Trump's Foreign Policy
- Why DNC Staffer's Murder Continues to Stir Up Political Controversy
====
====
DEC 26 20 ND SIT EC y POL SPANISH ++
REBELION
Recuerde: si repite ART pasado no se le publica próximo envío
IRAK: Trump perdona asesinos de civil iraquíes de Blackwater P D
US: Distribuc de vacunas debe respet derech equitat a salud AG-DM
CV: VACUNAS, DESAFÍO DISTRIBUTIVO Jorge Eduardo Navarrete
Opin: CRISTO, FUNDADOR DEL ANTIMPERIALISMO Atilio A. Boron
US: Trumpismo, administ Biden, B L M y la izq radical Charlie Hore
FEM: VIOLENCIA SIMBÓLICA Lucia Estebarría
ECOL-So: ¡Únete a la re-generación! Diseña culturas regenerativas
PAL-Libro: PALESTINA TIENE NOMBRE DE MUJER Stgo González
ARG-debate: LA CABA Y LA GEOPOLÍT FEDERAL H Cao y A Otero
Econ: CV-19 y deuda externa en Am-Latina Carlos Pérez
España: Conflictividad laboral en diciembre de 2020 Javier Ch
Ecuad: EL AGUA COTIZA EN LA BOLSA Ileana Almeida
España: indignidad democr y militar: ruidos de sable virtuales F L
Malos: ONU acusa al Ejército de Mali de «crímenes de guerra»
Siria: Rápido incremento d CV-19 en noroeste de Siria F Calero
----
----
ALAINET ORG
Nada nuevo
RT EN ESPAÑOL
Fernández acuerda empezar este martes la vacunación en Argentina con Sputnik V https://actualidad.rt.com/actualidad/378183-argentina-empieza-martes-vacunacion-sputnik Buena suerte!
Adineradas d Los Ángeles ofrecen 25mil USD por acceso prioritario a las vacunas https://actualidad.rt.com/actualidad/378128-super-ricos-eeuu-ofrecen-dinero-acceder-vacuna-coronavirus
Propaganda estúpida a Pfizer-Moderns: 1ro porque estas vac no soluc la pand. Esta crece y sus gananc también. 2do: la nueva cepa CV nada que ver con Pfizer-Mod. 3ro porque gracias a Biden han ganado impunidad a los crímenes ocultos de sus vacunas. Este apoyo estatal a estafadores y criminales es simplemente ‘fascismo’.
Embajada rusa en Washington acusa a EE.UU. de desatar una "guerra de visados" https://actualidad.rt.com/actualidad/378126-embajada-rusa-acusa-eeuu-guerra-visas
Las relaciones US-RU siguen empeorando, el destino final es el WW3.. mientras tanto las empresas que lucran con la fabricación de WMD siguen engordando. Esto no es amor a la patria en ninguno de los dos lados. Es amor a un business que debiera ser ilegalizado. Es amor irracional al suicidio lo que está detrás de esto. Si esos empresarios de la muerte se suicidaran, en buena hora, pero son millones de inocentes lo que está en juego. De acuerdo al Nuremberg trial, esto es CRIMEN CONTRA LA PAZ.
----
----
INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3
Attacking Iran:
-Reckless Threats and ‘Restoring Deterrence’ By Daniel Larison
- Should a special counsel be named for d Hunter Biden investigation? By J T
- Navalny in bed with Western corporate media. By Finian Cunningham
- Our Phantom Middle Class By Charles Hugh Smith
- The pandemic brings more inequality By P Dolack Now 2.4 billion unemploy
- What Time Is It in Lockdown? By Edward Curtin
----
----
GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO allies
CV: A Fabricated Second “Tidal Wave” of Poverty and Injustice By David Skripac,
Pfizer’ “Second Wave” Faked on False-Positive CV Tests: “Pandemic Is Over” By RL
----
----
VOLTAIRE NET ORG https://www.voltairenet.org/en
Blocked by US fascism?
CROSS TALK https://www.rt.com/shows/crosstalk/
THE MONEY-PRINTING BILL COMES DUE
Max and Stacy spend a special Boxing Day episode with Simon Dixon of BnkToTheFuture.com discussing the extraordinary money printing of 2020 and the consequences that will ripple through the global economic and monetary systems in 2021. They look at possible New Bretton Woods options and what that means for the ordinary person, as the current debt-fueled, free-money world unravels in 2021, the 50th anniversary of an all US-dollar-world. And how will the unraveling show itself in bitcoin, gold and other alternatives?
SOURCE: https://www.rt.com/shows/keiser-report/510729-boxing-day-episode-simon-dixon/
====
====
No hay comentarios:
Publicar un comentario