Nueva Democracia: JAN 30- 2021 ND SIT EC y POL

JAN 30- 2021 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

UNINTENDED CONSEQUENCES - WILL PASSIVE TRACKER FUNDS BE THE BIGGEST GAMESTOP LOSERS?

The blame game of who has done what in GAMESTOP continues. One thing is sure, people have made and lost fortunes. There is another angle to it that has not received much attention, yet, namely the entire business of passive tracker funds just doing trades automatically as ETFs are re balancing. The Gamestop case is basically exposing some extremely important aspects/flaws of passive tracking investments.

Retail ETF, XRT, has squeezed "to the moon" as Gamestop has surged. Note the extreme volumes over past days. Investors tracking this have basically all been busy loading up on Gamestop without even thinking about it.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/xrt.png?itok=bsfm8XV5

On Dec 30 2020 Gamestop had a weight of some 1.5% in the XRT. Per Friday close it stands at 20%. Would you like to be tracking the XRT loading up with Gamestop shares at these levels, just in order to track something?

Top 15 Holdings

See Chart :

https://cms.zerohedge.com/s3/files/inline-images/xrtjan.png?itok=2x2zf18D

Last chart shows the explosion of vols in XRT. 1 month implied vols have surpassed levels we saw during the peak of the corona panic. This just shows how much this entire situation has affected pricing of assets beyond Gamestop. Very interesting plays here if you have a clear view of direction and/or pace of this one going forward.

1 month at the money vols trade around 110%, basically pricing almost 7% daily moves of the XRT.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/xrtvol.png?itok=MePRaaOZ

The biggest irony of this "trade" is that there will be many losers of Gamestop if/when it comes back to earth without even knowing they were getting involved in Gamestop longs up here.

Time to reconsider index tracking as the default strategy?

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SOURCE: https://www.zerohedge.com/the-market-ear/jan30

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GOLDMAN WARNS IF THE SHORT SQUEEZE CONTINUES, THE ENTIRE MARKET COULD CRASH

By Tyler Durden

"Unsustainable excess in one small part of the market has the potential to tip a row of dominoes and create broader turmoil." – Goldman

ONLY TO MEMBERS. SO BLOCKED to me

What is the point of getting membership to share some info worldwide?

To me ‘limiting’ this freedom is a sign of fascism

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REDDIT PREPARING TO UNLEASH "WORLD'S BIGGEST SHORT SQUEEZE" IN SILVER

by Tyler Durden

"Time to get some payback for the bailouts and manipulation they've done for decades..."

While all eyes have been focused on GameStop and a handful of other heavily-shorted stocks as they exploded higher under continuous fire from WallStreetBets traders igniting a short-squeeze coinciding with a gamma-squeeze, the last few days saw another asset suddenly get in the crosshairs of the 'Reddit-Raiders' - Silver.

On Thursday, we asked "Is The Reddit Rebellion About To Descend On The Precious Metals Market?" ... One WallStreetBets user (jjalj30) posted the following last night:

Silver Bullion Market is one of the most manipulated on earth. Any short squeeze in silver paper shorts would be EPIC. We know billion banks are manipulating gold and silver to cover real inflation.

Both the industrial case and monetary case, debt printing has never been more favorable for the No. 1 inflation hedge Silver.

Inflation adjusted Silver should be at 1000$ instead of 25$. Link to post removed by mods.

Why not squeeze $SLV to real physical price.

Think about the Gainz. If you don't care about the gains, think about the banks like JP MORGAN you'd be destroying along the way.

...and judging by the unprecedented flows into the Silver ETF (SLV) they just got started...

SLV saw inflows of almost one billion dollars on Friday, almost double the previous record inflow for this 15 year-old ETF.

See Chart:

SLV US Equity. Fund Flow 943.618

https://cms.zerohedge.com/s3/files/inline-images/bfm9A5E.jpg?itok=kxnBG6eT

Which helped prompt a spike in SLV off Wednesday's lows of over 11% (and note that every surge in price was mimicked by gold, but gold was instantly monkey-hammered lower after the spike).

See Chart:
Spot Silver and Spot Gold (both down)

https://cms.zerohedge.com/s3/files/inline-images/bfmD5F7_0.jpg?itok=PkU3zcv3

CONTINUE READING AT:

SOURCE: https://www.zerohedge.com/markets/reddit-preparing-unleash-worlds-biggest-short-squeeze-silver

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2021 - A DISAPPOINTMENT OF GROWTH AND DISINFLATION

Authored by Lance Roberts via RealInvestmentAdvice.com,

...since 1980, increases in the money supply tend to precede periods of below-average inflation... due to the “debt burden” and non-productive investment of increased money supply.

As we head into 2021, there is a large consensus that the massive monetary interventions in 2020 will lead to an explosion of economic growth, inflation, and higher interest rates. We suspect that the outcome of more debt-driven spending will lead to a disappointment in growth and disinflation instead.

There is little argument currently that the Federal Reserve is “printing money” without any reservation. The chart below is the “supply of money” as represented by M2.

See Chart:

Money Supply as Represented By M2

https://cms.zerohedge.com/s3/files/inline-images/M2-MoneySupply-123120.png?itok=q28cfPGG

Why Printing Money Won’t Create Inflation

The chart below compares the money supply to GDP growth and our composite economic indicator. The composite includes inflation, wages, and interest rates, which directly correlate to economic activity

See Chart:

Economic Composite, M2 vs. GDP

https://cms.zerohedge.com/s3/files/inline-images/Economic-Composite-M2-GDP-010221.png?itok=zDoSpoRU

As shown, beginning in 2000, the “money supply” as a percentage of GDP has exploded higher without a resulting rise in inflation or economic growth. As shown by the attendant trendlines, it has been quite the opposite.

See Chart:

“Veil of Money Theory” In Question

https://cms.zerohedge.com/s3/files/inline-images/Veil-Of-Money-Theory.png?itok=gNLFQAUZ

CONTINUE Reading & see more chart at:

SOURCE: https://www.zerohedge.com/economics/2021-disappointment-growth-and-disinflation

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US DOMESTIC POLITICS

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

STUPID TRAP?

'BLACK LIVES MATTER' NOMINATED FOR THE NOBEL PEACE PRIZE

Will all Nobel peace prize recipients have to show proof of starting riots to qualify now?

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VIRGINIA TASK FORCE DROPS GANG DATABASE AFTER COMPLAINTS IT HAS TOO MANY MINORITIES IN IT

A tolerant country needs tolerant databases...

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TAIBBI: SUCK IT, WALL STREET!

Authored by Matt Taibbi via TK News,

In a blowout comedy for the ages, finance pirates take it up the clacker

"They’ve seen that our markets are basically fake, set up to artificially accelerate the wealth divide, and not in their favor... but, society will ultimately unite to denounce $GME as financial Trumpism..."

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6 WARNING SIGNS FROM BIDEN'S FIRST WEEK IN OFFICE

The “progressive” candidate praised as a “woke bloke” seems to be carrying on where all his authoritarian Imperialist predecessors left off...

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Trumpism without Trump.. even the SPONSORs are the same: PENTA + Deep-State

BIDEN PLAGIARIZES AGAIN AFTER BLOOMBERG POINTS OUT VIRUS PLAN IS BASICALLY TRUMP'S

"What we’re seeing here is them marching through the playbook of Operation Warp Speed..."

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HAS THE ROBINHOOD EXODUS BEGUN?

"Delete Robinhood"

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Dems & Reps are twins’case: same mother & different father.. almost same time

"REPUBLICANS NEED TO SUFFER": DRAKE PROF TRIGGERS FREE SPEECH DEBATE WITH HATEFUL TWEETS AGAINST MEN, CONSERVATIVES

“I was just pondering how much hatred I feel towards all the Republican a**holes. They need to suffer.”

….

What type of conflict-reconciliation this philosopher has in mind?

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REV is the locomotive of positive social change. NO nation came to existence without it

REVOLUTION, REVENGE OF THE NERDS, OR THE MATRIX RELOADED?

...shows that when people act in the aggregate they can overwhelm the attempts by a few central planners to control you...

….

This teenager needs some basic lessons on Political Science

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IT'S NOT JUST ROBINHOOD, REDDIT REBELLION HAS CLOGGED ENTIRE FINANCIAL SYSTEM'S PLUMBING

by Tyler Durden

"This is important because if RH failed, you would not “own” your stocks, per se. You would be a creditor with a claim against RH. This is a key risk of margin accounts..."

While mainstream media is juggling with just who to be angry at, and who to virtue-signal for in the WallStreetBets Reddit Rebellion and Robinhood Rout episiode, the reality under the surface is that the US financial markets have just been punctured by the thin blades of truth. As CHS recently noted, "it is fatally wounded but nobody dares notice."

SO, WHAT'S REALLY HAPPENING WITH ROBINHOOD ET AL...?

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Here is the explanation of HOW THE TOILET IS CLOGGED.

To see the Picture open the full article: Nice image!

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First: RH was not the only brokerage to restrict buying in $GME et al. Much of the below applies to many brokerages. I'm going to use "RH" in my writing for simplicity and because it's the most prominent, but it's not fair to call this a RobinHood issue, per se.

The restrictions impacted retail AND institutional players – many institutional prime brokers ("PBs") did the same thing to their hedge fund clients.

Why?

Surely PBs can't be trying to punish their own clients just to benefit Citadel. There must be something else happening..

This is a story of lending and capital.

Margin accounts are Wall Street's way of denoting lending accounts.

Practically speaking, in margin accounts, the client does NOT own *any* securities. Rather, margin account holders "own" a promise from their broker.

Yay.

When an RH’er buys $GME, a whole bunch of things happen behind the scenes, all of which are the ugly plumbing of Wall Street.

CONTINUE READING AT:

SOURCE: https://www.zerohedge.com/markets/its-not-just-robinhood-reddit-rebellion-has-clogged-entire-financial-systems-plumbing

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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

Simple: Iran should CANCEL the appointment. The veteran better go to ISR

BIDEN APPOINTS VETERAN NUCLEAR DEAL NEGOTIATOR AS ENVOY TO IRAN

Iran hawks like Tom Cotton are outraged at the appointment...

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Iranian sovereignty must be defended at whatever price