JAN 31- 2021 ND SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco
DE BLASIO WARNS OF "DANGEROUS" SNOWSTORM AS TWO FEET EXPECTED
"Tomorrow is going to be a very tough day." [See Chart]
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ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics
MORGAN STANLEY REVEALS THE "THREE RULES FOR THE NEW D.C."
By Michael Zezas, Head of U.S. Public Policy Research at Morgan Stanley
Here are three shortcuts for making sense of the policy debates in DC
that will affect markets in 2021.
Here are three shortcuts for making sense of the policy debates in DC that will affect markets in 2021.
The rule of two Joes: What’s the difference between an aspirational and enacted policy? In our view it is the difference between those espoused by President Joe Biden and those of Senator Joe Manchin, who along with other senators (i.e., Tester, Sinema, Kelly, Warner) represents the Democratic party’s more centrist cohort. With Democrats in control of the White House and Congress, they can pass a lot of legislation…assuming all 50 Democratic senators can agree on its content.
Deficits break deadlocks: Even proposals which appear to have party consensus, like infrastructure and healthcare spending, face a challenge…there’s agreement to spend the money, but not how to finance it. Progressives and moderates appear far apart on their tolerance for tax increases. But we don’t expect that this will prevent policy enactment. Deficits will bridge the gap. Expanding the deficit does not appear to be a political liability, as surveys show that voters may permit such action in exchange for popular policies.
Boundaries from budget reconciliation: There are plenty of reasons to not expect Democrats to be able to get enough Senate Republican votes for any of their major initiatives to avoid a filibuster. This actually helps to clarify the policy path for investors, as it means viable legislation is only that which can be passed by a simple majority through a workaround called ‘budget reconciliation’. At the risk of oversimplifying, it helps to think about this process as one where legislators can change the numbers on the federal income statement, but not add or subtract any line items.
CONTINUE READING AT:
SOURCE: https://www.zerohedge.com/markets/morgan-stanley-reveals-three-rules-new-dc
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Speculators can’t swim against the river... piranhas will die
FORMER SAC TRADER SHARES A SHORT SQUEEZE STORY
Authored by Nicholas Colas via DataTrekResearch.com,
“I think I’ve lost my joie de vivre..."
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Big sharks will survive
MAKE STANDARD OIL GREAT AGAIN: EXXON, CHEVRON HAVE DISCUSSED A MERGER
by Tyler Durden
Is the biggest oil merger in US history imminent?
The two largest US oil companies clearly believe they are undervalued because as the WSJ reported on Sunday afternoon, the CEOs of Exxon and Chevron "spoke about combining the oil giants after the pandemic shook the world last year, according to people familiar with the talks, testing the waters for what could be one of the largest corporate mergers ever."
The discussions - which took place after the plunge in oil prices last year - between the Exxon CEO Darren Woods and Cheveron CEO Mike Wirth, "were described as preliminary and aren’t ongoing but could come back in the future" according to the WSJ sources.
And with XOM's market cap of $190BN and Chevron's $164BN, a combination would result in a $350BN E&P behemoth, which would be the world’s second largest oil company by market capitalization and production, producing about 7 million barrels of oil and gas a day, based on pre-pandemic levels, second only in both measures to Saudi Aramco.
If it proceeds, a deal would also reunite the two largest descendants of John D. Rockefeller’s Standard Oil monopoly, which was broken up by U.S. regulators in 1911, and reshape the oil industry. In other words, if this deal happened, it would go a long way to making Standard Oil Great Again:
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/standard%20oil.png?itok=h5GeHR0J
CONTINUE READING AT:
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One more Hedge Fund Speculator Blew Up.. should we cry? Or clap?
Just as Gabe Plotkin was proposing to knock down one of the Miami Beach homes he purchased last year for $44 million... his hedge fund blew up.
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In my opinion capital + labor must unite to decide a plan of mutual covenience
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THIS IS THE STUNNING WAY SOME DESPERATE FUNDS COVERED THEIR GAMESTOP SHORTS
By Tyler Durden
"The XRT in-kind redemption was likely an attempt by investors to get their hands on scarce GameStop shares. Those who took delivery of the underlying holdings received about 292,000 GameStop shares."
One place where the unintended consequences of the short squeeze hit hard was FANG stocks in particular, and the most popular and liquid names held by hedgies (i.e., the Goldman Hedge Fund VIP basket) which have seen liquidations to meet margin calls, as well as due to VaR shocked-induced gross leverage drawdowns. In other words the highest the most shorted names rose, the more the selling in the "most popular" longs as shown below.
See Chart:
Goldman Hedge Fund VIP Basket
https://cms.zerohedge.com/s3/files/inline-images/GS%20VIP%20basket%20jan%2027_0.jpg?itok=S9fJCREm
... as we noted on Friday, the outsized influence from the booming video-game retailer has altered some ETF compositions and is forcing what Citi analysts called "ad-hoc rebalances and strategy adjustments." In one of the most stunning developments, roughly $700 million in assets was pulled from the SPDR S&P Retail ETF (XRT) this week...
See Chart:
XRT Price vs XRT ETF Assets
https://cms.zerohedge.com/s3/files/inline-images/bfm6AD1_0.jpg?itok=lqomwwcT
... with a record $506 million pulled on Wednesday alone, draining total assets to just $164 million.
See Chart:
XRT US Equity dynamic
https://cms.zerohedge.com/s3/files/inline-images/xrt%20outflow.jpg?itok=d6ojk6lt
See more charts & comments aT:
SOURCE: https://www.zerohedge.com/markets/stunning-way-some-desperate-funds-covered-their-gamestop-shorts
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"THIS COULD TAKE THE DOLLAR DOWN", ALASDAIR MACLEOD WARNS "THERE'S A REAL CRISIS IN THE WINDS"
"...there is no alternative but for markets to correct very, very heavily. When that happens, the effect of that will be to take the dollar down along with financial asset prices..."
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Authored by Lance Roberts via RealInvestmentAdvice.com
Speculation is the outgrowth of undisciplined monetary policy... and rampant speculation in the market is prolific...
This past week individuals used social media platforms to organize protests and riots across the country, traders used websites like “Reddit” to organize a successful short-squeeze on Wall Street hedge funds. That short-squeeze, which forces hedge funds who were short stocks to cover the positions, has sent a handful of stocks to the moon. Notably, Gamestop, a retail store that is on its way to bankruptcy, has been the movement’s poster child.
If you happened to be visiting Mars over the last few days, here is what I am talking about.
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/GME-1.png?itok=jGhZJ8Uf
That chart is what a “short-squeeze” looks like when those short a stock have to “buy to cover” at the prevailing market price. It hasn’t been pretty, and the “Wall Street Bets” Reddit group took credit earlier this week for forcing Melvin Capital, a hedge fund short Gamestop, to get a $2.7 billion bailout from its hedge-fund friends.
The Margin Problem
While Robinhood, and other brokers, took a lot of heat for restricting trading in shares of the most heavily shorted names, there was a reason – collateral requirements.
Here is where the problem comes in. When firms are already heavily on margin (currently at a record level of negative cash balances), sharp changes in the underlying collateral value can lead to immediate demands for more deposits from the brokers.
See Chart:
Margin Debt and Free Cash Balances
CONTINUE Reding & see more charts at:
SOURCE: https://www.zerohedge.com/markets/how-does-all-end
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"SO YOU JUST 'RAIDED' YOUR FIRST COMPANY" - A LETTER TO NON-PROFESSIONAL TRADERS
"I would not be shocked if 'Robinhood' is the new Lehman Brothers and we are [not] months away from a major crackdown on capital markets by regulators."
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THE STOCK MARKET, FATALLY WOUNDED BY THE TRUTH, WILL STUMBLE AND CRASH
Authored by Charles Hugh Smith via OfTwoMinds blog,
It didn't have to be this way, but this is the reality we must now face: truth is fatal to fraud, and our entire financial-political system is a fraud.
The truth has emerged from the shadows, despite the silence of the insiders and the financial media.
Here are the truths that have emerged like karmic genies:
1. The stock market is nothing but one giant fraud
2. The Fed is a fraud.
3. America's system of governance is a fraud
4. The wealth effect is a fraud See Chart:
https://cms.zerohedge.com/s3/files/inline-images/inequality-NYT8-17a_24.png?itok=GxCnIQ1d
There is no magic; the wealth effect is a fraud.
The wealth effect failed, the Fed failed, regulations failed, politics failed.
It didn't have to be this way, but this is the reality we must now face: truth is fatal to fraud, and our entire financial-political system is a fraud.
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SOURCE: https://www.zerohedge.com/markets/stock-market-fatally-wounded-truth-will-stumble-and-crash
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
GOP SENATORS OFFER $600 BILLION COMPROMISE FOR COVID RELIEF
Romney, Murkowski and Collins are on board...
Businees is business ah
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TRUMP NAMES NEW LEAD LAWYERS FOR IMPEACHMENT DEFENSE TEAM
"Jason Miller, a Trump adviser, confirmed the reports of a reshuffle"
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Tragic Satire?:
LOS ANGELES COUNTY BANS TVS AT BARS JUST IN TIME FOR THE SUPER BOWL
“It will be tragic if the Super Bowl
becomes the Super Spreader of coronavirus,”
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The neoliberal monster is dying. Rebels are not afraid to climb again the Palace & kill it
WHY DOES THE TIMES WANT YOU CONSUMED BY FEAR, ISOLATION, AND MISERY?
... at some point, the media is going to have to admit complicity in the creation of this extremely unscientific, pathological, unwarranted, and deeply destructive disease panic.
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Neoliberal wars create the pandemia & profit from it. War ‘Drills’ infested the world environment & more pand will come if we don’t Take their bosses from power. It is a matter of climbing again the wall of Palace & take them out.
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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
OPIUM DREAMS?
WHETHER TRUMP OR BIDEN, EUROPEANS ARE STILL UNCLE SAM'S VASSALS
Any notions of newfound American appreciation of European allies should be disabused.
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars & danger of WW3
- GOP Rep. Kinzinger Says Family, Friends Turned Against Him After Trump Impeachment Vote
- Robinhood App Reduces Significant Part of Restrictions For Share Trading Amid GameStop Chaos
- Stardust Prototype Rocket Powered by Biofuel Successfully Completes Test Launch
- Trump Office Announces New Impeachment Trial Lawyers to Replace Five Resignations
- Senator Manchin Slams VP Harris' TV Interview on COVID Plan, Calls For 'Bipartisan Pathway Forward'
- Twitter Employees Reportedly Donated 64 Times More Cash to Biden's Campaign Than to Trump's
- Rochester NY Police Officer Pepper- Sprays a Handcuffed 9-Year-Old Girl
- Myanmar Leader, President Arrested Amid Assumed 'Military Coup'
- At Least 1 Person Dead, Another Injured in Wisconsin at Appleton Fox River Mall Shooting
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JAN 31 -2021 ND SIT EC y POL SPANISH ++
REBELION
Pand Global: Covax: plan global para distrib vacunas en países pobres
No mas noticias nuevas
RT EN ESPAÑOL
Francia y Alemania amenazan a UK ‘AstraZeneca’ con acciones legales si no favorece UE
https://actualidad.rt.com/actualidad/382070-francia-alemania-amenazan-astrazeneca-acciones-legales
VEN: operación Gedeón conto "con la complicidad" de Embaj de España en Caracas https://actualidad.rt.com/actualidad/382064-operacion-gedeon-planificarse-complicidad-exembajador-espana
Ejército de Birmania detien altos dirigent del país y declara estado de emerg por 1 año https://actualidad.rt.com/actualidad/382082-ejercito-birmania-anuncia-detencion-funcionarios-estado-emergencia
Moscú llama a EE.UU. a dejar de interferir en asuntos internos: protestas en RU https://actualidad.rt.com/actualidad/382042-moscu-llamar-eeuu-dejar-interferir-asuntos-internos-protestas
China construy en Pakistán Ruta de Seda Digital, que va d Asia a Europa y África https://actualidad.rt.com/actualidad/382060-china-construir-pakistan-ruta-seda-digital
Qué hay que saber sobre Vlad Tenev, cofundador de Robinhood https://actualidad.rt.com/actualidad/382043-vlad-tenev-cofundador-robinhood
Wall Street J: ExxonMobil y Chevron negociaron la fusión mas grande de la historia https://actualidad.rt.com/actualidad/382071-exxonmobil-chevron-fusion-petroleras-pandemia
Un niño de 10 años vende acciones de GameStop y recibe más de 3.100 dólares https://actualidad.rt.com/actualidad/382055-nino-10-anos-vender-acciones-gamestop
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3
- Why the US Deep State won’t forgive Russia and Iran By Pepe Escobar
- Destructive Plan Behind Biden Russia Agenda By F. William Engdahl
- China – Peacefully Forward to the Great Change By Peter Koenig
- Murderous system is created before our eyes By Nils Melzer
- American Psychosis By Chris Hedges
-Government’s War on Domestic Terrorism Is a Trap By John and Nisha
- Domestic Terrorism Law? War on Dissent Will Proceed By Philip Giraldi
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO allies
-329 Deaths and 9,516 “Other Injuries” in U.S. Following COVID Vaccine By Ch H D
- The PCR Test does not Identify the Virus By Michel Chossudovsky,
- Destructive Lockdowns: Hail the Reopening of the US Economy? By J A. Tucker
- Corona Crisis. Is There Light at the End of the Tunnel? By Prof. Ruel F. Pepa
- Vaccines: Plunder, and Arrival of the Great Reset Varios
- Western Civiliz: Culture of Slavery vs. the Culture of Resistance By C O C
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