FEB 16- 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
BOND BLOODBATH SPARKS STOCK SLUMP; DOLLAR & CRYPTO JUMP
by Tyler Durden
...as gold suffered a 'death cross'...
While bonds were making headlines on the business media, the real bloodbath was in Texas power markets with Spot Electricity hitting its $9000 cap..
See Chart:
ERCOT Wholesale Power Price /MwH
https://cms.zerohedge.com/s3/files/inline-images/bfmD4A7.jpg?itok=GPOf9KpA
But bond investors were really puking today, with 10Y up over 9bps testing 1.30%...
See Chart:
UST 10 Y Yield
https://cms.zerohedge.com/s3/files/inline-images/bfmDF58.jpg?itok=Uu7Q7t5s
This is the biggest 3-day spike in yields since the election rebound...
See Chart:
UST 10 Y Yield
https://cms.zerohedge.com/s3/files/inline-images/bfmAA16_0.jpg?itok=16HWNIve
As mortgage spreads have blown out the most aggressively since
See Chart:
30 Y Mortgage Spread to 7Y/10Y Blend
https://cms.zerohedge.com/s3/files/inline-images/bfmF266.jpg?itok=2ijk8AS4
And the yield curve steepening is going vertical...
See Chart:
UST 2s 10s Yield spread
https://cms.zerohedge.com/s3/files/inline-images/bfm54B1.jpg?itok=Cxma7W4P
Is the market just full to the brim with fiscal and monetary largesse?
Real yields jumped to their highest since early January, led by gold...
See Chart:
10 Y real Yield (inv) vs Spot Gold
https://cms.zerohedge.com/s3/files/inline-images/bfm10C6.jpg?itok=E1TuXeLX
Bitcoin topped $50k
S&P hit the 3950 'Call Wall' and stumbled...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-02-16_12-01-02.jpg?itok=oeXanw79
Futures were holding up from yesterday's gains but as Treasury yields surged, something snapped in stock-land. Small Caps and Big Tech were the day's laggards and The Dow led with a green close..
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-02-16_12-59-35.jpg?itok=DXbuhsqj
Oil stocks led the way(again) along with financials (steeper curve)...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfm6451.jpg?itok=ebsRKRky
And the original basket of WSB short-squeeze stocks sold off today ahead of the hearings...
See Chart:
WSB ‘Shot Squeeze’ Stock Basket
https://cms.zerohedge.com/s3/files/inline-images/bfm5C35.jpg?itok=xhVA8aV9
As call buying continues to dominate put buying...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfmBA0E.jpg?itok=-XprjoqW
The B-dollar index surged intraday, ramping to run stops from Friday before fading back...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfm4105.jpg?itok=WBpx67NX
Spot Gold prices fell back below $1800..
See Chart:
Spot Gold
https://cms.zerohedge.com/s3/files/inline-images/bfmBECB_0.jpg?itok=hXNEZURR
And the freezing temps wreaked havoc on Texas oil wells and refineries, sending oil production in the country's largest crude-producing state plunging by more than two million barrels a day due to the storm, which has sent prices surging to $60 a barrel for the first time in a year. ..
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-02-16_11-30-32.jpg?itok=baREOu_p
Finally, we note that stocks are the most 'expensive' relative to bonds since 2018 - is there an alternative after all?
See Chart:
10 Y Yield vs S&P Divi Yield
https://cms.zerohedge.com/s3/files/inline-images/bfmCF46_0.jpg?itok=DC7P-3V6
….
SOURCE: https://www.zerohedge.com/markets/bond-bloodbath-sparks-stock-slump-dollar-crypto-jump
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THIS IS WHAT HEDGE FUNDS BOUGHT AND SOLD IN Q4: COMPLETE 13F SUMMARY
The Hedge Fund Myth: Perception vs reality
Here's what hedge funds portfolios looked like
just before the January turmoil.
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"Bond yields would need to move up by 100-200bp in order to erase the equity attractiveness."
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BERKSHIRE REVEALS NEW POSITIONS IN CHEVRON, VERIZON; EXITS JPM; TRIMS APPLE, WELLS: FULL 13F SUMMARY
Some interesting changes in the world's biggest investment portfolio.
A full breakdown of Berkshire's Q4 13F is below:
See Table:
https://cms.zerohedge.com/s3/files/inline-images/Buffett%2013F%20Q4%202020.jpg?itok=skYO0rVX
….
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Tax evasion as normal investment:
“I’m not really sure you want to call that part a bubble. That’s just normal investing, trying to get your head around what those companies are really worth.”
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This is normal business. Pfizer & Refor are the opposite
FOREIGNERS BOUGHT A RECORD AMOUNT OF US STOCKS IN 2020, BOND-SELLING CONTINUES
...thanks to a $73.8 billion buying spree in December...
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
HOW CONSPIRACY THEORIZING MAY SOON GET YOU LABELLED A "DOMESTIC TERRORIST"
The Conspiracy to Subvert Conspiracy Theorizing
Biden’s new addition to the Department of Homeland Security is a bizarre figure named Cass Sunstein who famously described exactly what this was going to look like in his infamous 2008 report ‘Conspiracy Theories’ (co-authored with Harvard Law School’s Adrien Vermeule). In this under-appreciated study, the duo foresaw the greatest threat to the ruling elite took the form of “conspiracy theorizing” within the American population using as examples of this delusion: the idea that the government had anything to do with the murders of John F. Kennedy and Martin Luther King Jr, or the planning and execution of 9-11.
Just to be clear, conspiracy literally means ‘two or more people acting together in accord with an agreed upon idea and intention’.
The fact that Vermeule has made a legal career arguing that laws should be interpreted not by the “intentions” of lawgivers, but rather according to cost-benefit analysis gives us a useful insight into the deranged mind of a technocrat and the delusional reasoning that denies the very thing which has shaped literally ALL of human history.
In their “scholarly” essay, the authors wrote “the existence of both domestic and foreign conspiracy theories, we suggest, is no trivial matter, posing real risks to the government’s antiterrorism policies, whatever the latter may be.”
After establishing his case for the threat of conspiracies, Sunstein says that “the best response consists in cognitive infiltration of extremist groups”.
Not one to simply draw criticisms, the pro-active Sunstein laid out five possible strategies which the social engineers managing the population could deploy to defuse this growing threat saying:
“(1) Government might ban conspiracy theorizing.
(2) Government might impose some kind of tax, financial or otherwise, on those who disseminate such theories.
(3) Government might itself engage in counter speech, marshaling arguments to discredit conspiracy theories.
(4) Government might formally hire credible private parties to engage in counter speech.
(5) Government might engage in informal communication with such parties, encouraging them to help”.
(I’ll let you think about which of these prescriptions were put into action over the ensuing 12 years.)
Cass Sunstein was particularly sensitive to this danger largely because: 1) he was a part of a very ugly conspiracy himself and 2) he is a world-renowned behaviorist.
CONTINUE READING AT:
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State vs Nation totally separated although not chances of domestic conflict
NATIONAL GUARD TO STAY IN DC "THROUGH FALL 2021", WHY?!
There is also no indication of when the huge razor wire topped security fencing will be removed from around Capitol Hill...
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No nation in the world wants to be controlled by the army: that is an open invitation to subversion… and the military will pay the consequences. If we don’t what to do with the army, just dismantled and make a UN agreement to do the same. It is time to start building PEACE instead of domest-foreign wars
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Time to cancel Big Corp monop on vaccines (Pfizer-Moder). Open mark to glob trade
US CDC WEIGHS EXTENDING INTERVAL BETWEEN COVID JAB DOSES
Is the science of vaccine efficacy protocols being sacrificed at the alter of inept local government logistics?
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We don’t need White House Website. We need real free press, not master of LIES
MEDIA SILENCE AFTER BIDEN REMOVES PETITIONING FROM WHITE HOUSE WEBSITE
When Trump took office, he briefly discontinued it but put it back up after a media uproar.
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Weep for NATION future .. not only yours. We don’t want explosive inequality
HOUSE HEARING ON GAMESTOP FIASCO WILL FOCUS ON "SHORT SELLING AND STOCK MANIPULATION"
The hearing hasn't even started yet and already Congress is missing the point
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FED & State master of xenophobia create hate on China. It must be declared illegal
SURGE IN ANTI-ASIAN-AMERICAN VIOLENCE PROMPTS NYC RESTAURATEURS TO TAKE ACTION
Owners of top NYC restaurants including 886, Kopitiam, and Fish Cheeks are donating meals to shelters and raising awareness in the process...
….
Many US-Chinese restaurants are in bankruptcy. What if they did it in China?
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KRAFT HEINZ, CONAGRA WILL START PASSING ON SOARING FOOD COSTS TO CONSUMERS
Food inflation & stagflation for the masses?
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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
Elon Mask the first candidate for ‘conspiracy’ Agnst US politics
PUTIN REPORTEDLY "INTERESTED" IN ELON MUSK'S PROPOSAL FOR THE TWO MEN TO SPEAK
'Elon Musk has access to U.S. military secrets and more skeletons in his closet than a medieval ossuary. Putin is the world's grand master of kompromat. What could possibly go wrong?"
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In my view Elon Mask only wants to see RU advance on cars: just businness
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ROCKETS POUND US BASE IN NORTHERN IRAQ LEADING TO CASUALTIES
The United States has already started bearing the consequences of the decision of the Biden administration to halt the troop drawdown from the Greater Middle East...
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It will happen in other Middle East countries too. So better bring troops home
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Get OUT OF Syria asap! It is easy target with lot of casualties. To expand ISR: waste
A RUSSIAN WINTER IN SYRIA: NEARING ZERO HOUR
The further the world comes into 2021, the more it begins to resemble 2014, at least in Syria, mixed in with a bit of 2015. ISIS is returning, the US is bracing to “fight it”.
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Say bye bye to old neo-‘liberal’ icons. It’s time to imagine a Post-Neo-L world
'WOKE' TEACHERS WANT SHAKESPEARE CANCELED: "THIS IS ABOUT WHITE SUPREMACY AND COLONIZATION"
“Shakespeare’s work is full of problematic and outdated ideas, lots of misogyny, racism, homophobia, class discrimination, anti-Semitism, misogyny”
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars & danger of WW3
- 54% of GOP Voters Would Back Trump in Hypothetical 2024 Presidential Primary, Claims Poll
- Brent Crude Tops $64 Per Barrel First Time Since 22 January 2020
- US Oil Output Down a Record One-Third as Cold Wave Hits Texas,
- Iran Plans to Start Joint Production of Russia's Sputnik V Vaccine in 2 Months
- Bitcoin Hits All-Time Record, Topping $51,259
- ‘And Here You Are, Talking About Him’: Netizens Weigh in on Biden Being 'Tired of Trump'
- Moscow Can Switch to 'Active Containment' Policy If US Keeps Putting Pressure
- Texas Residents Share Stories of Withstanding Snow 'Armageddon'
- Norwegian Health Authorities Think Twice About Double Masking: One Is Enough, if Worn Properly
- Stoltenberg Wants a Fairer NATO, Urges Even Burden-Sharing Among Member States
- Russian Progress MS-16 Resupply Cargo Spacecraft Docks With ISS
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FEB 16 -2021 ND SIT EC y POL SPANISH ++
REBELION
Ecuad: LA HERENCIA DE OCTUBRE Pablo Dávalos
UE: DEUDA SOCIAL DE UN CONTINENTE AMURALLADO Sergio Ferrari
ARG: Paralelismo: historia reciente y presente de Arg Paula Klachko
Cultur: Quid pro quo, doctor»: 30 años de El silencio de los inocentes
ARG-Educ: RIESGO(S) DE INICIO Adrián Cannellotto
ECOL: Resumen de «EN LA ESPIRAL DE LA ENERGÍA». Miguel Muñiz
ECOL: CINCUENTA AÑOS NO SON NADA? Gustavo Duch
ECON: 120 mill cayeron en la pobreza por la pandemia Juan Cruz
ECON: DESPUÉS DE LA HIBERNACIÓN Michel Husson
BRA: El ejército forzó a la Corte Suprema a dictar prisión de Lula
BRA: Tres ejércitos en la guerra de clases brasileña Ney Nunes
Chile: Candidatos presidenciales: el mal menor… ¿otra vez? DA
FEM: Fuerza de voces feministas en América Latina María Canora
Opin: SOBRE EL PODER DE LAS FARMACÉUTICAS José M Agüera
OPIN: MARX Y EL SOCIALISMO Miguel Alejandro Hayes
COL: Buenaventura, Vía Crucis: entre la vida y la muerte J J S
COL: Guayabero Por la paz, hay que liquidar la Fudra Omega NM
CUBA: POR CUENTA IMPROPIA Jorge Fernández
España: LA POLI BORROKA David Torres
VEN: Piden a US-UE: levanten sanciones por devastad efecto en pobl
US: LE PEGARAN UN TIRO A MI HIJO Y ME PUSE EN PIE Steve Rose
África: Polisario pide a España-Marruec poner fin a repres n Sáhara O
África En duelo: Cada familia o pueblo tiene un desaparec en el mar
ISR-neo-nazi: IMPIDE ENTRADA DE VACUNAS en la bloqueada Gaza
RU aprovecha el retroceso de US en Palestina-Israel Ramzy Baroud
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RT EN ESPAÑOL
Perú: 487 person en altos cargos aprovechan posición para vacunarse contra el CV https://actualidad.rt.com/actualidad/383698-escandalo-peru-487-personas-altos
La oposición política le corta las alas al condor. Nadie duda que harían lo mismo
US y Bayer presionar a México para que modifique su política contra el glifosato https://actualidad.rt.com/actualidad/383738-funcionarios-eeuu-bayer-presionaro-mexico-glifosato
Buque armado chino entra en aguas en disputa con Japon y acosa a un pesquero https://actualidad.rt.com/actualidad/383727-buque-armado-chino-entrar-aguas-japon
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3
- Blame for EU-RU Impasse? By Finian Cunningham
- Cultural Deafness Defines the West By Alastair Crooke
- Opening the CIA’s Can of Worms By Edward Curtin
- Capitol Riots: Trump revealed the true face of the US Video + Text
- Why Russia is driving the West crazy By Pepe Escobar
- Biden Doubles Down on Some Bad Policies and Appoints By Ph G
- Evil happens when good men do nothing. By Dr Gideon Polya
- Cancel Culture, Where Liberalism Goes to Die By Chris Hedges:
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO allies
-The WEF Agenda Behind India’s Modi Government’s “Farm Reform”
- How to Mislead All Humanity. Using a “Test” To Lock Down Society
- Virus and Economic Crisis? Bankruptcy and Global Enrichment MW
- CV Models, Tests and Now Consequences By F. William Engdahl
- Video: ISIS-Daesh is Returning To Syria By South Front
- Frayed Russian Ties with the West. By Stephen Lendman,
- Is a Rev Mov Developing in Europe? By Dr. Paul Craig Roberts
- ICC to Investigate Israeli War Crimes By Philip Giraldi,
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VOLTAIRE NET ORG https://www.voltairenet.org/en
BIDEN, COMMANDER OF THE "TRUE BELIEVERS"
by Thierry Meyssan
SOURCE: https://www.voltairenet.org/article212224.html
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BIDEN, COMENDADOR DE LOS “VERDADEROS CREYENTES”
por Thierry Meyssan
SOURCE: https://www.voltairenet.org/article212245.html
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CROSS TALK https://www.rt.com/shows/crosstalk/
THE $1,200 STIMULUS IN BITCOIN
Max and Stacy look at the fact that last year’s $1,200 stimulus for Americans is now worth $7,800 as money is spewed from all corners at consumers, voters, bankers and corporations. In the second half, Max interviews the author of DAYLIGHT ROBBERY, Dominic Frisby, about taxes, how they arose and their unique qualities in America
SOURCE: https://www.rt.com/shows/keiser-report/515606-stimulus-bitcoin-taxes-america/
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DEMOCRACY NOW
Amy Goodman’ team
-Andrés Arauz: Ecuador’s Presidential Front-Runner on COVID, Austerity & Ending U.S. Interference
- Lancet Report: 40% of U.S. COVID Deaths Were Preventable. The Country Needs Universal Healthcare Now
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