miércoles, 30 de junio de 2021

JUN 29 2021 ND SIT EC y POL Part 1 and Part 2

JUN  29 2021  ND SIT EC y POL  Part 1  This include part of June 28

ND denounce-neoliberal debacle y propone State-Social + Capit-compet in Eco

 

       

ZERO HEDGE  ECONOMICS

Neoliberal globalization is over. Financiers know it, they documented with graphics

 

WHY THE FED IS DEAD WRONG ON INFLATION: AMERICANS HAVE $3.5 TRILLION IN SAVINGS FOR A SUNNY DAY

The reopening of the economy and the fiscal stimulus of the past year are not a “sugar high” that goes away quickly, but rather they will trigger a long period of high spending, and hence high inflation  [ See Chart ]

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AND NOW PRICES ARE REALLY SOARING: JUNE RENT JUMP IS BIGGEST ON RECORD

SURGING RENTS - the "missing link" from both the CPI and PCE baskets - are BACK WITH A VENGEANCE..  [  See  MAP  ]

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WHEN EXPEDIENT "SAVES" BECOME PERMANENT, RUIN IS ASSURED

The Fed's "choice" is as illusory as the "wealth" the Fed has created with its PERFECTION OF MORAL HAZARD.

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14 ASTONISHING FACTS ABOUT THE BLISTERING HEATWAVE THAT IS ABSOLUTELY FRYING THE NORTHWEST RIGHT NOW  

What we are witnessing right now is not even close to "normal"

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BITCOIN, BLACK GOLD, & THE BUCK BOUNCE AS ENGLAND BEAT GERMANY

England 2 - 0 Germany... and cryptos, crude, and the dollar all rallied.

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THE DAWN OF A NEW ERA FOR US SHALE

...EXPECTATIONS OF FREE CASH FLOW THIS YEAR make analysts optimistic that the shale patch is at a turning point and WILL KEEP DISCIPLINE FOR AT LEAST ANOTHER YEAR OR TWO.

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ARE INVESTORS CORRECTLY PRICING DELTA VARIANT RISK?

Real Vision senior editor Ash Bennington welcomes Real Vision interim managing editor Samuel Burke and Tommy Thornton of Hedge Fund Telemetry to the Daily…

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WARNINGS FROM BEHIND THE CURTAIN

        Authored by Lance Roberts via RealInvestmentAdvice.com,

"Why waste time and energy educating yourself while sheer ignorance pays off so easily?”

Extended, Excessively Bullish & Over Valued

The advance in the market over the last 12-years is the result of years of monetary accommodation and near-zero interest rates. As such, it is no surprise the deviation of the market from its long-term moving averages is extreme.

See Chart: 

https://cms.zerohedge.com/s3/files/inline-images/SP500-Deviation-Above-Below-Trend-062521.png?itok=F3jaOKdC

 

Lastly, investors are convinced there is “no risk” in the market because the Fed provided an “insurance policy” against loss.

Such is the very definition of “moral hazard.” 

Investor exuberance is evident from the massive increase of household equity ownership as a percentage of their disposable personal income. The current deviation from the long-term exponential growth trend rivals every previous bubble in history.

See Chart:

Household Equities t0 DPI vs.S&P 500 Index

https://cms.zerohedge.com/s3/files/inline-images/Household-Equities-DPI-vs-SP500-Index%20%281%29.png?itok=hChyesg8

 

Behind The Curtain Warnings

“Behind The Curtain” warnings are not widely discussed in the mainstream media and are generally relegated to more opaque analysis.

A SKEW value of 100 indicates the options market perceives a low risk of outlier returns. Conversely, values above 100 reflect an increased perception of risk for future outlier events

On Friday, the reading was 170. The chart below smooths the SKEW with a 50-dma which is now the highest level on record.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/CBOE-Skew-Index-062521.png?itok=kacnk-L0

 

Another measure, as noted this past weekend, is the Bespoke “irrational exuberance” indicator that subtracts “Valuation Confidence” from the “One Year Confidence” survey data. That reading exploded higher recently for both institutional and individual investors.

See Chart:

Market Less Valuation Confidence Composite

https://cms.zerohedge.com/s3/files/inline-images/Investor-Exuberance-062421%20%281%29.png?itok=RYNajJGr

 

Continue reading & see more charts at:

SOURCE:  https://www.zerohedge.com/markets/warnings-behind-curtain

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US  DOMESTIC POLITICS

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

 

"ABSOLUTELY SHAMELESS": WH PRESS SECRETARY BLAMES REPUBLICANS FOR DEFUNDING POLICE

Argues that lack of support for COVID relief bill equates to desire to defund law enforcement...

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ARIZONA'S MARICOPA COUNTY WILL REPLACE ALL VOTING MACHINES AFTER AUDIT

...the county “shares [her] concerns” that the INTEGRITY AND SECURITY OF THE DOMINION VOTING SYSTEMS MACHINES AND BALLOTS MIGHT HAVE BEEN COMPROMISED during the audit.

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IF WE see it.. we will believe it: VER PARA CREER

BIDEN PLANS ANTI-MONOPOLY EXECUTIVE ORDER TARGETING BIG BUSINESS

"They’ve decided the economy isn’t competitive, but when you look closer at the data, you just don’t see a radical increase in concentration."

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FDR did it in similar circumstances. Now we’up 2 pand: wars & CV-19. So: Biden plan is possible:  VER PARA CREER

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She is HERMA: hermafrodite. This is not sex (men vs women) it is a gender issue.

MAN CROWNED MISS NEVADA USA, FIRST IN PAGEANT HISTORY 

"HISTORY HAS BEEN MADE." 

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YES, la historia de las mujeres no se reduce a 2 sexos como querían los misogenos de la bilia cristiana hasta 1600. Por misogenia se entiende el odio, violencia y opresión de la mujeres, un odio ya institucionalizado y normalizado en sistemas patriarcales y seudo liberales dentro de regímenes feudales y capitalistas. Nació con el estúpido cuento bíblico de que Eva burlo la orden de no comer la manzana prohibida y se la condeno a parir con dolor. Desde entonces la Santa Inquisición  torturo y quemo vivas a muchas mujeres por oponerse a ese mandato ‘divino’. Eso dio base a la opresión y abuso machista de los hombres. La elección de una Herma como MISS NEVADA en el USA inicia una nueva historia del feminismo radical en el US. Dudo que solo los hombres votaron por la belleza humana, creo que también hubo mujeres en esa votación y ellas serán las encargadas de defender esta nueva historia. En este sentido vale la frase "HISTORY HAS BEEN MADE." 

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US-WORLD  ISSUES (Geo Econ, Geo Pol & global Wars)

Global depression is on…China, RU, Iran search for State socialis, D rest in limbo

 

WITH THE FED IN DENIAL, HAWKISH BANK OF RUSSIA SEES INFLATION "NOT TRANSITORY", WARNS OF POSSIBLE SHOCK-AND-AWE RATE-HIKE

US Inflation is almost as hot as in Russia,

 but THE FED IS STILL BLOWING IT OFF...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm7A1C_0.jpg?itok=HpyyH7g9

Continue reading at:

SOURCE:      https://www.zerohedge.com/economics/fed-denial-hawkish-bank-russia-sees-inflation-not-transitory-warns-possible-shock-and-awe

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INDIA, A WELL KNOWN SOURCE OF GOLD DEMAND, IS TURNING A KEEN EYE TOWARD CRYPTO

“I’d rather put my money in crypto than gold. Crypto is more transparent than gold or property and returns are more in a short period of time.”  [ See Chart]

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SPUTNIK NEWS :  https://sputniknews.com/

 

- Germany Removes All Troops From Afghanistan, Ends Near 20-Year Military Stay

- More Drone Activities in Jammu Put Indian Security Forces on High Alert

- Hackers Had Secret Access to Danish National Bank for Seven Months-

- High-Tech Nation No More? Israel Sees a Sharp Drop in New Startups in 2020

- Brazil 'Suspends' Deal to Buy 20 Mln Doses of India's Covaxin Amid Kickback Alleg

- Giuliani Facing DoJ Inquiry Into Allegations of 'Lobbying' Turkish Interests

- US D-Day Vet Shares Terrible Moments of WWII

- Huawei CFO Lawyers Say HSBC's Knowl Tech Giant's Ties to Iran 'Fatal' to US Case

- House Dems Urge Increased Penta- Spending for Weapons Procuremt in FY 2022

- WHO Certifies China to Be Malaria-Free After 70 Years of Disease

- US Coast Guard Consider Arctic ‘FONOPS’ to Counter RU Presence at North Pole

- Penta: US Responded to Rocket Attack in Syria, Wounded 1 Enemy Combatant

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JUN  29 2021 PART 2 ND SIT EC y POL SPANISH  ++   This include part of June 28

 

REBELION

USA:   RAÍCES DEL PROBLEMA   David Brooks

Ecol:   OCÉANOS DE PLÁSTICO   Víctor Ingrassia

Econ: Varoufakis y la Otra Realidad. La rev econ en iglo  XXI  F M

BRA: Genocida y corrupto: el desenmascaran gob  embustero F d C

ISR:  Palestina-Israel: una revisión de la realidad  Alaa Tartir

Ecol:  desarr y med amb: EL CÍRCULO CUADRADO  D Schteingart

Opin:  El MeToo empieza a calar en el mundo científico   Cristina S

CV:  Pandemia de hoy y capitalismo de siempre?    Laura Álvarez

Perú    LA DE NUNCA ACABAR    Gustavo Espinoza

ARG: El gobierno no tiene margen para cometer errores  J Guahán

Ecol :  Deforestación en el Gran Chaco: bomba de carbono ignorad

Bol: Las dictaduras tienen un mismo modus operandi   Galo A

BRA:  El gobierno ha llevado muerte a los indígenas  Leonardo Boff

Chile:  ‘El peligro de Daniel Jadue’: Desnudando a Mosciatti  JC C

ALC : Tres países con menos muertes por Covid-19 no son noticia

Opin: Hacia una comunidad de vida ante el suicidio colectivo  A R

Cuba:  Un necesario impulso a la economía cubana   Betsy Anaya

Cuba:  PROHIBIDO COPIAR, BIENVENIDO CREAR   Darío Machado

Ecuad:  El mov indígena y la recuperación de la historia   F S

Ecuad: LEONIDAS IZA, NUEVO PRESIDENTE DE LA CONAIE

España: Tras las huellas del Estado penal español   Loïc W

MX:  Pandemia, crisis y educación regeneradora   MA R

Francia: EL AUTORITARISMO PREPARA TERRENO AL FASCISMO

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RT EN ESPAÑOL

 

EVALI, lesión pulmonar mortal y asociada al uso de cigarrillos electrónicos? https://actualidad.rt.com/actualidad/396492-sabe-evali-lesion-pulmonar-asociada-cigarrillos-electronicos

 

Kiyosaki predice "la mayor caída de la historia mundial" y recom comprar oro, plata y bitcoines https://actualidad.rt.com/actualidad/396505-robert-kiyosaki-predecir-mayor-caida-historia

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CROSS TALK   https://www.rt.com/shows/crosstalk/

 

Keiser Report

THE TRANSITORY BECOMES PERMANENT

Max and Stacy discuss how the US central bank is now warning that ‘transitory’ inflation may be around longer than expected. They also remind the audience that quantitative easing was also meant to be temporary before it, too, became permanent. In the second half, they discuss whether it’s fair that their taxes are going toward propping up landlords whose rent their tenants haven’t paid during the pandemic. After all, while house prices have risen nearly 25% in the same period, the likes of Max and Stacy won’t get a cut of the profits.

SOURCE:  https://www.rt.com/shows/keiser-report/527757-transitory-becomes-permanent-inflation/

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VOLTAIRE NET ORG   https://www.voltairenet.org/en

 

HOW THE HUNGARIAN LGBTQI+ ARE INSTRUMENTALIZED BY THE EUROPEAN UNION

by Thierry Meyssan

Paris (France)

Everyone agrees to put an end to legal discriminations. However, some Europeans accuse others of wanting on the contrary to create some. This is the case of Brussels against Hungary. But on closer inspection, this argument is dishonest and hides unavowable interests.

SOURCE:  https://www.voltairenet.org/article213494.html

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DEMOCRACY NOW

Amy Goodman’  team

 

- Rep. Jamaal Bowman: We Need Climate & Racial Justice Addressed in Broader Infrastructure Package

- Amid Nuclear Talks, Biden’s Latest Middle East Airstrikes Give “More Fuel” to Conflict with Iran

- Free the Children: Advocates Demand Biden Close Fort Bliss Detention Center Holding 800 Migrant Kids

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domingo, 27 de junio de 2021

JUN 27 2021 ND SIT EC y POL Part 1 & 2

 

JUN  27 2021  ND SIT EC y POL  Part 1 & 2

ND denounce-neoliberal debacle y propone State-Social + Capit-compet in Eco

 

       

ZERO HEDGE  ECONOMICS

Neoliberal globalization is over. Financiers know it, they documented with graphics

 

DECENTRALIZED FINANCE (DEFI) 101

Decentralized Finance (DeFi) is REDEFINING THE FUTURE OF FINANCE. There is a major shift going on in the underlying infrastructure powering financial applications, and it’s CHANGING THE WAY WE THINK ABOUT PERMISSION

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HEDGE FUND CIO: "OUR GROWING ACCEPTANCE OF EVER WILDER CONSPIRACY THEORIES HAS NUMBED US TO EVERYTHING"

Or possibly, we are already processing such profound change in politics and policy - which produced successive years of 15% US federal deficits, fully funded by the central bank, even as inflation soars and we expand

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"BUCKLE UP": MORGAN STANLEY SAYS ANY STRONG DATA COULD CAUSE CHAOS

        by Tyler Durden

Meanwhile, Morgan Stanley expects the FOMC to discuss tapering in July in order to provide forward guidance at the September meeting, with a formal announcement of tapering in March 2022 and first rate hike in 3Q23

Memories of the 2013 taper tantrum are still fresh, and its scars run deep. Considering the role of the Fed’s ultra-accommodative policy in charting the course of the markets since the onset of the COVID-19 crisis, heightened policy uncertainties have profound consequences.

Not surprisingly, the US Treasury market is reflecting substantial changes in policy expectations. The Treasury yield curve has flattened dramatically. The three-day flattening in the 5s30s curve after the meeting was a six standard deviation move.

 

Breakeven inflation rates have fallen and real yields have risen. The market-implied timing of interest rate hikes has come forward by three months, with the Treasury market now pricing the first rate hike in December 2022.

Ironically, the dot plot reveals that FOMC participants project a pace of 3-4 hikes a year after the first hike, even though the market currently expects just ~2.1 hikes in the first 12 months after the first rate hike.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/timing%20of%20first%20rate%20hike.jpg?itok=6VExBl-r

….

Continue reading at:

SOURCE:  https://www.zerohedge.com/markets/buckle-morgan-stanley-says-any-strong-data-could-cause-chaos

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"WHAT IF WE ARE WRONG": GOLDMAN RERUNS MARKET FORECASTS ASSUMING ITS KEY ASSUMPTIONS ARE ALL WRONG   [ See Charts ]

1.What if inflation is not transitory; 2. What if interest rates fall or rise more than we expect, and 3. What if tax reform does not materialize?

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US  DOMESTIC POLITICS

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

 

WHITE HOUSE RESPONDS TO REPORT SAYING BIDEN TO REVERSE TRUMP'S GOLAN HEIGHTS POLICY

Trump in 2019 gave US formal recognition

to Golan Heights as Israeli territory...

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El diablo los creo y ellos se juntan:  cerdos del mismo chiquero

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US accusing the victim with invented lies. Nothing new… always happen

US CASE AGAINST ASSANGE STRUCK MAJOR BLOW AS KEY WITNESS ADMITS HE LIED

 

The US government's case against Julian Assange may be on shaky legal ground AFTER ONE OF THEIR MAIN WITNESSES, ICELANDER SIGURDUR INGI THORDARSON, ADMITTED TO FABRICATING KEY ACCUSATIONS contained in the DOJ's indictment, according to stunning admissions to Stundin magazine.

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UNITED STATES RANKS LAST IN GLOBAL MEDIA TRUST, NEW REPORT FINDS

The most tragic aspect is that it does not matter. The media has embraced the advocacy journalism and anyone questioning that trend risks instant cancellation...

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Hidden the truth is not going to make as FREE & secure in our life

FDA ADDS WARNING ABOUT HEART INFLAMMATION TO COVID-19 MRNA VACCINES  

Dear twitter - it's time to ban the FDA.

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LABOR SHORTAGES AND INFLATION PLAGUE CALIFORNIA BUSINESSES

"...there’s too many incentives not to come back to work...”

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US-WORLD  ISSUES (Geo Econ, Geo Pol & global Wars)

Global depression is on…China, RU, Iran search for State socialis, D rest in limbo

 

YET MORE OLYMPICS "ACTIVISM": MEDALIST TURNS BACK TO FLAG DURING ANTHEM AT TRIALS

by Tyler Durden

Hammer throw Olympic qualifier Gwen Berry said: "I'm here to represent those... who died due to systemic racism."

It appears more US athletes are preparing to "protest" the American flag, after last week transgender BMX Freestyle rider Chelsea Wolfe made headlines for expressing a desire to "burn a US flag" on the Olympic podium. 

There's been yet another attention-grabbing display, this time at the ongoing US Olympic track and field trials in Eugene, Oregon. Hammer throw medalist Gwen Berry was on the podium when the national anthem came on over stadium loudspeakers - as it had every night throughout the trials. Just after receiving the bronze medal, she turned her back on the flag during the song and made clear she was opting out in protest.

Read more at

SOURCE:  https://www.zerohedge.com/political/yet-more-olympics-activism-athlete-turns-back-flag-during-anthem-trials

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Do we want to destroy all Syria to give to ISR?. What if UR-CH arm Sy-to-avoided?

BIDEN ORDERS SERIES AIRSTRIKES ALONG SYRIA-IRAQ BORDER

The second military strike of his presidency, described as targeting "Iran-backed militia groups"...

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We are looking for WW3? What if ballistic missiles are given to Syria.. Are we really ready for WW3?  I don’t thing so. Americans & the world will rise f Peace and it means that many US Embassies & US Comp ill be burned.

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To disarm Iran means to empower Israel who has more than 2 hundred nukes

IRAN REFUSES TO GRANT IAEA ACCESS TO NUCLEAR FACILITIES: "AGREEMENT HAS EXPIRED"

Both sides expressing increased frustration

Vienna talks are dragging on too long...

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Iran has the right to self-defense

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RAPINOE NO VICTIM: US WOMEN'S SOCCER TEAM EARNED MORE THAN MEN'S TEAM 

Facts are stubborn things.

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SPUTNIK NEWS :  https://sputniknews.com/

- Biden Orders 'Precision' Strikes on Facilities of Iran-Backed Groups Near Syrian-Iraqi Border

- NIST Engineers Inspect Collapsed Miami Condo's Twin Bulding to Determine Whether It's Safe

- UK's $20Bln in Arms Sales to Countries It Has Slammed for Human Rights Abuses

- Spanish Police Crushed Interna Drug Ring After Seizing Tonne of Cocaine on Yacht

- Myanmar Plans to Expand Military Cooperation With Russia

- US Welcomes Visit of Jordanian, Egyptian Leaders to Iraq

- Azerbaijan Accuses Armenia of Firing Its Territory, Military Says

- London Bridge Terrorist Usman Khan's Accomplice Walked Free for Five Months After Attack

- Israeli FM: 'Mistakes' Were Made in Relations With US During Netanyahu Era,

- What’s Behind ‘Mislaid’ Defence Documents Showing Crimea Incident Was Planned?

- Russia's Gold Mining Giant Plans to Boost Precious Metal's Output Amid Soaring Prices

- Can Biden Pass His Infrastructure Plan, While Upholding Promise of Bipartisanship in Congress?

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JUN  27 2021 PART 2 ND SIT EC y POL SPANISH  ++

 

REBELION

 

Soberania aliment: RECUPERAR EL ALIMENTO   L Rossi

Econ: deuda privad y públic agrava probl de vivien en UE Eva-Erik

Mund: estéril táct nixoniana de Biden hacia RU-CH  Nazanín Arm

Mund: Amazon: cómplic d ocupac ISR d PAL + operac milit  VAts

Ecol: El «engaño» de los plásticos biodegradables    A Tena

Video R: GAZA: VISUALIZANDO LA DESTRUCCION  https://youtu.be/un3tRRn4TKE

Cuba:  DESTERRAR EXCLUSIONES, TAMBIÉN DESDE EL LENGUAJE

MX: El domingo 1 de agos-2021, Méx tiene cita con la historia MD

España:  Aznar y Ayuso: dos falangistas mano a mano  Gabe A

US:  El apartheid ‘vacunas’ y la variante delta  Amy G - Denis M

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RT EN ESPAÑOL

 

Lavrov: "Occid impone totalitarismo y adopta una post imperial y neocol hacia otr países  https://actualidad.rt.com/actualidad/396300-lavrov-occidente-impone-totalitarismo-mundo

 

U. lanza ataques aéreos contra Syria y conta "milicias respaldadas por Irán"  https://actualidad.rt.com/actualidad/396296-eeuu-ataques-milicias-iran-irak-siria

 

Biden afirma que "los latinxs" no quieren vacunarse por temor a ser deportados   https://actualidad.rt.com/actualidad/396263-biden-polemica-latinos-vacunarse-deportar 

Esa declaración desato polémica contra el racista Biden

 

Brutales asesinatos de activistas de derechos civiles en casi 60 años en EE.UU.  https://actualidad.rt.com/actualidad/396291-publicos-expedientes-brutales-asesinatos-activistas-eeuu

 

Estudio concluye que casos leves de covid-19 podrían conllevar pérdida de materia gris https://actualidad.rt.com/actualidad/396276-estudio-encuentra-coronavirus-perdida-materia-gris-cerebro

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VOLTAIRE NET ORG   https://www.voltairenet.org/en

 

A New World Order takes shape - Part II

BIDEN-PUTIN, A YALTA II RATHER THAN A NEW BERLIN

by Thierry Meyssan

The United States, defeated in Syria, went to Geneva to accept the conditions of the winner, Russia. The summit of June 16, 2021 should put an end to hostilities on the condition that the Biden Administration holds its troops. Western Europeans will have to pay the bill. China is confirmed in its position as Russia’s partner.

SOURCE:  https://www.voltairenet.org/article213446.html

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