JUN 14 2021 ND SIT EC y POL
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
BIG-TECH & BITCOIN PUMPED AS BANKS, BONDS, & BULLION DUMPED
by Tyler Durden
...to the moon (again)?
Big-tech was bid as soon as the cash market opened and both Small Caps (Russell 2000) and Big-Caps (Dow Industrials) were dumped with the S&P under water most of the day until the late day panic-bid hit as the gamma-meltup struck...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-06-14_13-00-03.jpg?itok=IsHaSpk3
That's a record close for the S&P and Nasdaq thanks to this utterly ridiculous meltup...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-06-14_13-01-22.jpg?itok=Z7sST849
The Nasdaq's outperformance pushed it to its highest relative to The Dow since April...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfm5B88.jpg?itok=3dSyZ-OL
JPM's Dimon spooked bank stocks even further - despite rising yields today...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfm5D51_0.jpg?itok=g_ZNajL7
Uranium/Nuclear-related stocks tumbled on the China Nuke emissions headlines...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfmE205.jpg?itok=n0pRkPxl
S&P 500 Realized vol has tumbled to its lowest since Nov 2019...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfm571.jpg?itok=fe6pJNwb
Amid all the chatter on inflation, breakevens went nowhere at all...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfm9978.jpg?itok=FJIU1ujH
The Dollar trod water after spiking Friday up to fill the payrolls gap down...
See Chart:
Bloomberg Dollar Index
https://cms.zerohedge.com/s3/files/inline-images/bfm1BFE.jpg?itok=nUYynnGg
Gold ended the day lower despite the dollar going nowhere...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-06-14_12-09-02.jpg?itok=w3P1Dkk1
Finally, if you're wondering why people are buying USTs again... here's one reason... 5Y greek debt is now trading at a negative yield (yes, really)... so which would you rather own 5Y UST at 75bps or 5Y GGB at -0.4bps!?
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfmCC89.jpg?itok=_9JueS7f
….
SOURCE: https://www.zerohedge.com/markets/big-tech-bitcoin-pumped-banks-bonds-bullion-dumped
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GOLDMAN: IMAGINE YOU WERE STUCK ON A DESERTED ISLAND FOR THE PAST COUPLE OF YEARS
By Tony Pasquariello,
...a few present-day realities...
What follows from here is a handful of quick thoughts on the economy and the markets, all connected with a chart:
1. it may not matter today -- as we experience a surge in US economic output that may well never be seen again -- but, as markets look around the corner, it’s worth noting that by the end of next year -- and, in the years that follow -- GIR forecasts that we’re back into a growth environment that’s very reminiscent of the post-GFC secular stagnation era (link). this provokes two thoughts:
i. I will stop short of saying it’s time to cut-and-run on the cyclical trade, but again I reckon this argues for ongoing balance with the other foot in secular growth exposure. said another way, this would be a friendly backdrop for mega cap tech. and, as detailed in the subsequent couple of points, there are cyclical parts of the market I still really like ... while I’d be increasingly skeptical of spaces like brick-and-mortar retail (framework available).
ii. at first glance, I admit this glide path savors of anti-climax. then again, it could well be just what the doctor ordered for S&P. I say this when thinking back to Bill Dudley’s call for 3-4% interest rates ... through the prism of the stock market, I think you’d much rather have the Fed attempting a soft landing than trying to cool down an overly hot and tight labor market (remember the old rule of thumb 2).
See Chart
GDP Growth Forecast
https://cms.zerohedge.com/s3/files/inline-images/gs%20gdp%20change.png?itok=B87ynlsF
2. while it’s admittedly on a short leash given the prior point, I still like the European equity trade. the thesis is clear-cut: SX5E possesses the core cyclical properties that fit the current growth backdrop ... GIR is confident on the strength and sustainability of the Euroland growth rebound (link) ... and, it feels to me like the market is underappreciating the significance of the Recovery fund. with credit to Jari Stehn in GIR, the chart on the left shows the total size of the Recovery Fund allocation in percent of GDP -- and, the right chart shows the estimated impact of the Recovery Fund on the level of GDP ... for southern Europe, in particular, these are not small figures
See Charts:
https://cms.zerohedge.com/s3/files/inline-images/european%20recovery%20trade.png?itok=Lemz92N4
Contiue reading & see more charts at:
SOURCE: https://www.zerohedge.com/markets/goldman-imagine-you-were-stuck-deserted-island-past-couple-years
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All you NEED is LESS
IS A "CLIMATE LOCKDOWN" ON THE HORIZON?
If and when the powers-that-be decide to move on from their pandemic narrative, lockdowns won’t be going anywhere. Instead it looks like they’ll be rebranded...
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption.
BIDEN ADMIN PATS SELF ON BACK AFTER 'GIFTING' VACCINE TO 0.015% OF TRINIDAD POPULATION
"No strings attached"
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Some bureaucrats in Educ are masters in using the guillotine for NOT Rev purposes
“Now they’ve cancelled our holidays... How will students learn about the significance of these days if our board doesn’t even deem them important enough to keep on the calendar? Enough!"
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THOMAS JEFFERSON VERSUS THE FEDERAL RESERVE
Hamilton’s twisting of the Constitution to wring out new powers set the stage for much the federal overreach that would follow. It was the “foundation” for the “living breathing” Constitution we live under
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Does this include bad policemen & some military staff?
STANFORD STUDY: MOST MASS SHOOTERS HAVE UNDIAGNOSED PSYCHIATRIC ILLNESSES
...diagnosis and treatment of mental illness
could have "decreased violence"...
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GREENWALD: THE ENDURING FALSE NARRATIVE ABOUT THE PULSE MASSACRE SHOWS THE POWER OF MEDIA PROPAGANDA
Politicians and activists should stop ratifying the fiction that Omar Mateen was motivated by anti-LGBT hatred. It dishonors the victims and obscures the real motive.
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SEVEN THINGS NOBODY TALKS ABOUT THAT WILL EVENTUALLY MATTER... A LOT
Nobody seems to notice the 'diminishing returns' on Fed manipulation, oops, I mean 'intervention'...
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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
Getting ready to respond US- EU attack (WW3)
CHINESE STEALTH FIGHTERS BUZZ BEIJING IN FLY OVER REHEARSAL AHEAD OF CENTENARY PARADE
"During the day on Sunday morning, several echelons of PLA warplanes were seen flying..."
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Is G-7 not to negotiate agreemt?, Is it to declare RU-CH worse enem of W & decl ww3?
PUTIN WARNS AGAINST ONGOING NATO WARSHIP BUILD-UP IN BLACK SEA AHEAD OF BIDEN MEETING
"I do not want to use harsh words, but they simply spat upon our interests and that’s that."
….
In other words: IF you violate sovereignty of other nation, you will pay for it. SO: the right Qt is : How many minutes will take to destroy all top commands of NATO wherever they are in Europe?. NATOs: better forget your love for WW3!
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NATO & G-7 ARE OBSOLETE .. They are useless
G7 NATIONS SPEND MORE ON FOSSIL FUELS THAN GREEN ENERGY
...G7 countries are spending billions of dollars
more on fossil fuels than green energy
See Grafts:
https://cdn.statcdn.com/Infographic/images/normal/25001.jpeg
OR open this article at:
SOURCE: https://www.zerohedge.com/energy/g7-nations-spend-more-fossil-fuels-green-energy
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Anything is valid to create WW3?
ZELENSKY CLAIMS NATO "CONFIRMED" UKRAINE WILL BECOME FULL MEMBER
Biden immediately distanced himself,
saying "School’s out on that question."
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SPUTNIK NEWS : https://sputniknews.com/
- Delhi High Court Issues Legal Notice to Facebook, Instagram Over Stickers Of Hindu Gods
- New Pentagon Arctic Centre Vilifies Russia & China, Proselytises US Agenda
- Fears of ‘Lockdown Without End’ as BoJo Faces Ferocious Tory Backlash over ‘Freedom Day’ Delay
- Putin, Biden to Discuss Strategic Stability, Cybercrime at Geneva Summit
- PM Bennett Faces Challenges to Israel, Including Terrorism, a Depleted Budget
- EU to Commit 'Suicide' if it Obeys Biden's Plan to Take on China & Russia
- Beijing Warns NATO Against Exaggerating 'China Threat Theory' in Wake of Summit
- FBI Warns US Lawmakers of Potential Violence From QAnon 'Digital Soldiers'
- Defector Says ‘Even North Korea Is Not This Nuts’
- US to Halt Imports of Dogs From 113 Countries Amid Influx of Falsified Rabies Vacc
- UN Condemns ‘Repeated Violations’ by Tunisian Police
- UN Condemns ‘Repeated Violations’ by Tunisian Police
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JUN 14 2021 ND SIT EC y POL SPANISH ++
REBELION
CV: vacunas contra covid del G7 es la farsa del año Marc Vandepitte
COL: ENTRE LA DIGNIDAD Y LA BARBARIE Violeta Guetnamova
Econ: ¿OTRO CATASTRÓFICO FRACASO MORAL? Alejandro Marcó
MX: “La guerra del agua”, entre sequía y acumulación Emilio Godoy
US: AMERICAN CURIOS David Brooks
ALC: DIOS LOS CRÍA Y LA CIA LOS JUNTA Ramón Pedregal
ARG: MONTONEROS Y EL DERECHO A RESISTIr Carlos A. Villalba
ARG: educación ambiental para todas las edades es ley Daniel G
ECON: ESTRATEGIA INFLACIONISTA Antonio Lorca
Chile: ROYALTY MINERO: LA RONDA DEL ‘LOBBY FEROZ’ Fco H
COL: COLOMBIA CAMBIA Alfredo Serrano
Opin: Telefonía celular y redes sociales: ¿vicios y aportes M C
Opin: CHE GUEVARA, REVOLUCION PARA TODOS LOS TIEMPOS
Cuba: El pueblo, las crisis y los modos de manejarlas JC C
Ecuad: LA FÁBULA DE LA ECONOMÍA CIRCULAspaniaER
España: MEMORIAS CORCHO Sabino Cuadra
España: EL ESPÍRITU DE SURESNES Víctor Arrogante
US: Defensores de Dmoc ELLSBERG, ASSANGE, SNOWDEN
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RT EN ESPAÑOL
Putin: la OTAN no cumplió su promesa de no expandirse hacia el este https://actualidad.rt.com/actualidad/395082-putin-lamentar-otan-no-cumplir-promesa-no-expandirse-este
Pekín insta a la OTAN a dejar de exagerar la "teoría de la amenaza china" https://actualidad.rt.com/actualidad/395113-pekin-instar-otan-exagerar-teoria-amenaza-china
USAID invertirá 115 mill de dólares en El Salvador para frenar la migración https://actualidad.rt.com/actualidad/395092-agencia-usaid-anunciar-inversion-salvador
Biden establece las condiciones que Ucrania debe cumplir para unirse a la OTAN https://actualidad.rt.com/actualidad/395089-biden-nombra-condiciones-ucrania-cumplir-otan
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GLOBAL RESEARCH NEWS
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO allies
Blocked by BIDEN fascists
….
CROSS TALK https://www.rt.com/shows/crosstalk/
CALIFORNIA’S DUST BOWL (E1710)
Max and Stacy discuss the booming tech population in the city due to the California Dust Bowl, from which people are fleeing for less taxed areas without the humanitarian catastrophe of mass homelessness and despair.
In the second half, Max chats with Caitlin Long of the Avanti Financial Group about the regulatory environment in the bitcoin space and her pioneering work in Wyoming, where the legislature has been passing enabling legislation.
SOURCE: https://www.rt.com/shows/keiser-report/526517-california-dust-bowl-miami/
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VOLTAIRE NET ORG https://www.voltairenet.org/en
THE NEW WORLD ORDER TAKES SHAPE - PART ONE
by Thierry Meyssan
SOURCE: https://www.voltairenet.org/en
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DEMOCRACY NOW
Amy Goodman’ team
- Pentagon Papers at 50: Daniel Ellsberg on Risking Life in Jail to Expose U.S. Lies About Vietnam War
- Daniel Ellsberg on Whistleblowers Julian Assange, Daniel Hale, Reality Winner, Ed Snowden & Others
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