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."

….

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." 

….

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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