viernes, 15 de octubre de 2021

OCT 15 2021 ND SIT ECON y POL Part 1 & P 2

OCT 15 2021 ND SIT ECON y POL Part 1 & P 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

By Tyler Durden

Stocks, Bonds, Crypto, & Copper Soar As Confidence Crashes Near Decade-Lows

...remain a slave to illusion (stocks 1% from record high); or a slave to reality (sentiment at 10 year lows)...

This week was a tale of two halves. Stonks chopped lower into Wednesday morning, bounced off an opening dump then accelerated (despite The Fed Minutes signaled considerably more hawkish taper and rate-trajectory expectations). Nasdaq was the week's biggest gainer (thanks to Small Caps puke today) and The Dow underperformed but only modestly...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-10-15_12-57-37.jpg?itok=a41zthtk

 

Major reversal in Small Caps today however from the cash open, as the rest of the majors rallied divergently...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-10-15_12-58-57.jpg?itok=-BoiAhzz

 

This week's panic-buying has reduced the drawdown from record highs (for the S&P) to just 1.5%...

See Chart:

S&P drawdown from Record High

https://cms.zerohedge.com/s3/files/inline-images/2021-10-15_10-03-11.jpg?itok=BG338w4q

 

After Monday's dump, every day this week has opened with a panicky short-squeeze to ignite momentum...

See Chart:

“Most Shorted” Stocks

https://cms.zerohedge.com/s3/files/inline-images/bfmB5B0_0.jpg?itok=80xAgPCk

 

But as today's OpEx struck early, the short-squeezers ran out of ammo...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmE4D8_0.jpg?itok=AIG-3yNP

 

In bank-land, earnings have sparked a notable divergence with MS leading and JPM lagging (after a buying panic renewed in WFC today)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmD739_0.jpg?itok=4xY1YA95

 

Bonds were very mixed this week with the short-end dumped and long-end well bid (2Y +8bps, 30Y -12bps)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm63A8.jpg?itok=lhhxtBPh

 

The yield curve flattened dramatically this week (the biggest curve flattening week since June) with the 5s30s spread at its lowest since May 2020 as traders signaled expectations for a Fed policy error...

See Chart:

UST  5s 30s Yield Spread

https://cms.zerohedge.com/s3/files/inline-images/bfm9A6C.jpg?itok=ultSYIXr

 

The very-short-end of the curve repriced dramatically this week - in a hawkish manner - with a full rate-hike now priced in for September 2022 (with expectations that The Fed's taper will start in Dec and end in July 2022)...

See Chart:

Marked-Implied # of Rates- hikes

https://cms.zerohedge.com/s3/files/inline-images/bfm883B.jpg?itok=J-M6lmxD

 

The dollar fell for the 3rd straight day today and suffered the broke a 5-week winning streak.  The dollar has traded in a tight range for the last 3 weeks though...

See Chart:

Bloomberg Dollar Index

https://cms.zerohedge.com/s3/files/inline-images/bfmD514.jpg?itok=FLLdHxgS

 

Crypto soared higher, rising for 3rd straight week, led by Bitcoin...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm914C.jpg?itok=KJ7dIuSe

 

Commodities all made gains this week (CRB all comms hit an all-time record high) but copper was the dramatic outperformed while gold lagged...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm67EA.jpg?itok=syglCthF

 

Copper soared this week (its best week since Nov 2016 and 2nd best week since Oct 2011), back near the May highs, as global inventories plunge...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmE93D_0.jpg?itok=H30TMeAN

 

Gold tagged $1800 but was unable to hold it...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-10-15_12-26-43.jpg?itok=Puj7Sfq5

 

Finally, you have to laugh really that stocks are surging back towards record highs on a day when consumer sentiment printed at its 2nd lowest level in a decade...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmCA9B.jpg?itok=1H0dXo9N

"Probably nothing..."

….

Still this chart makes us wonder if a redux is in the cards?

See Chart: THE BEST!

https://cms.zerohedge.com/s3/files/inline-images/bfmDDFA_0.jpg?itok=YnGw0Ib7

….

SOURCE:  https://www.zerohedge.com/markets/stocks-bonds-crypto-copper-soar-confidence-crashes-near-decade-lows

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US  DOMESTIC POLITICS

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

 

Biden’ TERRORISM?

Calls For Denying Life-Saving Hospital Treatment To The Unvaccinated

...says they are “not fit for life on earth” in unhinged rant.

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Buchanan: Are The Good Times Over For Joe?

With all his chips now in the middle of the table as this session of Congress winds down, Biden’s hand looks weaker and weaker...

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Here's The Truth Behind Biden's 24/7 Port Operations Pledge

Ships are already operating 24/7 whenever possible... The holes in this announcement are numerous..

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Traders Are Pushing Oil, Rates, & The Dollar. Are They Right?

Are they right? Or, are they about to get smacked by a slower economy and deflationary headwinds?

Currently, net shorts on the VIX are still very elevated but reduced from 2020 levels. However, speculators have once again started to increase their net short-positioning over the last several weeks as the market declined.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/COT-VIX-101121.png?itok=RWmpZIz5

 

Currently, traders are more aggressively long contracts suggesting rates could still rise a bit further. However, while there is upside to rates, it is likely limited to less than 2% before economic growth gets impacted.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/COT-InterestRates-101121-1024x508.png?itok=E2iqqn14

 

Conclusion

The markets are oversold enough on a short-term basis to rally. However, numerous headwinds are mounting from higher rates, inflation, oil prices, and the dollar. So while traders are piling into inflationary trade, they are likely going to be disappointed.

The biggest problem is that technical indicators do not distinguish between a consolidation, a correction, or an outright bear market.   As such, if you ignore the signals as they occur, by the time you realize it’s a deep correction, it is too late to do much about it.

I suggest that with our “sell signals” triggered, taking some action could be beneficial. 

  • Trim back winning positions to original portfolio weights: Investment Rule: Let Winners Run
  • Sell positions that simply are not working (if the position was not working in a rising market, it likely won’t in a declining market.) Investment Rule: Cut Losers Short
  • Hold the cash raised from these activities until the next buying opportunity occurs. Investment Rule: Buy Low

There is minimal risk in “risk management.” In the long term, the results of avoiding periods of severe capital loss will outweigh missed short-term gains.

….

SOURCE:  https://www.zerohedge.com/markets/traders-are-pushing-oil-rates-dollar-are-they-right

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4 In 10 TSA Employees Remain Unvaccinated As Deadline Looms

"We are building contingency plans, for if we do have some staffing shortages as a result of this, but I hope to avoid that."

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Friday "Humor": Vaccine Efficacy 'Science' Explained

...don't forget "follow the science."

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Surrender to cryptos without fight: the kill of USD won

Bitcoin Nears $63k As ProShares Signals ETF Launch Imminent, Dorsey Plans Mining System

...availability of a bitcoin ETF will now bring

 more investors under the crypto tent.

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Another Friday ‘humor’?: ‘harmful to our national security’

Former Director Of National Intelligence Issues Warning Over Biden Buying Chinese Drones For Feds

“It’s harmful to our national security.”

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Seattle at the vanguard o humanity

Seattle School Cancels Halloween "Pumpkin Parade"; Says It "Marginalizes Students Of Color"

"Halloween events create a situation where some students must be excluded for their beliefs, financial status, or life experience..."

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Texas at the vanguard of misogyny:  So shameful!

Texas' Abortion Ban Will Remain In Place Until at Least December  

Texas bans abortions after about the sixth week of pregnancy, before most women realize they’re pregnant...

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Luongo: "When You Buy Into Fear, You Sell Your Reason"

There comes a point in every person’s life when they have to reckon with the person in the mirror...

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Raising de bottom of student body could be racist today. The key:  Montessori method.

Achieving Equity Through Mediocrity: Why Elimination Of Gifted Programs Should Worry Us All

...reducing disparities in performance by trimming the top rather than raising the bottom of a student body...

….

My 1st degree was Pedagogy & I used the Montessori method: Put the most advanced students to help the less advanced. It pay off: the school rise quality

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Decency do exist in USA:

"Why I'm Leaving My California Teachers' Union"

"...I’d rather not be compelled to give part of my paycheck to an organization that puts its political agenda above the education of America’s kids..."

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Alabama School Districts Hit With Food Shortage, Warn Of Remote School Days

"If possible, we ask that you feed your student breakfast prior to school..." 

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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

 

Japan's New Prime Minister Admits Abenomics Was A Failure

... and pledged to steer Japan away from Neoliberalism.

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SPUTNIK NEWS :  https://sputniknews.com/

-Japan Prime Minister Wants to Include Possible Attack on Enemy Bases in Security Strategy

- US Commits to Condolence Payments for Family of 10 Civilians Killed in Botched Kabul Drone Strike

- Biden Measures No Quick Fix for US Supply Chain Weakened by Years of Offshoring

- Over 40 Palestinians Injured in Clashes With Israeli Soldiers in West Bank

- Lights Out: Biden's Clean Electricity Program May Be Gutted Amid Manchin Standoff

- Neither Russia Nor US Satisfied With Current State of Relations

- US Capitol Police Officer Indicted for Aiding Self-Identified Rioter, Obstructing January 6 Probe

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OCT 15 2021 PART 2 ND SIT EC y POL SPANISH  ++  

 

REBELION

 

US:  Los esenciales   David Brooks

ALC:  Tesis sobre militarización en Am-Lat  y el Caribe DB

Econ:  El harakiri capitalista  Gorka Castillo

Ecol:  Prohibamos anun y patrocin de combust fósiles para siempre SD

VIDEO:  ¡Tres rehenes!  https://youtu.be/-oxXFOhlb2g

Politic:  El imperio Facebook   Verónica Sfrorzin

AML: “Para mí, Gramsci fue el principal renovador d teoría marxista”

ARG:  La democracia camina o no camina?  D Campione

BOL:  Marchas y tensión política en Bolivia = desestabilización BAR

BRA:  milagro Bolsonaro: mitad d BRA pasa hambre y duplica favelas

España:  Pandemia tritura cinco años de lenta recuperación  Angel M

MX:  Liberales contra conservadores ¿una disputa real del siglo XXI?

VEN: ONU enviará panel de expertos a las elecciones de Venezuela

África: Vacunarse en Zimbague es una ardua batalla  Jeffrey Moyo

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RT EN ESPAÑOL

La Marina rusa impide que un destructor estadounidense viole su frontera https://actualidad.rt.com/actualidad/407259-marina-rusia-impidir-destructor-estadounidense-entrar-aguas

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Biden podría reanudar el programa 'Quédate en México'  https://actualidad.rt.com/actualidad/407283-biden-reanudar-programa-quedate-mexico

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El 'as' bajo la manga de Borrell para mantener a raya a la oposición venezolana  https://actualidad.rt.com/actualidad/407253-as-borrell-oposicion-radical-venezuela-dialogo-maduro

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US se vuelve escaso en Twitter y la Administración Biden culpa a Trump  https://actualidad.rt.com/actualidad/407237-eeuu-dispara-hashtag-crisis-estanterias-vacias

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Bitcóin supera los 62.000 dólares tras conocerse planes de US de crear 1er fondo de  criptodivisa https://actualidad.rt.com/actualidad/407264-precio-bitcoin-sube

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"Gran avance en la privacidad": logrado por actualización de WhatsApp? https://actualidad.rt.com/actualidad/407211-whatsapp-cifrado-extremo-nube-copia-seguridad

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Rusia y Venezuela estrechan lazos comerciales y económicos  https://actualidad.rt.com/video/407255-rusia-venezuela-estrechan-lazos-comision

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RU acusa a Israel de usar aviones civiles durante su último bombardeo contra Siria https://actualidad.rt.com/video/407247-rusia-acusa-israel-utilizar-aviones-civiles-cobertura-bombardeo-siria

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

Keiser Report

Not going to make it

Max and Stacy look at the multiple supply chain catastrophes unfolding around the world as markets continue their relentless march higher. Is this due to amazing economic activity? Or a huge volume of new money? In the second half, Max continues his chat with bitcoin podcaster Mark Moss about going where you are wanted, and how bitcoin changes the rules of the game for the individual.

SOURCE:  https://www.rt.com/shows/keiser-report/537549-multiple-supply-chain-catastrophes/

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GLOBAL RESEARCH

Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

- The Criminal Mindset of the Pentagon: “All Vietnamese Were ‘Gooks'”, “We Were The Civilized People” By Prof Michel Chossudovsky

- Pentagon’s Dilemma: The Covid Vaccine Impairs the Performance of U.S. Fighting Forces By Prof Michel Chossudovsky,

- Funeral Rites for COVID Zero By Dr. Binoy Kampmark

- 57 Top Scientists and Doctors Release Shocking Study on COVID Vaccines and Demand Immediate Stop to All Vaccinations By Dr. Roxana Bruno

- The New American Leadership: Biden Tells the World What He Wants It to Know By Philip Giraldi,

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DEMOCRACY NOW

Amy Goodman’  team

- “People vs. Fossil Fuels”: Over 530 Arrested in Historic Indigenous-Led Climate Protests in D.C.

- A Death Trap? As 12th Prisoner Dies at NYC’s Rikers Island, Calls Grow to Close World’s Largest Jail

- “Long March for Justice” Underway Across New Jersey to Demand Police Reform, Reparations

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