sábado, 27 de noviembre de 2021

NOV 27 2021 P-B ND SIT ECON y POL Part 1 & P 2

NOV 27 2021 P-B ND SIT ECON y POL Part 1 & P 2

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

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Goldman Slams Omicron Panic: "This Mutation Is Unlikely To Be More Malicious; No Reason For Portfolio Changes"

We can have reasonable degree of confidence that this mutation is unlikely to be more malicious and that the existing vaccines will most likely continue to be effective... we do not think that the new variant is sufficient reason to make major portfolio changes."

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FBI ++ show that FED is totally corrupted. Some were paid to kill. Time to change rules

FBI AND OTHER AGENCIES PAID INFORMANTS $548 MILLION IN RECENT YEARS WITH MANY COMMITTING AUTHORIZED CRIMES

Federal agencies paid out at least $548 million to informants working for the Federal Bureau of Investigation (FBI), the Drug Enforcement Agency (DEA), and the Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF), in recent years, according to government audits.

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BUREAUCRAT'S FALSE PROMISE: TAKE TWO COVID SHOTS AND WE WILL REOPEN

More lockdowns are underway in Europe.

 What happened to reopen promises?

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ZERO HEDGE  ECONOMICS

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

 

After Today's "Crazy" Meltdown, What Is Oil's Fair Value? Goldman Has The Answer

“It’s been a crazy day in the markets

that feels very reminiscent of last March,”

Black gold suffered a very red day today: the fall in Brent prices to below $74/bbl (-10%) - fears that a new Covid variant would lead to a freeze in oil demand - was the largest daily decline since oil prices collapsed to negative levels last April, exacerbated by usually low trading activity on Black Friday (with similar moves in 2014, 2016 and 2018), the breach of key support levels (50, 100 and 200-day moving averages) as well as likely negative gamma effects.

See Chart:

Brent 1 day % change

https://cms.zerohedge.com/s3/files/inline-images/brent%201%20day%20change.jpg?itok=FaA_SBS8

At the worst point of the crash, WTI futures slumped 14% from their pre-Thanksgiving close and Brent collapsed more than 12%. By the close they’d both recovered slightly, but for Brent futures it was still the seventh worst one-day drop in history!

As Goldman's commodity strategist Damien Courvalin, who has emerged as Goldman's designated oil cheerleader and who in the past 4 months has been quite vocal about his $90+ oil price target in the coming months, writes today at $74/bbl Brent, the market is pricing a roughly 4 million b/d negative demand hit over the next three months, with no offsetting OPEC+ response.

See Charts:

https://cms.zerohedge.com/s3/files/inline-images/4%20mbd%20hit%20to%20demand.jpg?itok=NZuSBJxI

 

To put this into its stunning context, global oil demand fell "only" 2 million b/d peak to trough during last winter’s Covid wave, meaning that today the market priced in a twice as severe wave as last winter!

The parallel nature of the sell-off, with back-end prices down $5/bbl could also be interpreted as the market pricing in a shallower but longer demand hit. Specifically, the change in the entire curve is pricing in a 2.5 mb/d hit over 3 months with a more permanent impact on demand of c. 1.5 mb/d.

In such a scenario, Goldman agrees with what we said earlier today, that should demand collapse OPEC+ would pause its ramp-up at least for one month vs. consensus estimates of increase through April 2022.

In other words, adding all of the above, the impact of a new large Covid wave would be c.0.7 mb/d over 3 months, and up to at most $2 downside versus Goldman's current modal price forecast path. Instead Brent collapsed to $12 below it, an arb of some $10/barrel

Continue reading at:

SOURCE:  https://www.zerohedge.com/commodities/after-todays-crazy-meltdown-what-oils-fair-value-goldman-has-answer

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Gonna be a long weekend...

beyond red...

ChecK the charts and comments in my yesterday Journal

Here I’m going to copy 2 of the last charts

Oil crashing, but have you seen oil volatility?

This is going down as an epic day in most assets. VIX +50% is actually tiny compared to oil's "VIX", OVX, that is surging by more than 100%. OPEC should sell some "strategic" theta here...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%289%29_24.png?itok=nQZWFAHX

 

You should stay tuned as our friends at MPAS have oil in their blood...

See Chart:

NyMex large Spectacular position

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2810%29_23.png?itok=3lrRk8Y5

 

And  a beautiful slow dawn:

See chart:

M Pas

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2811%29_20.png?itok=H6ICeaUA

First "red gamma dot" in a while

Remember the "new" gamma chart we showed earlier this week. We are now seeing the first "red dot". This chart visualizes the same gamma flip chart we often refer to, but this chart shows you another "dimension". We can only refer to the irony we mentioned on Tuesday when we wrote:

"The biggest irony is that SPX has realized very little volatility as dealers were long gamma, and has suddenly started realizing some volatility as we approach short gamma territory. Short gamma magnifies all moves as dealers will need to sell low and buy high going forward."

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SOURCE:  https://www.zerohedge.com/the-market-ear/beyondred

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US  DOMESTIC POLITICS

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

 

Flash Mob Looting "Will Continue" Across Country: Former Police Commissioner  

"This is not shoplifting, this is something far worse than shoplifting."

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The FACT is that Powell save owner of neolib-Economics & keep debacle digestable

Peter Schiff: The 'Devil You Know' Is Still A Devil

"...if everything falls apart under Powell’s watch, well, Biden can simply say, ‘It’s not my fault. Powell was Trump’s guy. I just left him in power because he was already there and there was bipartisan support'..."

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IF this is a matter of evils & gods then Schill has to pray his god to save garbage

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Save only the unvaccinated that is pro US.. that is a Nazi-fascistic principle= Zero ethics

Big Three US Automakers Agree To Not Mandate Vaccines For UAW Union Members

A big win for medical privacy and principles of freedom False flag+auto defeat

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That is exactly a medical practice without principals of freed, just & equity

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BIDEN 'FORGETS' TO CLOSE THE SOUTHERN BORDER AGAINST 'OMICRON' VARIANT

Where's Joe Biden on Title 42, a law which requires the expulsion of illegal migrants based on COVID concerns?

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This is the 1st autonomy proposal, then comes separatism. There’re more Aut at sight

Watch: California Town Declares Independence From "Dictatorship Powers" Of State, Federal COVID Mandates

“Although we realize this virus is serious, we also believe that protecting the constitutional freedoms our citizens have is also something we take seriously..."

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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

 

The “RU Invasion Threat' To Ukraine” doesn’t exist. What exist is AUKUS threat to RU

US Says "All Options" On Table Over Alleged 'Russian Invasion Threat' To Ukraine

Blinken heads to Latvia to meet with NATO leadership to discuss "options"

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US-UK main option is to bomb RU-CH. They still have the stupid believe that there will be winners in WW3. That we will have is mutual genocide, total world nuke infestation and many new pandemics. IF US-UK believe that all dependents on who hit first, they are wrong. RU-CH have automatic satellite response once a nuke missile cross the borders. No chances of victory with 1st strike: just suicide. The only chance to prevent all the effects of WW3 is nuclear dismantle world-wide. RU-CH proposed nuke dismantle & US-UK rejected.  

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SPUTNIK NEWS :  https://sputniknews.com/

- Ghislaine Maxwell Ready to Take Stand at Trial to 'Save Her Own Life'

- Concerns About Spread of New Covid Strain Rise as Another Migrant Caravan Crosses Into US

- A Glimpse of Hope: Biden Approval Rating Climbs 2 Points, But Still Scores Low on Economy

- Barnier Says France Has to 'Be Ruthless With the British' Amid Migrant Crisis

- Sudanese Army Repels Attack by Ethiopian Troops With Casualties on Both Sides

- WHO Says No Need for Panic Over Omicron Coronavirus Strain as Much Remains Unknown

- Biden's First Christmas Tree Will Reportedly Cost Taxpayers $139,000

- WHO Confirms Some Guesses on Why It Skipped Two Letters and Named New COVID Variant 'Omicron'

- Russia is Not Going to Attack Anyone, Ambassador to US Says

- Why Washington's 'Russian Invasion' Scare is Cover for Kiev's New Offensive Against Donbass

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NOV 27-P B 2021 PART 2 ND SIT EC y POL SPANISH  ++  

 

REBELION

Eleccion en Honduras: Xiomara Castro favorita, US expectante AVR

ALC: Gob de Centroamérica acosan a las ONG para limitar su acción

ALC:  La independencia de 1821   Olmedo Beluche

Bolivia 2018-2021: Golpe de Estado y resistencia popular

Cuba:  Movilizaciones en Cuba: un arma del imperio MC

VEN:  Nueva estrategia y táctica contra Venezuela  T L

Taiwan :  República de China en Taiwan: un gobierno rebelde

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RT EN ESPAÑOL

BRA:  "Podemos ser agentes de nuestra propia transformación"  https://actualidad.rt.com/actualidad/411815-favelas-brasil-unirse-crear-bolsa-valores

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Miles de policías protestan en Madrid contra la reforma de la 'ley mordaza'  https://actualidad.rt.com/actualidad/411829-miles-policias-protestar-madrid-ley-mordaza

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Cayo el 'castillo de naipes' de injerencia rusa en elecciones, pero las sanciones se mantienen https://actualidad.rt.com/actualidad/411865-embajador-rusia-desbaratar-castillo-naipes-injerencia-elecciones

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Maduro llama a Aviación Militar ante posible violac d espacio aéreo por delinc y narcos https://actualidad.rt.com/actualidad/411875-maduro-pidio-aviacion-militar-alerta-narcotrafico

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La médica sudafricana que dio alarma por Ómicron revela síntomas d infect con esta cepa https://actualidad.rt.com/actualidad/411874-doctora-sudafricana-variante-omicron-releva-sintomas

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Japón planea incrementar sus gastos militares hasta niveles sin precedentes  https://actualidad.rt.com/actualidad/411869-japon-planea-incrementar-gastos-militares-sin-precedentes

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Un hombre de Guatemala viaja a Miami oculto en el tren de aterrizaje de un avión https://actualidad.rt.com/actualidad/411871-pasajero-viaja-escondido-tren-aterrizaje-guatemala-miami

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Perforan el corazón de un volcán en Islandia para crear observat subterrán de magma https://actualidad.rt.com/actualidad/411806-perforan-volcan-islandia-observatorio-magma-energia

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Miles de peruanos repudian en la calle la violencia contra las mujeres  https://actualidad.rt.com/video/411884-peruanos-repudian-calle-violencia-mujeres

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

Keiser Report

Volcano bonds & surf lessons

Max and Stacy reflect on the past week in El Salvador and what they’ve observed as hyperbitcoinization sets in from rural surf town into the capital city. In the second half, they play clips of President Bukele’s announcement of Bitcoin City and volcano bonds, the latter being architected by Samson Mow of Blockstream.

SOURCE: https://www.rt.com/shows/keiser-report/541379-hyperbitcoinization-set-el-salvador/

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GLOBAL RESEARCH

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

- “Nuremberg Principles”: Measure All Criminals by the Same Yardstick. When is the Next “Nuremberg Trial” Due? By Dr. Rudolf Hänsel

- Will the Covid Pandemic Trigger a New May 1968 in Europe? By Germán Gorraiz

- The Collapse of America: Distant Early Warning Signs of Uncle Sam’s Demise. Andrei Martyanov By Michael Welch

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