Nueva Democracia: DIC 1 2021 P-B ND SIT ECON y POL Part 1 & P 2

DIC 1 2021 P-B 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

Quick News 1

BIDEN’S “BIG O”

BY TDB

This is why there’s a supply chain bottleneck… and why prices are soaring.

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Quick News 2

THE FED ADMITS IT HAS LOST CONTROL

BY quoth the raven

We all knew the "transitory" narrative was nonsense. But it was a game changer hearing Powell admit it yesterday.

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Here a message in favor of Big Pharma Corp to get more vax = more money to them & more killing for Americans. If we step on this trap the rest of the world will do it too

WHITE HOUSE RESPONDS TO FIRST US OMICRON STRAIN WITH 'VAX UP OR GET BOOSTED' BLITZ

Biden's medical team "continues to believe that existing vaccines will provide some level of protection against severe illness..."

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The intention is not only top create panic, is also to give more money t-Pharma

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US DOMESTIC POLITICS

Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption.

The FACT is that we’re in favor of WW3, not to bring troops home, perhaps displaced

US TROOP PULLOUT DATE OF DEC.31 NEARS, BUT IRAQIS ARE SKEPTICAL

Effectively, Iraq will see a US withdrawal only on paper...

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Real PEACE solution is to dismantle nuke-weapon W-wide: we’re against so. We are instead in favor of creating weapons and wars abroad= big business

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Here a FALSE FLAG disguised as ‘reparation’

AS US RETAILERS STRUGGLE AGAINST SMASH-AND-GRAB FLASH MOBS, LIBERALS BLAME "WHITE SUPREMACY"

“That’s a reparation,”-

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Opium dream of billionaires: go hand on hand to save themselves not the Nation

TRUMP SOCIAL MEDIA VENTURE SOARS: IN TALKS OVER $1 BILLION RAISE AT MUCH HIGHER VALUATION

Trump has also been personally involved. He has been calling some investors to ask them to make a commitment to the PIPE of more than $100 million...

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Lod: Economic destiny by chance like lottery?

LOD

by The Market Ear

OPEN THE "SELLING" FLOOD GATES..

Can the very favored demand picture for equities now be changing, at least in the short term? GS trading desk: "Systematic supply will almost guarantee that we now have a heavy amount of supply ahead. There is still strong demand (buybacks, new month inflows) but the duration mismatch of supply vs demand is significant. Systematic supply is NOW, passive demand is slow and steady". Chart shows total estimated systematic macro length.

See Chart:

Estimated Global Equity Position of Systematic Macro

https://cms.zerohedge.com/s3/files/inline-images/unnamed_98.png?itok=FMTghcdy

The crowd did it again - hated puts when they should have loved "them"

Not overly surprising, but put hate was the strongest at recent all time highs. Things changed on Friday, and people are now scared, loading up on puts. We have seen this play out many times before. Do we need markets to move even lower, so people get even more scared and load up on puts in a more extreme fashion before any bounce can occur?

Perhaps the biggest sign was the extreme of Texas hedging we pointed out a few weeks ago (here). You know, the strategy of buying calls with sold (short) puts. It works until it blows up

See Chart 1: the strategy of buying calls with sold (short) puts. It works until it blows up.

https://www.zerohedge.com/s3/files/inline-images/unnamed%20%281%29_65.png?itok=FWuFzgWZ

See Chart 2 Customer options order

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%282%29_57.png?itok=SAxORjdd

Who's dead - Russell RSI is dead baby

Russell can't catch a bid (still) but it is approaching huge support levels. Range lows are still somewhat lower, but take a look at the RSI. Russell has not been this oversold since the march 2020 panic...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%283%29_51.png?itok=VQHI33X7

ARKK - the innovation canary that stopped singing

ARRK is down another 3.7% as of writing. We are approaching the panic lows we saw in May. 100 is the must hold level. The questions we continue asking ourselves: Is innovation dead if the queen of innovation is under performing by this much? Is the overall market about to catch up and ARKK is just early or has Cathie just lost here mojo? Almost tempting to start catching a few falling ARKK knives, or?

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%284%29_49.png?itok=rgxCqnVV

FED matters

Bank of America estimates that corporate earnings used to explain half of equity market returns up to the financial crisis, but since then they only explain 21%. Meanwhile, changes to the Fed's balance sheet explain 52% of market returns since 2010, it estimates. Buy what the FED buys. Sell what the FED stops buying.

See Chart:

52% of not earning driven market cap changes explained by FED balance expansion

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%285%29_46.png?itok=oEQw0cP_

COVID exposure on sale

"The JPM International covid recovery basket continues to be the one sold. Almost 2z selling the past 2 days and selling has generally been increasing in recent weeks. A lot of the selling coming from longs sold, so harder to say there would be a sharp snapback, but with L/S ratios and net exposures now at much lower levels than earlier this year, the setup is building that things could perform better. However, likely need a string of better news, perhaps with some signs that countries won’t continue to impose lockdowns with every new variant".

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%286%29_43.png?itok=_gjlmKHx

LOD

Haven't seen one of those aggressive close prints in a while. SPX crashed below the 50 day and is down to the longer term trend line. 4500 is the line in sand, must hold, make or break level to watch.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%287%29_40.png?itok=r7k1FpIB

Never forget to watch the downside...

...and we are talking your p/l downside. Draw downs suck for a reason.

See Chart:

Initial Loss / Break even

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%288%29_38.png?itok=7RvgDa20

More here:

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%289%29_27.png?itok=KhEmhtQt

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

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Omicron

Omicrout by Tyler Durden

...just when you thought it was safe to BTFD!

The market peaked intraday just ahead of Powell and Yellen's hearing as it became clear that the Fed Chair was not going to walk-back his hawkish position. Things escalated from there with stagflationary-fear-inducing comments from Fed's Williams. And then the big kahuna 'Omicron in the US' headline took stocks down again.

Small Caps were the worst performer today. S&P did its best to cling to unchanged but failed badly joining the rest of the majors with a decent loss for the day with everything closing at the lows...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-01_13-00-02.jpg?itok=-I8fQ_GK

All the major US equity indices crashed through (or to) key technical levels. S&P is right at its 50DMA, Small Caps crashed below the 200DMA. Nasdaq is testing down to its 50DMA, and The Dow has collapsed below its 200DMA...

See Charts:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-01_12-38-28.jpg?itok=VdxSl8yX

The median stock price is down over 9% from its highs (Value Line Geometric) suggesting the S&P has plenty of room to fall from here...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm9C8D.jpg?itok=pPGLkzvh

AAPL, MSFT, and GOOGL managed to hold on to some gains today (as flight to mega-cap safety continued but not like yesterday)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm50B2_0.jpg?itok=sm95jloB

But broadly speaking, Tech/Software stocks were monkey-hammered..

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm780C_2.jpg?itok=xqW196AR

Credit markets have cracked wide open with Leverage Loan prices tumbling to 7-month-lows...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm26C3.jpg?itok=NRs1t-Sd

...and US HY Corporate bond prices are at 13-month lows...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm60AD_1.jpg?itok=huD0tXfl

Treasury yields ended the day lower across the curve (with the long-end outperforming) as the Powell, Williams, Omicron triple whammy ripped yields lower...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm2E9.jpg?itok=x9QLe3Ou

UST 30Y yields dropped to their lowest since the start of the year...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm6201.jpg?itok=HNlbzUUh

The UST yield curve flattened even further...

See Chart:

UST 2S 30S YIELD SPREAD

https://cms.zerohedge.com/s3/files/inline-images/bfm2638.jpg?itok=kSyMbxXC

The dollar ended the day unchanged after quite a volatile day...

See Chart:

Bloomberg Dollar Index

https://cms.zerohedge.com/s3/files/inline-images/bfmAB11_0.jpg?itok=q2ooWwFw

Gold managed modest gains today, but was unable to get back above $1800...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-01_12-30-53.jpg?itok=YcXzhyJ5

Crude was clubbed like a baby seal as overnight hope for relief on Omicron and OPEC+ faded fast and big inventory builds for US products didn't help. WTI closed with a $65 handle for the first time since early August...

https://cms.zerohedge.com/s3/files/inline-images/2021-12-01_12-32-55.jpg?itok=CTifCSPJ

Finally, the market is now pricing a 50% chance of a May 2022 rate-hike and June 2022 is practically a lock...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm6337.jpg?itok=m8trbgYP

And Powell didn't give any hints today that he wants to jawbone the market more dovish.

Bloomberg's Cameron Crise offers some ominous words of warning after today's action. Since 1990 there have only been 17 sessions that have had a bigger intraday rally from the previous day’s close and ended down on the day. The most recent was April 7th of last year, which admittedly was in the early stages of the fabulous Covid rally.

The others, however, make relatively grim company: 2 observations in 1998 as the Russia/LTCM crisis was boiling, 2 in 2001-02, 11 in 2008-09 (8 in October of 2008 alone!), and August 2015 -- the time of the ‘China devaluation’ scare.

Investor demand for U.S. technology stocks amid the pandemic took the Nasdaq 100 to a relative record against the Dow Jones Industrial Average... Was that the top?

And the real fear indicator - implied correlation - has exploded higher off multi-year lows (signaling a demand for systemic hedge overlays)...

See Chart:

S&P Implied Correlation

https://cms.zerohedge.com/s3/files/inline-images/bfm24E3.jpg?itok=K9AfIfo0

TRADE ACCORDINGLY

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SOURCE: https://www.zerohedge.com/markets/omicrysteria-powellocalypse-slam-stocks-bond-yields-black-gold

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

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

THE GOOD, THE BAD, & THE UGLY

“Sometimes I wonder if the world is being run by smart people who are putting us on or by imbeciles who really mean it..”

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The world is not run by ‘people’ as individuals in power. It is run by institution like KGB and CIA + PENTA. In ‘war’ time they’re not ‘smart’ but d opposite abov

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Retarded colonialism yesterday & today:

FRANCE DEPLOYS MILITARY POLICE TO CARIBBEAN ISLANDS AMID UNREST OVER VACCINE MANDATE

There is a historic mistrust of the government’s handling of health crises in Guadeloupe after many people were systematically exposed to toxic pesticides used in banana plantations in the 1970s...

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WHO RECOMMENDS PEOPLE AGED 60 & ABOVE POSTPONE TRAVEL DUE TO OMICRON VARIANT CONCERNS

...despite no deaths and only mild or no symptoms...

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There is not such a decision to invade Ukraine = False Flag with nasty war intention

KREMLIN SAYS HALF OF ENTIRE UKRAINIAN ARMY IS IN DONBASS AS BLINKEN WARNS PUTIN: US "PREPARED TO ACT"

Blinken: "We don’t know whether President Putin

has made the decision to invade."

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SPUTNIK NEWS : https://sputniknews.com/

- China Summons Japanese Ambassador Over Shinzo Abe's 'Erroneous' Taiwan Comments

- Lukashenko Speaks on Migrant Crisis, Ukraine and Explains Why Belarus Needs S-400s

- Current Myanmar, Afghanistan Envoys to UN to Keep Posts For Now - Russian Envoy

- US-UK Talks on Steel Tariffs Removal Stalled Over Northern Ireland Clause

- 'Something Will Happen': Trump Suggests China Will Strike Taiwan After 2022 Beijing Olympics

- Jan. 6 Panel Unanimously Votes to Hold Trump-Era DoJ Official Jeffrey Clark in Contempt of Congress

- Higher US Business Costs Pressure Led to Upped Inflation in November – Fed-Reserve

- Meta Removes Accounts in Belarus, China, Poland for 'Inauthentic Behavior'

- DPRK’s New Nukes & Missiles Force US, South Korea to Rethink War Plans

- US Stocks Drop Nearly 500 Points After Omicron Case Emerges in California

- Suspected Michigan School Shooter Charged With Terrorism, Four Counts of Murder

- American Author Alice Sebold Apologises to Man Cleared of Her Rape After Spending 16 Years in Jail

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DIC 1 2021 PART 2 ND SIT EC y POL SPANISH ++

REBELION

Ómicron: La pandemia que polariza a Europa Sergio Ferrari

Chile : GABRIEL BORIC Y EL ‘PLAN B’ Manuel Cabieses

Opin: Depresión y soledad, la pandemia de la pandemia A A

D Harvey: Lo que el capital se apropia y torna en algo horrendo”

Perú: Constatan impresionante deforestació en Amazonía Claudia M

ALC: La paliza de Xiomara Castro y la esperanz de los hondureños AV

Video R: Nicarag: USAID, CIA, ONGs https://youtu.be/TRl8MLoz9M0

ALC: XIOMARA CASTRO, EL RENACER DE HONDURAS Ilka Oliva

ALC: AMÉRICA LATINA EN EL FOCO DE LAS LUCHAS Emir Sader

Cult: Desde el teatro también se denuncia injusticias sociales Fdo A

BRA: Pueblo indígena invadid y destruid para la producción de carne

Robar la tierra 2: “ROBO DE PROPIEDADES COMUNALES” Ian Angus

Opin: LAS DOS CONCIENCIAS Jaime Richart

Opin: El triunfo de lo intangible: metaverso y cumbre del clima JM A

Ecuad: DISCRIMINACIÓN DEL PUEBLO WAORANI Luis Xavier S

España LO QUE LA AMNISTÍA DEJÓ Y DEJA DE LADO E Rodríguez

USA: RENDICIÓN DE CUENTAS David Brooks

África: BURKINA FASO, ESPECULACIONES SOBRE EL TERROR G Calvo

PAL: El día a día en Palestina, prisión que sucede a Mauthausen RPC

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RT EN ESPAÑOL

MX: Migración, economía y lucha contra la pandemia. AMLO: 3er Informe de Gob https://actualidad.rt.com/actualidad/412341-lopez-obrador-tercer-informe-anual

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Xiomara Castro: Honduras se convirtió en cementerio de calamidades y tragedias https://actualidad.rt.com/actualidad/412326-manuel-zelaya-comentar-triunfo-xiomara-castro

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China solicita a Indonesia no extraer gas y petróleo en su mar Meridional en disputa https://actualidad.rt.com/actualidad/412352-china-solicitar-indonesia-detener-extracci%C3%B3n-gas-petroleo-region-disputada

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Controversia por la entrada en vigor de la Ley de Desarrollo Económico en Ecuador https://actualidad.rt.com/actualidad/412290-ecuador-controversia-ley-desarrollo-economico-lasso

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Pekín convoca a embajador de Japón tras comentarios de Shinzo Abe sobre Taiwán https://actualidad.rt.com/actualidad/412353-pekin-convoca-embajador-japon-comentarios

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Quién es André Mendonça, el evangélico elegido por Bolsonaro par cargo en Corte Sup https://actualidad.rt.com/actualidad/412280-andre-mendonca-candidato-evangelico-bolsonaro-corte-suprema

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Primera ministra de Perú colaborara en investigación contra el presidente Castillo https://actualidad.rt.com/video/412337-primera-ministra-peru-colaborar-investigacion-castillo

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La actitud armamentista de la OTAN provoca advertencias de Rusia y China https://actualidad.rt.com/video/412310-actitud-armamentista-otan-advertencias-rusia-china

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

Keiser Report

Central banks start concern trolling

Max and Stacy look at the concern trolling by the Bank of England who are very ‘concerned’ about El Salvador’s bitcoin legal tender law. In the second half, Max chats to Simon Dixon of BnkToTheFuture.com about this ‘concern’ and what he thinks about El Salvador’s volcano bond.

SOURCE: https://www.rt.com/shows/keiser-report/541865-bank-england-salvador-bitcoin-concern/

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GLOBAL RESEARCH

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

- NATO Summit in Riga Unlikely to Bring Unity to Increasingly Divided Atlantic Bloc By Paul Antonopoulos