viernes, 31 de diciembre de 2021

DIC 31 2021 P-B ND SIT ECON y POL Part 1- 2

DIC 31  2021 P-B ND SIT ECON y POL Part 1- 2

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

 

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ALERT:

MASSIVE SNOWSTORM TO RING IN NEW YEAR FOR MILLIONS OF AMERICANS

Some areas could receive between 12-18 inches through New Year's Day. 

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US Health issue: 1

FAUCI GOES THERE: FINALLY ADMITS KIDS NOT BEING HOSPITALIZED FROM COVID

...admitted to a distinction between the number of children hospitalized with Covid as opposed to "because of Covid."

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2 COVID-19 Explained In 10 Sentences 

...seems worthwhile to to look back and summarize the events that have brought us where we are in the COVID-19 saga.

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Effects on US Economy

3 Goldman's Top Charts For 2021

The journey from massive stimulus, to overheating economies, to soaring prices, to normalizing monetary policy ? in 16 charts.

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ZERO HEDGE  ECONOMICS

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

 

Cryptos & Crude Soar As Stocks End 2021 At Most Expensive Level Ever

                by Tyler Durden

Bitcoin and black-gold best, bonds and bullion bust

as Fed lifts stocks to record valuations...

Biden 'outperformed' Trump in terms of the number of Americans who died from/with COVID under his watch...

See Chart:

US COVID Deaths: Biden vs Trump

https://cms.zerohedge.com/s3/files/inline-images/2021-12-30_06-50-25_0.jpg?itok=nn2U0dhI

 

Despite more deaths, more cases, and a lack of the big stimmy BBB deal, all the major US equity indices were upon the year with Trannies leading the way (and Small Caps lagging, but still up over 14%)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_07-48-58.jpg?itok=VGf8m3Vt

 

For some recent context, The Dow and S&P managed to close around 1-2% higher since Omicron's unleashing, Nasdaq faded back in the red today and Small Caps are down almost 4% since the new variant headlines hit...

See Chart:

Omicron: Powell Pivot FOMC,  VS Dow, Nasdaq & Russell 2000

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_12-43-01.jpg?itok=atPEMhqe

 

All of which left US stocks at their most expensive ever...

See Chart:

S & P 500 Price to Sales

https://cms.zerohedge.com/s3/files/inline-images/2021-12-27_7-07-15_1.jpg?itok=Coq8RdNW

 

And the "Buffett Indicator" has never been higher...

See Chart:

Buffett indicator:  Values vs Historical Trends since 1990

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_10-48-40.jpg?itok=M6uDLvdR

 

With the biggest 10 stocks trading at a level the 10 largest stocks have traded at before...

See Chart:

P/E Ratio: Top10 Largest Stocks in the US

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_10-46-56.jpg?itok=urDnxOpK

 

Chinese stocks lagged heavily on the year and while European markets put in a good performance, they lagged US...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_10-03-24.jpg?itok=v5PkDeB6

 

So-called "BUBBLE MARKETS" ended the year on a big downswing...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_10-13-20.jpg?itok=pUrjQ4X7

 

Unprofitable tech stocks had quite a year, ripping higher to start 2021, giving back all their gains and then slumping into year-end...

See Chart:

Unprofitable tech stocks

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_08-04-24.jpg?itok=_r5YAbRK

 

Interestingly, 'Meme' Stocks managed to hold on to gains overall (though many individual stocks did not)...

See Chart:

‘Meme’ Stocks Basket

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_08-07-53.jpg?itok=po1J9HeH

 

Despite all the optimism, the recent Omicron wave hammered 'recovery' stocks leaving them big underperformers on the year...

See Chart:

Recovery Stocks vs Stay at Home Stocks

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_08-25-08.jpg?itok=kY4uAisy

 

Energy stocks were 2021's biggest winners while Utes and Staples lagged...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_06-40-35.jpg?itok=1yYOwL5V

 

Nasdaq has pushed ahead recently relative to Small Caps, suggesting real yields are going lower again...

See Chart:

Nasdaq 100 / Russell 2000 vs 10 Y Real Yield (inv)

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_12-28-40.jpg?itok=4hSmztjI

 

Value/Momentum stocks have decoupled from the yield curve that it hugged all year...

See Chart:

Value Momo vs UST 2s 30s Yield Curve

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_12-35-35.jpg?itok=G2EPicUd

 

Treasury yields were all higher on the year but the last few months, since The Fed shifted tone towards hawkish, has seen the belly underperforming as the long-end rallied...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_07-33-06.jpg?itok=VMbrwDpX

 

The yield curve flattened on the year with 2s30s down around 35bps...

See Chart:

UST 2 Y / 30Y YIELD Spread

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_07-35-46.jpg?itok=1z_3D1Je

 

The Dollar ended 2021 higher, but faded back below its 50DMA on the last day of the year (and below 2019's closing price)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_09-29-28.jpg?itok=t8GHzy9N

 

Cryptos had another big year (even with headlines more than willing to focus on recent price action). Bitcoin ended the year up 65% while Ethereum rose over 400%...

See Chart: 

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_07-40-30.jpg?itok=V7Y8IUks

 

Oil prices saw their biggest annual gain since 2009, but gold was lower and Silver suffered its worst year since 2014...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_07-50-33.jpg?itok=7sKOvd3H

 

Unfortunately for President Biden, the de minimums drop in gas prices of the last few days is likely as good as it gets as oil and wholesale gasoline prices have rebounded amid fading omicron fears...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_12-31-40.jpg?itok=ghooMcY1

 

Gold did managed to get back above $1800...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_10-15-32.jpg?itok=Dzwg_1aS

 

Finally, global central banks added over $2 trillion to their balance sheets in 2021...

See Chart:

Global Central Bank Balance Sheet (S) vs S&P 500

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_06-42-00.jpg?itok=zcCh26-c

 

But remember, correlation is not causation, this is just a coincidence and it's all about fun-durr-mentals...

See Chart:

Not the Economy Stocks vs The Economy (City Us Macro Surprise Index)

https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_06-47-45.jpg?itok=IFoQRLcY

 

AND ON THAT NOTE, HAPPY NEW YEAR!

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SOURCE:  https://www.zerohedge.com/markets/cryptos-crude-soar-stocks-end-2021-most-expensive-level-ever

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OIL AND GAS DISCOVERIES PLUNGE TO LOWEST LEVEL IN 75 YEARS

                by Tyler Durden

Much to the celebration of environmental "activists" and the chagrin of anyone applying common sense to the argument of why gas prices are so high at the moment, the world of oil and gas discoveries has run bone dry.

Large discoveries have typically account for most of the world's new reserves, the report notes. 40% of all petroleum discovered has come from just 900 oil and gas fields, Quartz writes, stressing the importance of these new discoveries for the industry. Once discovered, existing wells then begin to deplete. In fact, global oil production declines by about 7% per annum without additional investment in existing fields.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/oil%20disc.png?itok=Jk8HYKEs

 

The continued supply crunch, coupled with "re-opening" demand rising, could continue to push up prices into next year, the report says. "The next two years could require nearly all of the world’s spare oil production capacity," Quartz concluded

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SOURCE: https://www.zerohedge.com/markets/oil-and-gas-discoveries-plunge-lowest-level-75-years

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ELON MUSK PREDICTS A RECESSION AS SOON AS SPRING OR SUMMER 2022, BUT "NOT LATER THAN 2023" 

The prediction comes about a month after Musk warned SpaceX could be forced into bankruptcy during a "several global recession"

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US  DOMESTIC POLITICS

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

 

US SETS NEW WEEKLY RECORD WITH MORE THAN 2 MILLION CASES AS NEW YEAR'S LOOMS

The US also booked a new record of its own, with 355.9K new cases, dragging the 7-day average to a new record high as well.

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CDC SUED FOR WITHHOLDING POST-LICENSURE V-SAFE DATA ON COVID VACCINES

“The FDA and CDC have now made crystal clear that their promise of transparency with regard to COVID-19 vaccines was hogwash,” 

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NON-WHITE NEW YORKERS TO RECEIVE PRIORITY FOR SCARCE LIFE-SAVING COVID PILL  

"This policy is blatant racism..."

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BUCHANAN: BIDEN'S STARING INTO THE ABYSS... AND SO ARE WE 

Staring ahead on New Year’s Eve, at what appear to be the coming storms of 2022, this once-hopeful country is going to have to fall back on its reserves...

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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

 

RUSSIA HAILS BIDEN-PUTIN CALL AS "GOOD BASIS" TO DIAL DOWN UKRAINE TENSIONS

US president showed "willingness" to address

core Russian concerns, Kremlin says.

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SPUTNIK NEWS :  https://sputniknews.com/

- Pelosi Announces Events to Mark 6 Jan. Anniversary 'in Spirit of Unity, Patriotism, Prayerfulness'

- Taliban Cracks Down on Mannequins at Shops, Orders to 'Behead' Them Citing Sharia Law  They live in a different planet & at the age of Feudalism

- Iran Says Current US Administration Bears Responsibility for General Qassem Soleimani's Killing

- Variants & Vaccines: How the US Tackled Its COVID Spread in 2021

- Russian President Vladimir Putin Delivers His New Year Address to the Nation

- Moscow Rings in New Year With Stunning Fireworks Display in Red Square

- Over Half of Surveyed Americans Increasingly Worried About What 2022 Will Bring for US - Poll

- Biden's Year in Review: Highs, Lows, and What's Next for the White House

- Japan Plans to Launch World's First ‘Wooden’ Satellite in 2023

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DIC 31  2021 PART 1-2 ND SIT EC y POL SPANISH  ++  

 

REBELION

Irak: ¿SE MARCHARÁN DE IRAK LAS TROPAS USA?  Abdullah Musawi

Opin:  EL MIEDO A LOS DE ABAJO   Jorge Majfud

Pto Rico  UNA REBELIÓN PARA ROMPER LA CADENA   J C M

Ecuad:  PANDORA PAPERS, HEGEMONÍA Y NEOLIBERALISMO F Muñoz

España Sindicalismo rechaza propuesta de ref laboral del gob Var Aut

USA BIDEN AUMENTÓ EL PRESUPUESTO MILITAR  Tatiana Cozzarelli

Mozambique Cabo Delgado: Una crisis lejos de terminar  Gmo Algar

Francia-Argelia: el significado político e ideológico del Informe Stora

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RT EN ESPAÑOL

Israel detecta el 1er caso de flurona, una infección simultánea de gripe y coronavirus

https://actualidad.rt.com/actualidad/415457-israel-detecta-primer-caso-flurona

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China: el apoyo de US a Taiwán pone a la isla en "situación extremadamente precaria" https://actualidad.rt.com/actualidad/415455-china-eeuu-apoyo-taiwan-coste-insoportable

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"Es una bomba flotante": España denuncia presencia de submarino nuclear US en Gibraltar https://actualidad.rt.com/actualidad/415484-ecologistas-denunciar-submarino-nuclear-eeuu-gibraltar

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Portahelicópteros y avión de combate de Japón escoltan portaviones chino durante sus ejercicios https://actualidad.rt.com/actualidad/415496-portahelicopteros-avion-combate-japon-escoltar-portaviones-chino-liaoning

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Encrucijada democr en Perú y la difícil decisión que debe afrontar Pedro Castillo https://actualidad.rt.com/actualidad/415467-encrucijada-democratica-peru-dificil-decision-castillo

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Hungría defiende la puesta en marcha del gasoducto ruso Nord Stream 2 https://actualidad.rt.com/video/415492-hungria-dice-importante-considerar-beneficio-gasoducto

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CROSS TALK   HTTPS://WWW.RT.COM/SHOWS/CROSSTALK/

 

-Germany shuts half of its nuclear plants amid energy crisis

-Putin warned Biden of 'complete breakdown' in US-Russian relations

-Putin makes Olympics prediction in new year message to Xi

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GLOBAL RESEARCH

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

- How Likely Is Reinfection Following COVID Recovery? The Role of Natural and Innate Immunity By Dr. Paul Elias Alexander,

- Russia’s “Western Border” Returned to the Center of World Geopolitics in 2021 By Lucas Leiroz

- Africa in Review 2021, Regional Conflict and the Role of Imperialism By A A,

- The Vaccine is More Dangerous than COVID-19: By Dr. Peter McCullough

- World Council for Health Calls for an Immediate Stop to the COVID-19 Experimental “Vaccines” By World Council for Health

- What! No Russian Invasion of Ukraine? By Ray McGovern,

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DEMOCRACY NOW

Amy Goodman’  team

- Democracy Now! at 25: Celebrating a Quarter-Century of Independent News on the Frontlines

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