Nueva Democracia: DIC 4 2021 P-B ND SIT ECON y POL Part 1 & P 2

DIC 4 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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Vaccine terrorism will continue?:

NEVADA BECOMES FIRST STATE TO IMPOSE SURCHARGE ON UNVACCINATED WORKERS

The approved proposal also stipulates a surcharge of $175 a month for workers’ spouses, partners, and dependents 18 and older.

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THE CASE FOR COMPULSORY VACCINATIONS IS DEAD... OMICRON JUST KILLED IT

"These are not fringe ideas or baseless theories, they are the self-contradictory supposed “facts” of the schizophrenic covid story...."

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El niño forma su ser físico y espiritual (personalidad) en contacto con otros n la escuela

WHAT A HOMESCHOOLING SURGE MEANS FOR OUR FUTURE

Statistics on families fleeing to homeschooling must be worrying the education establishment.

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For the kid, home schooling destroy his future personality (worse if nuclear family instead of family with educated adults in it (human capital). If kids are abandoned to streets his future and the future of society is un-expected.

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EVIL IS THE ROOT OF ALL (FIAT) MONEY

“You can avoid reality, but you cannot avoid

the consequences of avoiding reality.”

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ZERO HEDGE ECONOMICS

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

WHAT MAY PROVE TRULY "TRANSITORY" IS FAAMG'S RECORD GROWTH

Authored by Jesse Felder via TheFelderReport.com

Due to the fact that these stocks essentially are the stock market today these questions could hardly be more pertinent...

It’s common knowledge now that Big Tech dominates the broad stock market like never before. As Bianco Research recently demonstrated, if FAAMG were its own sector it would comprise a larger share of the S&P 500 Index than any sector has in the past and by a wide margin.

Certainly, the structural nature of passive indexes contributes to this effect of the big growing ever bigger, especially at a time when inflows have surged in an entirely unprecedented way (and even if they appear to now be decelerating).

But there is also a fundamental factor at work in addition to the structural.

These stocks have grown revenues over time, and especially over the past year, at rates that not long ago would have been very difficult to imagine for such large companies. As a result, investors have extrapolated those growth rates indefinitely into the future and once again to an entirely unprecedented degree. But what if Big Tech’s growth were to disappoint going forward?

The chart below plots the aggregate price-to-sales ratio for FAAMG (Facebook – now Meta, Apple, Amazon, Microsoft and Google – Now Alphabet) along with the year-over-year growth of aggregate sales. Clearly, there is some relationship here between sales growth and valuations; when the former rises the latter follows and vice versa. And over the past year, sales growth has soared leading to record valuations. However, according to analyst estimates, sales growth for this group is set to decline in a dramatic way over the next few quarters which could pressure these extreme valuations.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-12-04_9-25-28.jpg?itok=YtBME2JH

What’s more, while Amazon and Apple dominate this group by the sheer size of their revenues, the decline in sales growth is not, by any means, relegated to these two. Every company in this group is expected to see its sales growth drop by well more than half over the next few quarters; some may even see sales declines. And when looking at the past decade the recent degree of correlation in the sales growth of these companies is yet another aspect of this phenomenon that appears entirely unprecedented. The chart below makes a fairly compelling case that the onset of the pandemic represented a significant catalyst for sales growth for FAAMG that will soon prove temporary.

See Chart:

FAAMG quarterly sales growth

https://cms.zerohedge.com/s3/files/inline-images/2021-12-04_9-25-45.jpg?itok=uXzTOnsT

So the big question then becomes: Given the fact that valuations now discount record sales growth, what level of growth is actually sustainable going forward?

Because if that number is something significantly less than the record highs we have just seen then the aggregate valuation of FAAMG may need to adjust downward to reflect that reality. Perhaps an even more important question is: What level of passive inflows are sustainable going forward? Because if the current record pace continues to decelerate, that, too could become a headwind for prices. Due to the fact that these stocks essentially are the stock market today these questions could hardly be more pertinent.

SOURCE: https://www.zerohedge.com/markets/what-may-prove-truly-transitory-faamgs-record-growth

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INFLATION VS. DEFLATION – WHICH IS THE BIGGER THREAT IN 2022?

Authored by Lance Roberts via RealInvestmentAdvice.com,

"...amid the current inflation panic... the demographic headwinds facing the major economies are intensifying... will be a big shock to Central Banks hopes of higher inflation rates.”

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Inflation vs. deflation – while headlines get filled with “inflation” concerns, historical data shows “deflation” remains a threat.

The Financial Times recently had a great piece on Central Bankers and their stance that inflationary pressures remain transient. However, asFT concluded:

“For the first time in many decades, there is the possibility that a significant turning point has arrived, that price rises will be more than a flash in the pan and something more difficult to control.”

It is interesting to hear statements such as the above because inflation has been rising steadily since 1974. The chart below shows the long-term history of inflation going back to 1774.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/CPI-Inflation-1774-Present-112221.png?itok=PbyYebBa

I guess I put this file before. IF NOT I will placed back

Source:

https://www.zerohedge.com/markets/inflation-vs-deflation-which-bigger-threat-2022

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THE UPSHOTS OF THE NEW HOUSING BUBBLE FIASCO

“The free market for all intents and purposes is dead in America.”

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BLOODY BITCOIN: OVER 300.000 CRYPTO ACCOUNTS LIQUIDATING SINCE YESTERDAY

by The Market Ear

what you need to know about the current crypto crash...

This file has been cut to all readers if they don’t subscribe or pay first

Is what the author said with the bless of Tyler Durden. Shame on them

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Is this also prohibited to all readers? I prefer not to open it

Tyler Durden cut several Arts from Goldman.

GOLDMAN: ARE WE STARTING TO SEE WHAT THE "NEW NORMAL" LOOKS LIKE?

As we leg further into the last month of 2021 and the post-pandemic era, this week may be raising the question: are we starting to see what the 'new normal' looks like?

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WHY WEB3 WILL CHANGE EVERYTHING (IN PLAIN ENGLISH)

Or, how crypto changes the world –

explained without political or technical language.

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US DOMESTIC POLITICS

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

Pass central banks stimulus did not benefit the Nation but only big Corporations

GOLDMAN CUTS GDP FORECAST DUE TO OMICRON, SETTING THE STAGE FOR MORE CENTRAL BANKS STIMULUS

Thanks to Moronic Omicron, kiss any Fed tightening.. good-bye.

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Why this time will be different? Are you sure it not a stimulus to WW3?

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Also people from the upper class get vax terrorism:

WALL STREET FIRMS TELL EMPLOYEES TO "DRESS DOWN" AS VIOLENT CRIME RAGES

Thanks, Mayor Bill de Blasio...

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Crypto currencies were never real money. This false money killed US Dollars

WHEN FIAT CURRENCY STOPS BEING MONEY

When a state creates a currency without real reserve backing or demand, it destroys money...

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Big & small banks who supported are accomplices & must be sent to Court for destroying US dollar

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VICTOR DAVIS HANSON: THIRD-WORLDIZING AMERICA

More and more districts in more and more American cities are looking like third world urban $hitholes...

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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

FALSE FLAG?

RUSSIA PREPARING 175K TROOPS FOR UKRAINE OFFENSIVE, US INTELLIGENCE NOW CLAIMS

When in doubt just revise the numbers up higher

(and leak to Washington Post)

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What is the purpose of creating FEAR inside Nations world-wide? To be depend frm Sat

WHO: OMICRON IN 38 COUNTRIES, NO DEATHS REPORTED

"...we need to understand is if it’s more

or less transmissible compared to Delta..."

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Or owners of vaccines (Big Pharma) is easy to put money in the pocket of key State rulers and they win the big game via ‘media terrorism’. This media won’t say nothing about revitalizing our immune system.

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KREMLIN SAYS BIDEN-PUTIN TALKS WILL TAKE PLACE TUESDAY

Central focus expected to be Ukraine

& NATO’s presence near Russia’s borders

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SPANISH INVESTIGATION FINDS VACCINE PASSPORTS HAVE NO IMPACT ON INFECTION RATES

and also send wrong message that vaccinated can’t spread the virus

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Internal contradiction in the context of chaos:

AN FDA OFFICIAL DEMANDED GOOGLE CENSOR A YOUTUBE VIDEO THE AGENCY DIDN'T LIKE

“Overall, the video is very problematic when it comes to COVID misinformation... This video should be pulled.”

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