lunes, 6 de diciembre de 2021

DIC 5 2021 P-B ND SIT ECON y POL Part 1 & P 2

DIC 5 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

RECAP: POWELL'S TRANSITORY HINDENBURG MOMENT

BY VBL

We do think that Goldman’s comment on Friday had something to do with Stocks accelerating lower

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Quick News 2

LAST WEEK'S VOLATILITY WILL CONTINUE, SO BUCKLE UP

BY quoth the raven

It was a wild week and is shaping up to be a wild December...

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"RED LIGHT IS TURNING GREEN": GOLDMAN BREAKS DOWN EVERYTHING YOU NEED TO KNOW IN THE MARKET FOR DECEMBER  

Same bol..t from Tyler Durden:

This art is not for you,  only for subscribers

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MORGAN STANLEY LISTS THE FOUR INVESTMENT DEBATES IT WILL FOCUS ON IN 2022

By Michelle Weaver, equity strategist at Morgan Stanley

i)                    How can technology disrupt health care on both the consumer and business side? ii) Will technology drive a wave of sustained productivity growth?, iii) Is it harder to build a mega brand today, and does direct-to-consumer (DTC) actually work; iv) how do low

A core element of the research process is asking the right question at the right time.

Each year Simon Bound, our Global Director of Research, hosts senior analysts from around the world to discuss the most important questions facing their industries and the debates that will shape returns in the years ahead. Looking back on our gathering this past week, here are four investment debates our teams will be particularly focused on in 2022.

Here the questions:

1. How can technology disrupt health care on both the consumer and business side? 

it is also important to focus on areas where companies can make big strides over the next decade versus moonshot ideas.

2. Will technology drive a wave of sustained productivity growth? 

Covid lockdowns induced rapid and fairly widespread adoption of labor-saving technology. However, we have yet to see if the productivity gains that resulted are a one-time shift higher in productivity, or a permanent gain to productivity growth.

3. Is it harder to build a mega brand today, and does direct-to-consumer (DTC) actually work? 

Technology is fragmenting audiences, which makes brand-building harder but the prize bigger.

4. How do low interest rates impact cryptocurrency? 

High capital availability is having two substantial impacts on cryptocurrency – it is allowing new entrants to the cryptocurrency world (and FinTech generally) to operate for extended periods of time without reaching profitability and it is pulling labor and skills out of the incumbents. However, if capital no longer remains cheap, can preferences for cryptocurrency-based transactions persist if they remain higher cost, higher risk, and less convenient than existing payment systems? With ~$3 trillion of value now assigned to cryptocurrency globally, this question looms large.

Enjoy your Sunday.

SOURCE:  https://www.zerohedge.com/markets/morgan-stanley-lists-four-investment-debates-it-will-focus-2022

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HEDGE FUND CIO: NO ONE ON EARTH HAS ANY IDEA HOW MONETARY POLICY CAN ALLEVIATE SUPPLY CHAIN CONSTRAINTS

...having just retired the notion of transitory, the entire system appears to be moving towards a non-linear mode... 

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HEDGE FUNDS ARE DRIVING PRICE ACTION IN THE GOLD MARKET

How long until Hedge Funds call the Fed’s bluff? More importantly, how long until there isn’t any physical to back the paper contract...

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THE GEOPOLITICAL GAME THAT COULD TRANSFORM GAS MARKETS

An apparent detente between the UAE and Turkey could be one of the most significant geopolitical developments in the region for decades

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WILL THE FED BREAK THE ECONOMY (AGAIN)?

...the Fed has the green light to proceed, and you can expect it to until something breaks....

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US  DOMESTIC POLITICS

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

 

COURT ON A HOT TIN ROOF: AIRING OUT "THE STENCH" FROM THE ORAL ARGUMENT OVER ABORTION

“Will this institution survive the stench” created from such political machinations...and then answered: “I don’t see how it is possible.”

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Our world was always " upside down...". This violence was expected

'NEVER SEEN ANYTHING LIKE IT': LOS ANGELES RESIDENTS STUNNED AS VIOLENT CRIMES CREEP INTO WEALTHIER COMMUNITIES

"The world is upside down..."

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OMICRON: WE WARNED YOU THE COVID FARCE WOULD NEVER END

... it’s not about how infectious you are, it’s not about science, it’s about how submissive you are.

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Several old habits end in suicide. Will it happens to Coal? Very possible!

US Coal Is Making A Transitory Comeback

 

Annual U.S. coal-fired electricity generation is set to rise this year for the first time since 2014...

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Will be this a transition to INFERNO?

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THE DECLINE OF AMERICAN EMPIRE: A KÜBLER-ROSS CYCLE ANALYSIS

Authored by Andrew Roberts via Quillette.com,

America is already in the Denial stage...

How will the United States react domestically should she be dislodged from her role of global top-dog power by China? As well as the obvious economic and strategic ramifications of an end to American imperium, there will be profound emotional and psychological effects on a society that has taken its hegemony for granted for more than three-quarters of a century.

The via dolorosa presently stretched before the United States will likely encompass the replacement of the dollar as the global currency of last resort, the recognition that the South China Seas are no longer navigable by the US Navy, the understanding that Africa has been effectively colonized by China, and the possible swallowing of Ukraine by Russia and Taiwan by China. If the United States maintains its present course, Americans should prepare themselves for a century of humiliating retreats. So, how are these developments likely to play out in an already deeply divided polity and society?

An analogy can be drawn with the British Empire, and the prolonged grieving process experienced by Britons in the three-and-a-half decades after India became independent in 1947. Within a generation and a half, the largest empire in the history of Mankind was reduced to struggling with Argentina over the Falkland Islands. Empires tend to rise and fall faster in modern than in ancient history, so what can Britain’s loss of Empire teach us about the possible decline and fall of America’s?

A useful means of understanding how Britons slowly accommodated themselves to their postwar loss of power and prestige is provided by the Kübler-Ross Grief Cycle—the five-stage process by which individuals deal with tragedy, bereavement, and a dawning knowledge of imminent demise. The British people’s journey through those five stages of grief has profound implications for America, assuming she continues down her chosen path of impotence and retreat.

The first stage of the Kübler-Ross Cycle is Denial, which was the initial response of the British government after the loss of the jewel in Britain’s imperial crown. Notwithstanding the ideological anti-imperialism of Clement Attlee’s Labour government, it insisted that India would remain part of the British Commonwealth (as it was still then designated) and attached to the Western anti-Communist bloc. Indeed, the whole concept of the Commonwealth—founded in December 1931 but not taken seriously until 1947—can be seen as a sop to a people in denial about the loss of Empire.

America is already in the Denial stage of appreciating the loss of power overseas. President Biden’s speeches and press conferences at the time of the coalition’s over-hasty and humiliating scuttle from Afghanistan betray a psychology symptomatic of the first stage of the Kübler-Ross cycle. “Last night in Kabul,” Biden announced in the White House State Dining Room on August 31st, “the United States ended 20 years of war in Afghanistan—the longest war in American history. We completed one of the biggest airlifts in history, with more than 120,000 people evacuated to safety. … No nation has ever done anything like it in all of history. Only the United States had the capacity and the will and the ability to do it, and we did it today.”

In fact, plenty of nations have the capacity, will, and ability to lose wars, but the United States had not done it since Vietnam. And as Biden’s speeches and actions have subsequently shown, his administration is in denial about the message that defeat at the hands of the Taliban sends to vacillating allies and jubilant antagonists alike.

Britain was shaken out of her Denial stage by the Suez Crisis of 1956, which arrived less than a decade after the loss of India.

The second stage of the Kübler-Ross Cycle is Anger, and the fury that greeted Anthony Eden over his invasion of—and subsequent withdrawal from—the Canal Zone was symptomatic of a deeper anger about Britain’s dwindling position on the world stage. The role of the United States in forcing Britain’s humiliating retreat after a successful military operation further underlined the new world order, and sent a large number of Conservatives such as Enoch Powell into the barren cul-de-sac of lifelong anti-Americanism. The anger in British politics was also evident in the activities of the League of Empire Loyalists, which disrupted political meetings in the early 1960s. Its members were furious that after Suez and the independence of Sudan, the Conservatives no longer considered itself the party of Empire.

The capacity for anger in modern American politics hardly needs emphasising since the appalling scenes at the Capitol on January 6th, 2021. The mid-term elections in November 2022 may see at least some outpouring of anger over American loss of hegemony. It will be the first time that large sections of the American electorate have gone to the polls since the Afghan catastrophe. Anger with the Democrats will likely result in their loss of the House of Representatives and the relegation of Biden to lame-duckery.

Britain entered the third stage of the Kübler-Ross Cycle—Negotiation—in the 1960s when she made the rational choice to cleave to the United States; in Harold Macmillan’s revealing phrase, to try to become Greece to America’s Rome. His relationship with President Kennedy and support during the Cuban Missile Crisis were the foundations of a new post-Churchill Special Relationship. This was a logical response to the Suez debacle, and it could not even be weakened by Harold Wilson’s and Edward Heath’s refusal to be drawn into Vietnam.

It remains to be seen what the United States will do in her Negotiation stage. Certainly, she starts at a disadvantage because President Biden is not as good a diplomatic negotiator as President Xi of China or Russian President Putin, both of whom seem to outmanoeuvre him repeatedly. It is therefore doubtful that the United States can negotiate with her opponents and rivals successfully in an effort to defend a rules-based world order once she is eclipsed as the world’s pre-eminent superpower.

When the United States recognizes that it no longer matters in the world as it once did, that key allies are distancing themselves and flirting with China, that the global organizations erected by Bretton Woods and Dumbarton Oaks no longer guarantee her primacy, and that there is little she can do about it, then depression will hit America. It will leave her confused, morose, and liable to turn in on herself politically. It will be an ugly time.

In the 1980s, Britain embraced the fifth and final stage of the Cycle—Acceptance. This was almost entirely down to one person, Margaret Thatcher. The Falklands War seemed to arrest the lamentable drift and surrender since Suez, and the spectacular victory in the Cold War, in part due to her close alliance with Ronald Reagan, finally provided closure after the loss of Empire. Although she could never again be top-dog power, Britain’s replacement by her close ally was palatable because the Special Relationship had been shown to work well for both countries and also for the wider world in ridding the world of Soviet Communism.

When Britain entered the Depression stage of Kübler-Ross in the 1970s, she did so with a total bipartisan commitment to national decline. She experienced depression in both its metaphysical and material senses. Economically and in prestige, she risked slipping into the third rank of world powers thanks to socialism and the pathos-laden Heathite Conservative response to it. In that doleful decade, Britain experienced the OPEC oil price trebling; IRA violence and internment in Northern Ireland; a miners’ strike that led to power cuts and a three-day week, stagflation, price and income caps; and trade union militancy that threatened the primacy of Parliament. The worst (because longest-lasting) of that decade’s developments came when Britain turned her back on the Commonwealth and joined the EEC in 1973. Only a country in the grip of severe depression, self-doubt, and historical amnesia could have done such a thing.

When the United States recognizes that it no longer matters in the world as it once did, that key allies are distancing themselves and flirting with China, that the global organizations erected by Bretton Woods and Dumbarton Oaks no longer guarantee her primacy, and that there is little she can do about it, then depression will hit America. It will leave her confused, morose, and liable to turn in on herself politically. It will be an ugly time.

For modern America, however, acceptance of decline cannot have any sense of closure because the successor-state is totalitarian. Every precept of National Socialist China is entirely antithetical to American values. Britain’s successor-state shared her language, common law, liberal principles, free market, and outlook. The United States can take no such comfort when peering into her post-imperial future. So, America’s final Acceptance stage is fraught with far greater dangers than the other four put together. The Free World really will have met its “time when the locusts feed.”

Is all this inevitable? Not if the United States can grasp the leadership of the West once more instead of wallowing in self-destructive and profoundly decadent obsessions with its own faults, real and imagined. The United States ought to heed the words of Winston Churchill during the Munich Debate of October 5th, 1938.

The people, he said, should be told that “we have sustained a defeat without a war, the consequences of which will travel far with us along our road; they should know that we have passed an awful milestone in our history … And do not suppose that this is the end. This is only the beginning of the reckoning. This is only the first sip, the first foretaste of a bitter cup which will be proffered to us year by year unless by a supreme recovery of moral health and martial vigour, we arise again and take our stand for freedom as in the olden time.”

President Biden has already made it clear that he does not understand those words or appreciate their present importance. For now, Americans remain preoccupied with navel-gazing about Critical Race Theory and endlessly revisiting slavery 158 years after its abolition. Hopefully sometime before China takes Taiwan, Putin takes Ukraine, and Iran develops the Bomb, the United States will reject Acceptance of her eclipse and embrace her own supreme recovery of moral health and martial vigour.

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SOURCE:  https://www.zerohedge.com/geopolitical/decline-american-empire-kubler-ross-cycle-analysis

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Fascism is still an option for some retrogrades

NOW OR NEVER: THE GREAT 'TRANSITION' MUST BE IMPOSED

An opportunity to rule the world only comes along once in many generations...

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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

 

ESCOBAR: RUSSIA IS PRIMED FOR A PERSIAN GULF SECURITY 'MAKEOVER'

Russia is the one state with the necessary clout, tools, sweeteners and relationships to nudge the Persian Gulf into a new security paradigm...

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DIDI, ALIBABA, EVERGRANDE CRUSH TRADERS: WHAT TO WATCH IN CHINA

For traders, all the bad China news is hitting at once -- just as concern over U.S. tapering deflates the most speculative investments globally.

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CHINA TO CUT RRR "WITHIN A WEEK" AS EVERGRANDE BRACES FOR IMMINENT DEFAULT

Things in China are starting to move fast.

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SPUTNIK NEWS :  https://sputniknews.com/

- UK Trade Secretary Visiting US 'to Deepen Relations' Amid Bilateral Tariff Row

- Vladimir Putin Leads Delegation to New Delhi for 21st Annual India-Russia Summit

- Kremlin Calls US-Russia Ties 'Lamentable' on Eve of Putin-Biden Video Call

- Peskov to Sputk: RU, India Should Boost Cooperat Amid New 'Sore Spots' in Asia-Pacific

- VEN 'Opposition Governt' FM Resigns, Slamming It for Corruption and Incompetence

- Taiwan to Accelerate Construction of Home Grown Submarine Prototype

- Russia, India Sign Military Cooperation Agreement for Next Decade

- Argentina Greenlights Sputnik Light Both as COVID-19 Vaccine and Booster Shot

- 'You Can't Erase Internet': Alec Baldwin Slammed for Deleting Twitter Account

- Most Japanese Back Ban on Visas for Foreigners Amid Omicron Concerns

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DIC 5  2021 PART 2 ND SIT EC y POL SPANISH  ++  

 

REBELION

Econ :  LA DESIGUALDAD ESTÁ DESTRUYENDO EL MUNDO  Fco Louça

Parag: Criminalización de la lucha indígena por la tierra   Manuella L

Ecol-S:  NO ES SOSTENIBLE TODO LO QUE RELUCE  Judith Carreras

PAL-OP:   Implicaciones y riesgos del acuerdo «Energía por agua»

ARG: Ley de Humedales par frenar mineras de litio y falsa trans energ

España: AVANZA EL PARTIDO DE LA ESPAÑA VACIADA  D  Galvalizi

ALC:   América Latina retrocede 20 años en lucha contra el hambre

Perú: LOS FUNERALES DE LA MAFIA   Gustavo Espinoza

FMI:  CONTROL DEL GASTO SOCIAL PARA PAGAR AL FMI   Mario H

Ecol-S: Los ricos distraen con las compensac de carbono  Anis y Jomo

Econ: ¿Por qué no ha llegado a Europa la «Gran renuncia»?  Paul K

España : LA SOLEDAD ANTE UN CIBERATAQUE  Pablo Rivas

Opin: Viernes negro.   EL TÉTRICO ANGLICISMO BLACK FRIDAY  V M

Cuba: LAS M-PYMES Y SU CIRCUNSTANCIA EN CUBA

Cuba: Fidel Castro: estampas del comandante invicto  José Arreola

España: CON LAS TASAS DE FECUNDID MÁS BAJAS DE EUROPA

España: 110 proy financ mediant Objec Fiscal al Gasto Militar n 2021

España: Martí Ventolrà: mito del fútbol españ en exilio mexicano GA

MX:  LIDERAZGO ACECHADO EN MÉXICO  José García

África:  Corporac hacen fortunas destruyendo la producción lechera

Sida : EL SIDA PUEDE CAUSAR 7,7 MILLONES DE MUERTES

Mundo:  EL AVANCE DE ÓMICRON   Cristóbal León

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RT EN ESPAÑOL

-China avanza "al doble del ritmo" de EE.UU. en la carrera espacial https://actualidad.rt.com/actualidad/412681-fuerza-espacial-eeuu-china-ganar-carrera

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¿Qué temas abordarán Putin y Biden durante su videoconferencia de este martes?   https://actualidad.rt.com/actualidad/412760-temas-abordar-putin-biden-reunion-martes

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Bild’ mapa de supuesta inv RU a Ucrania, que Cancill RU calific d "propaganda ideológica" https://actualidad.rt.com/actualidad/412678-bild-publica-mapa-invasion-rusia-ucrania-zajarova

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Cancillería china evalúa estado de la democracia en US y asegur que "perdió su brillo" https://actualidad.rt.com/actualidad/412687-cancilleria-china-evaluar-democracia-eeuu

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Ciudad china paga 1.570 dólares a c/pers que dé positivo en test de coronavirus  https://actualidad.rt.com/actualidad/412748-autoridades-ciudad-china-pagan-1570-covid

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China limpio el cielo antes de conmemorar el centenario del Partido Comunista  https://actualidad.rt.com/actualidad/412745-china-modificacion-clima-limpiar-cielo-centenario-partido

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Denuncia: USAnos han sido víctimas de "discrimin racial" por la Policía en Japón https://actualidad.rt.com/actualidad/412742-denunciar-estadounidenses-discriminacion-racial-policia-japon

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Asesinato en cárcel d Ecuad: un preso estrangulo con condones a su pareja n visita íntima https://actualidad.rt.com/actualidad/412728-asesinato-carcel-ecuador-reo-estrangular-pareja

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Jefe de una compañía de EE.UU. despide a 900 empleados a través de videollamada  https://actualidad.rt.com/actualidad/412688-compania-despedir-900-empleados-videollamada

Aquí muchos no saben para quien trabaja ni cuando le pasan la navaja

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

Documentary

BRICK SLAVES

Even today, slavery persists in Bangladesh’s brick factories; millions work hard to make bricks by hand. There are no safety precautions, but industrial injury and corporal punishment are commonplace. Men, women and children of all ages are put to work making bricks.

SOURCE:  https://www.rt.com/shows/documentary/542282-urbanizing-bangladesh-brick-factories/

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GLOBAL RESEARCH

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

- Urgent Call for Lifting Sanctions on Iran By International Action Center

- Gates Murder Charges Filed. Indian Bar Association By D O and K B

- Jab Mandates ‘Blatantly’ Violate Nuremberg Code, Constitut Lawyer Says By A M

- Australian Senator Who Opposes Vaccine Mandate Escorted to Quarantine Hotel

- America’s Pro-Israel Diplomacy at the UN Hits a New Level By Ramona Wadi

- Graphene Hydroxide in the mRNA Vaccine Vial: Assassinat of Dr. Andreas Noack

- Is Gene Editing the New Name for Eugenics? “Enter Bill Gates” By F. W E

- Excessive Wealth Disorder Is Destroying Our Societies By Rod Driver

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VOLTAIRE NET ORG   https://www.voltairenet.org/en

 

Investing in Elections is open FRAUD

News in Brief

TRUMP RAISES $ 1 BILLION FOR TRUTH SOCIAL

Trump Media & Technology Group Corp. and Digital World Acquisition Corp. raised $ 1 billion for Donald Trump’s social network, Truth Social, which will launch in 2022.

The names of the investors were not disclosed.

When he was sitting President of the United States, Donald Trump was vilified by the mainstream media in line with the plan devised by lobbyist David Brock [1]. He then chose to communicate via social networks. However, in collusion with Democrats in Congress, Facebook and Twitter excluded him from their platforms.

SOURCE:  https://www.voltairenet.org/article214931.html

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DEMOCRACY NOW

Amy Goodman:

ON AIR

https://www.democracynow.org/

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