Nueva Democracia: JAN 24-25-2022 Part 1-2 SIT ECON y POL

JAN 24-25-2022 Part 1-2 SIT ECON y POL

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

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ALERT

Massive Nor’Easter Expected to Strike US East Coast May Bring Over One Foot of Snow

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ZERO HEDGE ECONOMICS

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

Quick News1:

JIM ROGERS 2022- THE WORST BEAR MARKET IS COMING

BY GoldCore

The next bear market is going to e horrific says Jim Rogers, who joins us today only on GoldCore TV. Watch this episode now

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Quick News 2:

THREE GEOGRAPHIC ETFS TO SIDESTEP THE U.S. STOCK COLLAPSE

BY quoth the raven

Here's a couple of the ways I'm trying to position myself away from the U.S. as market turmoil hits.

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IN CATASTROPHIC MONTH FOR "SMART MONEY", GOLDMAN SAW BIGGEST HEDGE FUND BUYING SINCE 2020 ON MONDAY

by Tyler Durden

Single stocks saw the 3rd largest $ net buying in the past five years to cap what may be the worst month for hedge funds in the past decade.

Amid record volumes and a sharp intra-day price reversal in the US equity markets yesterday, and with confused retail investors first panic selling then panic buying as they chased the unprecedented reversal in momentum on Monday...

See Chart:

Cumulative retail order imbalance for Jan 24, 2022

https://cms.zerohedge.com/s3/files/inline-images/cumulative%20order%20flow_1.jpg?itok=Ia2mK-bD

... the Goldman Sachs Prime book saw the largest 1-day net buying since Nov ‘20 (a +3.9 standard deviation vs. the average daily net flow of the past year), driven by short covers and to a lesser extent long buys (1.6 to 1). North America was by far the most net bought region followed by EM Asia, while DM Asia was the most $ net sold.

Here is the breakdown from the latest Goldman Prime report. There are some staggering datapoints here.

After 8 straight days of net selling, US equities on the GS Prime book saw the largest $ net buying since Dec 17th (+3.4 SDs), driven short covers and to a lesser extent long buys (2.3 to 1).

· Yesterday’s $ short covering in US equities – driven by Macro Products – was the 5th largest in the past five years (+3.0 SDs).

· US ETF shorts decreased 4% (ex. MTM) – the largest 1-day reduction since Oct ’20 – driven by covers in Broad-Based Equity and Technology ETFs.

· Single Stocks saw the 3rd largest $ net buying in the past five years (+4.1 SDs), driven by long buys and to a lesser extent short covers (4 to 1).

See Charts:

https://cms.zerohedge.com/s3/files/inline-images/trading%20flows%20US%20equities.jpg?itok=F_Knpo9i

What about performance?

Well, on Monday, hedge funds lucked out: according to GS Prime, fundamental LS managers were down as much as -2.2% intra-day before recovering amid the price reversal, and closing -0.2% (alpha +0.2%) vs MSCI Total Return -0.6%. We suppose a similar pattern was observed on Tuesday.

But while hedge funds may have been saved by that mystery put seller we profiled yesterday, they are still facing a world of pain (and unprecedented redemption requests): according to Goldman, so far in January, Fundamental L/S funds are down 7.2% (alpha -4.0%) after just 16 trading days in 2022.

See Charts:

https://cms.zerohedge.com/s3/files/inline-images/LS%20managers%20jan.jpg?itok=lUrCwSoB

And the devastating punchline: according to Goldman "since we starting compiling performance estimates using Prime positions in Jan ’16, Fundamental LS returns had only experienced worse drawdowns in March ’20, and Q4 ’18."

See Charts:

https://cms.zerohedge.com/s3/files/inline-images/total%20returns%20jan%202022.jpg?itok=PUjA6_OJ

And instead of having conviction one way or another and risking capital to justify their ridiculous performance fees, the so-called smart money is now absolutely clueless, and net leverage has collapsed to one year lows and sliding fast.

See more interesting charts at:

SOURCE: https://www.zerohedge.com/markets/catastrophic-month-smart-money-goldman-saw-biggest-hedge-fund-buying-2020-monday

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'ETHEREUM KILLER' ROCKED BY OUTAGES, SOLANA CO-FOUNDER BLAMES "GROWING PAINS"

by Tyler Durden

"The ecosystems that are being built on Ethereum and the alternative blockchains are still thriving. There is no 'winter' for that ecosystem growth..."

Once heralded as the "Ethereum Killer", cryptocurrency Solana has crashed almost 70% from its November highs amid a series of outages and bot attacks that have left traders and users frustrated to the point where many are raising questions about its viability.

See Chart:

Solana / US Dollar 1D FTX

https://cms.zerohedge.com/s3/files/inline-images/2022-01-25_11-01-08.jpg?itok=r9HxG5OW

For now, Solana is being dumped in favor of Ethereum over the weekend's latest outages...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-01-25_10-33-55.jpg?itok=f7ZcjRNL

Late last week and into the weekend, Solana users took to social media and Discord to complain of frequent issues. Transactions on the network were getting stalled, often taking considerably longer than normal to complete or outright failing as the network struggled to maintain its typical throughput level measured in transactions per second (TPS).

In a statement shared with Decrypt this morning, Yakovenko wrote that the mark has reached a recent average of 800 TPS, down from the typical mean above 3,000 TPS. (For context, Ethereum, the leading smart-contract blockchain network, can handle roughly 15 transactions per second, on average.)

With about a quarter of the usual transaction throughput on Solana, users attempting to send and receive funds, interact with DeFi tools (peer-to-peer lending and trading applications), and buy and sell NFTs have had issues.

“The real indicator will be if developer activity and transaction activity significantly slows,” said Shah.

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SOURCE: https://www.zerohedge.com/crypto/ethereum-killer-rocked-outages-solana-co-founder-blames-growing-pains

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BOND PAIN SET TO EASE AS CURVE GETS AHEAD OF THE FED

Even if the broad outlook for bonds remains bearish for the next few quarters, many traders could find themselves unhappily ahead of the Fed this week.

This month’s bond rout is overdone. Wednesday’s Federal Reserve meeting may offer more carrots than sticks for debt investors.
While central banks are moving to exit quantitative easing as they look past the pandemic into a world of faster inflation, it’s worth remembering that Fed Chair Jerome Powell said this month that it would be “a long road to normal from where we are now.”

This characterization jars with rates markets pricing in four hikes this year and yield curves that are threatening to flatten too far and too quickly.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/Number%20of%20expected%20rate%20hikes.jpg?itok=TpMsDoUp

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SOURCE: https://www.zerohedge.com/markets/bond-pain-set-ease-curve-gets-ahead-fed

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US DOMESTIC POLITICS

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

WATCH: MASS RELEASE OF 'SINGLE ADULT MIGRANTS' INTO SMALL TEXAS TOWN

"Almost all men..."

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WATCH: NUGGET OF TRUTH EMERGES ON CNN AS GUEST RIPS BIDEN APART

“I never imagined how quickly this would all unfold.”

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TAIBBI: LET'S NOT HAVE A WAR

The American foreign policy establishment, chasing decades of failures, appears to be seriously considering the unthinkable in Ukraine

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PFIZER BOARD MEMBER SUGGESTS END TO MASK, VACCINE MANDATES

"We have to be willing to relax some of these measures with the same speed that we put them in place..."

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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

Quick News:

IT'S ALL ABOUT ENERGY SECURITY

BY Capitalist Exploits

The big news of the week certainly goes to Kazakhstan.

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UKRAINE CRISIS: HOW DEEP STATE CREATED BIDEN-PUTIN RIFT?

The current brinkmanship on the Ukraine crisis is a manifestation of this global power belligerence where the hands of civilian presidents are tied behind their backs...

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RON PAUL ON BIDEN ADMINISTRATION'S UKRAINE FREAK-OUT: PRETENSE FOR WAR?

A Biden Administration sinking in public opinion quicksand appears to be grasping for the war option...

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RUSSIA-UKRAINE CRISIS DEESCALATING AS NATO COUNTRIES BREAK FROM BELLICOSE US-UK STANCE

Rift emerges between US/UK and France/Germany on Ukraine as Zelensky admits border situation "under control"...

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SPUTNIK NEWS : https://sputniknews.com/

- 'So Stupid & So Dumb': Alex Jones Met With January 6 Panel & Pleaded the Fifth 'Almost 100 Times

- Ukraine 'Flooded' With US, NATO Weapons & Advisers, Russian Mission to UN

- US House Unveils Legislation Aimed at Increasing Competitiveness With China

- House Speaker Pelosi Announces She Will Seek 19th Congressional Term