Nueva Democracia: Feb 16 2022 Part 1-2 SIT ECON y POL

Feb 16 2022 Part 1-2 SIT ECON y POL

ND denounce- 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: La economía del mundo, empezando por Europa, depende del WW3

IT'S D-DAY 2022... WHERE'S THE RUSSIAN-UKRAINE WAR?

BY American Consequences

It's worth asking the question... Why would America want war?

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RU’ war planes are ready to bomb key places of NATO without affecting civilian population after Biging Olympics send the official final results. The WW3 declaration is already done when Ukraine was declared member of NATO. That was a violation of the Minsk Agreement by NATO & its allies (US-UK and Poland who receives nuclear weapons).

The logic is simple: Una cadena es tan fuerte como lo es su punto mas debil. Y ese punto débil in Ukrania son las regiones autónomas de Donetsk & Luhansk. Ukraine siempre fue un pequeño sistema Federal con 2 regiones autónomas dentro. Y en esas 2 regiones las simpatía del pueblo con RU es abierta desde el conflicto del Donbass en 1915 que rechazo la intromisión de NATO.

Esa unión la acaban de mostrarlo dos individuos en una moto que paseo los estadios de las Olimpiadas en China con una pancarta que decía “Ukrania esta con RU”. VER: “Defiant Ukranian haugs Russian latest Rival at Olympics”: 9 hous ago in RT News: https://www.zerohedge.com/news/2022-02-16/its-d-day-2022-wheres-russian-ukraine-war

See also in RT world News: “Watch Russian tanks pull back from Ukranina border”

IN SHORT: Quien quiera tomar el control de un sistema de poder tiene que precisar su punto débil y golpear allí y con fuerza si ese es el centro mas vulnerable de un sistema imperial. Lo importante es tener la seguridad de que ese es el punto débil, aun cuando simule estar bien resguardecido y amenace con futuras represalias.

El manzano podrido no se cae con un hachazo, quizá después del 3er golpe caiga (1ro el Donbass en Ukraine, 2do los bancos de Londres mas 3 centros de poder nuclear del UK y 3ro los 12 estados nucleares del US, empezando por un volcán en el South West que esta a punto de estallar. Un comentarista de Xinhua lo dijo claro. La guerra es guerra y se frena solo con la guerra desde Sung Tzu.

Si RU decide no golpear es porque perdió tiempo para hacerlo (el contexto Olympics y la suerte de China estaba en juego) o porque realmente NO QUIERE LA GUERRA pues es genocidio suicida en ambos lados: sin vencedores: solo destrucción y mas pandemias.

El problema es que si RU evita la guerra, no podrá evitar que el US-UK lo hagan pues ambos verán la retirada Rusa como derrota. Lo que supone que RU debe estar preparado para el contragolpe: además d lograr acuerdos multilaterales al nivel UN y Cortes Internacionales.

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'HOUSING AFFORDABILITY IS GETTING CRUSHED': COSTLIER LOANS PUSH 'AMERICAN DREAM' OUT OF REACH FOR FIRST-TIME BUYERS

Renters looking to upgrade complain:

"I'm screwed...I'll be renting for the rest of my life."

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JPMORGAN WARNS THE GHOST OF 2018 WILL STEAMROLL GOLDMAN'S BULLISH NARRATIVE

by Tyler Durden

"By moving out of bonds and going into stocks because you’re afraid of rising interest rates, you’re likely jumping out of the frying pan into the fire in many cases."

Despite the wild rollercoaster ride in markets which refuses to slow down due to the record low liquidity in the emini S&P which is whipsawing risk assets on a daily basis, and despite Goldman's chief equity strategist David Kostin cutting his year-end S&P estimate from 5,100 to 4,900 last Friday as the bank scrambles to catch down to far more downbeat realistic strategists such as Michael Wilson and Michael Hartnett, Goldman flow trader Scott Rubner pointed to one of the most remarkable, and perhaps perplexing, features of the market in 2022 - despite the sharp drop in stock prices, the YTD period has been marked by a relentless tidal wave of inflows as burst after BTFD burst enters - which Rubner cited as a reason why it is unlikely that we will see a capitulatory flush lower in stocks.

Speaking to Bloomberg, Panigirtzoglou echoes what we first said last Friday in "Despite Turmoil, Stocks Seeing Largest Ever Inflows In 2022", and points to the record $152 billion in equity fund flows sunk by investors YTD (or $5.7 billion on average for each of the 27 trading days this year, which annualizes to $1.322 Trillion), after a gangbusters 2021 for both stock returns and flows, which defies the worst January for the S&P 500 since 2009..

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/global%20equity%20flows%202022_0.jpg?itok=Lcc8T6NC

even as bond funds have already seen the first outflows in two years.

See Chart:

Diverging Flows

https://cms.zerohedge.com/s3/files/inline-images/fund%20flow%20divergence.jpg?itok=2Wg2FkDD

But unlike his Goldman peer, Panigirtzoglou believes that stock managers are set to join their outflow-lashed peers in the bond world as upcoming rate hikes spur greater volatility just like in 2018. Back then, FOMOed investors funneled capital into equity funds in the first quarter, only to divest en masse as monetary policy tightened further.

“There is a good chance that 2022, in terms of equity fund flows, will look like 2018,” Panigirtzoglou told Bloomberg in an interview. “It started very strong in continuation of the previous year, but at some point that flow picture will be wilting.”

With bond funds having already seen $20 billion in outflows YTD, this quarter is shaping up to the biggest win for stock allocations since 2013. The diverging flows - which as we discussed previously have been sparked by a Pavlovin BTFD reaction among both retail and institutional investors and follow a retail trading boom born out of the depths of the pandemic boredom - are noteworthy because individual investors largely dumped stocks in favor of bonds during the 10-year bull market that started in March 2009, only to see this trend reverse dramatically in 2021.

See Chart:

Flows into Global equity Funds

https://cms.zerohedge.com/s3/files/inline-images/record%20inflows%203_0.jpg?itok=vbQ3UiIj

While the past is hardly prologue, consider the events of 2018 highlighted by Panigirtzoglou when real rates were also on the rise. Investors initially funneled almost $220 billion into equities in the first quarter, extending a robust streak of inflows from 2017. But after the S&P 500 suffered a 10% decline from its peak in that February, money dwindled to $60 billion a quarter for the rest of 2018. Flows then turned outright negative at the start of 2019 after the benchmark plunged to the brink of a bear market.

See Chart:

2018 Case study

https://cms.zerohedge.com/s3/files/inline-images/2018%20case%20study.jpg?itok=SYkF_oE8

The worst possible scenario, if 2018 is any guide, is that both bond and stock fund managers may face an uphill battle attracting money from investors. And with traders pricing seven rate hikes this year, the appeal of cash-like instruments is poised to rise at long last, according to Panigirtzoglou who agrees with Goldman's tactical call from this weekend to go into cash..

“As the Fed raises rates and other central banks are following the Fed, the risk is that at some point equity fund flows dissipate, or even turn negative,” he said. “I would not be surprised if we could have some sort of a repeat of 2018.”

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SOURCE: https://www.zerohedge.com/markets/jpmorgan-warns-ghost-2018-will-steamroll-goldmans-bullish-narrative

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STOCKS, BONDS, & BITCOIN DUMP'N'PUMP AS 'MEH'-MINUTES REVERSE RUSSIA-ROUT

Bad* Russia, Good** Data, and Just-Right*** Fed Minutes...

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SENIOR MORGAN STANLEY BANKER REPORTEDLY KEY PLAYER IN "BLOCK TRADING" PROBE

The banker involved was the head of the firm's equity syndicate desk.

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DAILY BRIEFING: IS THERE LIGHT AT THE END OF THE INFLATION TUNNEL?

As detailed in the just-released minutes of the January meeting of the Federal Open Market Committee, U.S. central bankers are going to tighten faster than…

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LETS THE CAT OUT OF THE BAG: THE FED DOESN'T HAVE THE STOMACH FOR AN INFLATION FIGHT

The Fed is trapped in its own web

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JANUARY FOMC MINUTES PREVIEW: 50BPS, TERMINAL RATE, AND QT

Wall Street will be looking for any more conditions/guidance set out by the FOMC on key topics such as the rate path, increment of initial lift-off in March, and details or strategies around balance sheet reduction [ See Chart ]

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5 NEW NUMBERS THAT PROVE THAT AMERICA'S HORRIFYING INFLATION CRISIS IS GETTING EVEN WORSE

...anyone that believes that this is going to be

easily fixed is simply being delusional..

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US DOMESTIC POLITICS

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

THE FED EXPLAINS WHY THE STRIKE PRICE IS (MUCH) LOWER

"A couple of other participants cited reasons why elevated asset valuations might prove to be less of a threat to financial stability than in past reversals of asset prices"

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Is Biden a mercenary of the terrorists who manufacture vaccines?

"A RECURRING FOUNTAIN OF REVENUE": FDA EXEC ADMITS BIDEN PLANNING ANNUAL SHOTS, INCLUDING TODDLERS

"The drug companies, the food companies,

they pay us millions of dollars a year..."

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SAN FRANCISCO VOTERS BOOT THREE SCHOOL BOARD MEMBERS OVER STRICT PANDEMIC RULES

"They went on a school renaming spree in the middle of lockdown and decided the high achieving schools were too successful and needed fixing..."

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JUGGLING STICKS OF DYNAMITE: OUR FATALLY DISTORTED SENSE OF RISK

The problem with constantly being saved from the consequences of our actions is this fatally distorts our sense of risk...

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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

UKRAINIAN PRESIDENT PREOCCUPIED WITH DOMESTIC POLITICAL RIVALS DESPITE LOOMING "RUSSIAN THREAT"

"It’s like playing chess simultaneously against several opponents"

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OIL TUMBLES AFTER IRAN NUCLEAR NEGOTIATOR SAYS "WE ARE CLOSER THAN EVER TO AN AGREEMENT"

"Biden will concede to any Iran Nuclear Deal demands if it means even slightly lower gasoline prices"

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FREEDOM CONVOY PROTESTERS ARE ABOUT TO GET ARRESTED EN MASSE

The notice is an escalation of law-enforcement efforts...

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KREMLIN TEASES 'ALTERNATIVES' TO SWIFT IF SANCTIONED, INCLUDING CRYPTO, IN "FORTRESS RUSSIA" STRATEGY

"We have a financial shield..."

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SPUTNIK NEWS : https://sputniknews.com/

- Russia, Venezuela Agree to Boost Military Cooperation to Protect Peace

- Violation of Ceasefire, Ukrainian Armed Forces Fire Mortar Shells, Grenades on 4 LPR Localities

- Russia Urges US to Stop Fueling 'Militarist Rage', Focus on Settling Intra-Ukrainian Conflict

- Harris in Munich Plans to Ensure US Fully Aligned With Allies on Ukraine

- Israel Strikes Syria With Surface-to-Surface Missiles

- NATO's Decision to Reinforce Eastern Flank Not Final

- Texas AG Sues Biden Admin. Over Airport, Airline Mask Mandate

- Increasing Number of US Health Care Workers Say Worst of COVID-19 Pandemic Over

- Downing Street Reportedly Asks Police to Keep 'Partygate'

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Feb 16 2022 PART 2 or update: SIT EC y POL SPANISH ++

REBELION

ARG: UN GENERAL PALEO(LÍTICO) Horacio Verbitsky

Ecol S: EN BUSCA DEL TESORO «ECONOMÍA AZUL» Manuel Ligero

Econ: KEYNES, UN ESPÍRITU OPTIMISTA RADICAL Andrés Imperioso

Mund: La crisis de Ucrania tiene que ver con Alemania M Whitney

UCR: CONFLICTO UCRANIA. GUERRA Y MUCHA HAMBRE J Guzmán

Paraguay ¿CAERÁ EL PARTIDO COLORADO EN EL 2023? B Coronel

ALC: EL ARRESTO DE UN NARCO-DICTADOR: MADE IN USA R Huete

Perú NO ES EL ÚNICO APRENDIZ Guillermo Burneo

ARG: Entre drogas y viaje presid a Rusia y China: ¡qué días! Juan G

ARG: Una generación se ha formado con otra conciencia Mario H

Alemania: EL CAPITAL NO CONOCE EL PERDÓN Simon Zeise

BRA: BOLSONARO NO ES TRUMP Emir Sader

FEM: DÍA INTERNACIONAL DE LA MUJER Y LA NIÑA EN LA CIENCIA

FEM: Lucha del mov fem en producc de conocimient Lina Merino

Chile: Alarma patronal en la Conven ¿rebelión de “independientes”?

Opin: Conversación con icono mediático: Roberto Savio, cofund d IPS

Cuba: EPISTEMOLOGÍA: VENTANAS DE UNA DEFINICIÓN F L Rojas

Foro: Mov altermundialista choca con la pandemia Sergio Ferrari

España: Refor laboral: Legitimid y correlación de fuerzas A Antón

España: LA REINA DE LA AMETRALLAD Y OTRAS 35.000 HIST M d L

MX: EL NEGOCIO DELP AGUA CONTRA EL DERECHO AL AGUA

UE: El eje El Cairo-París: complejo conjunto de inter y afinidades M M

UCR: UCRANIA Y LA RECOMPOSICIÓN DE EQUILIBRIOS LM Arce

Irán: 43 AÑOS DE SOBERANÍA Y DIGNIDAD (II) Pablo Jofré Leal

Mund: Poder de la conexión y colaborac en lucha contr esclav mod S F

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RT EN ESPAÑOL

Moscú tacha de "vergüenza" las declarac US sobre invasión rusa de Ucrania https://actualidad.rt.com/actualidad/420269-rusia-eeuu-declaraciones-invasion-ucrania-verguenza

Open: URANIA: ADONDE LLEVA LA RUTA DE LAS ARMAS?

https://actualidad.rt.com/actualidad/420269-rusia-eeuu-declaraciones-invasion-ucrania-verguenza

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Snowden: El alarmismo de la Casa Blanca sobre una invasión rusa de Ucrania busca desviar la atención de otro 'frente' de la CIA

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"No intentes controlar algo que no puedes": Bukele increpa a EE.UU. por el bitcóin y le recuerda que El Salvador no es su patio trasero https://actualidad.rt.com/actualidad/420277-bukele-eeuu-bitcoin-elsalvador-colonia-patio-trasero

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Maduro: Las relaciones entre Rusia y Venezuela "cada vez adquieren mayor nivel estratégico" https://actualidad.rt.com/actualidad/420275-maduro-relaciones-rusia-venezuela-nivel-estrategico

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Un general USA afirma que China podría "aprovecharse" de las tensiones en torno a Ucrania https://actualidad.rt.com/actualidad/420273-general-estadounidense-afirmar-china-aprovechar-ucrania

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Nueva vacuna Rusa anti-covid protege contra diversas cepas. Lo dice quien desarrolló el Sputnik V https://actualidad.rt.com/actualidad/420255-director-centro-ruso-sputnik-detalles-nueva-vacuna

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Hallan en murciélagos tres coronavirus parecidos al causante del covid-19 https://actualidad.rt.com/actualidad/420264-hallan-tres-virus-parecidos-causante-covid19

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El multimillonario Charlie Munger: "Ojalá se hubiera prohibido el bitcóin inmediatamente" https://actualidad.rt.com/actualidad/420272-socio-buffett-arremete-bitcoin-prohibicion-eeuu

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"El inicio de una revolución": Investigadores chinos transmiten un terabyte de datos a lo largo de un kilómetro en un segundo https://actualidad.rt.com/actualidad/420167-china-record-transmision-datos-6g

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Experto advierte que la burbuja inmobiliaria de EE.UU. podría estallar durante este año https://actualidad.rt.com/actualidad/420212-experto-advertir-burbuja-inmobiliaria-eeuu-estallar-este-ano

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

- US evacuates CIA station

- NATO announces new plan

- Britain has warning for those awaiting Russian invasion

- NATO expansionism has suffered a major setback

- If you’re American and oppose war with RU, expect to be seen as unpatriotic Op-ed

- ‘Russiagate’ is indeed worse than Watergate. Here’s why Op-ed

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GLOBAL RESEARCH