viernes, 2 de diciembre de 2016

CAPITALIMO NEOLIBERAL y SOCIALISM como ALTERNATIVAS



CAPITALIMO NEOLIBERAL y SOCIALISM como ALTERNATIVAS
Aqui dos breve comentarios a art recientes con una introducción.

Thesis : El capitalismo genera explosiva desigualdad  social e inestabilidad financiera,  por tanto está condenado a desaparecer por dos razones: 

INTRODUCCION

1ro, por  la voluntad política  de los excluidos que tarde o temprano se unirán y cuestionaran el sistema (en forma violenta si violencia fue lo que recibieron o en forma pacifica y democrática si se pacta un acuerdo entre capital y trabajo como el que logro FDR en 1936 con el Glass Steagall Act.

2do, porque la expansión capitalista tienen un techo, un límite insalvable: la 3ra guerra mundial. Las guerras  de anexión y saqueo de antes sirvieron para sacar al país de problemas económicos, hoy no. Esta vez la guerra no es ya solución  sino lo inverso:  es destrucción total de la casa que habita la humanidad entera. Ese es el significado de la 3ra guerra mundial que acecha y para el que seguimos produciendo bombas nucleares y otras de total exterminio de la raza humana.

3ro, Mientras la producción de esas armas sigan enriqueciendo a banqueros y grandes empresas que hoy controlan directamente las políticas de Estado, no habrá solución alguna. La unica opción podría  ser el que los financistas benefactores de las guerras y la producción de armas sean desarmados por otros banqueros y financistas a quienes no interesa la guerra. Y ese fue el dilema reciente de las elecciones en el USA. El pueblo no voto por la Clinton porque detrás de ella estaba el “military industrial complex” que prometia la destrucción y anexión de RU-China y sus aliados, SABIENDO que ellos van a responder de inmediato. El pueblo voto por Trump porque prometia lo inverso, un post-neoliberalism basado en un Acuerdo Mundial con esas potencias. 

4to,  El problema es que un nuevo modelo de mercado con democracia y libertad no ha sido aun diseñado  por ambos bloques, ni siquiera el desmonatje de la guerra, sus nukes y otras armas como premisa para ese acuerdo. No existen las bases para la paz mundial y el evitar la 3ra guerra mundial. Tampoco hay evidencias de que el equipo de Gbno que Trump esta armando sea lo mas conveniente para materializar el proyecto que prometio a la nación. Solo existe el proyecto de salvar a la nación y eso no pasa de ser un mera palabra o deseo sin base alguna.

5to, La nación está dividida por efecto del fraude electoral de ambos dos grupos oligárquicos. Muchos detestamos el fraude electoral de la dama Clinton en las Primarias y el fraude que el mismo Trump denuncio en las elecciones del 8 de Nov. Eso genero división  y no se olvida por decreto de la mass-media , en la que ya nadie cree. Eso requiere políticas de inclusión a nivel interno y mundial. Trump hace bien en salir a las calles a agradecer el voto –como lo hizo en Ohio- y prometer  a sus electores no olvidar las promesas hecha antes.  Pero hay que dejar atrás el obsoleto partidarismo y apuntar a efectos económicos que la gente sienta como suyos.

No se trata de movilizar el GOP contra el partido verde. Se trata de lograr un Ado con esa Org  (Jill Stain no apunta a desconocer  la victoria de Trump y menos apuntalar e instalar la dama Clinton en el poder) . El trabajo de Jill Stain es estrictamente democrático: tenemos derecho a que se respete nuestro voto  y derecho a organizarnos para protestar contra cualquier política que afecte los intereses del pueblo. No queremos que se emitan políticas de Estado basadas en la represión militar-policial como las que hoy ocurren con las etnias nativas del pais.

6to,  En la represión a los nativos hay dos problemas (3 diria).  
A- Se especuló en la prensa que Trump tiene   intereses personales en la exploración de esos recursos energéticos que afectan tierras y aguas de los nativos. Trump dijo que tiene una empresa en el sector energético, pero no envuelta en ello.

B- Eso trae a debate un posible problema legal:  Se puede ser Presidente y  ser empresario a la vez. Que si la empresa e intereses de Estado estan interconectados y se excluyen mutuamente?. Si podria ocurrir eso.

C- Cual es la política energética a del gobierno actual? Podemos o no avanzar hacia el clean energy?  Seguiremos amarrados a empresas que exploran carbón, gas y petróleo. Por que tenemos que sacrificar tierras, agua y vida de muchos seres humanos para salvar empresarios del viejo recurso energético?. Yo si creo que hay que dejarlos que se vayan del país y mientras tanto comprar energía de quien la tenga como lo hace  China y varios países europeos, sin asesinar millones de inocentes dentro o fuera del país. Si se van en buena hora, nos obligaran a explorar nuevo productos energéticos como ya lo están haciendo países europeos del sistema neoliberal.
----
----
ARTICLE ONE


Judging by the mainstream media, the most pressing problems facing capitalism are 1) income inequality, the basis of Thomas Piketty’s bestseller Capital in the Twenty First Century, and 2) the failure of laissez-faire markets to regulate their excesses, a common critique encapsulated by Paul Craig Roberts’ recent book  The Failure of Laissez Faire Capitalism.


These critiques (and many similar diagnoses) reach a widely shared conclusion: capitalism must be reformed to save it from itself.

The proposed reforms align with each analyst’s basic ideological bent. Piketty’s solution to rising wealth inequality is the ultimate in statist centralization: a global wealth tax. Roberts and others recommend reforming capitalism to embody social purpose and recognize environmental limits. Exactly how this economic reformation should be implemented is a question that sparks debates across the ideological spectrum, but the idea that capitalism can be reformed is generally accepted by left, right and libertarian alike.

Socio-economist Immanuel Wallerstein asks a larger question: can the current iteration of global capitalism be reformed, or is it poised to be replaced by some other mode of production?  Wallerstein and four colleagues explored this question in Does Capitalism Have a Future? Wallerstein is known as a proponent of world systems, the notion that each dominant economic-political arrangement eventually reaches its limits and is replaced by a new globally hegemonic system. Wallerstein draws his basic definition of the current dominant system—let’s call it Global Capitalism 1.0—from his mentor, historian Fernand Braudel, who meticulously traced modern capitalism back to its developmental roots in the 15th century in an influential three-volume history, Civilization & Capitalism, 15th to 18th Centuries.
⇒ Keep Reading
----
----
ARTICLE TWO   Mi breve comentario a


Se sugiere en este art que no hubo socialismo en Rusia, China ni Cuba
Mi respuesta fue la siguiente: 

QUE ES Y QUE NO ES EL SOCIALISMO?
Para mi es cuestión de principios, más que problema semántico.

Que es y que no es socialismo?  Es este tu problema?.
Le sugiero revise a  Anibal Quijano al respecto y pregúntese luego: 
Donde el socialismo dejo de ser proyecto emancipatorio, anti-oligárquico
y anti-sistema? . Entonces concluirá que el socialismo  si existió y existe
y no solo como proyecto: sobre todo como Acción Revolucionaria  de todas
las clases sociales y minorías oprimidas del mundo. 
Hugo Adan Dic 2-16
----
----

jueves, 1 de diciembre de 2016

DIC 1 16 SIT EC y POL

DIC 1 16  SIT EC y POL


ZERO HEDGE
ECONOMICS


There are few better illustrations of the post-election trade, thus far, than the dichotomy between industrial metals and precious metals. However, between Chinese exchanges cracking down on speculation in base metals and the testing of a crucial trendline, perhaps this run is over.
----
----

The collapse of the US Treasury market in the last two days has sent the entire curve (from 2Y to 30Y) higher in yield on the year....
----
----

Worst initial jobless claims data in 5 months... no problem. After spending the night in the red, following the closing dump yesterday, futures are panic-bid again into the US open, erasing the losses...
----
----

"Post election, investors believe the world has changed. Whether or not Trump’s pro-growth agenda is enacted or succeeds, investors buy into it: the consensus of investors we surveyed yesterday put the S&P at the end of next year at 2425; a similar survey we conducted on Nov 3 put the S&P at 2087."
----
----

It appears the growthiness of the new regime is not so friendly to FANG stocks and big tech as the Nasdaq just gave up all its gains post-election.While tech is the biggest loser in stock land, it's the bloodbath in bonds that is most worrisome as 30Y yields spike another 10bps today..
----
----

In the two weeks since Donald Trump was elected, initial jobless claims have soared by over 35,000 (or over 15%) to 5-month highs. This is the biggest two-week rise since December 2014 and is entirely against the exuberant narrative being spun by US equity markets. One can't help but wonder what the sudden 'odd' collapse to 43 yeasr lows right into the election was all about...
----
----

In the end, UTC agreed to retain approximately 800 manufacturing jobs at the Indiana plant that had been slated to move to Mexico, as well as another 300 engineering and headquarters jobs. In return, the company will get roughly $700,000 a year for a period of years in state tax incentives.
----
----
More jumping-ups in Econ. Cuando DT asuma el poder romperemos record en salto alto

Extending October's bounce, Markit's US Manufacturing PMI for November jumped to its highest since March 2015 with "signs of buoyant business conditions in the US manufacturing sector." ISM Manufacturing also rose to its highest since Feb 2015 and while overall orders rose, we note that the USD strength may be evident as export orders dropped and employment slowed.
----
----
Si cae la china .. cae la cochina

Following the worst month for risk-parity funds since 2015, we suspect month-end redemptions are driving both stocks and bonds (4x levered on average) lower out of the gate in November. Extending yesterday's losses, US Treasury yields are explding higher once again (long-end underperforming) following China's bond market's biggest yield spike in years overnight.
----
----

Less than two months after Ray Dalio warned about a potential wipe out in the bond market, he has been proven right: the November surge in global yields has resulted in the worst monthly loss in the Bloomberg Barclays Global Aggregate Total Return Index, which lost 4% in November, a record drop, and equivalent to $.17 trillion in losses. The index’s market value fell $2.8 trillion over past two months.
----
----
SHORT NEWS on US Economis
Largest US Bitcoin Exchange Ordered To Disclose Three Years Of User Data To IRS  American user transactions from 2013 to 2015 to conduct an investigation into potential tax fraud.
----
----
3 Things: Exuberance, Small Caps, & 6% Realities  "...there is a long way to go between President-elect taking office, drafting bills and getting them passed. In the meantime, there are many concerns, from a technical perspective, that must be recognized within the current market environment."

----

POLITICS


Speaking during an Ohio "thank you" rally, president-elect Donald Trump just confirmed that James "Mad Dog" Mattis will be America's next Secretary of Defense.
----
----

'Winter is coming' in North Dakota but as over 2000 veterans arrive to provide a human shield for the 'water protestors', president-elect Donald Trump said for the first time that he supports completion of the pipeline project near a North Dakota Indian reservation. Reassuringly his team confirmed that his support "has nothing to do with his personal investments" in Energy Transfer Partners - the company building the pipeline
----
----

President Trump will undoubtedly do his best to help the industry, but recent events have shown that may be harder than it appears.
----

----

WORLD ISSUES and ME


----
----

“We hope to unite our forces with the United States in the fight against the real threat, not the fictional one – international terrorism,” he said. The president also emphasized the need “to strengthen non-proliferation regimes,” noting that “attempts to upset the strategic balance are extremely dangerous and could lead to a global catastrophe.”
----
----

The relentless dollar rally continues to slam the Turkish lira, which has been printing fresh all time lows on a daily basis, and today has been no exception, tumbling over 1.8%, and pushing the USDTRY to an all time high above 3.50.
----
----


DEMOCRACY NOW


----
----
----
----
----


GLOBAL RESEARCH


----
----
----
----
----
----
----


COUNTER PUNCH


David Swanson   Why Flag Burning Matters
----
Religion matters: honoring our saints. Send our behead-militants to Oslo: a matter of faith
----
----
----
----
----


SPUTNIK and RT SHOWS


Putin's Best Quotes on Foreign Policy From State of the Nation Address
https://sputniknews.com/russia/201612011048057104-putin-foreign-policy-address/
----
Trump's Strategy: Russia 'Likely to Reach Compromise With US on Syria, Ukraine'
https://sputniknews.com/politics/201611161047517438-trump-us-russia-syria-ukraine/
Related  US Congress Tries to Hamper Washington’s Possible Convergence With Moscow
https://sputniknews.com/politics/201612011048063928-congress-us-ties-russia-no/
----
'Trump Will Jeopardize US Positions if He Keeps His Election Promises'
https://sputniknews.com/politics/201611101047308644-trump-us-japan-asia/
Related  Foes on Political Right, Left Will Likely Fight to Undermine Trump at Every Turn
https://sputniknews.com/us/201611101047306112-us-trump-conservative-liberal/
----
Trump's Focus on Fixing Domestic Problems Could Mean Era of World Police is Over
https://sputniknews.com/world/201611101047301302-trump-us-foreign-policy/
----
Clinton’s Lead Over Trump in US Popular Vote Exceeds 2.5Mln - Tracker
https://sputniknews.com/us/201612011048063453-clinton-vote-trump-popular/
----
Trump Plans to Talk Foreign Gov'ts Into Probing Clinton Foundation
https://sputniknews.com/world/201611271047899002-trump-clinton-foundation-probing/
Related  Western Nations Under Pressure to Probe Clinton Foundation Spending – Analyst
https://sputniknews.com/politics/201612011048035354-nations-pressure-clinton-foundation-spending-probe/ ..  Related  German Ministry of Environment Made 4.5Mln Euro Donations to Clinton Foundation   https://sputniknews.com/politics/201611301048008101-german-ministry-clinton/
----
----
RT SHOWS
Keiser Report  Episode 1000  A different view on US  & the World. Congratulations!
----
----
----


NOTICIAS IN SPANISH


----
----
----
----
Chile- Alejandra Matus   Así funciona la “puerta giratoria”  Manuel Salazar
----
----
----
----
----
----
----
----
----


PRESS TV


----
----
----
----
----
----
----
----
----
----
----
----
----
----

===