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PPCC: Pisitófilos Creditófagos. Primavera 2024 por asustadísimos
[Hoy a las 19:28:31]


Consenso de Washington, "Globalización" y Neoliberalismo por sudden and sharp
[Hoy a las 15:28:14]


XTE-Central 2024 : El opio del pueblo por saturno
[Hoy a las 10:47:54]


STEM por Cadavre Exquis
[Hoy a las 10:47:37]


COVID-19 por saturno
[Ayer a las 02:50:32]


Geopolitica siglo XXI por saturno
[Mayo 09, 2024, 16:00:06 pm]


Mensajes recientes

Páginas: [1] 2 3 ... 10
1
['The Housing Crunch' es parte de El Hostión.]
2
Transición Estructural / Re:PPCC: Pisitófilos Creditófagos. Primavera 2024
« Último mensaje por senslev en Hoy a las 19:16:13 »
https://www.elplural.com/politica/internacional/milei-coloca-terraplanista-frente-comision-ciencia-tecnologia_329806102

Pues eso, viva la libertad, carajo!

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Lemoine ha sido una figura polémica, conocida por sus posturas que desafían la ciencia convencional. Entre sus declaraciones más notorias, se encuentra la afirmación de que "no existen vuelos comerciales a través del Océano Pacífico", lo que según ella, sería una evidencia de que la Tierra es plana. Además, ha cuestionado la veracidad del alunizaje, sugiriendo que podría haber sido un montaje y que desde 1972 no ha habido misiones tripuladas porque "la NASA admitió haber perdido la tecnología para volver". “¿Por qué los gobiernos del mundo quieren ocultarle a la humanidad que la Tierra es plana y que hay una gran pared de hielo que la circunda?”, llegó a preguntarse en otra ocasión. Estas declaraciones, entre otras lindeces, han causado consternación entre los defensores de la ciencia, quienes ven en ellas un rechazo a los principios básicos del método científico
3
Transición Estructural / Re:PPCC: Pisitófilos Creditófagos. Primavera 2024
« Último mensaje por Derby en Hoy a las 18:17:55 »
https://www.bloomberg.com/news/articles/2024-05-11/a-600-billion-wall-of-debt-looms-over-market-s-riskiest-stocks

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A $600 Billion Wall of Debt Looms Over Market’s Riskiest Stocks

*Delay in rate cuts disrupts much-awaited rally in small caps
*Hedge funds hold one of the biggest short positions on record


US small-cap stocks are as cheap as they’ve been in decades, but with a more than half-trillion dollar mountain of debt looming over the next five years, it’s going to take a significant risk-on signal from the Federal Reserve to entice investors.

Firms in the small-capitalization Russell 2000 Index hold a total of $832 billion in debt, 75% of which — or $620 billion — needs to be refinanced through 2029, data compiled by Bloomberg shows. For comparison, companies in the big-cap S&P 500 Index have just 50% of their obligations due by then.



“No, despite attractive valuations, we won’t be buying yet,” said Marija Veitmane, senior multi-asset strategist at State Street Global Markets. “We don’t like small caps as they are much more sensitive to an economic slowdown, have much higher cost of funding, and margins are likely to be squeezed more.”

In particular, smaller companies tend to have a considerable amount of floating-rate debt, usually in the form of loans, because they often aren’t big enough to borrow in the bond market. That means their interest expenses often reset higher soon after the Fed hikes rates, while a bigger company with fixed-rate bond debt may wait longer before higher rates have a significant impact on their borrowing costs.

In addition, the performance of small companies typically is tied to how the overall economy is doing. So with economic conditions in flux and uncertainty the theme in markets at the moment, Wall Street pros are skeptical of buying into the riskiest stocks — even at seemingly bargain valuations.

The Russell 2000’s price-to-sales ratio relative to the S&P 500 is near the lowest since 2003, excluding the bottoming out during the Covid pandemic in 2020. But market participants still say the index is priced for perfection and will need a strong pickup in economic growth to trigger a rally.



“The bigger, quality names are more expensive for a reason,” said Guy Miller, chief market strategist at Zurich Insurance Co. “They tend not to have any issues around funding and are less dependent on interest rate policy.”

Lagging Performance

The Russell 2000 is up just 1.6% this year as expectations for rate cuts have dwindled to two from six in January, while the S&P 500 has gained 9.5%. But small-caps have been lagging big caps for a while, with the S&P 500 more than doubling the Russell 2000’s performance since the start of 2023.

Indeed, the small-cap index has gone two and a half years without hitting a peak — its longest stretch since the global financial crisis, according to data compiled by Bloomberg. The S&P 500, on the other hand, has set and reset records 22 times in 2024.



The issue now for small-caps is the direction of rates and the economy as inflation remains more persistent than was expected at the start of the year.

Stock market positioning shows a general lack of conviction in the equities rally that started at the end of April. Investors have flocked back into the so-called Magnificent Seven technology mega-caps, which are considered safer during periods of economic uncertainty, sending the Bloomberg Magnificent 7 Total Return Index up roughly 9% in the last three weeks. By contrast, hedge funds have one of their biggest net short positions in Russell 2000 futures on record, according to data from Ned Davis Research.

Earnings aren’t helping small caps either. Russell 2000 revenues for the first quarter are on pace to rise just 0.3% versus a 4% gain for the S&P 500, figures from BI show. The rest of 2024 is likely to see an “up-and-down recovery, possibly leaving the Russell 2000 a bit volatile,” strategists Michael Casper and Gina Martin Adams said.

An analysis from Bank of America Corp. showed that even if interest rates were to stay at current levels, small-cap operating earnings outside the financial sector are likely to be reduced by 32% over the next five years, given that nearly half their debt is short term or at a floating rate.

Cash Drains

Small caps are increasingly money losers, with about 42% of the Russell 2000 currently posting negative profitability, compared with less than 20% in the mid-1990s, according to data compiled by Bloomberg.

“The quality of companies in the Russell is significantly worse than it was 20 years ago,” said Hugh Grieves, fund manager of the Premier Miton US Opportunities fund. “You’ve had a lot more companies be able to go public that have never made a profit and probably never will.”

But Grieves also is among market forecasters who warn against dismissing all small-cap stocks. Another is David Lefkowitz, head of US equities at UBS Global Wealth Management, who sees falling interest rates by the end of the year supporting the group, and an expected pickup in business activity translating into stronger earnings.

“It’s not that small caps are bad,” said Lefkowitz, who turned overweight on the group in December. “It’s just that on a relative basis, large is doing better.”
4
Transición Estructural / Re:PPCC: Pisitófilos Creditófagos. Primavera 2024
« Último mensaje por Derby en Hoy a las 17:37:15 »
https://www.businessinsider.com/more-than-half-future-miami-condos-are-primed-for-airbnb-2024-5

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Airbnbs are primed to take over Miami, which is already facing a housing crunch

*A Florida real-estate firm forecasts that 31 pre-construction condo buildings in the Miami region are ripe for Airbnbs.
*That amounts to over 10,335 units or more than 50% of projected construction, ISG Group found.   
*Rising population and home prices are already squeezing Miami real estate.



Miami, Florida. Getty/Sylvain Sonnet

A wave of new condo developments tailor-made for Airbnb and similar rental sites is set to wash over the Miami region.

So many, in fact, that they outnumber the amount of traditional rentals tagged for development over the same time.

More than 50% of total condos in the pre-construction phase across Miami-Dade County and nearby Broward County, totaling 10,335 units, are geared toward short-term rentals, a first-quarter report from real-estate firm ISG World found.

These units may not be exclusively advertised for short-term stays, CEO of ISG World Craig Studnicky told Business Insider but were grouped by little to no rental restrictions for future owners.

That means these units could, and very likely may, be used for Airbnb and similar purposes, Studnicky explained.

"We've had a development industry that is adding more short-term rentals to South Florida inventory," Studnicky told BI. "And that's not what we need."

Florida has continued to experience a major population boom and was the fastest-growing state between 2021 and 2022, with 417,000 new residents. Housing prices, in tandem, skyrocketed. The median sales price for a home in Miami hit $600,000 in March 2024, nearly double the median price of $335,000 in March 2020, according to Redfin.

It's rocked affordability in Miami, where there is currently a $1.5 billion gap to provide adequate, affordable housing for the entirety of Miami-Dade County, according to a study by the nonprofit Miami Homes for All. Altogether, the county is missing over 90,000 affordable units for renters making less than $75,000 a year, the study concluded.

Developers in the Miami region should focus on creating more traditional rentals to alleviate pressure in the market, Studnicky believes.

The ISG World report states more than 10,000 traditional rental units for Miami-Dade and Broward counties are scheduled in pre-construction, a process that will take many years to complete. In the past 10 years, Studnicky estimates a much more robust 20,000 traditional rental units were built in Miami.

"That's the number that we need just to accommodate the population gains," he told Business Insider.

Axel Springer, Insider Inc.'s parent company, is an investor in Airbnb.
5
El poder de la narrativa
Caitlin Johnstone
May 9, 2024
Empire Managers Explain Why This New Protest Movement Scares Them
“They understand that if they lose control of the narrative, they won’t be able to deploy their armies anymore.”

v/EN= https://caitlinjohnstone.com.au/2024/05/09/empire-managers-explain-why-this-new-protest-movement-scares-them/
v/FR= https://lesakerfrancophone.fr/le-pouvoir-de-la-narrative
v/go-ES= https://caitlinjohnstone-com-au.translate.goog/2024/05/09/empire-managers-explain-why-this-new-protest-movement-scares-them/?_x_tr_sl=auto&_x_tr_tl=es&_x_tr_hl=en-US


Te cojo la primera palabra... ¡la primera! : Empire.



Me sale una serie de TV.
https://www.google.com/search?client=firefox-b-e&q=empire#ip=1



¿Qué narices es entonces "Los directivos de Empire explican por qué les asusta este nuevo movimiento de protesta"?








[ El poder del enmierdamiento: Bendita mierda que...  :biggrin: ]
6
The Big Picture / Re:Consenso de Washington, "Globalización" y Neoliberalismo
« Último mensaje por saturno en Hoy a las 14:56:07 »
El poder de la narrativa
Caitlin Johnstone
May 9, 2024
Empire Managers Explain Why This New Protest Movement Scares Them
“They understand that if they lose control of the narrative, they won’t be able to deploy their armies anymore.”

v/EN= https://caitlinjohnstone.com.au/2024/05/09/empire-managers-explain-why-this-new-protest-movement-scares-them/
v/FR= https://lesakerfrancophone.fr/le-pouvoir-de-la-narrative
v/go-ES= https://caitlinjohnstone-com-au.translate.goog/2024/05/09/empire-managers-explain-why-this-new-protest-movement-scares-them/?_x_tr_sl=auto&_x_tr_tl=es&_x_tr_hl=en-US


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Entrevista a Alex Karp, CEO de Palantir

https://soundcloud.com/going_rogue/empire-managers-explain-why-this-new-protest-movement-scares-them?utm_source=clipboard&utm_campaign=wtshare&utm_medium=widget&utm_content=https%253A%252F%252Fsoundcloud.com%252Fgoing_rogue%252Fempire-managers-explain-why-this-new-protest-movement-scares-them

----
El secretario de Estado de Estados Unidos y un oligarca tecnológico de vigilancia de Bilderberg han hecho algunas confesiones muy interesantes sobre el floreciente movimiento de protesta contra la matanza respaldada por Estados Unidos en Gaza y los problemas que plantea para el imperio que ayudan a dirigir.

Durante una diatriba mordaz[1] sobre los manifestantes universitarios en el Intercambio Ash Carter sobre Innovación y Seguridad Nacional el martes, el director ejecutivo de Palantir, Alex Karp, fue directo y dijo que si aquellos que están del lado de los manifestantes ganan el debate sobre este tema, Occidente perderá el capacidad de hacer guerras.

Para aquellos que no lo saben, Palantir es una empresa de tecnología de vigilancia y extracción de datos respaldada por la CIA[2] con vínculos íntimos tanto con el cártel de inteligencia estadounidense[3] como con Israel[4] , y que desempeña un papel crucial tanto en la extensa red de vigilancia[5] del imperio estadounidense como en las atrocidades israelíes[6] contra los palestinos.

 Karp es un multimillonario que forma parte del Comité Directivo[8] del Grupo Bilderberg y aparece regularmente[9] en el Foro Económico Mundial y otras plataformas de gestión del imperio plutocrático.
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    “Creemos que estas cosas que están sucediendo en los campus universitarios son un espectáculo secundario. No, ellos son el espectáculo”.

    "Si perdemos el debate intelectual, nunca podremos desplegar ningún ejército en Occidente". El director ejecutivo de #Palantir, Alex Karp, en #SCSPAIExpo2024 pic.twitter.com/MwQoDlSMFw
    – Palantir (@PalantirTech) 8 de mayo de 2024

---
[1] https://www.cnbc.com/video/2024/05/08/palantir-ceo-alex-karp-its-dangerous-to-allow-discrimination-on-our-college-campuses.html
[2] https://www.reuters.com/article/idUSL1N0JQ1OE/
[3] https://www.forbes.com/sites/andygreenberg/2013/08/14/agent-of-intelligence-how-a-deviant-philosopher-built-palantir-a-cia-funded-data-mining-juggernaut/?sh=6ba162507785
[4] https://www.trtworld.com/magazine/israel-linked-cia-funded-palantir-goes-public-making-espionage-mainstream-40230
[5] https://archive.is/XHETv
[6] https://twitter.com/Resist_05/status/1786898898512167162
[7] https://www.bilderbergmeetings.org/background/steering-committee/steering-committee
[8] https://www.weforum.org/search/?query=alex+karp
[9] https://www.weforum.org/search/?query=alex+karp

---

Todos deberían escuchar con mucha atención las palabras de Karp aquí, porque está revelando todo el juego. Está dejando muy claro lo crucial que es para el imperio aplastar este movimiento de protesta y el espíritu de la época en el que se basa, porque la existencia misma de la maquinaria de guerra imperial depende de ello. En un momento en que la mayoría de los expertos imperiales intentan restar importancia a este movimiento y a lo que los jóvenes están haciendo en los campus universitarios de todo el mundo, ésta es una admisión realmente extraordinaria por parte de alguien que vive en lo profundo de las entrañas de la hidra imperial.

---
(sobre Blinken y Mitt Romney acerca del cierre de Tiktok[1][2])

https://youtu.be/7C3QDPRWPUg


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"Ahora, por supuesto, estamos recibiendo una alimentación intravenosa de información con nuevos impulsos, entradas cada milisegundo", continuó Blinken. “Y, por supuesto, la forma en que esto se desarrolló en las redes sociales ha dominado la narrativa. Y tienes un entorno de ecosistema de redes sociales en el que el contexto, la historia, los hechos se pierden y la emoción y el impacto de las imágenes dominan. Y no podemos, no podemos descartar eso, pero creo que también tiene un efecto muy, muy, muy desafiante en la narrativa”.

¿Observas cómo dijo la palabra “narrativa” tres veces? Así se hablan entre sí los dirigentes del imperio, porque así es como piensan sobre todo.

Esto se debe a que los administradores del imperio siempre son muy conscientes de algo que los seres humanos normales no son: que el poder real proviene de la manipulación de las historias (narrativas) que las personas se cuentan a sí mismas sobre su realidad.

Entienden que los humanos son animales que cuentan historias cuyas vidas internas suelen estar dominadas por narrativas mentales sobre lo que está sucediendo, por lo que si puedes controlar esas narrativas, puedes controlar a los humanos.

Entienden que controlar lo que sucede es poder, pero el verdadero poder es controlar lo que la gente piensa sobre lo que sucede.

Entienden que quien controla la narrativa controla el mundo.


[1] https://www.state.gov/secretary-antony-j-blinken-at-mccain-institutes-2024-sedona-forum-keynote-conversation-with-senator-mitt-romney/
[2] https://youtu.be/7C3QDPRWPUg
7
Transición Estructural / Re:PPCC: Pisitófilos Creditófagos. Primavera 2024
« Último mensaje por saturno en Hoy a las 14:17:21 »
America's Super-Elite Disconnect
Simplicius
Mar 03, 2024

v/EN= https://darkfutura.substack.com/p/americas-super-elite-disconnect
v/FR= https://lesakerfrancophone.fr/la-deconnexion-de-lelite-americaine
v/goES= https://darkfutura-substack-com.translate.goog/p/americas-super-elite-disconnect?_x_tr_sl=auto&_x_tr_tl=es&_x_tr_hl=en-US

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Last month came a fascinating new report from the institute of Scott Rasmussen, founder of the famed Rasmussen Reports polling center. Its aim was to, for the first time, quantitatively define the true ‘elite’ of society, which control most of our social narratives, politics, and general ‘orthodoxy’.
https://www.rmgresearch.com/wp-content/uploads/2024/01/Elite-One-Percent.pdf

It has been picked up by a variety of publications, from NYPost:

https://nypost.com/2024/01/19/opinion/shocking-survey-reveals-the-reason-elites-are-out-of-touch-and-it-isnt-why-you-think/

To Boston Globe, and others:

https://www.bostonglobe.com/2024/01/24/opinion/real-one-percent-elites-rasmussen-poll/

The full report centered on a members-only webinar presentation by Rasmussen, but the provided PDF file summarizes the most salient survey graphics and point breakdowns.

For those interested, Rasmussen appeared on Newt Gingrich’s podcast to discuss the results, where he eloquently summarized his chief findings, as well as how he first stumbled on them.

The NYPost article summarized the dataset best:

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    The United States has a wealthy, partisan elite class that’s not only immune from and numb to the problems of their countrymen, but enormously confident in and willing to impose unpopular policies on them.

    This is a recipe for disaster.
And this supplemental Newt Gingrich writeup describes just how Rasmussen first got wind of it all:
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    While doing their two weekly national surveys, Rasmussen and his team noticed an anomaly. Out of every 1,000 or so respondents, there would always be three or four who were far more radical than everyone else. After several months of finding these unusual responses, Rasmussen realized they all shared three characteristics.

    The radical responses came from people who had graduate degrees (not just graduate studies), family incomes above $150,000 a year, and lived in large cities (more than 10,000 people per zip code).

What’s more, is that amongst this 1% ‘elite’, there is an even more radicalized subset Rasmussen calls the ‘super-elite’, which are characterized by primarily attending one of twelve identified elite schools:



Gingrich adds:

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    Charles Murray in his classic work, “Coming Apart,” analyzed zip codes and proved that graduates from “dirty dozen” universities that Rasmussen described live, work and play in the same zip codes. They are an isolated set and create a “power aristocracy” that has no knowledge of the rest of us – and contempt for most of us. This perfectly explains Hillary Clinton’s “basket of deplorables” line.


----

Even more staggering is the vast gulf between each side’s trust in the ‘professional class’:
Check the figures: Only 6% of voters have a favorable opinion of Congress, 10% in journalists, and 17% in professors. Amongst the 1%-er elites, these numbers average above 70%; this alone tells virtually the entire story.



8
Divulgación T.E. / Re:XTE-Central 2024 : El opio del pueblo
« Último mensaje por saturno en Hoy a las 10:47:54 »
#@ DIONYSOS

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# última modificación: 240511  a las 17:02:02 por asustadísimos
# Respuesta #1667 en: 240511 a las 16:36:17
# Source -- https://www.transicionestructural.net/index.php?topic=2604.msg228508#msg228508
$DATE
[El impresentable Bernardos[1] cree ser un cara blanca, pero es un augusto. Es un augusto de humor fecal.]


[Hay tongo en la absorción del Banco Sabadell-Caja de Ahorros del Mediterráneo por el BBVA.]


[El Sr. Cuerpo[2] es un 'flinstone'[3]. Es el verdadero pablo de pedro.
https://www.youtube.com/watch?v=zua831utwMM
https://www.youtube.com/watch?v=EMrv9aXOCnA
https://www.youtube.com/watch?v=qIjKPi9TqTE]
[footnote, es $date]
[1] Sobre Gonzalo Bernardos, ver (lex:topic=2604.msg228504#msg228504, entrada de Senslev)
[2] Ver la noticia en (lex:?topic=2604.msg228498#msg228498, El Economista del 240510 ) y (lex:?topic=2604.msg228522#msg228522, en Cinco días del 240510 ).
[3] En alusión a la serie (lex:https://en.wikipedia.org/wiki/Meet_the_Flintstones, Meet the Flintstones). Ver también (v/EN) (lex:oldtimemusic.com/the-meaning-behind-the-song-theme-song-by-the-flintstones/, The Meaning Behind The Song, Steve Flynn, 31-12-2023).
9
The Big Picture / Re:STEM
« Último mensaje por Cadavre Exquis en Hoy a las 10:47:37 »
Citar
'Tungsten Wall' Leads To Nuclear Fusion Breakthrough
Posted by BeauHD on Saturday May 11, 2024 @03:00AM from the record-breaking dept.

A tokamak in France achieved a new record in fusion plasma by using tungsten to encase its reaction, which enabled the sustainment of hotter and denser plasma for longer periods than previous carbon-based designs. Quartz reports:
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A tokamak is a torus- (doughnut-) shaped fusion device that confines plasma using magnetic fields, allowing scientists to fiddle with the superheated material and induce fusion reactions. The recent achievement was made in WEST (tungsten (W) Environment in Steady-state Tokamak), a tokamak operated by the French Alternative Energies and Atomic Energy Commission (CEA). WEST was injected with 1.15 gigajoules of power and sustained a plasma of about 50 million degrees Celsius for six minutes. It achieved this record after scientists encased the tokamak's interior in tungsten, a metal with an extraordinarily high melting point. Researchers from Princeton Plasma Physics Laboratory used an X-ray detector inside the tokamak to measure aspects of the plasma and the conditions that made it possible.

"These are beautiful results," said Xavier Litaudon, a scientist with CEA and chair of the Coordination on International Challenges on Long duration OPeration (CICLOP), in a PPPL release. "We have reached a stationary regime despite being in a challenging environment due to this tungsten wall."
Saludos.
10
The Big Picture / Re:STEM
« Último mensaje por Cadavre Exquis en Hoy a las 10:46:54 »
Citar
Biotech
UK Toddler Has Hearing Restored In World First Gene Therapy Trial
Posted by BeauHD on Friday May 10, 2024 @11:30PM from the groundbreaking-trials dept.

An anonymous reader quotes a report from The Guardian:
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A British toddler has had her hearing restored after becoming the first person in the world to take part in a pioneering gene therapy trial, in a development that doctors say marks a new era in treating deafness. Opal Sandy was born unable to hear anything due to auditory neuropathy, a condition that disrupts nerve impulses traveling from the inner ear to the brain and can be caused by a faulty gene. But after receiving an infusion containing a working copy of the gene during groundbreaking surgery that took just 16 minutes, the 18-month-old can hear almost perfectly and enjoys playing with toy drums. [...] The girl, from Oxfordshire, was treated at Addenbrooke's hospital, part of Cambridge university hospitals NHS foundation trust, which is running the Chord trial. More deaf children from the UK, Spain and the US are being recruited to the trial and will all be followed up for five years. [...]

Auditory neuropathy can be caused by a fault in the OTOF gene, which makes a protein called otoferlin. This enables cells in the ear to communicate with the hearing nerve. To overcome the fault, the new therapy from biotech firm Regeneron sends a working copy of the gene to the ear. A second child has also recently received the gene therapy treatment at Cambridge university hospitals, with positive results. The overall Chord trial consists of three parts, with three deaf children including Opal receiving a low dose of gene therapy in one ear only. A different set of three children will get a high dose on one side. Then, if that is shown to be safe, more children will receive a dose in both ears at the same time. In total, 18 children worldwide will be recruited to the trial. The gene therapy -- DB-OTO -- is specifically for children with OTOF mutations. A harmless virus is used to carry the working gene into the patient.
Saludos.
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