Lunes 25/11/13 Manufactura en Dallas, casas pendientes

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Chrysler posterga su IPO para el 2014.

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Se van tres altos ejecutivos de Blackberry.

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Esta es la arrogancia de Obama, es que este hombre cree que todos somos retrasados mentales o estamos todos en coma y nuestro cerebro esta muerto.

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Obama dice que el acuerdo detendra el progreso del programa nuclear de Iran. La realidad es que este acuerdo permite que Iran de un paso mas para convertirse en una nacion con poderes nucleares.

Este acuerdo ni siquiera respeta las minimas condiciones establecidas por las resoluciones de las Naciones Unidas, las cuales especifican que no se retiraran las sanciones contra Iran si no suspende todo su enriquecimiento de uranio. Con este nuevo acuerdo de Obama, Iran no tiene sanciones y a cambio no tiene que renunciar a sus centrifugas que inrquecen uranio, no tiene que parar de enriquecer, no tiene que transferir el control de sus ivnentarios y no tiene que cerrar su reactor de prutonio en Arak.

Obama dijo que Iran no podra instalar nuevas centrifugas, pero Iran ya tienen 10,000 centrifugas.

Obama dice que Iran a acordado detener ciertos niveles de enriquecimiento y neutralizara parte de sus inventarios, Iran ha dico que oxidizara 20% de sus inventarios enriquecidos de Uranio. Pero esto puede cambiar si Iran retiene la capacidad para enriquecer hasta el 20%

Obama dice que Oran detendra su reactor de plutonio, pero Iran solo ha prometido no prender su reactor mientras continua con sus otros trabajos en la misma planta. Esto no es desmantelar la planta que es una fabrica de bombas, North Korea hizo la misma promesa a C. Rice, pero poco despues continuo con la construccion de su bomba.

Y respecto a las inspecciones, Obama dice que tendran extenso acceso a la comunidad internacional para verificar si Iran cumple su palabra. El problema es que no ha ratificado el protocolo adicional del Atomic Energy Agency que permitiria inspecciones en plantas como la de Parchin, la cual Iran no permite que se inspeccione. Iran tambien puede expulsar a los inspectores cuando quiera, de la misma manera como North Korea lo ha hecho.

Y tambien tenemos la eliminacion de las sanciones, que Obama dice son modestas, pero que contradicen los anios de trabajo diplomatico de US, trabajo que ha logrado poner en vigencia las sanciones. El mensaje es que ya no hay sanciones. Y ahora Iran esta libre para negociar con China, India y Alemania.

Iran amenazara con retirarse de las conversaciones si no hay nuevas concesiones y Obama no querra que todos nos demos cuenta que este logro diplomatico es falso.

El Congreso tiene trabajo por hacer.

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El triunfo de Iran: continuara enriqueciendo uranio con 10,000 centrifugas operativas que puede continuar operando por otros seis meses. Para que necesita Teheran tantas centrifugas si no quiere construir una bomba.

Iran's Nuclear Triumph
Tehran can continue to enrich uranium at 10,000 working centrifuges

Updated Nov. 24, 2013 10:18 p.m. ETPresident Obama is hailing a weekend accord that he says has "halted the progress of the Iranian nuclear program," and we devoutly wish this were true. The reality is that the agreement in Geneva with five Western nations takes Iran a giant step closer to becoming a de facto nuclear power.

Start with the fact that this "interim" accord fails to meet the terms of several United Nations resolutions, which specify no sanctions relief until Iran suspends all uranium enrichment. Under this deal Iran gets sanctions relief, but it does not have to give up its centrifuges that enrich uranium, does not have to stop enriching, does not have to transfer control of its enrichment stockpiles, and does not have to shut down its plutonium reactor at Arak.

Mr. Obama's weekend statement glossed over these canyon-sized holes. He said Iran "cannot install or start up new centrifuges," but it already has about 10,000 operational centrifuges that it can continue to spin for at least another six months. Why does Tehran need so many centrifuges if not to make a bomb at the time it pleases?

The President also said that "Iran has committed to halting certain levels of enrichment and neutralizing part of its stockpiles." He is referring to an Iranian pledge to oxidize its 20% enriched uranium stockpile. But this too is less than reassuring because the process can be reversed and Iran retains a capability to enrich to 5%, which used to be a threshold we didn't accept because it can easily be reconverted to 20%.

Mr. Obama said "Iran will halt work at its plutonium reactor," but Iran has only promised not to fuel the reactor even as it can continue other work at the site. That is far from dismantling what is nothing more than a bomb factory. North Korea made similar promises in a similar deal with Condoleezza Rice during the final Bush years, but it quickly returned to bomb-making.

As for inspections, Mr. Obama hailed "extensive access" that will "allow the international community to verify whether Iran is keeping its commitments." One problem is that Iran hasn't ratified the additional protocol to its International Atomic Energy Agency agreement that would allow inspections on demand at such sites as Parchin, which remain off limits. Iran can also oust U.N. inspectors at any time, much as North Korea did.

Then there is the sanctions relief, which Mr. Obama says is only "modest" but which reverses years of U.S. diplomacy to tighten and enforce them. The message is that the sanctions era is over. The loosening of the oil regime is especially pernicious, inviting China, India and Germany to get back to business with Iran.

We are told that all of these issues will be negotiated as part of a "final" accord in the next six months, but that is not how arms control works. It is far more likely that this accord will set a precedent for a series of temporary deals in which the West will gradually ease more sanctions in return for fewer Iranian concessions.

Iran will threaten to walk away from the talks without new concessions, and Mr. Obama will not want to acknowledge that his diplomatic achievement wasn't real. The history of arms control is that once it is underway the process dominates over substance, and a Western leader who calls a halt is denounced for risking war. The negotiating advantage lies with the dictatorship that can ignore domestic opinion.

Mr. Obama all but admitted this himself by noting that "only diplomacy can bring about a durable solution to the challenge posed by Iran's nuclear program." He added that "I have a profound responsibility to try to resolve our differences peacefully, rather than rush towards conflict." Rush to conflict? Iran's covert nuclear program was uncovered a decade ago, and the West has been desperately trying to avoid military action.

The best that can be said is that the weekend deal slows for a few weeks Iran's rapid progress to a nuclear breakout. But the price is that at best it sets a standard that will allow Iran to become a nuclear-capable regime that stops just short of exploding a bomb. At worst, it will allow Iran to continue to cheat and explode a bomb whenever it is strategically convenient to serve its goal of dominating the Middle East.

This seems to be the conclusion in Tehran, where Foreign Minister Javad Zarif boasted that the deal recognizes Iran's right to enrich uranium while taking the threat of Western military action off the table. Grand Ayatollah Ali Khameini also vouchsafed his approval, only days after he denounced the U.S. and called Jews "rabid dogs."

Israel has a different view of the deal, with Prime Minister Benjamin Netanyahu calling it a "historic mistake." He and his cabinet will now have to make their own calculations about the risks of unilateral military action. Far from having Israel's back, as Mr. Obama likes to say, the U.S. and Europe are moving to a strategy of trying to contain Israel rather than containing Iran. The French also fell into line as we feared they would under U.S. and media pressure.

***
Mr. Obama seems determined to press ahead with an Iran deal regardless of the details or damage. He views it as a legacy project. A President has enormous leeway on foreign policy, but Congress can signal its bipartisan unhappiness by moving ahead as soon as possible to strengthen sanctions. Mr. Obama warned Congress not to do so in his weekend remarks, but it is the only way now to stop the President from accommodating a nuclear Iran.

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+23.66

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Au down 1,236

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VIX up 12.52

Ag up 20

+7.16

Au down 1,2242

Oil down 93.98

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Las ventas de casas pendientes bajan 0.6%, varios meses de caidas.

El indice del dolar al alza

+5.94

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El SP 500 a la baja.

+9.12

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+23.03

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SCCO -0.19*

BVN -0.33%

EPU +0.47%

BAP +1.94%

CPAC -0.9%

AAPL +0.67%

FAS +1.32%

EDC +0.03%

ERX -3.35%

USO -0.91%

C +1.49%

BAC +2.04%

RIO -0.91%

EGO -2.02%

CAT +2.14%

F +0.18%

EEM -0.08%

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Oil down 93.85

Au down 1,241

Ag up 19.95

+23.63

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SCCO -0.74%

BVN -0.93%

EPU +0.46%

BAP +2.24%

CPAC -0.9%

AAPL +0.75%

FAS +0.61%

EDC -0.7%

ERX -2.88%

USO -0.82%

C +1.62%

JPM +0.91%

BAC +1.05%

RIO -1.43%

FCX -1.32%

GDXJ -2.05%

CAT +2.46%

GRAM -1.46%

EEM -0.33%

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+32.11

Estaria mas alto si no fuera por Boeing.

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+40

Siete semana de alzas.

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Faber: todo el sector financiero esta en una burbuja.

VIX up 12.68

+27.32