Chaos

Maxwell Smart would have loved to have seen this confluence of events. How can you not marvel at the ability of the agents of KAOS to manipulate gravity. They have managed to convince the public to play a game that I learned as a child. My mother would send me out with my sister to play “let’s pretend”. So the public’s intelligence is reduced to a childhood game of “let’s pretend”. Let’s pretend “its all good”. 

Let’s pretend the Fed can levitate the stock market FOREVER with newly printed money. Let’s pretend the Fed can keep the bond market at zero FOREVER. Let’s pretend the algorithms can keep volatility pegged at fairy land FOREVER. Let’s pretend the moral hazard of zombie, shit companies expanding their P/Es while the morons pour into the ETFs holding them…..isn’t going to end in a slaughter.  Let’s pretend we’re “reopening the country” while the number of COVID cases is still INCREASING…..lol. Let’s pretend that closing the country wasn’t like sticking a knife in your economic heart and saying “its just a flesh wound”….lol. Let’s pretend everyone is going to jump on planes, race to cafes, buy worthless shit, and party like its 1999.

Oh I know, its all going to keep going up so just join in on the fun and quit your bitchin’. Never mind the most brilliant traders in history are sounding the alarm…..let me correct that statement….SCREAMING the alarm.  Its all just Nature being defeated and you need to get in on the fun.