DOG DAYS OF SUMMER

If you want some amazing predictions today then stop and go somewhere else. These are the Dog Days of Summer in the stock market. The VIX has been slammed for a very good reason by the Plunge Protection Team and thats because there IS NO MARKET. There are long only mutual funds with some HFT traders playing ping pong. Virtually every trader that’s not forced to be in the market has exited to the sidelines. The traders that have been long the market over the last few months have hedged with puts keep getting their trades picked apart. 

The only real game going right now is how long the lid on commodities can be maintained to mask the money printing and hold the dollar as a reserve currency thereby giving the printing press the power of God. Gold, oil, silver, grains, beef….all starting to show signs of life. We are all indeed entering a very “interesting” time. Some of you may think you will have the option to “adjust” as this entire game unfolds. I don’t believe you’ll get the obvious “heads up”. Certainly we won’t be given a warning that “a big change” is coming in “two weeks” and you need to get prepared by accumulating essentials. You’ve had that warning. Many of us don’t want to believe what our lyin’ eyes are telling us and refuse to spend some small effort to be prepared.

I’m not going to pretend this will be the end of the world or some major apocalyptic event. Maybe it will, but no one can know that. You can’t expect your friends or your family to follow your advice or your explanations for your point of view. You don’t have to build a concrete bunker or move to Alaska into the wilderness. But you can look around and notice just how vulnerable you are and take some measures to protect you and yours. 

JIT delivery systems/ digitally connected supply chains/complex commodity algorithms/ weather/EMPs……and on and on should make you at least understand your vulnerability of our Centrally controlled lives.

Now with that post and minimal information, I am back to the Holiday “Bread and Circus” parade. gl