Shhhhhhh

Let’s start right off agreeing to not say what “it” is. It is right there in front of you but most don’t even see it. It began in late 2015 and has continued right through today. Its been carefully conducted to escape the scrutiny of the majority of the market participants. There’s a very important reason it remains in the darkest corners of the market. Its only to be discussed in the most negative tones. Its to be disguised. Its to be denied. You know what it is don’t you? Keep it to yourself and let it just continue to slowly grow. Let it grow incrementally with fits and starts day by day. 

Let the Bloomberg headline scroll call it the failed trade. Let the talking heads laugh at it when its brought up as a possible investment. No self respecting millennial would engage this sector as even a remote area to invest in. You would never hear the subject even brought up in polite discussion.  You know what it is, but even you wouldn’t bring it up in casual financial discussion for fear of being an object of impolite scorn.

On the other hand, maybe an uncomfortable snicker from your critics at the Rotary Club doesn’t bother when your past recommendations surface today. Maybe you’re very secure with your positions and the reasons you originally recommended this area to your fellow sophisticates remains. You steadfastly abide by your conviction in your reasoning and accept their derisive jabs with a smile and a nod. Your a rock. 

Well don’t look, but things are changing right in front of you and its so slow you may not notice. I do. I like it. It is happening. Here’s the deal. Shhhhhh.