This tape is oppressive and the culprit is hope. You need to let go of it and accept the fact it is over. Bear witness to a great debacle each and every day — late stages America strewn with hedonism and depravity.
We had good times, laughed a lot over cold glasses of Chardonnay whilst showing off our latest wares taught to us by Madison Ave; but now it’s over — behind us. The end nears closes each and every day and you will soon bear witness to indescribable horrors, as markets descend into fiery pits of hell — as if God himself reached down from the heavens to sell short QQQ.
I am completely invested, even leveraged a bit, amply hedged and positioned in a way that might benefit from a conflagration. I am looking at shipping, commodities, long treasuries, short stocks, long gold, long defense contractors.
This trade expires in a fortnight.
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FIG
CAC
zim for shipping
Nice technical ratings and good deal with Alibaba. Good revenue.
I’ll put in on my watch list but what is with that yield (14%+ debt problems?).
Lyrics
Now we take our time
So nonchalant
And spend our nights
So bon vivant
We dress our days
In silken robes
The money comes
THE MONEY GOES
We know IT’S all A passing PHASE
We light our lamps
For atmosphere
And hang our hopes
On chandeliers
We’re going long
We’re gaining weight
We’re sleeping long
And far too late
And SO IT’S TIME
To change our ways
But I’ve loved these days
Now as we indulge
In things refined
We hide our hearts
From harder times
A string of pearls
A foreign car
OH WE CAN ONLY GO SO FAR
On caviar and Cabernay
We drown our doubts
In dry champagne
And soothe our souls
With fine cocaine
I don’t know why I ever care
We’ll get so high
And get nowhere
WE’LL HAVE TO CHANGE OUR JADED WAYS
But I’ve loved these days
Dayum
Voorhees – general long term discussion, not about current markets
https://open.spotify.com/episode/3n3rKUvwzPVaYHRofXCJzQ?si=41e65adaa15e422d&nd=1
In a conflagration, cryptos will be hit hard,imho for how long? no idea
I will have some dry powder, earning above market rates
I made my $$$$ 2009-2013. Compounding it year after year. No more gaming for me, I have enough money for my situation in life. It’s safe. If the markets go down, they, unlike the south, will rise again. Don’t despair, unless you’re Mr. Johnson taking advice from Gatsby.
European periphery debt yields are blowing out, as was foretold.
Soon…ever so soon…the European Debt Crisis will return…
Note to diary: ‘Buy Gazprom and Lukoil every time the puffed-up Poli Sci seminar flunkies running this administration gin-up WWIII.”