"Markets don’t have a purpose any more - they just reflect whatever central planners want them to. Why wouldn’t it lead to the biggest collapse? My strategy doesn’t require that I’m right about the likelihood of that scenario. Logic dictates to me that it’s inevitable..."
Ask yourself; what are the trades that make complete sense and all your instincts say are right, and then do the opposite. Basically what you end up constructing is an out of consensus portfolio and we all know how consensus trades work out in this market.
Money is made out of thin air, it doesn`t actually exist when we are speaking in terms of paper created financial market wealth, you haven`t made anything until you close out positions, sell your stock options, take this money out of the market.
Almost everything you think and do is against your best interest and you don’t even realize it. It’s planned that way. The state seeks absolute control of your mind, body and spirit. Can the state succeed? It has, but only a precious few ever know.
"Investors are beginning to focus more on the corporate reform particulars (specifically, border taxes, interest deductibility, and immediate capital spending expensing) and this is blunting some of the initial Trump/Ryan enthusiasm... this remains an enormous risk for the tape as the perception around taxes/infrastructure spending and the likely reality are quite different."
"I would like to commend you on your opposition to mass uncontrolled immigration into Europe. One would think that it would be trivial to praise politicians – who are elected to uphold law and order, meaning our culture and values – for doing so, but these are the times we are living in."