The Big Chill

At my age, considerably older than 20-year old

naufalsanaullah, with whom I agree, I don't emote,

look for approval or rationalize much of anything

anymore.

Based on half a century on the front line in markets,

beginning with pulling weeds for precious coins,

graduating to institutional, block trading, funds,

derivatives, investment banking and closely-held

dividend discounts, I smell more than a whiff of

bank holiday deflation across the board, 

with cash dollars in the safe, food in the pantry and

energy generators the prime life raft.

This may be no Y2K head fake.

We could have a serious air pocket black hole

between now and Tax Day as significant people

figure it out and somnolent Bulls turn to

screaming bears. When they raid the house

they take all the girls...