Presenting The "Great Rotation"... Out Of Investing

Tyler Durden's picture


Since 2004, interest in 'stocks' and 'bonds' has plunged by more than 50%. Despite a renaissance for bonds in 2008, and stocks in 2009, the 'Great Rotation' appears to be 'out of investing'. Google Trends also shows that, as expected, 'Bonds' have been more popular than 'Stocks' since the crash - a development the Fed is so desperately trying to reverse, by imposing ever stricter central planning, ironically the reason why most have "just said no" to an authoritarian, inefficient, and farcical policy instrument formerly known as the market. Is it any wonder so many retail brokerages, commission-takers, and asset-gatherers are advertising day-in, day-out and constantly reassuring with the "it'll all be 'ok' in the long-run meme"?



Source: Google Trends

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Fri, 03/01/2013 - 18:39 | 3291857 TruthInSunshine
TruthInSunshine's picture

There's never been a better time to go all in on house or stock buying!

Go especially leveraged long on those 10x, 20x and 50x baggers since 2009!


-- Co-Statement by Ben S. Bernanke, The National Association of Realtors, James "Winners of The New World Let's Try This Again v2.0" Cramer, The Association of Professional Financial Advisers, The National Association of Home Builders, Abby Joseph Cohen, your local assessor's office, Jeremy Siegel & Irving Fisher

Fri, 03/01/2013 - 18:58 | 3291947 clara-to-market
clara-to-market's picture

I often look into my crystal balls.

I enjoy rubbing them.

I see the Dow at 39,000.

Keep buying.

Fri, 03/01/2013 - 19:35 | 3292069 NotApplicable
NotApplicable's picture

How many damn accounts are you going to make in order to spam your stupid blog?

Fri, 03/01/2013 - 20:06 | 3292134 fxrxexexdxoxmx
fxrxexexdxoxmx's picture

I find spamming to be wrong. I do not support Sinners use of this forum to drive traffic to his blog.

But if you take a moment and jump through a few weeks of his posting you will find humor, understanding, acceptance, reason, with a bit conflict thrown in. One whack of a spoon and Dragon Lady can never be forgotten.

Check it out

Fri, 03/01/2013 - 20:19 | 3292157 Town Crier
Town Crier's picture

I was astonished watching CNN last night as Dana Bash tried to interview United States Congressmen scurrying away from her, trying to get away in limos and such, to go on vacation. What pathetic excuses for leaders and representatives of citizens who put trust in them. What a contemptible, unspeakable, horrifying disgrace.

Sat, 03/02/2013 - 11:17 | 3293335 Colonel Klink
Colonel Klink's picture

I see you have another crap account Clara.

Your blog sucks!

Fri, 03/01/2013 - 19:12 | 3291985 kliguy38
kliguy38's picture

3 weeks........that's the limit. Ben's treading water here with a school of sharks under the dark water. He knows it too so enjoy the illusion for 3 weeks then it starts.

Fri, 03/01/2013 - 19:16 | 3292002 Silver Bully
Silver Bully's picture

'3 weeks........that's the limit.'

Just curious, please enlighten us as to what happens in 3 weeks?

Fri, 03/01/2013 - 19:24 | 3292032 NotApplicable
NotApplicable's picture

We'll be a week past the Ides of March, so... I'm guessing an official war between... oh... let's say Syria and Israel.

Neocons get Spring Fever too!

Fri, 03/01/2013 - 18:26 | 3291858 MoneyThangs
MoneyThangs's picture

Ever since the beginning of time, stock markets have gone up in a straight line, so why not invest in a LinkedIn or an Amazon tomorrow. You can't lose, Bernanke promises

Fri, 03/01/2013 - 18:25 | 3291859 McMolotov
McMolotov's picture

Who the fuck wants to gamble in a rigged casino where the bosses can change the rules of the game at any time?

Fri, 03/01/2013 - 22:57 | 3292462 Crash Overide
Crash Overide's picture

Yeah McMolotov, I mean the writing is on the wall, who in their right mind would want to enter this market? everything points to getting out IMO.

Fri, 03/01/2013 - 22:58 | 3292466 Crash Overide
Crash Overide's picture

If you don't hold it, you don't have it...?

Fri, 03/01/2013 - 18:26 | 3291862 Urban Roman
Urban Roman's picture

Bitcoins ... get 'em while they're hot!

Sat, 03/02/2013 - 05:57 | 3293048 fockewulf190
fockewulf190's picture

I´ll stick with Phyzz.

Sat, 03/02/2013 - 21:41 | 3294579 Sudden Debt
Sudden Debt's picture

I call it the NERD COIN.
Common people will never get into them because it's to complicated and to much of a illusion.
Buy the freaking silver and gold. for one, because once you have them your money is off the grid.
And having money outside the system is super important rig now. whatever else will be taxes into oblivion to keep the circus going untill the storm brings down the tent and causes a unseen panick.
Even if it's just a few thousand dollars, you'll be able to buy a shit load of assets with it in the future.
Europe is toast, America is close. Time is running out on a shitload of economies. 2 to 3 more years and you'll be crying if you didn't buy the real stuff.

Fri, 03/01/2013 - 18:29 | 3291874 JustObserving
JustObserving's picture

Manipulated markets are their own worst enemies.  Suicide is painless ....

Fri, 03/01/2013 - 18:30 | 3291876 Hopium Dealer
Hopium Dealer's picture

Suckers: one is born every minute.

Sat, 03/02/2013 - 21:42 | 3294580 Sudden Debt
Sudden Debt's picture

Suckers, you don't marry them but they make great girlfriends!!!!

Fri, 03/01/2013 - 18:33 | 3291879 Yen Cross
Yen Cross's picture

   I live in reality, and will go to the "Big House" for 10-20 for the shenanigans the Central Bankers are pulling right now. Technocrats are cross collateralizing (so called assets) that they have zero control over. (sound familiar?)

   To make things even more tenuous, these "ghost assets" are levered to the hilt. I said it before, and will say it again. "The Serfs get hungry and all bets are off"! The global banking cartel can't print their way out of this next "BLOWOUT"!

Fri, 03/01/2013 - 18:35 | 3291897 fuu
fuu's picture

Yay you have an avatar!

Fri, 03/01/2013 - 18:43 | 3291919 Yen Cross
Yen Cross's picture

 Silver Samurai.  All you fellow ZHers taught me well. ;-)

Fri, 03/01/2013 - 19:29 | 3292049 fuu
fuu's picture


Fri, 03/01/2013 - 19:41 | 3292077 Yen Cross
Yen Cross's picture

Arigato. Too lazy for the over- score alt code lookup. ?

Fri, 03/01/2013 - 20:08 | 3292141 fxrxexexdxoxmx
fxrxexexdxoxmx's picture

Real people do not need avatars. We have paper bags.

Fri, 03/01/2013 - 18:57 | 3291945 Kirk2NCC1701
Kirk2NCC1701's picture

Golden time to get 'real' then.

Fri, 03/01/2013 - 19:10 | 3291981 Yen Cross
Yen Cross's picture

   Any suggestions?

Fri, 03/01/2013 - 19:08 | 3291975 ekm
ekm's picture

Potential for 20% drop in one day.

this has come down to primary dealers and hft.


Everybody else is dead

Fri, 03/01/2013 - 19:26 | 3292042 NotApplicable
NotApplicable's picture

But PDs and HFTs aren't allowed to crash the market unless Congress stands up to Wall St.

That's not happening again.

Fri, 03/01/2013 - 23:05 | 3292479 Crash Overide
Crash Overide's picture

How can one tell the difference between Congress/Senate and Wall St? It's got all the making of a joke right?

Last time I saw Jonny Corzin he was laying out on a fucking beach, what happened?

Fri, 03/01/2013 - 18:33 | 3291889 fonzannoon
fonzannoon's picture

This is literally living in the twilight zone. Everyone, no matter what their job is or financial IQ imay be, knows we are watching a rigged casino in action. Most people I know that are in the market are scared to sell because once they go to cash they are afraid they will have to chase it back later. Anyone not in the market is not going anywhere near this thing. No bids, no asks.

I get that it is just a bunch of PD's flipping this hot potato back and forth and whenever one of them drops it Ben and Kevin hacky sack it back up to them.

Stocks are still at their highs. crude is now dropping. Metals smoked. Even bonds and the dollar are rallying. Ben has his cake and is eating it too. All while people here and everywhere else go broke one by one, and people just put up with it.

I will be bouncing off a room of rubber walls by the time this gets to the next phase. 




Fri, 03/01/2013 - 18:58 | 3291909 PAWNMAN
PAWNMAN's picture

How can you invest in anything when fundamentals simply don't matter at all? The brain trust at CNBS had a piece asking the question. " Is the market trading on the fundamentals or the fed?" DUH!!!

Fri, 03/01/2013 - 21:23 | 3292275 Dealer
Dealer's picture

But damn, Maria Bartiromo has a great set of DSLs!!!

Fri, 03/01/2013 - 18:42 | 3291914 busted by the b...
busted by the bailout's picture

"Ben has his cake and is eating it too."

He may be now, but if the economy tanks again and unemployment rises significantly, which is looking increasingly likely, he going to sweating like a dog s******* peach pits.




Fri, 03/01/2013 - 18:45 | 3291923 fonzannoon
fonzannoon's picture

we are in a depression right now. Unemployment is substantially higher than reported and inflation is substantially higher than reported. The key is to never report it and make sure algos' never get to trade off real info. The question is what, if anything, breaks that chain. What causes that moment? Someone has to freak out, and why would they knowing Bernak is standing right behind them?

But Italy and Spain etc. supposedly have 25% unemployment and up intil just recently even their equity markets have rallied and their funding costs were low. It's fundamentally insane.

Fri, 03/01/2013 - 19:02 | 3291958 McMolotov
McMolotov's picture

In a CNN Money article about the decline in income (casually shrugged off), there was this:

"All of that said, consumers are benefiting from a housing recovery and rising stock prices. The Consumer Confidence Index rose in February, showing that Americans are more upbeat about the economy than they have been in two months."

The media really are propagandizing the hell out of us. I have no idea how long this can last, but I honestly think it's the only thing holding back some serious shit at this point. Average Americans are confused because the media are painting this narrative of a recovery but they aren't seeing it themselves. How long until we reach critical mass and enough people start to question this bullshit?

Fri, 03/01/2013 - 19:33 | 3292060 NotApplicable
NotApplicable's picture

I refer you to the great philosopher Michael Jackson, and his magnum opus, "Man in the Mirror."

In other words, NEVER.

Divide and conquer has succeeded, with the masses externalizing ALL of their problems by laying the blame upon others. Introspection? Not gonna happen.

Realize that many, many people believe that JFK was taken out by others operating within the government, yet this criminality is ignored by most, instead choosing to argue over trivial MSM talking-points.

Sat, 03/02/2013 - 06:15 | 3293053 fockewulf190
fockewulf190's picture

There are more ways than one to reach critical mass.  One way it can be reached is when interest rates on T-Bonds are forced higher.  This will force draconian cuts to the federal government´s budget that will make sequestration look like coupon savings.

Fri, 03/01/2013 - 19:06 | 3291968 ekm
ekm's picture

there's no more 'ask'.
It's only 'bid'.

Fri, 03/01/2013 - 19:11 | 3291984 busted by the b...
busted by the bailout's picture

"What causes that moment? Someone has to freak out, and why would they knowing Bernak is standing right behind them?"

Yes, my feelings, exactly, but yet it feels to me as if things are changing, or that something is going to change it soon.  I just don't know what it will be. 

If people lose confidence in the $, obviously, that would break the chain, but it seems unlikely in the near term.  What seems more likely is a further downturn in the economy, followed by increased disillusionment in QE.  Which force will win out, QE infinity or no more QE?  Who knows?  

More QE would lead to greater disconnect between Wall Street and main street, and no more QE would result in a re-connect that would be highly painful for WS in the short-term.  

My feeling is that many people are getting sick of the disconnect and won’t stomach much more of it.  But at the same time, stopping QE is unthinkable to TPTB.

Fri, 03/01/2013 - 19:50 | 3292103 busted by the b...
busted by the bailout's picture

For the same reason we never had nuclear war with the USSR, I doubt any major country will pull the plug on the dollar: Mutually Assured Destruction.

 I do like David Walker's take on things though.

Fri, 03/01/2013 - 19:34 | 3292066 Silver Bully
Silver Bully's picture

'QE infinity or no more QE?'

That's easy.

No more QE means the Fed allows the economic chips to fall where they may. If they do that, all hell breaks loose, government spending stops, and the country begins to outright default on it's debts. Answer: the Fed will never do that. Government spending must be covered by Fed money printing at all costs. The Fed is cornered. It has no other option. Jawboning by fed officials otherwise is merely posturing for short term effect. Doing anything else means the jig is up.

Ben Bernanke is a bearded dwarf, trapped in his room, writing in a book. He writes:

"We cannot get out. We cannot get out. They have taken the bridge and Second Hall . . . the end comes soon. We hear drums, drums in the deep. We cannot get out..."

"They are coming."


Fri, 03/01/2013 - 19:32 | 3292056 Kirk2NCC1701
Kirk2NCC1701's picture

"Ben has his cake and is eating it too."

Dyslexic?  The trick is to "eat it and have it too". 

Fri, 03/01/2013 - 18:56 | 3291943 economessed
economessed's picture

It's not a market.  It's a crime scene.

Fri, 03/01/2013 - 18:34 | 3291891 busted by the b...
busted by the bailout's picture

What is this word "investing" you speak about?

Fri, 03/01/2013 - 18:35 | 3291896 dark pools of soros
dark pools of soros's picture

Ben laughs as he takes money from your future and puts you in the market regardless of what you say or care about

You think you're out, but Ben pulls you back in

Fri, 03/01/2013 - 18:36 | 3291900 ebworthen
ebworthen's picture

It's not just a lost of interest, it's called "paying the bills".

Oh, and Gold and Silver.

Fri, 03/01/2013 - 18:37 | 3291905 Caviar Emptor
Caviar Emptor's picture

The fun and games are over. Sequester signals a turn: austerity for the rest of us. Monetary mana for the ever-richer few.

Fri, 03/01/2013 - 18:41 | 3291915 fonzannoon
fonzannoon's picture

It's been austerity for the rest of us for a long time now.

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