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"Wilful Blindness" And The 3 Bullish Arguments

Tyler Durden's picture




 

Submitted by Lance Roberts of Street Talk Live blog,

 

 

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Wed, 05/29/2013 - 17:15 | 3608576 Flakmeister
Flakmeister's picture

The only "bullish" case to be made is in the event of a currency collapse where equities can achieve huge nominal gains.... Not so the case for bonds....

Wed, 05/29/2013 - 17:31 | 3608608 alphamentalist
alphamentalist's picture

amen. it is really that simple for the longs at these levels. 

Wed, 05/29/2013 - 17:19 | 3608581 Burt Gummer
Burt Gummer's picture

Goldmans year end forecast is 1750...... Start shorting.......

 

 

 

http://www.youtube.com/watch?v=deuC8GPr31A

Wed, 05/29/2013 - 17:20 | 3608585 mattdubz86
mattdubz86's picture

Great analysis, sounds a lot like john mauldins outside the box; but, like he said higher we go until the music stops.

Wed, 05/29/2013 - 17:34 | 3608612 Cdad
Cdad's picture

Get your hearing checked...the music has stopped.

Thu, 05/30/2013 - 10:21 | 3610327 SecondAdamWon
SecondAdamWon's picture

He's talking about the day the S&P stops going up. Not the sound of your grandma fartin in your face to wake you up at 2 in the afternoon.

Wed, 05/29/2013 - 17:21 | 3608588 orez65
orez65's picture

If anyone is wondering why price inflation at the consumer level is not higher:

It's because most of the counterfeited dollars are blowing up asset bubbles:

1 Stock markets
2 Bond markets
3 Student loans
4 Non jumbo mortgages
5 Subprime car loans

It is truly mind buggling that it all hasn't collapsed

As National Public Radio would put it:

"It's the MAGIC of central banking"

Wed, 05/29/2013 - 18:06 | 3608668 Vooter
Vooter's picture

What prices at the consumer level AREN'T inflating? Make a list of everything that's gone up in price over the last decade and another list of everything that's gone down, and see which one is longer. Then get back to us...

Wed, 05/29/2013 - 17:24 | 3608593 espirit
espirit's picture

I've covered the bet, and now I call the hand.  Show me your cards or risk being gut-shot.

Oh wait, I thought we were playing "high stakes" poker here.

Wed, 05/29/2013 - 19:57 | 3608899 MeelionDollerBogus
MeelionDollerBogus's picture

pffft that's for pussies.

We're playing "hot potato" with uranium pebbles now.

Wed, 05/29/2013 - 17:29 | 3608601 The Invisible Foot
The Invisible Foot's picture

I would say our system resembles a game of musical chairs, someone's ALWAYS left holding the bag.

Wed, 05/29/2013 - 17:39 | 3608621 Cdad
Cdad's picture

If there is any positive to this current shite situation, it is that the TBTF banks ARE THE BAGHOLDERS of equities.  They are levered up again.  They have been absorbing equity put backs from Average Joe for years [Average Joe = the new Smart Money].  They have been algo buying their own "research calls/upgrades" via HFT, pushing the dead market higher.  And their credibility as reputable businesses is unquestionably gone.

These things, and more, are why The BlowHorn [CNBC] talking heads have been pimping financial stocks of late [confirmation].

So smile...and thank Ben Bernanke for bailing out this nonsense pachinko machine market we now enjoy.

Wed, 05/29/2013 - 18:15 | 3608681 prains
prains's picture

one day there will be a village named after Ben

Wed, 05/29/2013 - 18:21 | 3608688 EmmittFitzhume
EmmittFitzhume's picture

A FEMA camp

Wed, 05/29/2013 - 17:38 | 3608618 CcalSD
CcalSD's picture

I hope theres a chair left for me!!~

Wed, 05/29/2013 - 17:46 | 3608641 blindman
blindman's picture

time
time
time
.
and it's time
time, time
.
who has the means to jump
in time?
good for u if u do.
if not? u are the slave in this crooked, evil game
where no one wins but all become losers and victims.
enjoy ! I blame the fed and its proponents. they are either
stupid or criminal, neither is the stuff of leadership.

Wed, 05/29/2013 - 17:49 | 3608643 blindman
blindman's picture

“Listen to your heart. It knows all things, because it came from the Soul of the World and it will one day return there.”

Paulo Coelho, The Alchemist
.

Tom Waits - Time
http://www.youtube.com/watch?v=40FjQH3Xw0M

Wed, 05/29/2013 - 17:57 | 3608657 JJ McApe
JJ McApe's picture

the ultimate tripple top XD

Wed, 05/29/2013 - 19:36 | 3608853 ToNYC
ToNYC's picture

"Community lies,

always seem,

like a surprise."

 

 

Wed, 05/29/2013 - 20:30 | 3608965 ThisIsBob
ThisIsBob's picture

One word:  "Bencoins."

Wed, 05/29/2013 - 22:13 | 3609221 criticalreason
criticalreason's picture

i doubt the markets about driven by belief, more supply and demand; capital is a resource for business make it cheaper and profits rise

 they will keep pumping more money, why not; cant see them saying guess what we were wrong all along? so ride the bull until the trend changes. if the end of the world comes then a pouch full of gold coins wont help much anyway.

 

looks like japan is first up maybe we can learn the lessons from their experience.

Wed, 05/29/2013 - 22:13 | 3609223 criticalreason
criticalreason's picture

i doubt the markets about driven by belief, more supply and demand; capital is a resource for business make it cheaper and profits rise

 they will keep pumping more money, why not; cant see them saying guess what we were wrong all along? so ride the bull until the trend changes. if the end of the world comes then a pouch full of gold coins wont help much anyway.

 

looks like japan is first up maybe we can learn the lessons from their experience.

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