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It's A Mad Mad Mad Investing World

Tyler Durden's picture




 

Mugatu said it best...

And here is your mad mad mad world of investing...

US Macro...

US Earnings...

Europe Macro...

Europe Earnings... Short-term

 

Europe Earnings... Long-term

 

Chinese Macro...

 

Japanese Macro...

 

Russian Macro...

 

*  *  *

Of course when this all collapses under the weight of debt-saturation-limited intervention, as Mark Spitznagel warned, we will all be told it was an utterly unforeseeable 'black swan'.... It won't be!

The biggest bear markets of the past were not dreaded “black swan” events at all. They were perfectly predictable, by economic logic alone, the same logic that says governments cannot manipulate market prices without creating distortions that will always, without exception, be counterproductive.

 

In the next stock market crash, we will be told that the fault was some surprising economic or geopolitical shock. Let’s remind ourselves now that this will be false, the proximate cause rather than the ultimate cause. The ultimate cause is the same ultimate cause that has been demonstrated to us for over a century: distorted and manipulated markets.

 

These markets are speaking to us yet again. This time around, we need to listen.

*  *  *

 

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Sat, 02/14/2015 - 20:40 | 5785554 LetThemEatRand
LetThemEatRand's picture

On topic (because she explains the charts) -- Janet Yellen would look better with that hairdo.  I'd also rather be raped by Will Farrel than Janet.   At least there would be a few laughs.

Sun, 02/15/2015 - 00:23 | 5786075 TwoShortPlanks
TwoShortPlanks's picture

Sorry, shameless, off topic, repeated post

Hope everyone is well. TSP Update

 

I promised some people I’d give an update along the way. This relates back to a post on my Blog titled ‘Multiple Irons In Multiple Fires’; ie. what do you do once you have your PMs in place?

 

‘Profiteering From Diminishing Budgets’
http://twoshortplanksunplugged.blogspot.com.au/2015/02/profiteering-from-diminishing-budgets.html

 

 

Sun, 02/15/2015 - 03:24 | 5786280 Occident Mortal
Occident Mortal's picture

The answer is very simple...

The value of CASH IS CRASHING.

Sun, 02/15/2015 - 10:14 | 5786595 new game
new game's picture

bullshit is bullish

think about it, ha...

Sun, 02/15/2015 - 04:14 | 5786309 tarabel
tarabel's picture

 

 

If you get to choose who rapes you, is it not consensual and thus not rape?

Unless you're in college?

Sun, 02/15/2015 - 05:19 | 5786353 supercelld
supercelld's picture

I'm making over $7k a month working part time. I kept hearing other people tell me how much money they can make online so I decided to look into it. Well, it was all true and has totally changed my life. This is what I do... www.globe-report.com

Sat, 02/14/2015 - 20:35 | 5785562 booboo
booboo's picture

Spraying paper money on a burning building to save it.

 

Sat, 02/14/2015 - 20:51 | 5785628 Stoploss
Stoploss's picture

Russia is clearly the cleanest dirty shirt. 

Sat, 02/14/2015 - 20:58 | 5785650 rccalhoun
rccalhoun's picture

the market has only been overpriced for 6 months?   thats what the (chart) porn says

Sat, 02/14/2015 - 21:04 | 5785668 Sages wife
Sages wife's picture

Clearly.

Sun, 02/15/2015 - 09:56 | 5786575 headhunt
headhunt's picture

The problem is that 'shirt' is a straight jacket

Sun, 02/15/2015 - 02:34 | 5786242 ebworthen
ebworthen's picture

"Now really is the best time to buy a home."

Yeah, sure, and buy stocks, just like 2007.

Sun, 02/15/2015 - 10:16 | 5786596 new game
new game's picture

"Now really is the best time to prepare for a different tomorrow"

fixed it for ya...

Sat, 02/14/2015 - 21:03 | 5785663 manofthenorth
manofthenorth's picture

Compliments of the CIA

Gonna spend some of that poppy money and stir the pot.

Sun, 02/15/2015 - 02:36 | 5786243 ebworthen
ebworthen's picture

Just like that "debt deal" in Greece; the West has a lot of harpies and warlocks but they're suckers at the same time.

They're being played by Russia, Greece, China; the only thing the U.S. has left is food and a lot of sheeple.  Europe has a little food and a lot of pretty places of days gone by.

Sat, 02/14/2015 - 20:39 | 5785585 blindman
blindman's picture

it is the money system and banking that
is the black swan, the crazy pill and
the rose colored glasses. all the freakin' swans
are black, it is your funny glasses that keep
you thinking the swans are white.
.
Paint it Black - Rolling Stones
https://www.youtube.com/watch?v=Z-7TRVsArgI

Sat, 02/14/2015 - 20:47 | 5785609 Yen Cross
Yen Cross's picture

Blindman, I've followed your comments for well over 4 recorded years.

 Being blind doesn't segregate you from a beautiful mate. How's things going?

Sat, 02/14/2015 - 21:33 | 5785745 blindman
blindman's picture

https://www.youtube.com/watch?v=_u4roF7_Ndo
.
.....Valentines Day
.
and to you.

Sat, 02/14/2015 - 21:39 | 5785764 Yen Cross
Yen Cross's picture

 Thank You &  be well.

Sat, 02/14/2015 - 20:55 | 5785640 NoDebt
NoDebt's picture

Well said, I think.  

I see a red door and I want to paint it black.

Sat, 02/14/2015 - 20:47 | 5785611 ms8173
ms8173's picture

LOL  the cease fire lasted 1 hour!!

Sat, 02/14/2015 - 21:03 | 5785665 JoeySandwiches
JoeySandwiches's picture

This outcome was pretty obvious to everyone who's not part of the-ever optimistic 'market'.

This economy, this 'marketplace', this world has absolutely ruined optimism for me.  In my book now, if you're an optimist you're a fucking shill or a goddamn fool.

Sat, 02/14/2015 - 21:10 | 5785681 Sages wife
Sages wife's picture

Baa,aaa,aaa....

Sun, 02/15/2015 - 08:29 | 5786465 Arnold
Arnold's picture

Palestinian order of battle.

Cease fires are for resupply only.

Sat, 02/14/2015 - 20:48 | 5785614 Pairadimes
Pairadimes's picture

Price discovery, when it arrives, is going to be a raging bitch, bitchez.

Sat, 02/14/2015 - 21:18 | 5785703 Ban KKiller
Ban KKiller's picture

No accountants left to find or disclose reality, so price discovery will never occur. Upside down world, here we are! 

Sat, 02/14/2015 - 20:51 | 5785629 Yen Cross
Yen Cross's picture

   I really like the $ cost average of buying a few more rounds of silver. It's testing and holding certain levels.

 I also like Platinum & Palladium.

Sat, 02/14/2015 - 21:08 | 5785678 WhackoWarner
WhackoWarner's picture

Myself as well.  Gt plans for next week regardless of price to add silver.  At 70/1 I speculate the ratio may come down to my favour,  BUT even if it does not this is still a fire sale,  Cheers

Sun, 02/15/2015 - 02:37 | 5786244 WTFUD
WTFUD's picture

I like polonium and plutonium on my morning gmo corn flakes.

Sat, 02/14/2015 - 20:53 | 5785631 neuronius
neuronius's picture

Everything will come out in the wash.

Sat, 02/14/2015 - 20:56 | 5785642 Bossman1967
Bossman1967's picture

All the mayters is stocks are up forget everything else they hit there records as I called and I should hav boght but I care about fundermentals

Sat, 02/14/2015 - 20:57 | 5785644 Rusty Shorts
Rusty Shorts's picture

Jeff Macke explained the markets a few years ago, concise and to the point.

 

 

https://www.youtube.com/watch?v=79HLnTPxMho

 

Sat, 02/14/2015 - 20:58 | 5785648 Flying Wombat
Flying Wombat's picture

Ron Paul:  The Fed’s Attack Dog is At It Again vs. Movement to Audit the Fed

http://thenewsdoctors.com/?p=283791

Sat, 02/14/2015 - 21:09 | 5785679 wendigo
wendigo's picture

I used to take crazy pills reguarly. The world made more sense in those days. 

Sat, 02/14/2015 - 21:36 | 5785755 A Lunatic
A Lunatic's picture

That's enough to make a banker want to take a nailgun to himself..........

Sat, 02/14/2015 - 21:38 | 5785760 badger10
badger10's picture

Let's see this bulll market started when we changed mark to market to mark to mark on the big banks assets. Why not change back to mark to market to confirm the actual assets of the big banks. Secondly the housing market was cleaned up by big equity companies that paid cash for foreclosures to get them off the market and turned into rentals. The point I'm trying to make is we didn't finish the necessary releavarging to put our economy in a better position. Six years later we have accumulated 18 trillion dollars of debt which is the prime reason we are not having sustained growth. We are told to stay long as we climb the wall of worry. After six years. Of ZIRP and stimulus we still have not expanded. Basic economics state you have to pay down your debt in order to sustain growth. I'm under the opinion that ZIRP has only propped up out equity market values. We are keep being told that expansion is next quarter. I think we are running out time Seems me we are on the verge of entering a deflationary era. My opinion is to be very cautious at these higher levels. I am told that the public is not in the market but we do have the public of many countries in our market and many of them on margin. I have basically hedged my wifes holdings at these levels and am scaling up if the market goes higher. Good trading all and remember bulls and bears make money and pigs lose.

Sat, 02/14/2015 - 21:43 | 5785773 Joebloinvestor
Joebloinvestor's picture

I don't think it will be an inverse "Big Bang".

More like waves of bad shit.

The test will be Greece and the ripple effect IMO.

Since the Swiss aren't doing drug deals anymore I expect the Caymen Islands to be raided next.

I didn't read anywhere about the Swiss HSBC that mentioned arms dealers.

Sat, 02/14/2015 - 22:06 | 5785804 Duc888
Duc888's picture

 

 

 

1:20 in.  Johnathan Winters gets "that look".

He's watching the Stawks.

https://www.youtube.com/watch?v=3BAtxv62H6c

 

 

 

hahahahaha   1:10 in.........too funny.

https://www.youtube.com/watch?v=apHZKlQJI_c

 

Sat, 02/14/2015 - 22:16 | 5785828 adr
adr's picture

And all of that macro data is seasonally adjusted goal seeked bullshit.

Imagine a chart based on reality vs stock market performance.

Sat, 02/14/2015 - 22:46 | 5785886 Hohum
Hohum's picture

Apple $700B market cap; 5 months world oil consumption (92 million barrels per day x 150 days x $50/barrel) $700B

Sat, 02/14/2015 - 22:54 | 5785901 R19
R19's picture

According to my analysis, I see US equities as substantially undervalued.  I have a price target of 9,096.99 for the S&P 500 for 06-06-16.

Sat, 02/14/2015 - 23:17 | 5785960 Freedumb
Freedumb's picture

Way too conservative, don't you realize we'll be at 2% unemployment and 5% annual GDP growth by then?

Sun, 02/15/2015 - 01:09 | 5786136 R19
R19's picture

Well I do see Uber trading at 10x world GDP by next year.

Sat, 02/14/2015 - 23:51 | 5786017 lasvegaspersona
lasvegaspersona's picture

AS LONG AS THINGS CAN BE KEPT OK WITH 'MORE MONEY' WE'LL BE FINE.

When 'more money' stops working...we're fucked fast.

Sun, 02/15/2015 - 01:08 | 5786132 R19
R19's picture

Let us start every trading day with some Blue Steel - HA

Sun, 02/15/2015 - 04:02 | 5786302 TheRideNeverEnds
TheRideNeverEnds's picture

This time around, we need to listen.

 

Sounds fair but for one thing; this time is different.  

Sun, 02/15/2015 - 07:46 | 5786443 justmy2cents
justmy2cents's picture

Muppet euphoria and central bank driven for sure.

Only a brain dead chimp with mad cow disease would want to be long now.

Sun, 02/15/2015 - 18:30 | 5788039 LooseLee
LooseLee's picture

Brain Dead Chimp = TheRideNeverEnds

Sun, 02/15/2015 - 11:51 | 5786780 DrData02
DrData02's picture

"We" already know the story.  It is "they", the bankers, politicians, regulators, and elites who need to listen.

Sun, 02/15/2015 - 15:12 | 5787459 davidalan1
davidalan1's picture

"its a HARD rain a gonna fall" -- B. Dylan

Mon, 02/16/2015 - 00:21 | 5788966 Al Tinfoil
Al Tinfoil's picture

Don't worry,

Be happy.....

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