DISCLAIMER
This is in no way, shape or form, fluid and function, an analytical, qualitative or intelligent compte rendu. There is absolutely no financial advice here because the only financial advice I can give is to research, research, and research.
This is a shit-post. I write hypercritical microscopic analytical investigations into companies to determine if they are worth an investment. On occasion I wax poetic about a specific visage of a company that seems worth sharing. I have no analytical pieces, no hard data to offer in this piece, because all of it has been offered, presented, interpreted through word, song and dance. This is an excerpt from a diary of some moron throwing pennies against the wall. This is a shit-post.
Verbal Pukage
What kills an ideaology?
A question.
What kills a question?
An answer.
What kills me?
People who don't answer my questions.
Throughout the existence of humanity there has been a dichotomy of haves and have-nots. Resources, abilities, strength, goods, technologies, knowledge. Knowledge is our connection to our past, present, and future. A fact is a fact given a proposal, appropriate testing, data collection, and general consensus. Everything we might know was given to us from those that came before, and everything we might discover is a gift we give to those that come after, in respect and through what was given to us. If Nuclear Armageddon is to be our fate, it would be the knowledge of humanity, the facts of this universe, that we can give to whatever may come after. Still, it is the presentation and acceptance of these facts that remain the greatest mystery, the true Gordian Knot. Which offers the Internet no finer analogy than the Library of Alexandria.
What about Evergrande? What about China's property sector, and all the hedgefunds, institutions and retail investors holding these assets? What about the hyperinflationary increase in commodity prices? What about the increasing cost of gas despite decreasing real wages, a historic increase in consumer credit debt, and an economy that is finally being classified as being in a recession despite several years of negative real GDP growth? What about the unjust and evil Russian invasion of Ukraine? What about the billions of people about to lose access to grain from this conflict? What about the hyperinflationary cost increase of food as is? What about COVID's dueling Omicron-variants BA.1 and BA.2? What about new COVID strains? What about the 10% of people who are left chronically sick and effected by COVID? What about the decrease in real pay in the gig economy a la magical algorithmic reductions in pay? What about the family that will die in the cold without food and clothing? What about the company that will shut down due to high energy costs, an unfavourable economic model with no safety net for the employees? What about the dramatic decrease in births? What about the ever-growing majority of young adult's unable to buy a home? What about GameStop, and the massive phantom short issue plaguing the stock market? What about corruptive and farcical accounting documentation regurgitated by a hyper-majority of publicly listed companies? What about the collapse in private market valuations? What about the collapse in the emerging markets? What about the collapse in junk bonds? What about the collapse in respect for sovereign debt? What about the hyperinflationary short squeeze on one of nickel's biggest distributors and the composite incredulous behaviour of the LME? What about the massive amount of insider trading going on in Congress, in the SEC, at the Federal Reserve, at the Wall Street banks?
What about the current macroeconomic event leads bulls to charge into the slaughter?
The Federal Reserve has two mandates: 1) To ensure price stability, and 2) Maximum employment. Maximum employment came and left somewhere around 2000, where the Federal Reserve overfilled, then popped, a massive bubble on fears that the modern economy might crash because 1999 was changing to 2000. Again in 2008, the Federal Reserve came up to the plate and managed to strike-out on a bubble from nearly every front. Stacking historical context, it leaves only two possible impressions: 1) The Federal Reserve, Treasury, SEC, FINRA, DTC, DTCC, Wall Street Mega-banks, United States government from the top-down, all the way to the poor investigators left to scramble and charge the wanking bankers who caused the bubble are completely without a clue, and 2) The system does not operate with the common people as the primary benefactor. This isn't a little red opinion piece, this is real alpha. The Federal Reserve has two real mandates, and neither are written. First, the Federal Reserve exists to create and maintain the economic system under which the populace lives and works under; keep the economy running always. Second, the only speculators allowed to make money are those approved by the system.
A simple joke:
Economists are scientists studying money who have no money.
A not so simple joke:
Economists are scientists studying how to make money work when money is toxic for the system.
Money is the oil on which the economy runs it's motor. Everyone needs money for everything, so money needs to be in the tanks, which is odd because the end destination is money. Too much money is the same as pumping anything into a fixed volume, hence the major problem with the Federal Reserve pumping mega-banks on Wall Street trillions of dollars. Still, the idea that economy's could become self-perpetual machine's is ridiculous, much to the chagrin of cryptocurrencies. Maybe this analyst's grand quantitative dreams of a perfectly running world are as vaporous as the tanks most of the population are running on. Still, the utilization of hard data can guide the gentle hand in a soft repositioning and redirection of the economy. But that isn't what is about to happen.
This isn't a hard mathematical matrix of confounding transient factors leading to some grand conundrum that only some omniscient being can foresee. People make X, they spend Y. As Y increases approaching, and exceeding X, they can't survive. That's it. There's literally no other alpha guiding my analyses, there is no hidden database full of secretive factoids left to me by some grand magical order of economists standing over this world in an attempt to guide and better us, because no one is doing that. It's logic. On a scale of 1 to Alexander the Great, I have vice and that's it.
Google, $GOOGL, had an all time high Price to Earnings Ratio of 235 in 2007. The corrected price per share at that peak was about $69. Today, their PE is about 24 at $2635 per share. A question: where did all that money come from? Hyperinflationary growth in commodity prices will result in hyperinflationary growth in the pyramid schemes built on top, likely from the architectural strength of a pyramid, which is something that Alexandria should have thought more about. But first, the Federal Reserve has a job to do, and they will succeed, perhaps also aided by the national respect for the pyramid. If a reader needed more evidence that economies, and money, is one big confidence scheme, the second best Roosevelt felt the need to put the evidence on the back of the dollar bill.
Transient is as transient does. Irony must have a shared sense of humour, as the only most transitory thing was us. As Central Banks and Private Banks, including the Federal felon x5 JP Morgan $JPM, continuously spouted, and spout, the notion that inflation is fake, this dual impression returns. Either these economists, bankers, and analysts are completely clueless about reality, or they are doing exactly what they intend to do. The megabanks are obvious, they make money on fees, all of whom jacked those fees up in 2021. Now the Central Banks are obvious, they must kill the speculator to preserve the system as much as possible.
Emerging markets are down. Not just the underlying fund tracking emerging markets, not just the funds tracking bonds of emerging markets, not just the emerging market's markets themselves, but the actual growth of the emerging markets is down and slipping into depression, all before they starve from Russian barbarism carving the Ukrainian fields. In a natural progression of events, capital outflows from emerging markets returned home to the US. Decreases in major indices and funds tracking these markets were met with composite increases in America's major capital indices. Countries are about to default on their debt, Russia will do it again in less than a three decade span. Italian PPI, or the cost to produce goods, increased over 30% in 2021, 10% over already high analytical expectations.
The economy is built on people, and if the people are not the primary concern and benefactor of the economic system, then there will always be a level of inefficiency that runs the risk of causing catastrophic failure. Furthermore, as that system shields the members from reality, via chronic subsidization and repression of emerging technological innovation, it runs the risk of failing. As the failures of the system increase, the ability for that system to maintain, and run, is hindered. This economic system is built the same was as the Bible, in pieces. As those pieces continue to fail, continue to break, warp, fester with corruption and crime, the chances of catastrophic failure increase. Given an infinite number of possibilities, a reasonable sum of probabilities can be assigned to the likeliest of events. As more and more events transpire, those probabilities are altered. Is the stock market going to crash? Probably.
This is in no way, shape or form, fluid and function, an analytical, qualitative or intelligent compte rendu. There is absolutely no financial advice here because the only financial advice I can give is to research, research, and research.
This is a shit-post. I write hypercritical microscopic analytical investigations into companies to determine if they are worth an investment. On occasion I wax poetic about a specific visage of a company that seems worth sharing. I have no analytical pieces, no hard data to offer in this piece, because all of it has been offered, presented, interpreted through word, song and dance. This is an excerpt from a diary of some moron throwing pennies against the wall. This is a shit-post.
Verbal Pukage
What kills an ideaology?
A question.
What kills a question?
An answer.
What kills me?
People who don't answer my questions.
Throughout the existence of humanity there has been a dichotomy of haves and have-nots. Resources, abilities, strength, goods, technologies, knowledge. Knowledge is our connection to our past, present, and future. A fact is a fact given a proposal, appropriate testing, data collection, and general consensus. Everything we might know was given to us from those that came before, and everything we might discover is a gift we give to those that come after, in respect and through what was given to us. If Nuclear Armageddon is to be our fate, it would be the knowledge of humanity, the facts of this universe, that we can give to whatever may come after. Still, it is the presentation and acceptance of these facts that remain the greatest mystery, the true Gordian Knot. Which offers the Internet no finer analogy than the Library of Alexandria.
What about Evergrande? What about China's property sector, and all the hedgefunds, institutions and retail investors holding these assets? What about the hyperinflationary increase in commodity prices? What about the increasing cost of gas despite decreasing real wages, a historic increase in consumer credit debt, and an economy that is finally being classified as being in a recession despite several years of negative real GDP growth? What about the unjust and evil Russian invasion of Ukraine? What about the billions of people about to lose access to grain from this conflict? What about the hyperinflationary cost increase of food as is? What about COVID's dueling Omicron-variants BA.1 and BA.2? What about new COVID strains? What about the 10% of people who are left chronically sick and effected by COVID? What about the decrease in real pay in the gig economy a la magical algorithmic reductions in pay? What about the family that will die in the cold without food and clothing? What about the company that will shut down due to high energy costs, an unfavourable economic model with no safety net for the employees? What about the dramatic decrease in births? What about the ever-growing majority of young adult's unable to buy a home? What about GameStop, and the massive phantom short issue plaguing the stock market? What about corruptive and farcical accounting documentation regurgitated by a hyper-majority of publicly listed companies? What about the collapse in private market valuations? What about the collapse in the emerging markets? What about the collapse in junk bonds? What about the collapse in respect for sovereign debt? What about the hyperinflationary short squeeze on one of nickel's biggest distributors and the composite incredulous behaviour of the LME? What about the massive amount of insider trading going on in Congress, in the SEC, at the Federal Reserve, at the Wall Street banks?
What about the current macroeconomic event leads bulls to charge into the slaughter?
The Federal Reserve has two mandates: 1) To ensure price stability, and 2) Maximum employment. Maximum employment came and left somewhere around 2000, where the Federal Reserve overfilled, then popped, a massive bubble on fears that the modern economy might crash because 1999 was changing to 2000. Again in 2008, the Federal Reserve came up to the plate and managed to strike-out on a bubble from nearly every front. Stacking historical context, it leaves only two possible impressions: 1) The Federal Reserve, Treasury, SEC, FINRA, DTC, DTCC, Wall Street Mega-banks, United States government from the top-down, all the way to the poor investigators left to scramble and charge the wanking bankers who caused the bubble are completely without a clue, and 2) The system does not operate with the common people as the primary benefactor. This isn't a little red opinion piece, this is real alpha. The Federal Reserve has two real mandates, and neither are written. First, the Federal Reserve exists to create and maintain the economic system under which the populace lives and works under; keep the economy running always. Second, the only speculators allowed to make money are those approved by the system.
A simple joke:
Economists are scientists studying money who have no money.
A not so simple joke:
Economists are scientists studying how to make money work when money is toxic for the system.
Money is the oil on which the economy runs it's motor. Everyone needs money for everything, so money needs to be in the tanks, which is odd because the end destination is money. Too much money is the same as pumping anything into a fixed volume, hence the major problem with the Federal Reserve pumping mega-banks on Wall Street trillions of dollars. Still, the idea that economy's could become self-perpetual machine's is ridiculous, much to the chagrin of cryptocurrencies. Maybe this analyst's grand quantitative dreams of a perfectly running world are as vaporous as the tanks most of the population are running on. Still, the utilization of hard data can guide the gentle hand in a soft repositioning and redirection of the economy. But that isn't what is about to happen.
This isn't a hard mathematical matrix of confounding transient factors leading to some grand conundrum that only some omniscient being can foresee. People make X, they spend Y. As Y increases approaching, and exceeding X, they can't survive. That's it. There's literally no other alpha guiding my analyses, there is no hidden database full of secretive factoids left to me by some grand magical order of economists standing over this world in an attempt to guide and better us, because no one is doing that. It's logic. On a scale of 1 to Alexander the Great, I have vice and that's it.
Google, $GOOGL, had an all time high Price to Earnings Ratio of 235 in 2007. The corrected price per share at that peak was about $69. Today, their PE is about 24 at $2635 per share. A question: where did all that money come from? Hyperinflationary growth in commodity prices will result in hyperinflationary growth in the pyramid schemes built on top, likely from the architectural strength of a pyramid, which is something that Alexandria should have thought more about. But first, the Federal Reserve has a job to do, and they will succeed, perhaps also aided by the national respect for the pyramid. If a reader needed more evidence that economies, and money, is one big confidence scheme, the second best Roosevelt felt the need to put the evidence on the back of the dollar bill.
Transient is as transient does. Irony must have a shared sense of humour, as the only most transitory thing was us. As Central Banks and Private Banks, including the Federal felon x5 JP Morgan $JPM, continuously spouted, and spout, the notion that inflation is fake, this dual impression returns. Either these economists, bankers, and analysts are completely clueless about reality, or they are doing exactly what they intend to do. The megabanks are obvious, they make money on fees, all of whom jacked those fees up in 2021. Now the Central Banks are obvious, they must kill the speculator to preserve the system as much as possible.
Emerging markets are down. Not just the underlying fund tracking emerging markets, not just the funds tracking bonds of emerging markets, not just the emerging market's markets themselves, but the actual growth of the emerging markets is down and slipping into depression, all before they starve from Russian barbarism carving the Ukrainian fields. In a natural progression of events, capital outflows from emerging markets returned home to the US. Decreases in major indices and funds tracking these markets were met with composite increases in America's major capital indices. Countries are about to default on their debt, Russia will do it again in less than a three decade span. Italian PPI, or the cost to produce goods, increased over 30% in 2021, 10% over already high analytical expectations.
The economy is built on people, and if the people are not the primary concern and benefactor of the economic system, then there will always be a level of inefficiency that runs the risk of causing catastrophic failure. Furthermore, as that system shields the members from reality, via chronic subsidization and repression of emerging technological innovation, it runs the risk of failing. As the failures of the system increase, the ability for that system to maintain, and run, is hindered. This economic system is built the same was as the Bible, in pieces. As those pieces continue to fail, continue to break, warp, fester with corruption and crime, the chances of catastrophic failure increase. Given an infinite number of possibilities, a reasonable sum of probabilities can be assigned to the likeliest of events. As more and more events transpire, those probabilities are altered. Is the stock market going to crash? Probably.
