The Beginning of the End Has Consequences
We’ve seen this ‘beginning of the market end’ movie a few times in recent years.There was 2015. Then came 2018. And, most recently, the short sharp hit in March 2020.
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A Choppy Year Ahead
The central banks are (for now) exiting their asset purchasing programs. This will allow more speculation to come into the markets. The one thing I’m expecting this year is increased volatility.
‘Inflate or Die’
And it’s not the fellow with a can of Bud Light in his hand who is going to answer the ‘Inflate or Die’ question.
The Fat Tail Idea Right Now
Some in the market genuinely believed Chinese property would collapse last year. Buying iron ore stocks was a ‘crazy’ — or fat tail — idea.
A Revolution Is Coming, Just Not the Kind You Might Think
This can come in the form of revolt. The kind of events that lead to a communist revolution at the extreme end — the literal murder and enslavement of the rich class.
Trader’s Corner — Shaking Up the Coke Bottle
I said last week that a range-bound market is like shaking up a Coke bottle. When the lid comes off, there is chaos. It feels like the market is getting close to popping the lid.
