Sunday, October 25, 2015

Reality Is In Position For The Kill Shot

"Don't panic the sheepleTM"  They might get away...




"On a long enough timeline, everyone bought into Globalization will be muppetized at 0%"

A process that is in its last stages:

ZH: Oct. 25, 2015
UnHedged Funds Suffer Worst Year Since 2011

Fake revenue = fake wealth
This week, hedge fund favourite Valeant Pharma blew up on accusations of being the next Enron...Wait until they figure out that the Dow's revenue (aka. 'debt') is fake as well...



So what to do to make up "performance?" Take hedges back down to where they were in early August prior to the Flash Crash...We see where hedges were in 2008 and 2011...

Index put/call ratio (20 dma):




And short volatility aka. onboard more risk: Because we see how well that worked in August...
XIV inverse volatility ETF:





After all, it's some other muppet's money