Sunday, March 20, 2016

The Idiocracy Is Running From Reality

Hunted down one asset class, sector and stock at a time...

The 0% Faustian Bargain - those who attempt to monetize poverty, get monetized...

Barron's Mar. 19, 2016
"Wall Street, like Washington, excels at saying one thing when it really means another. This reflects the need to always persuade people outside the establishment that everything is mostly fine, even when reality is nastier than hell."

"It is thus unsurprising that two outspoken outsider candidates, Donald Trump and Bernie Sanders, are proving so impactful in the presidential campaign."

Aussie / JPY aka. "carry trade"

The S&P 500 may be above its 200 day moving average, but the entire rest of the world is not...and were it not for seeking final refuge in recession stocks, the S&P 500 would be below the 200 dma as well. 

World ex-U.S.