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Weekly: Greed Is Good
Investors are closing out 2025 in greed mode.
Technically, global stocks were down two consecutive
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“We live not in the Anthropocene, but rather the Capitalocene.”
I LOVE this start to an amazingly concise, descriptive paragraph. To add my own snark to it:
Add in some BS to get Capitalobscene
Life is a game. Step 1 is to figure out how that game works. Step 2 is to figure out what you want from the game- keeping in mind that you want to preserve your sanity. Step 3 is to figure out how you can use the game to achieve your objectives without getting destroyed by the game. Hopefully, you achieve some enjoyment, fulfillment and “low-stress” years/decades in there. Step 4: then you die.
GLTA.
Exactly. My wife and I did just this to the benefit of ourselves many others. Sadly, my wife’s gone and I’m getting there (I hope) so I hope my daughter and her family figure out the puzzle.
I’ll add on something that I’ve wrestled with and eventually had to submit as a thought exercise to other cynical intellects: You may not like the game, you may see it and loathe it as a construct, but that doesn’t mean you don’t play it because in the end, we all have to eat. To quote Boiler Room, “Honor’s in the dollar, kid.”
Well, yes, but Boiler Room‘s about outright fraud, and while we’re on the subject, that film’s entirely unrealistic. Almost all of those operations are run by the mafia. And it’s not Ben Affleck in an Armani suit giving the motivational speech to new dupes, it’s Johnny Roastbeef’s 21-year-old half-nephew wearing a Fila track suit half-zipped with a white tank top underneath. If you say something stupid during the intro, you don’t get kicked out of an expensive leather chair in a nicely-appointed conference room, you get the pot of cheap, boiling Folgers sitting on a card table in the corner of what used to be the break room of a Great Clips thrown into your eyes. (“Anybody else got a problem with Webistics?!”)
There is a big disparity between the CNN Fear & Greed Indicator and the BofA B&B indicator. The fear and greed indicator is bouncing off a significant low and is close to neutral right now. It’s interesting that these two indicators can be so far apart.
The logical conclusion of capitalism is the complete exhaustion of the Earth’s natural resources.
I use NYMO and NAMO instead of bull bear. The real tension I am wrestling with is between “crack-up boom” and “vibepression.” Watching gold/copper and mid-curve to figure out what wins. The Kevins announcement will be clarifying to some degree. That Truflation is lower than CPI leans “vibepression.” We will see.