On Message

Now that the Fed has shown its hand (as if there was ever any doubt that they are all about asset appreciation, inflation be damned) smart investors and speculators have just found the big section of the road map that had been torn off and lost under the car seat.

You must be awake right now and anecdotally to me at least, it seems like many people are falling asleep at the wheel... right now. Maybe that is the whole idea of running macro operations under cover of a dispiriting summer - or as the Center For American Progress' Ministeress of Propaganda put it, "our summer of our discontent."

You are reading this blog, you are unsubscribing from it, you are at the beach... I don't really care what you are doing because in most cases, I don't know you. You come here or you used to come here or you never did come here. The message presented can be confusing and downright 'out there' for some, I know. I am told "you need to write so your grandmother can understand you" and "if you write at a 10th grade level your newsletter will attract the masses".

I was schooled by a guy who spoke exclusively in riddles, but this forced me to do my own thinking. Don't get me wrong, I learned from many people and indeed showed up to the casino as an already smart and savvy business person. But this guy... he slapped me right down that rabbit hole and changed my life. This riddler had the ear of Rick Ackerman - a guy who is the real deal as a speculator and market watcher - and many other long time market professionals.

The things in play now demand a certain level of familiarity with what goes on in the macro financial world and even more familiarity with the dynamics involved in comparing these events, making formulas and deriving logical game plans from them. I - as a lowly but smart market participant - can only be what I am because while I show a couple portfolios in the newsletter, these are my actual portfolios, as in my family's future. What you read here and to a greater degree what you may read in NFTRH is what I feel must be done to maximize this lowly participant's situation.

So, enough talk of dumbing it down. You are reading this because I have not yet alienated you. I am here to preserve my family's capital and to make speculative gains upon this mess. It seems we are entering the absolute most dead wrong time to be changing anything, because macro events - even as they grind up the majority - are setting up for what could be the biggest macro play(s) in many of our lifetimes.

So, nothing is going to change here in Biiwii land; not with the message nor the style of writing it. Too much thinking about how to change can take one right out of one's Zen-like zone. :-)


Disclosure: No positions mentioned