THE BEAR DRONES ON

yo!.. seize the dough.. innit!

REASONS TO BE CHEERFUL

russia to build own Iran drones..

yield curve inverts..

sticky inflation..

crapto collapse..

buffett rule - stocks still 166%

fed hawkish..

qt..

recession warnings..

stagflation threat..

eps falling..

8 billion souls..

climate change..

zero covid policy..

challenging world order..

santa rally surely..

gamblers still buying..

IF NOT NOW WHEN?

some think that..

this time it's different..

that the fed will stick to it's guns..

others think..

what are the chances?

ME

I think I will wait and see..

I was too early in 2000..

on time in 2009..

but never got fully invested..

I made a good call..

in 2020..

but again failed to fully profit..

I don't have the time left to mess around..

with this casino..

where the house has got it rigged..

we are all awaiting..

some great puke..

you can feel it coming..

but nothing happens..

FALSE BOTTOMS

and..

political meddling..

interest rate suppression..

and ever expanding debt..

bail outs for all..

NEXT YEAR WILL BE DIFFERENT

at any rate it is possible..

if earnings per share..

fall..

and interest rates stick..

and currencies correct..

and politics keeps out..

and yields rise further..

and demand dissolves..

buyers disappear..

the great pundit says..

wait for it..

the bottom ain't yet in..

then maybe a real buying opportunity..

will come along..

again..

but..

THIS IS PALOOKAVILLE

and any day now..

slowly then suddenly..

sooner than we think..

we may wish..

we had been more careful..

about what we wished for..

STUDIO VIEW OF THE FED

yo!.. bollox.. innit!

here in palookaville..

we await the news from the fed..

where the wizards of oz..

gaze into their navels..

WAITING FOR GODOT

all the palookas..

are running around..

expecting a slowdown in the rate of rates..

and are prepared to bet paper money..

on the wimp out agenda..

WTF

this whole raising of interest rates lark has only just started..

after years and years of zirp..

inflation has yet to even droop..

and yet they cry uncle..

AND YET

we are all so bamboozled..

by this bunch..

that we don't know what to do..

what you think should happen..

and what will happen..

have fallen out..

probably..

independant central banks arn't..

and probably..

they will be called to heal..

but surely not just yet..

and yet..

THE FIRST LAW OF BUBBLES

when you find yourself in one....

STOP BLOWING.. 

 

  

here in palookaville..

all bets are off..

 

WAITING FOR THE MAN 

rumour has it that..

the stock market will crash again..

some day soon..

and one day the rumour may be true..

but fucked if we know when..

THE MAN WHO FIXED THE WORLD SERIES

has fixed the news..

has fixed the market..

has fixed inflation..

has fixed the plunge..

has fixed the rates,

has fixed the junk,

 

ALL THE ASSET LESSONS

 

have been prepared..

but not learned..

a false sense of securities..

is the only sense in town..

 

STRIKING IT RICH

 

here in palookaville..

we are short..

but we are not happy..

we long to be long..

 

we long to belong..

 

but we are short..

man we was lonely..

could have been rich..

at least on paper..

could have used that paper to buy stuff..

 

CAUGHT SHORT

read the disclaimer.. 

this is not advice..

advice is cheap..

but seldom timely..

 

COME THE DAY

 when securities..

are fully insecure..

we may well be long..

and yet still be wrong..

 

PETEY SAYS

jus my own opinions..

an all fo fun.. innit!

y'all be careful out there..

https://realinvestmentadvice.com/technically-speaking-if-everyone-sees-it-is-it-still-a-bubble/ 

 

 

 

 

SIMPLE TRUTH

yo!.. talent recognizes genius... innit!

in palookaville..

things are drifting..

we are bored with the virus..

and we are bored with this fix..

we look around for clues..

as to what is happening..

where we may be going..

and whose fucking fault it all is..

MISTER MONOPOLY

was one of my nicknames..

when I used to teach..

it's because of the moustache..

anyway..

I know of one or two sources of good info, entertainment and wisdom..

here is a super post from tim knight..

https://slopeofhope.com/2020/05/cheater.

CHEATERS DON'T WIN 

as dan hicks and his hot licks would say..

but they can get away with it for a very long time..

always hedge your bets..

or better still..

don't gamble..

and stay away from ramblin..

it'll do you no good.. 

It’s about time to take it down a notch or two,

and Dan has the perfect song for the moment, 

“Reelin’ Down.” 

A bluesy country number supported by subtle but highly complex spot harmonies from the ladies, 

this quiet number is 

probably the one that best demonstrates the band’s 

attention to the detail in their arrangements. 

People who only listen to this album superficially may not appreciate that beneath the humor, 

the funny clothes and the throwback musical echoes are a group..

of very talented and serious musicians..

who obviously took great care in putting the pieces together. 

It may sound relaxed and easygoing, 

but that effect was achieved through hard-won effort. 

“Reelin’ Down” goes down easy because these musicians knew..

what the fuck they were doing..

and took the time to get it right.

THE GREATEST GAMES EVER PLAYED

yo!... who knew?... innit!

2,015,571 

no end in sight..

palookaville..

was warned..

but wasn't listening..

THRONE OF GAMES

bigger than the olympics..

faster than formula one..

statistics to die for..

human drama..

herioc action..

bare knuckle rides..

emergency rooms..

THE GAMES THAT STOPPED THE WORLD

airplanes grounded..

folks out of work..

cars parked up..

ships not sailing..

trains not running..

folks not working..

students not studying..

lovers not touching..

actors not acting..

drama not playing..

borders closed..

tourists not traveling..

holidays not taken..

homes not bought..

houses not sold..

stocks crashed..

bonds bashed..

sailors sick..

NOT FOR 100 YEARS

have these games been played..

at this level..

with anything like..

these results..

THE VIRUS GAMES PLAYBOOK

prevaricate..

obfuscate..

delay..

 deny..

 lie..

cheat..

steal..

push..

shove..

gouge..

 cover up..

play without proper kit..

argue the toss..

blame the ref..

change the rules..

hail mary passes..

play offside..

block..

dither..

divide..

LOCK DOWN OR LOOK OUT

carry on cruisin..

carry on mixin..

carry on mardigras..

carry on racing..

carry on sports..

carry on shakin hands..

WHAT A CARRY ON

now it's..

carry on..

in lock down..

stay home stupid..

watch the games..

onna tv..

CRY FOUL

yo... game o two halves... innit!

palookaville astrodome 2020

players an spectators...

cryin foul ovva foul play...

early bath fo china...

IT'S A RELAY STUPID

at start of play...

folks say it a sprint...

no need fo extra time...

be all ovva fo yo know it...

players runnin the ball...

chargin dahn...

blockin attacks...

HAIL MARY

it aint even half time yet..

still inna first quarter...

ball gets slippery...

temperatures rise...

players get cramp...

lookin fo a hail mary pass already

PASS IT ON

folks startin ta realise...

it aint no sprint...

talkin abaht...

this dude a marathon

THIS AIN'T NO POPSICLE

big palookas tryin ta suck it an see...

hows that workin out?

some blame a mandarins...

some a politics..

not in the playbook...

not our fault...

fact is...

it all our faults

TRAINS AN BOATS AN PLANES

we all loves ta travel...

sad ta stay home innit...

gotta git among it...

suck it an fuck it...

eat it an drink it...

 

laugh out loud...

touch an feel...

press a flesh...

fo we knew it...

IT A CLUSTER FUCK 

smart folks start runnin fo a door...

include me out...

fuck that thing...

keep it ta yo sell...

WHAT GOES AROUND

folks won't stop worshippin...

gets tagether big time...

get good an tight...

then they go home...

then they pass it on...

AS YE SOW

grim reaper ...

reapin nah...

fat lady not singin anytime soon...

olympic virus torch...

passed around a wurl...

comin ta a place near you...

STAY HOME WATCH ON TV

tv has the rights...

tv has the coverage...

watch final score live...