Jimbo

2022 A VERY CRAZY YEAR

We saw a lot of craziness in 2022

1/ People thinking bonds were a good investment after the FED had inflated a large portion of thir real value away

2/ Someone paying $44 Billion for chatter.....just plain crazy.....

3/ Anyone thinging Tesla was a value investment.....

4/ Face book changing its name to Meta......

5/ Anyone sending thier money to the Bahamas to buy crypto....just plain crazy.....

6/ ANyoen who thought SPACs were still agood investment......

Yes  it was the year of crazy.....

WHAT FURTHER IS THERE TO SAY

I'm sure there will be support at 3000.........

only minus 25% to go......

Thoughts on the Fed Put

Is the put dead

Only temporarily

The death of the FED put is transitory (couldn't resist that one).

Printer Jay has put it in the schrodingian box and hinted strongly that it is dead.

Mr Market for some strange and weird reason actually believes him.

But I guess if you can believe that inflation is transitory you can believe anything.

But we all know that when things get too bad he will open the box and show a living put.

Some thoughts on Hood

If I were short hood

It looks like a good time to cover.

What did Santa give to shorts this year?

He gave them a bag full of Spacs

He also gave them some more Chinese fraudstocks.

But he gives them chinese fraudstocks every year.

THE FALSE NARRATIVE AWARDS

There should be an annual award ceremony for the organisation or individual who comes up with the best false narrative during the year.

So far the FED and Chairman Jay are in the lead with the wonderful and convincing

"Any Inflation will be temprary" narrative

Designed I presume to convince the bondholders not to make another break out attempt from the great bond gulag.

Yes...it appears Jay is in line for a "FALSEY" award this year.