Don’t try to (re) build Rome in a day

We are humans. Well, it’s the internet so I should amend that. Most of us are humans.

We humans have eyes, ears and a brain attached to them. We process information at varying speeds but on average even the slower among us process information much faster in real time than what is called for when laying out a long-term plan.

The financial media bombard us with rationalizations each trading day about why the market is up or why the market is down. Lately it’s all revolving around COVID-19 and its devastating economic and social effects. And those effects are real and intensifying. But the financial media has a job to do lest it no longer exist and that job is to call play-by-play on every damn thing that influences human emotions and the markets.

And then there is the mainstream media, keeping score on infection rates and death tolls along with the US president’s abundant gaffes. We sit at home doing three things… worrying about when the toilet paper will run out, worrying about our jobs/businesses and watching the COVID-19 disaster play out, 24/7 while worrying about loved ones.

There is no “stock market” anymore. And I don’t mean that in the sense that government, Fed and Treasury have combined to take it over, controlling all that we see and hear…

<insert favored shtick here>

There is nothing wrong with your television set. Do not attempt to adjust the picture. We are controlling transmission. If we wish to make it louder, we will bring up the volume. If we wish to make it softer, we will tune it to a whisper. We will control the horizontal. We will control the vertical. We can roll the image, make it flutter. We can change the focus to a soft blur, or sharpen it to crystal clarity. For the next hour, sit quietly and we will control all that you see and hear. We repeat: There is nothing wrong with your television set. You are about to participate in a great adventure. You are about to experience the awe and mystery which reaches from the inner mind to… The Outer Limits.

Someday the Coronavirus and the human and economic terror it has brought will no longer be so ominously hovering over our shoulder.


On that someday we will have a different stock market, economy and social system likely driven by intense inflation problems. But in the meantime there are stocks for today, companies that stand to benefit today as well as tomorrow. We uncovered some of them in NFTRH even before they obviously showed their out performance during the crisis. There are more of them out there and I am trying to flesh them out (and welcome subscribers’ suggestions as well).

So the stock market is already different today than it was 2 months ago (thank you Captain Obvious). There is no “stock market” as if it’s all going up or down at the same time. What’s more, the thing out ahead, months and years ahead is going to be much different than the thing that brought us here over the preceding years and decades. Here’s a chart from an NFTRH 596 segment on inflation that I’ll probably post publicly this week.

In the here and now it’s a Pandemic disaster, a deflation scare and a human tragedy. In the future it is going to be something very different. Today there are things that are working and things that are failing. Tomorrow there will be an even wider array of things that are working and probably, failing.

Or maybe this whole post was just an excuse to blow off a little steam by painting a corona on the funny Outer Limits monster above. Welcome to the new normal.

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