Like and comment_老虎社区_美港股上老虎

jducky
2021-05-15

Like and comment

Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote>

We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I reme

Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":196548209,"tweetId":"196548209","gmtCreate":1621082080801,"gmtModify":1634194109722,"author":{"id":3578864122846561,"idStr":"3578864122846561","authorId":3578864122846561,"authorIdStr":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Like and comment</body></html>","htmlText":"<html><head></head><body>Like and comment</body></html>","text":"Like and comment","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/196548209","repostId":1157891284,"repostType":4,"repost":{"id":"1157891284","kind":"news","pubTimestamp":1620998665,"share":"https://www.laohu8.com/m/news/1157891284?lang=zh_CN&edition=full","pubTime":"2021-05-14 21:24","market":"us","language":"en","title":"Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157891284","media":"zerohedge","summary":"We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I reme","content":"We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.<blockquote>当毒品开始流行时，我们正在沙漠边缘的巴斯托附近的某个地方。我记得我说过类似“我觉得有点头晕；也许你应该开车……”突然，我们周围传来可怕的轰鸣声，天空中充满了看起来像巨大蝙蝠的东西，它们在汽车周围俯冲、尖叫、俯冲，汽车正以每小时100英里的速度行驶，车顶向下驶向拉斯维加斯。</blockquote> Yesterday’s US PPI number reinforced the giant custard pie factor of the CPI number, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,markets decided to get high again too rather than grapple with reality.<blockquote>昨天的美国PPI数据强化了CPI数据的巨大奶油派因素整体同比增长0.6%至6.2%，核心同比增长0.7%至4.1%。简而言之，短期内价格将会上涨。市场反应：卖出大宗商品和加密货币，买入股票和债券。总之，市场也决定再次走高，而不是与现实作斗争。</blockquote> Yes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon MuskpumpingDogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.<blockquote>是的，殖民地管道又上线了，所以能源价格逆转了。尽管埃隆·马斯克抽水狗狗币——因为这一天以“y”结尾，而特斯拉的股价又在下跌？——Colonial向*俄罗斯*黑客支付了500万美元的加密货币赎金，这无法更清楚地说明为什么SEC可能想要介入。然而，认为风险突然再次出现是一种有趣的生活方式选择。</blockquote> The pipeline cyberattack,which put a swathe of key US military airbases out of operation(!), saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.Time to roll outthis memeagain.<blockquote>管道网络攻击，这使得一系列重要的美国空军基地停止运作（！）拜登总统声称俄罗斯人参与其中，但不是俄罗斯政府；正如他公开宣布的那样，美国正在考虑以牙还牙。是通过政府，还是只是他在弗吉尼亚州兰利认识的一些人？日本正在延长其病毒紧急状态，尽管奥运会显然很快就要举行了。印度的Covid危机仍在肆虐。在加沙，哈马斯宣布它故意向以色列在迪莫纳的核反应堆发射火箭，尽管火箭在顺风且距离不远，但火箭没有击中或被击落。是时候再次推出这个迷因了。</blockquote> Of course, Wall Street wanting to get (stocks) high is hardly new: think of ‘The Wolf of Wall Street’. Anda world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.<blockquote>当然，华尔街想要让（股票）走高并不是什么新鲜事：想想“华尔街之狼’.和一个充斥着量化宽松和央行干预的世界，就像《廉价女英雄》一样，可以证明交易的合理性，这种交易看起来就像人们通常在笑气、爆米花和K的组合上所做的那样。但我们是否做得太过分了？许多人声称，PPI和CPI数据表明，我们接近量化宽松过量，因为太多的流动性追逐了太多现实世界的东西。然而，市场正在走向市场。</blockquote> Indeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort toboost his focus(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meetingto enhance focusreally shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.<blockquote>事实上，在微观层面上——从字面上看——我回想起几周前的新闻，一家美国初创公司解雇了其首席执行官，因为他在会议前服用了LSD：他告诉彭博社，他正在尝试服用限量的药物，或微剂量，以努力提高他的注意力（！）也许这里最直截了当的是，任何认为在商务会议前服用迷幻药的人增强专注力真的不应该管任何事。甚至做一碗麦片。然而，我也许能看出首席执行官试图“探索”什么。</blockquote> Consider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out.”<blockquote>想想亨特·S·汤普森和《拉斯维加斯的恐惧和厌恶》。这本书和电影并不完全是Zoom或团队会议应该复制的东西（尽管我们中的许多人可能在某个时候想把一些电动的东西扔进浴缸）。然而，这不仅仅是一个奥林匹克规模的享乐主义故事。它具有真正的文化，甚至社会经济意义。用一位评论家的话说，它“它融合了Gonzo报告文学、毒品狂热和60年代美国一代的深情沉思，具有近乎神话般的品质。它反映了乌托邦的丧失，并记录了乌托邦陷入暴力和大规模文化出卖的过程.”</blockquote> Far less splenetic, Huxley’s ‘The Door of Perception’ is all about trying to get a wider vision through psychedelic experience: “The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?<blockquote>赫胥黎氏症的脾脏要少得多感知之门“一切都是为了通过迷幻体验获得更广阔的视野：”从墙里的门回来的人永远不会和出去的人完全一样。他会更聪明，但不那么确定，更快乐，但不那么自满，更谦逊地承认自己的无知，但更有能力理解语言与事物的关系，更有能力系统地推理到深不可测的奥秘，而这些奥秘永远徒劳地试图理解。“这听起来不是比“买下所有东西？”或“用你一生的积蓄以100倍的杠杆购买侮辱埃隆·马斯克的加密货币”更好的交易心态吗？</blockquote> Or turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘The Teachings of Don Juan’: “The average man is hooked to his fellow men, while the warrior is hooked only to infinity”; and “A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).<blockquote>或者通过卡洛斯·卡斯塔涅达(Carlos Castaneda)和“唐璜的教导’:“普通人被他的同胞所吸引，而战士只被无限所吸引”;和“一个有知识的人是一个忠实地追随学习的艰辛的人，一个不匆忙或犹豫地尽他所能揭开个人力量的秘密的人。“人们可以看到想要成为市场知识的人所涉及的自我之旅（顺便说一下，唐特别警告了市场的危险）。</blockquote> Yet all of that extra perception of how thingsreallyconnect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.Sometimes ignorance can be bliss.<blockquote>然而所有这些对事物如何运作的额外感知真的当回到央行仍在抽水、所有鹰派都转向鸽派这一简单事实时，连接，甚至变成乌鸦的能力都无济于事。有时候无知也是福。</blockquote> My own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has adeadobject round his neck.<blockquote>我个人的、平淡无奇的、忧郁的反应是回想起70/80年代美国毒品喜剧演员Cheech和Chong的一部老电影——我忘了是哪一部了——在这部电影中，Chong穿着羽毛围巾在一辆汽车后座上绊倒。（“因为契奇和冲”。）在某个时候，他开始感到恐惧，哭着要把蟒蛇从他身上弄下来，因为它还活着。切奇试图让他平静下来，它实际上已经死了。这只会让Chong更加抓狂，因为他有一个死的他脖子上有物体。</blockquote> In short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.<blockquote>简而言之，我们现在面临的所有问题都没有“幸福的结局”。通货膨胀和加息？坏的。通货膨胀和不加息？还是很糟糕。滞胀？非常糟糕。通货紧缩？真的很糟糕。我们不要从潜在的大风险开始。尽管如此，市场还是会在力所能及的时候入市：专注于让（股票）走高。</blockquote> “ No, this is not a good town for psychedelic drugs. Reality itself is too twisted.” <blockquote>“不，这不是迷幻药的好地方。现实本身就太扭曲了。”</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nzerohedge2021-05-14 21:24\n\n</h4>\n</header>\n<article>\nWe were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.<blockquote>当毒品开始流行时，我们正在沙漠边缘的巴斯托附近的某个地方。我记得我说过类似“我觉得有点头晕；也许你应该开车……”突然，我们周围传来可怕的轰鸣声，天空中充满了看起来像巨大蝙蝠的东西，它们在汽车周围俯冲、尖叫、俯冲，汽车正以每小时100英里的速度行驶，车顶向下驶向拉斯维加斯。</blockquote> Yesterday’s US PPI number reinforced the giant custard pie factor of the CPI number, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,markets decided to get high again too rather than grapple with reality.<blockquote>昨天的美国PPI数据强化了CPI数据的巨大奶油派因素整体同比增长0.6%至6.2%，核心同比增长0.7%至4.1%。简而言之，短期内价格将会上涨。市场反应：卖出大宗商品和加密货币，买入股票和债券。总之，市场也决定再次走高，而不是与现实作斗争。</blockquote> Yes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon MuskpumpingDogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.<blockquote>是的，殖民地管道又上线了，所以能源价格逆转了。尽管埃隆·马斯克抽水狗狗币——因为这一天以“y”结尾，而特斯拉的股价又在下跌？——Colonial向*俄罗斯*黑客支付了500万美元的加密货币赎金，这无法更清楚地说明为什么SEC可能想要介入。然而，认为风险突然再次出现是一种有趣的生活方式选择。</blockquote> The pipeline cyberattack,which put a swathe of key US military airbases out of operation(!), saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.Time to roll outthis memeagain.<blockquote>管道网络攻击，这使得一系列重要的美国空军基地停止运作（！）拜登总统声称俄罗斯人参与其中，但不是俄罗斯政府；正如他公开宣布的那样，美国正在考虑以牙还牙。是通过政府，还是只是他在弗吉尼亚州兰利认识的一些人？日本正在延长其病毒紧急状态，尽管奥运会显然很快就要举行了。印度的Covid危机仍在肆虐。在加沙，哈马斯宣布它故意向以色列在迪莫纳的核反应堆发射火箭，尽管火箭在顺风且距离不远，但火箭没有击中或被击落。是时候再次推出这个迷因了。</blockquote> Of course, Wall Street wanting to get (stocks) high is hardly new: think of ‘The Wolf of Wall Street’. Anda world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.<blockquote>当然，华尔街想要让（股票）走高并不是什么新鲜事：想想“华尔街之狼’.和一个充斥着量化宽松和央行干预的世界，就像《廉价女英雄》一样，可以证明交易的合理性，这种交易看起来就像人们通常在笑气、爆米花和K的组合上所做的那样。但我们是否做得太过分了？许多人声称，PPI和CPI数据表明，我们接近量化宽松过量，因为太多的流动性追逐了太多现实世界的东西。然而，市场正在走向市场。</blockquote> Indeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort toboost his focus(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meetingto enhance focusreally shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.<blockquote>事实上，在微观层面上——从字面上看——我回想起几周前的新闻，一家美国初创公司解雇了其首席执行官，因为他在会议前服用了LSD：他告诉彭博社，他正在尝试服用限量的药物，或微剂量，以努力提高他的注意力（！）也许这里最直截了当的是，任何认为在商务会议前服用迷幻药的人增强专注力真的不应该管任何事。甚至做一碗麦片。然而，我也许能看出首席执行官试图“探索”什么。</blockquote> Consider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out.”<blockquote>想想亨特·S·汤普森和《拉斯维加斯的恐惧和厌恶》。这本书和电影并不完全是Zoom或团队会议应该复制的东西（尽管我们中的许多人可能在某个时候想把一些电动的东西扔进浴缸）。然而，这不仅仅是一个奥林匹克规模的享乐主义故事。它具有真正的文化，甚至社会经济意义。用一位评论家的话说，它“它融合了Gonzo报告文学、毒品狂热和60年代美国一代的深情沉思，具有近乎神话般的品质。它反映了乌托邦的丧失，并记录了乌托邦陷入暴力和大规模文化出卖的过程.”</blockquote> Far less splenetic, Huxley’s ‘The Door of Perception’ is all about trying to get a wider vision through psychedelic experience: “The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?<blockquote>赫胥黎氏症的脾脏要少得多感知之门“一切都是为了通过迷幻体验获得更广阔的视野：”从墙里的门回来的人永远不会和出去的人完全一样。他会更聪明，但不那么确定，更快乐，但不那么自满，更谦逊地承认自己的无知，但更有能力理解语言与事物的关系，更有能力系统地推理到深不可测的奥秘，而这些奥秘永远徒劳地试图理解。“这听起来不是比“买下所有东西？”或“用你一生的积蓄以100倍的杠杆购买侮辱埃隆·马斯克的加密货币”更好的交易心态吗？</blockquote> Or turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘The Teachings of Don Juan’: “The average man is hooked to his fellow men, while the warrior is hooked only to infinity”; and “A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).<blockquote>或者通过卡洛斯·卡斯塔涅达(Carlos Castaneda)和“唐璜的教导’:“普通人被他的同胞所吸引，而战士只被无限所吸引”;和“一个有知识的人是一个忠实地追随学习的艰辛的人，一个不匆忙或犹豫地尽他所能揭开个人力量的秘密的人。“人们可以看到想要成为市场知识的人所涉及的自我之旅（顺便说一下，唐特别警告了市场的危险）。</blockquote> Yet all of that extra perception of how thingsreallyconnect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.Sometimes ignorance can be bliss.<blockquote>然而所有这些对事物如何运作的额外感知真的当回到央行仍在抽水、所有鹰派都转向鸽派这一简单事实时，连接，甚至变成乌鸦的能力都无济于事。有时候无知也是福。</blockquote> My own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has adeadobject round his neck.<blockquote>我个人的、平淡无奇的、忧郁的反应是回想起70/80年代美国毒品喜剧演员Cheech和Chong的一部老电影——我忘了是哪一部了——在这部电影中，Chong穿着羽毛围巾在一辆汽车后座上绊倒。（“因为契奇和冲”。）在某个时候，他开始感到恐惧，哭着要把蟒蛇从他身上弄下来，因为它还活着。切奇试图让他平静下来，它实际上已经死了。这只会让Chong更加抓狂，因为他有一个死的他脖子上有物体。</blockquote> In short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.<blockquote>简而言之，我们现在面临的所有问题都没有“幸福的结局”。通货膨胀和加息？坏的。通货膨胀和不加息？还是很糟糕。滞胀？非常糟糕。通货紧缩？真的很糟糕。我们不要从潜在的大风险开始。尽管如此，市场还是会在力所能及的时候入市：专注于让（股票）走高。</blockquote> “ No, this is not a good town for psychedelic drugs. Reality itself is too twisted.” <blockquote>“不，这不是迷幻药的好地方。现实本身就太扭曲了。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.zerohedge.com/markets/rabobank-markets-decided-get-high-again-rather-grapple-reality?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/rabobank-markets-decided-get-high-again-rather-grapple-reality?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157891284","content_text":"We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.\nYesterday’s US PPI number reinforced the giant custard pie factor of the CPI number, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,markets decided to get high again too rather than grapple with reality.\nYes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon MuskpumpingDogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.\nThe pipeline cyberattack,which put a swathe of key US military airbases out of operation(!), saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.Time to roll outthis memeagain.\nOf course, Wall Street wanting to get (stocks) high is hardly new: think of ‘The Wolf of Wall Street’. Anda world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.\nIndeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort toboost his focus(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meetingto enhance focusreally shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.\nConsider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out.”\nFar less splenetic, Huxley’s ‘The Door of Perception’ is all about trying to get a wider vision through psychedelic experience: “The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?\nOr turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘The Teachings of Don Juan’: “The average man is hooked to his fellow men, while the warrior is hooked only to infinity”; and “A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).\nYet all of that extra perception of how thingsreallyconnect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.Sometimes ignorance can be bliss.\nMy own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has adeadobject round his neck.\nIn short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.\n\n “\n No, this is not a good town for psychedelic drugs. Reality itself is too twisted.”","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1253,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote>

评论（1）

热议股票