Of course, those engaging in nearly infinite abuse of what is actually quite finite real asset leverage will try to bully and intimidate the market. But, they will fail because distributional constraints ensure there is 1 and only 1 semi stable path out of this mess.
If the physical for the long shares isn't there, the Sponsors and Authorized Participants have been committing fraud... And won't be able to hide it. AMZN + NFLX is multiples of GLD. Scamopoly stocks ate orders of magnitude more. Just dedicate a small percentage of what you liquidate to GLD (3%) and either balance will be restored or the frauds will be exposed.
AMZN and NFLX alone are big enough to end the games forever simply by converting the essentially fraudulently priced financial assets to cash and gold. If course, there are trillions in scamopoly stocks, but these are the most damaging and most egregious of the Protection Rackets.
Liquidate and make them accumulate the return free risk to hide what they've done. Raise cash, buy gold and sell OOM puts in domestic producers.
That is gut local content of the delivered goods... AMZN'S business model would be exposed with true price discovery of the factors of production...
For the record, AMZN would have solvency issues in a demand shock because it has "invested" encumbered customer and vendor funds rather than true discretionary FCF in its buildout. All while exchanging PEOPLE for gasoline and free riding on the outskirts of meyro areas to fit the local content...
And use real investments to do it, killing performance of fundamentally oriented fund managers while taking AUM and attendant fees from them.
Cap'nSands Crew did long term damage to the equity market by killing off trust from the broader public when they kicked the AAPLTrage into hyperdrive in Q42012 to save AMZN, a deferred compensation net working capital ponzi, and took down AAPL to finance it. It's all MF and ETF frontrunning, along with option manipulation. INVESTORS have a chance to restore balance and end the games forever, which could bring retail back, or slowly close in on the Zero Volume Upper Bound for the market as a whole.
Next Spring, but announced now because they have to try a Crazy Ivan upper deck move. No volume. No buyers. Just call selling, bid pumping vol/short squeeze. Until INVESTORS exterminate the parasites...
Liquidate float scams to raise cash and buy gold and sell OOM puts in domestic producers. Always keep the notional long below what you liquidate to use the extraordinary imbalance and abuse of asymmetric leverage against them.
All that matters is that INVESTORS understand that it is the mechanism through which they are robbed, that relies upon imbalance and amplifies the disconnect between "market" valuations and fundamental valuations and that it is the reason that the general public no longer trusts the equity market. Unless and until the parasites are exterminated by investors, the equity markets will continue to collapse.
Any ststem run for those that create no value at the expense of those who do is destined to fail... Investors should liquidate float scams, raise cash, buy physical gold and sell OOM puts in domestic producers with strong balance sheets and cash flow yield... But, always keep the sum of gold plus notional of producer puts below that of the float scams you liquidate. Doing so will enable a judo effect of using the nearly infinite abuse and imbalance against them. The market is levered against fundamentals...
Because it is the only path address the distributional constraints without creating moral hazard in the masses of the kind rampant on Wall Street. It will restore capitalism and the real economy will heal.
See Meijer post. He gets the fundamental distributional constraints we confront. It's what happens from Financial Capitalism (FRB/CB created claims on wealth) instead of true capitalism (real savings/investment claims on real wealth)....
We'll do it #$%$s #$%$ new topic bec#$%$use someone else keeps deleting the posts... Pretty desper#$%$te if they #$%$re reduced to censoring something so innocuous from #$%$n insignific#$%$nt #$%$nd inconsequenti#$%$l person like me... :#$%$
Synthetic Finance leverage ratio: 1,15
Upper Deck Unloading: 1.73
Because the parasites will abuse options and destroy the integrity of the market until INVESTORS exterminate them and end the glorified theft.
Synthetic Finance Leverage Ratio: 2
UpperDeck Unloading: 1.48 (very high..#$%$