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2021-05-16

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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，而不是面对现实</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":192065471,"tweetId":"192065471","gmtCreate":1621131260893,"gmtModify":1634193892193,"author":{"id":3577272005829901,"idStr":"3577272005829901","authorId":3577272005829901,"authorIdStr":"3577272005829901","name":"6c6fa7e2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":20,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Pls like and comment&nbsp;</body></html>","htmlText":"<html><head></head><body>Pls like and comment&nbsp;</body></html>","text":"Pls like and comment","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/192065471","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，而不是面对现实</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>当毒品开始蔓延时，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，我们周围传来一声可怕的轰鸣声，天空中充满了看起来像巨大的蝙蝠，它们在汽车周围俯冲、尖叫和潜水，汽车从上到下以每小时100英里的速度行驶到拉斯维加斯。</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数据的巨大蛋羹馅饼因素总体同比飙升 0.6% 至 6.2%，核心同比飙升 0.7% 至 4.1%。简而言之，短期内价格将会走高。市场反应：出售商品和加密货币，购买股票和债券。简而言之，市场也决定再次走高，而不是面对现实。</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，殖民管道重新上线，因此能源价格逆转。尽管埃隆·马斯克泵送狗狗币 --因为今天以 'y' 结尾，而特斯拉的股价又下跌了？-- 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，认为风险突然又来了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军事空军基地停止运作（!）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，还是他在弗吉尼亚州兰利认识的一些人？日本正在延长病毒紧急状态，尽管奥运会显然仍然很快举行。印度的Covid危机仍在肆虐。在加沙，哈马斯宣称它故意向以色列位于迪莫纳的核反应堆发射火箭弹--尽管火箭弹位于顺风处，离核反应堆不远，但火箭弹没有击中或被击落。是时候再次推出这个模因了。</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像廉价海洛因一样央行干预的世界可以证明交易是合理的，这种交易看起来就像一个人通常用笑气、爆米花和K的组合来做的。但是我们是不是做得太过分了？许多人声称，PPI和CPI数据表明，我们已经接近量化宽松过度，因为太多的流动性追逐太多现实世界的东西。然而，市场即将上市。</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，因为他在一次会议前服用了迷幻药：他告诉彭博社，他正在尝试服用有限数量的药物，或微剂量，以努力提高他的注意力（!）也许最直接的观点是，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负责任何事情。甚至做一碗麦片。不过，我或许能看出这位首席执行官想“搞砸”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>以亨特-汤普森（Hunter S Thompson）和《拉斯维加斯的恐惧与厌恶》为例。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的东西扔进浴缸）。然而，这不仅仅是一个奥林匹克级别的享乐主义故事。它具有真正的文化意义，甚至社会经济意义。用一位评论家的话说，“它融合了奇闻轶事、毒品狂热和对六十年代美国一代的深情沉思，具有近乎神话般的特质。它反映了乌托邦的丧失，并记录了乌托邦陷入暴力和大众文化出卖的过程.”</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>赫胥黎的《脾脏》感知之门“这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，更谦虚地承认自己的无知，但更有能力理解文字与事物的关系，理解系统的推理与它试图理解的深不可测的奥秘的关系，永远徒劳无功。“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·卡斯塔尼达（Carlos Castaneda）和“唐璜的教导’:“普通人依附于他的同伴，而战士只依附于无限”;和 ”一个有知识的人是一个如实跟随学习艰辛的人，一个在揭开个人力量秘密的过程中，不匆忙或犹豫，尽他所能去的人。“人们可以看到想要成为市场上有知识的人所涉及的自我之旅（顺便说一句，唐特别警告过这样做的危险）。</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>然而所有对事物的额外感知真的当回到一个简单的事实时，连接，甚至变成乌鸦的能力，都无济于事，那就是央行仍在加息，所有的鹰派都变成了鸽派。有时候无知也是幸福。</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、忧郁的回应是回想起上世纪七八十年代美国毒品喜剧演员奇奇（Cheech）和钟（Chong）的一部老电影--我忘了是哪部了--在这部电影中，钟在变装时坐在汽车后座上，戴着一条羽毛蟒蛇。(“因为 Cheech 和 Chong”。）在某个时刻，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。奇奇试图让他冷静下来，它实际上已经死了。这只会让钟更加害怕，因为他有一个死的他脖子上的物体。</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，在我们现在面临的所有问题中，没有一个 “大团圆结局 ”会浮现在脑海中。通货膨胀和加息？坏的。通货膨胀和不加息？还是不好。滞胀？非常糟糕。通货紧缩？真的很糟糕。我们先不要谈论潜在的大局风险。尽管如此，市场还是会在有能力的时候上市：通过专注于让（股票）走高。</blockquote> “ No, this is not a good town for psychedelic drugs. Reality itself is too twisted.” <blockquote>“不，这不是迷幻药的好镇。现实本身太扭曲了。”</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，而不是面对现实</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，而不是面对现实</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>当毒品开始蔓延时，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，我们周围传来一声可怕的轰鸣声，天空中充满了看起来像巨大的蝙蝠，它们在汽车周围俯冲、尖叫和潜水，汽车从上到下以每小时100英里的速度行驶到拉斯维加斯。</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数据的巨大蛋羹馅饼因素总体同比飙升 0.6% 至 6.2%，核心同比飙升 0.7% 至 4.1%。简而言之，短期内价格将会走高。市场反应：出售商品和加密货币，购买股票和债券。简而言之，市场也决定再次走高，而不是面对现实。</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，殖民管道重新上线，因此能源价格逆转。尽管埃隆·马斯克泵送狗狗币 --因为今天以 'y' 结尾，而特斯拉的股价又下跌了？-- 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，认为风险突然又来了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军事空军基地停止运作（!）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，还是他在弗吉尼亚州兰利认识的一些人？日本正在延长病毒紧急状态，尽管奥运会显然仍然很快举行。印度的Covid危机仍在肆虐。在加沙，哈马斯宣称它故意向以色列位于迪莫纳的核反应堆发射火箭弹--尽管火箭弹位于顺风处，离核反应堆不远，但火箭弹没有击中或被击落。是时候再次推出这个模因了。</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像廉价海洛因一样央行干预的世界可以证明交易是合理的，这种交易看起来就像一个人通常用笑气、爆米花和K的组合来做的。但是我们是不是做得太过分了？许多人声称，PPI和CPI数据表明，我们已经接近量化宽松过度，因为太多的流动性追逐太多现实世界的东西。然而，市场即将上市。</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，因为他在一次会议前服用了迷幻药：他告诉彭博社，他正在尝试服用有限数量的药物，或微剂量，以努力提高他的注意力（!）也许最直接的观点是，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负责任何事情。甚至做一碗麦片。不过，我或许能看出这位首席执行官想“搞砸”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>以亨特-汤普森（Hunter S Thompson）和《拉斯维加斯的恐惧与厌恶》为例。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的东西扔进浴缸）。然而，这不仅仅是一个奥林匹克级别的享乐主义故事。它具有真正的文化意义，甚至社会经济意义。用一位评论家的话说，“它融合了奇闻轶事、毒品狂热和对六十年代美国一代的深情沉思，具有近乎神话般的特质。它反映了乌托邦的丧失，并记录了乌托邦陷入暴力和大众文化出卖的过程.”</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>赫胥黎的《脾脏》感知之门“这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，更谦虚地承认自己的无知，但更有能力理解文字与事物的关系，理解系统的推理与它试图理解的深不可测的奥秘的关系，永远徒劳无功。“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·卡斯塔尼达（Carlos Castaneda）和“唐璜的教导’:“普通人依附于他的同伴，而战士只依附于无限”;和 ”一个有知识的人是一个如实跟随学习艰辛的人，一个在揭开个人力量秘密的过程中，不匆忙或犹豫，尽他所能去的人。“人们可以看到想要成为市场上有知识的人所涉及的自我之旅（顺便说一句，唐特别警告过这样做的危险）。</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>然而所有对事物的额外感知真的当回到一个简单的事实时，连接，甚至变成乌鸦的能力，都无济于事，那就是央行仍在加息，所有的鹰派都变成了鸽派。有时候无知也是幸福。</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、忧郁的回应是回想起上世纪七八十年代美国毒品喜剧演员奇奇（Cheech）和钟（Chong）的一部老电影--我忘了是哪部了--在这部电影中，钟在变装时坐在汽车后座上，戴着一条羽毛蟒蛇。(“因为 Cheech 和 Chong”。）在某个时刻，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。奇奇试图让他冷静下来，它实际上已经死了。这只会让钟更加害怕，因为他有一个死的他脖子上的物体。</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，在我们现在面临的所有问题中，没有一个 “大团圆结局 ”会浮现在脑海中。通货膨胀和加息？坏的。通货膨胀和不加息？还是不好。滞胀？非常糟糕。通货紧缩？真的很糟糕。我们先不要谈论潜在的大局风险。尽管如此，市场还是会在有能力的时候上市：通过专注于让（股票）走高。</blockquote> “ No, this is not a good town for psychedelic drugs. Reality itself is too twisted.” <blockquote>“不，这不是迷幻药的好镇。现实本身太扭曲了。”</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":677,"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":17,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/192065471"}