Born like this
Into these carefully mad wars
Into the sight of broken factory windows of emptiness
Into bars where people no longer speak to each other
Into fist fights that end as shootings and knifings
Born into this
Into hospitals which are so expensive that it’s cheaper to die
Into lawyers who charge so much it’s cheaper to plead guilty
Into a country where the jails are full and the madhouses closed
Into a place where the masses elevate fools into rich heroes
Over the past few months the good folks at Seeking Alpha have been selectively publishing some of my musings. Their selection process involves the "action-ability" of the views (not a critique, just an observation).
Thus, this post will almost certainly be left on SA's cutting room floor (and rightly so).
When attempting to tailor my musings to their needs, I can't help but be reminded of my earlier incarnation as trader asking house economists to tell me me how to translate their views into trades.
I didn't need the theory, I thought, just the trade.
Eventually I ran into an economist who convinced me of the error of my ways. Alan Ruskin (a very bright economist, and man of great integrity) showed me the virtue of reserves of thought.
If you've spent the time understanding the theories, and creating a library of potentialities, events will "make manifest the theories".
I've spent the years since this epiphany studying theories and creating my own library. The blog you are reading is one repository of this process.
The longer it remains online, the more current events can be covered by referencing earlier thought experiments.
Now I'm on the other side of the issue, with others requesting actionable views.
Months ago, I wondered, "Will Goldman Sachs do it again?" They did. The earlier musings weren't a forecast, just a potential, waiting for an event.
Yesterday I wrote about The Price of Gold Backed FX Reserves. It's not a forecast, just a potential, waiting for an event.
If the event manifests, the work is already done.
the events are
born into theory