All

Not to fade away: Near-term and long-term thoughts

Cody Willard

Nov 15, 2011 — 1 min read

I seem to recognize your face
Haunting familiar here I can’t seem to place it
Can I find a candle of thought to light your name
Lifetimes are catchin’ on with me — Pearl Jam

It’s fun to look at a grouping of recent headlines trying to explain the recent day-to-day gyrations in the market. That’s why I cut and paste these little nuggets for you guys on occasion — it’s great perspective:

10:51am Tuesday, November 15, 2011: Stocks Waffle on Europe, U.S. Reports – Today’s Market
9:09am Tuesday, November 15, 2011: Futures Edge Lower on European Debt Concerns – Today’s Market
4:30pm Monday, November 14, 2011: Stocks Slink Lower on Europe, ‘Super’ Panel Doubts – Today’s Market
8:57am Monday, November 14, 2011: Futures Flat as Italian Bond Yields Rise – Today’s Market
4:20pm Friday, November 11, 2011: Stocks Jump on Breather From Europe Woes – Today’s Market

Fact is, I’m actually starting to get worried/excited about the fact that the EU’s latest attempts to bail out the banks and their investors around the world aren’t going to work even for the near-term. To review, such a scenario of a collapsed/reorganized EU and Euro will likely crush stock prices and freak everybody out in the near-term. But the longer-term fundamentals will improve once we enable capitalism/rule-of-law to prevail again.

The parallels and timing of the EU/Euro collapse are likely to coincide with much of the Occupy Movement playbook I’ve been highlighting for you guys lately, in that way too — near-term bearish, long-term bullish.

My God it’s been so long
never dreamed you’d return!
but now here you are and here I am

Hearts and thoughts they fade away

Don’t lose your ability to recognize capitalism’s face when you see it. It looks to be returning and soon. And you know the playbook ahead of time.