As the usual investment sales crowd keeps assuring everyone that a diverse basket of stocks and commodities is all one needs to ‘decouple’ and profit even as global sales plunge, the word of 2014 is ‘recoupling’.
The QE-inspired disconnect between soaring risk assets and a slowing real economy is now closing. The round trip back to reality is progress that will run its natural course of moving capital away from mindless automatons and back to the hands of those with an investment discipline and excess savings. Decouple this…
Chart source: www.zerohedge.com
For an excellent connect-the-global-dots perspective see: Japan’s the tinder that set the world’s bad news on fire.
;
