Something Wicked This Way Comes?

I'm paranoid about something and investing accordingly. And hey - it's not paranoia if they're really out to get you.

You can call this more tea leaf reading if you’d like, and that’s fine with me. As I said to Larry Lepard on my most recent podcast, no one ever gets “proven right” when the very early warning signs of a major event start to surface. It’s only after the market reacts and the news becomes widely available (and everyone is wondering how no one saw it coming) that you’re proven right.

As an investor, you know by that point it’s too late. I don’t want to wait for the herd to validate my investment thesis or outlook - that’s the time I like to be selling, when the consensus is pouring into the trade.

“It’s not paranoia if they’re really out to get you.”

After all, you subscribe to Fringe Finance (I’m guessing) because I’m wildly paranoid and overtly analytical. It’s a very ugly fault when it comes to living my personal life, but occasionally becomes useful in the world of trying to connect dots in order to see big events coming down the pipe when investing. I have friends that know I’m a little pessimistic - but they are also the first to call me when they want a skeptical, cynical counterpoint to an argument or a thesis.

Regardless, this paranoia curse is why I couldn’t ignore what popped up in the news last night. I had to put my planned post for today on hold and write about this because it’ll be nagging at me if I didn’t.