The media follows mood...

FWIW - The 'gamblification' of the markets feels like the least appreciated sentiment indicator out there.

linkedin.com/pulse/gamblifi…

Great post again this morning from Seth Godin.

It is a great reminder that when it comes to organizations, culture is what you reward and what you punish.

seths.blog/2024/04/what-k…

'Unstoppable'

With gold now at all-time highs it will be interesting to see if the crowd now meme-stones it.

We have another contender for this afternoon's garage band name - 'Inventive, Not Careless.'

After reading the article, the group should have done the soundtrack for Apollo 13.

Options are to ETF sponsors as AI is to companies.

In both cases, if you aren't going overboard today, you aren't trying hard enough.

This afternoon's garage band name - 'Boomer Candy Game' - comes the ETF world.

Like real world candy, there's a lot rolled up inside the wrapper.

How many cuts can a rate cutter cut if a rate cutter could cut rate cuts?

From touting 'Us Everywhere Forever 'extreme abstraction to emphasizing 'Me Here Now' tangibility, Tesla's marketing team sure follows mood...

'Little signs of abating'

This morning's garage band name - 'Closer To a Cut' - comes from the ECB.

It would appear the group is singing a different tune from their U.S. peer band, whose new single, 'No Time Soon' dropped yesterday.

ICYMI - My thoughts on the current era of 'gamblification.'

It makes gamification and meme stocks look like child's play.

linkedin.com/pulse/gamblifi…

I love the Seth Godin line that 'Every decision is a purchase.'

He's right. Inevitably, what we are buying is either greater certainty or greater control in our life - eliminating scarcity in something that matters to us in that moment.

seths.blog/2024/03/purcha…

This morning's (((The Daily Shot))) daily chart offers an extraordinarily rich mosaic that shows the global ripple effects of a change in narratives. Yesterday was an 'Everything Everywhere All at Once' moment as stocks, bonds, currencies, and commodities moved as one.

Maybe it is just me, I feel like Wall Street is now just creating buzz word soup ETFs.

The more I listen to business and political leaders, the more I am convinced that when they suggest something is inconceivable, they are really saying it is inevitable.

Sorry folks, when sentiment is conjoined, there is no diversification.

Three years ago, the craze was gamification, as retail investors stormed meme stocks. Today, the craze might better be labeled 'gamblification,' and as I share below, it extends well beyond Wall Street.

linkedin.com/pulse/gamblifi…

Cocoa is making new highs today, and yet the crowd appears to have moved on to the next hot thing.

Will be interesting to see if this now marks the beginning of the peaking process.