Upon peeling back several layers of the reality onion in the mid-to-late 1990’s, we were convinced way back then of the Twilight Zone reality that the world had come to embrace. Given all that has transpired since then, we are now well beyond the Twilight Zone.
It’s been a long, long time since financial markets have reflected what’s actually taking place in the world around us, and as such, it’s been a similarly long time since we've bothered attempting to try and correlate the two.
Have the equity markets finally peaked? In our view, they should have never carried on as they have - but with psychopaths at the helm of the financial sphere, you just never know what the future will bring.
It’s been a long, long time since financial markets have actually reflected what’s taking place in mainstream economies, and as such, it’s been a similarly long time since we've even bothered to try and correlate the two.