I so despise the current markets where risk takers are being rewarded with puny returns relative to the HUGE risk they are taking, yet the common wisdom is that the risks are actually very small when central banks have your back.
I have never deleted as many macro market commentaries from my inbox, even the newspaper and my favourite blog sites cannot shake the malaise and contempt I feel for the markets and her participants.
I have been here before (a couple of times) and I know how quickly the inspiration and passion will return when I see/feel some sort of equilibrium return. I have no interest in changing the fabric of the tapestry I have designed as my capital world view.
I am a contrarian with a highly activated warrior archetype force-field. I write this feeling proud of this “affliction” but caution myself not to become too identified with such a polarizing force as it can be highly destabilizing.