Birds eye view of Disney's red flags.
Yet another corporation gets a swirly in the public toilet by woke insanity leadership. Like the rest they endure a public lashing on social media,
they cry for Argentina and then enact a public relations dream job. An orgy of pseudo-viral internet hype, resurrected leadership nostalgia for
the stock holders and good ol' fashioned base-demographic pandering. In Disneys case and actually the same for any company that follows
this form of "Hail Mary" Redemptive Marketing Protocol... it is a whole lot of planning and talking and a whole lot of packing, to ultimately go
nowhere at all. After watching one after the other of these corporations go through this process of self-destruction, it makes me wonder
if we are witnessing a "controlled demolition" of sorts. The repo market situation right before The Pandemic, The Money Printers Going Brrrrrr,
The "Transitory" Inflation Period, The Fed Rate Hikes, The Regional Banking Crisis and The Final Hurrah, just around the corner, possibly
culminating in The Debt Ceiling Crisis and The United States Defaulting. I don't know and its hard to say but I cannot think of one person
who truly has their finger on the pulse of this market and that is probably because we are not getting all of the information, which would
fill in some of the blind spots out there right now and the reality of things would probably be painfully obvious, rather than whatever you
want to call the the market since the first of the year. These are just some thoughts I have been having and the only narrative I can piece
together in order to explain what we've been witnessing recently. It is not in my nature to be such a Bear but if I am honest with myself, I
cannot help but see major Red Flags in practically every single chart. If things play out in any way close to what I am seeing, we are in for
lost decade and the end of things as we know them.
Yet another corporation gets a swirly in the public toilet by woke insanity leadership. Like the rest they endure a public lashing on social media,
they cry for Argentina and then enact a public relations dream job. An orgy of pseudo-viral internet hype, resurrected leadership nostalgia for
the stock holders and good ol' fashioned base-demographic pandering. In Disneys case and actually the same for any company that follows
this form of "Hail Mary" Redemptive Marketing Protocol... it is a whole lot of planning and talking and a whole lot of packing, to ultimately go
nowhere at all. After watching one after the other of these corporations go through this process of self-destruction, it makes me wonder
if we are witnessing a "controlled demolition" of sorts. The repo market situation right before The Pandemic, The Money Printers Going Brrrrrr,
The "Transitory" Inflation Period, The Fed Rate Hikes, The Regional Banking Crisis and The Final Hurrah, just around the corner, possibly
culminating in The Debt Ceiling Crisis and The United States Defaulting. I don't know and its hard to say but I cannot think of one person
who truly has their finger on the pulse of this market and that is probably because we are not getting all of the information, which would
fill in some of the blind spots out there right now and the reality of things would probably be painfully obvious, rather than whatever you
want to call the the market since the first of the year. These are just some thoughts I have been having and the only narrative I can piece
together in order to explain what we've been witnessing recently. It is not in my nature to be such a Bear but if I am honest with myself, I
cannot help but see major Red Flags in practically every single chart. If things play out in any way close to what I am seeing, we are in for
lost decade and the end of things as we know them.
