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Macro? We Dont Need No Stinkin Macro

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For the past few months, much of the economic data coming out has been sloppy, downright negative some would say. So would the Bloomberg Economic surprise index. But who cares about economic data anymore.

We went from being a manufacturing economy to a service economy to an asset speculation supported economy or ASSE. And in this ASSE, we don’t need factories, or research, or workers, or innovation. We just need free money.

Free money fixes everything. It creates industry, wealth, jobs, and satisfaction. With QEi, we have the guarantee of the benefits of this asset speculation without any downside. Everyone wins. And if you don’t the government can take care of you with their many social programs.

Forget about divergence between the US and rest of world fundamentally. In an asset speculation supported economy, all that matters is financial asset prices. And we got the guy with the biggest printing press ever constructed feeding the machine to support asset prices.

Long live the printing press. Long live the ASSE!

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Robert Marcin

Robert Marcin is the founder and general partner of Defiance Asset Management. Formerly, Marcin was a partner at Miller, Anderson & Sherrerd and a managing director at Morgan Stanley, where he managed the MAS Value fund (currently Morgan Stanley Institutional Value). He currently writes Marcin’s Stock Diary on WallStreetAllStars.com.

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Comments

  1. Shaft Rambone says:

    BTFD

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  1. [...] positive US economic data. Frothy action and many signs of extreme optimism are pervasive, but it doesn’t seem to matter as the “stocks can only go higher” belief becomes even more entrenched. Despite [...]

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