TIPs go negative. The big boys are paying the US government to keep their money. Companies are being overvalued by selling small stakes at commanding prices. Only a stake could ask such a premium because more of it, and it starts to resemble the real world. This make company stakes behave like trenches (or is it tranches). A piece of the trench is acceptable; all the CDOs and it is a flip of the coin. There is abundance of capital, but deflation is peeking outside the cave while prices only increase where risks have been contained. It is the new world, the place where markets collide, and where the consistent split between the best and the next to best takes place. It is in this market like the following of the Great Depression where only the good shine. It is in this place where numbers stop meaning as much because the terrain is on the move and where the emotional connection to a discovery occurs. It is here where Truth is formed. It is in this place where Seabiscuit and the Soggy Bottom Boys flourished.
