What year are we?
When History rhymes, what does it say?
The issue with the past is that what we know is not complete information; sometimes the context is missing. Yet, while the past does not exist, the momentum we are on was set previously.
History is relevant, not relative, and even if you believe it cannot predict the future, it offers a deeper appreciation of the present by revealing the decisions made in the past.
Actions did occur. Facts. Truth. And from these actions pathways have been created.
I shared on X a while ago this:
In the year 2000, there were too many parallels to the present to be coincidental. It’s as if 25 years never existed
I won’t interject my interpretation, but write key points I see here
2000/2001
POPULAR CULTURE
TimeWarner merges with AOL
Charles Schulz era ends
Gold was $275 an ounce and UK sold at bottom
Fukuyama tells us that it is the End of History
Tech Bubble with euphoric predictions - Oracle, Microsoft, GE, etc.
Contested Election
Clinton balances budget and has longest economic expansion in US history
Israel Peace Summit
Jane Fonda divorces Ted Turner, look at what the stock market did when she’s in the news
USX splits into US Steel and Mobil Oil
Current Treasury Secretary Bessent starts a Hedge Fund, talk about timing
Putin elected as President of Russia
Russia is involved in Chechnya
Clinton+China Trade deal
Chavez elected President of Venezuela
Argentina has a real bad econonomy
Dilbert animated show is cancelled
Mission Impossible 2 was a big hit
and…American Psycho (Everything is good on the outside, but what lurks inside?)
Does that mean the market will crash? No, but it’s saying exaggerated moves should be in the cards.
And maybe there is a crash just not relative to US Dollars, but maybe Gold? Meaning that the relative performance of stocks will woefully underperform some underlying currency.
Who knows what the reason is? Hell, it could be simply the Geomagnetic field shifting.
In the past 3,000 years, Earth's magnetic field has weakened significantly, losing about 30% of its strength, with evidence suggesting this could lead to a full magnetic pole reversal within the next few millennia
For my readers, the time-consuming part is putting in more time and research into this and the economic data points, which I’ll share over time.
Have any idea, come to chat
There is and will be more unique stuff that I will be hard to find elsewhere (Headlines and how they relate to the sector/stock you are following), and… also, respect your time.
Have a great weekend,
Eric