Weather and Markets

The market has been extremely quiet the last couple of months. Volumes are down and only the smaller cap stocks appear to be at play- barring transport-related and retail sectors. I believe the reason is that of having too much noise in the market.

Market talk has been drowned out by political talk, sports and sometimes even weather reports. Weather really...

We have gone from talking business to talking everything under the sun related to business. Many things are related to business but business is not necessary related to every other thing.

These distractions meant only one thing- rumour-mongering and everything flows from the grapevine and nothing is ever verified in the first place. Hence small cap stocks, cyclical and defensive plays appears on a rather subdued top volume charts. No one really knows the truth from the lie, hence valuation is artificially depressed- everybody just pretends to be busy that's all. And everyone looks at the weather now- looking for directions.

In order to bring up the volumes and stem this rather ridiculous phenomenon, a couple of things must be done: 1) media must start talking the talk- rather stirring or creating at best tangential news reports and unnecessary create an informal grapevine of news 2) Get back to basics- and not be swayed by faddish trends that really have absolutely no relation to the objective of the story [ robotic comedian from Japan appeared on prime time news at the most prime time slot 3) Do not be creative: news is information, even though information might not be news- hence be selective in choosing information.
4) Do not create innuendos. Stick to your facts. Unnecessary information that really have no bearing on the slant of the news report should be removed. An angle is not an excuse to create an impression but rather to give an opinion.

If the most of us uses news, information and data to form a general opinion on prevailing trends, do not use your personal views to colour your presentation. Hence this rather subdued market is the result of a confused audience fed with quite frivolous information quite unrelated to issues facing the world today. Therefore, it is no wonder that the world is more interested in what weather, colours and numbers represent and indicate than tackling the problem head-on.

Weather do not dictate your decisions, but you have decided to look at the weather and took your eye off the important issues. If you think weather controls your decision, then stay at home- and you will forever be dry. But landslides, flood reports, home fires have been on the rise as well. Oh well, you are damned if you do and damned if you don't.

If you got burnt, you got nobody to blame but yourself: for looking at weather, rather than asking YOURSELF what to do next.