{"id":76424,"date":"2016-02-18T14:01:36","date_gmt":"2016-02-18T14:01:36","guid":{"rendered":"https:\/\/new.dedefensa.org\/index.php\/2016\/02\/18\/bizarro-vous-avez-bien-dit-bizarro\/"},"modified":"2016-02-18T14:01:36","modified_gmt":"2016-02-18T14:01:36","slug":"bizarro-vous-avez-bien-dit-bizarro","status":"publish","type":"post","link":"https:\/\/new.dedefensa.org\/index.php\/2016\/02\/18\/bizarro-vous-avez-bien-dit-bizarro\/","title":{"rendered":"Bizarro<\/em>, vous avez bien dit Bizarro<\/em>…\u00a0?"},"content":{"rendered":"

Bizarro<\/em>, vous avez bien dit Bizarro<\/em>… ?<\/h2>\n<\/p>\n

Nous enregistr\u00e2mes l’emploi de l’expression Bizarro World<\/em>, qui rel\u00e8ve de la bande dessin\u00e9e, cat\u00e9gorie \u00ab\u00a0colosses am\u00e9ricanistes\u00a0\u00bb (Superman<\/em>, dans ce cas), le 22 novembre 2003<\/a>, sous la plume de Justin Raimondo dans sa chronique du 13 f\u00e9vrier 2003<\/a>, cherchant \u00e0 d\u00e9finir le monde-bulle (de BD), le monde d’une r\u00e9alit\u00e9 fabriqu\u00e9e, virtuelle, où \u00e9voluait la secte GW-Cheney : « We’re living in a comic book world, where American superheroes confront an ‘Axis of Evil,’ and the Evil One (Lex Luthor?) is defeated but lives to fight another day. I hear that comics have fallen on hard times, and that today’s sophisticated kids just can’t be bothered (too much like reading), but, really, if it wasn’t for my early infatuation with the world of DC Comics – Superman especially – the post-9\/11 world would seem completely inexplicable. I remember one story-line that had Superman trapped in ‘Bizarro World’ – another dimension, existing alongside our own, in which everything was weirdly skewed, perversely inverted: a parody of our own…<\/em> »<\/p>\n<\/p>\n

\n

Voici que l’expression, utilis\u00e9e in illo tempore<\/em> par un antiSyst\u00e8me pour d\u00e9crire le comportement compl\u00e8tement bizarro<\/em> du Sysyt\u00e8me, <\/strong>l’est aujourd’hui par un analyste du Syst\u00e8me pour d\u00e9crire le comportement compl\u00e8tement bizarro<\/em> des m\u00e9canisme qui lui sont les plus chers <\/strong>: ainsi les temps changent-ils… Adam Parker et Morgan-Stanley, qui a fait roi le march\u00e9 et sa logique d\u00e9structurante devenue folle ?<\/p>\n<\/p>\n<\/blockquote>\n

ZeroHedge.com<\/em> jubile ce 17 f\u00e9vrier 2016<\/a>, non pas \u00e0 cause d’un nouveau soubresaut des march\u00e9s mais \u00e0 propos de l’aveu que fait l’analyste financer Adam Parker, de la banque Morgan-Stanley , devant l’incompr\u00e9hensibilit\u00e9 des variations du march\u00e9, de rebonds en effondrements sans cesser, devant l’absence de logique de l’\u00e9v\u00e9nement, devant l’incapacit\u00e9 de pr\u00e9voir quoi que ce soit, devant ce monde, son Syst\u00e8me, qui lui glisse des doigts comme ferait le sable. Adam Parker nous offre ce constat \u00e0 l’occasion d’une revue des conseils que son organisation a donn\u00e9s aux investisseurs ces derni\u00e8res semaines : \u00ab\u00a0Faire le contraire de ce que nous recommandions aurait \u00e9t\u00e9 indiscutablement mieux\u00a0\u00bb ; et il rythme tous ces divers constats de l’expression \u00ab\u00a0Bizarro World<\/em>\u00ab\u00a0, qui veut dire plus que \u00ab\u00a0monde bizarre\u00a0\u00bb… Quelques extraits de l’article de ZeroHedge.com<\/em>, agr\u00e9ment\u00e9 du commentaire de Adam Parker, suivis d’une correction de ZeroHedge.com<\/em>, proclamant la responsabilit\u00e9 du Syst\u00e8me dans cette sorte d’erratisme de lui-m\u00eame perdant compl\u00e8tement ses sens habituels de contr\u00f4le et de logique interne<\/p>\n<\/p>\n

« While we have generally disagreed with Morgan Stanley’s Adam Parker flipflopping on stocks some two years ago, or just as the market was topping out, we can’t find fault with his latest note released today in which he openly admits that "our portfolio advice has been pretty horrendous lately. As my 90-year old Latin teacher used to tell the class in 1985, \u00ab\u00a0son, you are in left field, without a glove, with the sun in your eyes.\u00a0\u00bb<\/em><\/p>\n<\/p>\n

» \u00ab\u00a0For those who follow our portfolio, we did quite well over the five years from 2011-2015. But, our portfolio just had its worst month in 61 months in January, and things have not improved in February. The market is down more than we thought it would be. Our biggest sector bet has been financials (particularly credit cards). As an investor recently said to us at a conference, ‘I am doing a lot of things, just nothing with confidence\u00a0\u00bb. Doing the opposite of what we recommended would have been better. Bizarro World. Or at least hopefully not the real world.\u00a0\u00bb<\/em><\/p>\n<\/p>\n

» Why has said advice been horrendous? In three words, blame \u00ab\u00a0bizarro world.\u00a0\u00bb Here’s why:<\/em><\/p>\n<\/p>\n

» Martin Marietta reported last week, and they and a couple of other materials companies have blamed their poor quarters on the rain. Even Milli Vanilli’s success with this line turned out to be fake. The rain? Oh, the stock went up a lot that day. Bizarro World. The credit card companies are discounting a consumer recession. The banks are discounting an industrials recession. But, Visa said volumes were good in January, and jobs, housing, delinquencies, confidence, and other metrics appear to belie the market price action. Bizarro World. Companies with good results are being hammered. Companies with bad results have stopped going down, with freight, WMT, and other prior losers outperforming. Bizarro World.\u00a0\u00bb<\/em><\/p>\n<\/p>\n

» We truly find it amusing how increasingly more \u00ab\u00a0serious people\u00a0\u00bb allign with our cynical view of the \u00ab\u00a0market\u00a0\u00bb, one in which nothing makes sense and merely reporting on day-to-day centrally-planned events, which have zero logical continuity or cause and effect, is grounds for constant entertainment. What is Adam Parker’s recommendation? \u00ab\u00a0Are we on a cube-shaped planet? Should ‘Us do opposite of all Earthly things?’ Everything seems backwards. Sell winners, buy losers, own staples in both up and down markets. Just do the opposite of what makes sense. Bizzaro World.\u00a0\u00bb<\/em> […]<\/p>\n<\/p>\n

» No Adam, not Bizarro world, a world taken over by central planners<\/em><\/strong>. And yes, even the most rigged markets can go down as well as up. Enjoy. And we hope our readers enjoy some of the excerpts from Parker’s full note because it is truly an amusing admission of just how broken everything is<\/em>.<\/p>\n<\/p>\n

» Bizarro World… <\/em>»<\/p>\n<\/p>\n

Mis en ligne le 18 f\u00e9vrier 2016 \u00e0 13H59<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"

Bizarro, vous avez bien dit Bizarro… ? Nous enregistr\u00e2mes l’emploi de l’expression Bizarro World, qui rel\u00e8ve de la bande dessin\u00e9e, cat\u00e9gorie \u00ab\u00a0colosses am\u00e9ricanistes\u00a0\u00bb (Superman, dans ce cas), le 22 novembre 2003, sous la plume de Justin Raimondo dans sa chronique du 13 f\u00e9vrier 2003, cherchant \u00e0 d\u00e9finir le monde-bulle (de BD), le monde d’une r\u00e9alit\u00e9… <\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[21],"tags":[5763,4167,14003,4166,4168,7856,17354,17353,4337,3372,5610,3132,17352],"class_list":["post-76424","post","type-post","status-publish","format-standard","hentry","category-breves-de-crise","tag-adam","tag-bande","tag-bd","tag-bizarro","tag-dessinee","tag-justin","tag-morgan-stanley","tag-parker","tag-raimondo","tag-street","tag-superman","tag-wall","tag-zerohedege"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/new.dedefensa.org\/index.php\/wp-json\/wp\/v2\/posts\/76424","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.dedefensa.org\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new.dedefensa.org\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new.dedefensa.org\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new.dedefensa.org\/index.php\/wp-json\/wp\/v2\/comments?post=76424"}],"version-history":[{"count":0,"href":"https:\/\/new.dedefensa.org\/index.php\/wp-json\/wp\/v2\/posts\/76424\/revisions"}],"wp:attachment":[{"href":"https:\/\/new.dedefensa.org\/index.php\/wp-json\/wp\/v2\/media?parent=76424"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new.dedefensa.org\/index.php\/wp-json\/wp\/v2\/categories?post=76424"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new.dedefensa.org\/index.php\/wp-json\/wp\/v2\/tags?post=76424"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}