18 Hello iBankCoiners!
I’ve been very busy in the 7th level of hell, aka one of your trusted investment banks, ripping in and out of IPOs. It has been a banner year for The Devil, thanks to the explosion of deals that came to market in 2014. Since I am not one for idle chi-chat, let’s get down to brass tacks.
Oil: long APA, EMES, MUR, GPOR in that order. Okay?
I like the RSX for a rebound, with crude and sentiment bound to turn.
China: I like NOAH, QIHU, YOKU and KNDI.
Tech will be strong, okay? Must own names are ANET, ZEN, QLYS and SWI.
Finnies:MUST OWN BAC, maybe some C. Banks will be huge in 2015. Trust me. The Devil doesn’t lie.
I think 2015 will be surprisingly strong, as investors come off the sidelines– post Fed ponzi scheme– to an economy that is really growing (perhaps they are brilliant). I never believed in this tape and have been short for much of 2014. Even though the indices are at new highs, lots of high beta names have come in. This is the environment I like to be long, as sectors rotate and volatility sets up big trading moves, like oil and Russia.
No one wants to believe that the economy and the market can thrive without the Fed. We will find out soon, in 2015, and I think the surprise will be to the upside.
Merry Christmas,
Yours truly and eternally,
The Devil
18 Responses to “A MIDNIGHT CHRISTMAS SERMON WITH THE DEVIL”
UncleBuccs
1st!!! (Devil Worshipper)
zombie
Very well done, Sir. (We were both camping out)
zombie
HA!!
UncleBuccs
Sorry, Zombie…. Couldn’t help it, and marked out.
zombie
KNDI–the future TSLA and UBER of China. Great pick, The Devil.
Breakneck
Devil is God?
ffunluving
Just what I need…visions of the devil on X-mas eve. In any event I want to take a moment to say finding this site and AHWOA has been a great present for me as I’m learning so much. And for you Mr. Fly…THANK YOU for bringing back all the Old School posters. It’s great to discover so many different perspectives on trading and the market. I look forward to a happy New Year full of profitable trades thanks to everyone at iBankCoin. Happy holidays and again thanks for this site!!!
UncleBuccs
Monsieur Devil, I can remember your having a brief interest in ANR back before the 2nd apocalypse in coal. Is that industry of any interest to you in the coming year?
pedro
I’m not sure I’d go as far to say, “No one believes the market can survive without the Fed.” Almost every 2015 prediction I’ve read has been bullish.
Dr Fly
The Devil is gone and will not be answering your petty questions. As a matter of fact, he will not even read the comments under his own blog.
Just like that, poof, he’s gone.
ripper
THE DEVIL = THE FLY ?
vking
I am the only true man who has faced the “Devil” in his sulfuric world and defeated him.. “Dips” to China.. Asian’s as far as the eye can see … Ha!! The VKING is about to unleash unholy hell apon those non believers … So again .. To be big you must be big… devil.. Fly.. Whom ever ..the prophecies are coming to fruition .. Fuck the fed and her bleeding hole… Let’s go bro.
tradercaddy
Ha!
He’s back.
Whatever happened to that energy drink stock you liked?
ripper
Finnies:MUST OWN BAC, maybe some C. Banks will be huge in 2015. <————–The devil will celebrate Christmas 2015 in the poorhouse.
frog
I always enjoy hearing from the Devil. Merry Xmas truly and eternally to you too, Lucifer.
JPMorgains
Fuck yeah Devil.
Thomas
It’s great to see the Devil back in IBC. He made some great calls.
doubleplus
The Devil really should come around more often.