BEHOLD:
1. [[SMN]]
2. [[SRS]]
3. [[FXP]]
4. [[DGP]]
5. [[SKF]]
6. short [[LEH]]
7. [[REW]]
8. short [[WM]]
9. short [[MS]]
10. [[RIG]] If you enjoy the content at iBankCoin, please follow us on Twitter
BEHOLD:
1. [[SMN]]
2. [[SRS]]
3. [[FXP]]
4. [[DGP]]
5. [[SKF]]
6. short [[LEH]]
7. [[REW]]
8. short [[WM]]
9. short [[MS]]
10. [[RIG]] If you enjoy the content at iBankCoin, please follow us on Twitter
Egregious indeed.
11. 1 Blue Radio to listen to the end
Possible ads:
GLD, SLV, SLW, GG (big).
RGLD (small).
So your short?
covered against all sorts of doomsday scenario…
electromagnetic pulse, circutry bomb or magnetic polar shift could wipe out technology, REW’s got you covered.
Hyperinflation could make RIG and DGP shoot up.
rapid deflation could crash down the ags, SMN good there
population reduction will wipe out the real estate. SRS good play. And even if not, you have baby boomers dieing and moving to homes, and not enough population growth. Also will wipe out the banks thaat are stuck with all of the baby boomers mortgages.
Of course if all the brokerage houses get in trouble and decide to take your money on top of a monetary meltdown, your shares will be no good, so you need some physical gold, silver, and maybe a bag of cash and foreign currancy.
You should add a nursing home for all the old people, and funeral stock, I hear people are dying to get involved with funeral companies. You’ll have a little more long exposure that way anyways.
maybe FDP for crops, or CPB for souplines is a good play on people starving and needing food.
Water could be needed.
And although oil will boom as we reach peak oil, the US drilling, and release of the emergency reserves like Clinton did for Gore, but also might go after colorado drilling, alaska drilling, kansas, texas, etc. Oil will probably take a hit sometime this year, and when companies run out of oil to drill for, they lose cashflow like crazy. The ones that survive will win big for awhile, then it’s all gone, and every oil company loses.
Plus dramatic population reduction will wipe people out so there could be less oil demand. Might want to be covered against that possibility, although DCR is in liquidation mode. Short USO on this rally.
And if doomsday doesn’t happen by 2012 like evryone says, you have plenty of time to catch the upside in the market.
Hedge SRS with HXM, because you know those mexicans aren’t worried about a top heavy baby booming population dieing and running out of people that want houses, they multiply like hampsters.
I’m sure there’s other countries that will be good potential investments as money goes out of US… latin america, brazil, and japan, just not quite yet.
Its literally time to short DECK now.
Dude…
Fly = overrated
Also, my silicon valley friends are saying, IBM & Intel are beating estimates; IBM in particular…
Mike=asshat
I wonder if Guy Adami still thinks CROX is cheap? That man is wrong so often he belongs on Mad Money.
any opinions on (GTLS) as a buy here? It’s up over $2 today.
Actually, I think Finerman was into CROX as well.
I bought a lil SMN today just so The Fly didn’t feel lonely.
You guys think I’m kidding? We’re going to finish in the green this week…IBM is biggest major component of the DOW, plus its options expiration on Friday.
As far as Citi/Merill they’ll announce $15bb writedown which will be interpreted as a kitchen sink quarter, and they’ll raise capital to instill confidence in each respective institution. Just like UBS…
As far as $113 oil = world demand = china/india = bullish for america.
“If you can’t beat em…join em”
I’m going to short nutrisystem…I’m fuckin tired of watching its commercials.
Big Mike:
Where’s that 300 point Monday rally that you promised us last Friday? I must have missed it, along with the memo stating that higher energy costs are good for the consumer.
yes,
high oil prices = good for America
low oil prices = good for America
In fact, if it weren’t for the fact that there is an oil price, this country would be doomed.
Wednesday before options expiry is typically the most volatile day of expiry week…
The Yahoo message boards called…they want Big Mike back.
Why the hell do you have SKF and shorts on LEH, WM, MS? The whole financial industry is connected. They all lend to each other, write default swaps against each other, take out repo lines, etc. It’s like Ford buying cars from Toyota.
If one bank goes down, they all go down. God bless leverage. If Bailout Ben did not save BS, the entire financial sector might have collapsed. Not just ours, but around the world. Just put all your money into SKF and stop trying to be crafty.
Big Mike could be right.
I could see us being green this week. There are way too many short positions.
$113 oil is helping Americans in some ways. It’s forcing them to save again. They are also walking more, so hopefully we all won’t be lard asses.
gap you must not be a fan of fibbonacci
pleasekillme, if you would look at the top components of SKF, you would see that the only stock that the FLY is short that is in the top 10 is MS. and it is the 10th. the demise of LEH, MS, and WM could happen with very little effect on SKF. He predicts doom for those 3, and if he was only in SKF, he wouldn’t bank serious coin when they dropped. he is putting his money into the weak financials, by picking them out as underperformers. shorting them, along with long SKF, is a smart move.
Remember, his IQ is 100 points higher than yours.
gunners either gets or gives head to fly
wrong again kurt.
the truth is, that I am an employee of the fly. I get paid. i don’t get or give sexual favors, much to the chagrin of your gay desires.