iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,445 Blog Posts

I Saved Jobs

Going with O’bama-logic, over my career, managing money for affluent people running businesses, I’ve saved jobs. There is no way to quantify how many jobs I saved. However, I will tell you, being up more 140%, over the past two years, “The Fly” is a robust instrument of economic stimulus.

In an effort to switch things up a little, I offer the following advice: play the $100 rolls. Play them like the wind and sand, with no less than 100 grand.

Top roll candidates are:

Precision Castparts Corp. [[PCP]] , Apache Corporation [[APA]] , Mettler-Toledo International Inc. [[MTD]] , Bio-Rad Laboratories, Inc. [[BIO]] , W.W. Grainger, Inc. [[GWW]] and Equinix, Inc. [[EQIX]] .

Also, fall in love with fat crazy burritos again, via Chipotle Mexican Grill, Inc. [[CMG]] .

When in doubt, bet on Korean steel, via POSCO (ADR) [[PKX]] . I can go on and on.

The message is: this is a long only market, until things change. We are on a very predictable path; don’t try to be a rocket scientist—betting against the herd because it’s cool. It’s not cool to be flat broke, without a house—-jackass.

[youtube:http://www.youtube.com/watch?v=OtKk8rdVWvk&feature=related 616 500] If you enjoy the content at iBankCoin, please follow us on Twitter

12 comments

  1. RobDrake

    Your readership is saving Jeremy’s job as well as a host of other bloggers.

    Obamanomics, son!

    Think about it.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  2. SlopChopVince

    You’re gonna be in a great mood today cos you’re gonna be slapping your troubles away 🙂

    http://bit.ly/gUPnu

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  3. Steve Jobs

    Thank you Mr. Fly

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  4. zephler

    Fly, I would submit MSTR to the $100 roll too – they are an incredibly strong company – they CRUSHED their earnings and are still relatively undervalued looking at the most common metrics…

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  5. No One

    Bad excuse for producing absolutely nothing.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • Yogi & Boo Boo

      Yeah, pretty cool. I heard an interview with the responding officer on the local radio station yesterday.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
  6. Mr. Cain Thaler

    Woah shit, Sinatra’s back. Freudian slip, perhaps?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  7. StocksRider

    Fly, please indulge me for a moment here – what if dollar strengthens and keeps strengthening? And what if stock market eventually decouples – because IMO the markets and rising dollar (as opposed to falling dollar) don’t remain coupled for a long time. Does your thesis in the prior blog post still hold water. I am guessing yes but wanted to see you play this what-if scenario as you are far more astute than I can hope to be

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  8. arch

    im thinking yes, my FAS still likes me, was adding if the $$$ was right ,it wasnt

    • 0
    • 0
    • 0 Deem this to be "Fake News"