Elasticity Has Been Eliminated

So you’re sitting there drinking a fine glass of chardonnay, perusing the fashion section of the NY Times, and up comes some brutish jerkoff from Brooklyn. He queries: “yo, fuck face, yoos short stocks or what?” Startled by the poor grammar and gaudy gold chains, you retort: “I beg your pardon. As a matter of fact, yes, I am short of U.S equities. Now if you would excuse me…”

BAM! He then punches your glass of chardonnay (95 rated, RP) into your face, then walks away.

That’s exactly how this market is behaving, rude, belligerent and woefully ignorant. We are in a new paradigm people. Attempting to gauge the market using old methods is equal to using an abacus to figure out complex trigonometry problems.

The dollar hasn’t even begun to decline. As a matter of fact, it was up last year. Wait until the municipal crisis hits. Count on egregious bailouts, followed by another raising of the debt ceiling. This is end of days financing, folks. I strongly recommend stockpiling heavy bags of rice in your garage while you can. If the inflation thesis starts to play out you will see outrageous increases in the price of gold, silver and commodities. If you think cotton is expensive now, look it up in 3 years, then come back to this post to let us know how it played out.

In summary, I am heavily positioned to profit from inflation. I am long MOS, AGU, NGD, EXK, GTE, KEG and ATPG.

As an aside, the Seeking Alpha crowd is panning CCME again. Let me make this clear: I am not long the stock, but harbor extreme disdain for this pizza delivery boys posing as analysts on the internet, posting shit to manipulate share prices. I have NEVER seen anything like this in my career. These clowns are operating with impunity. The stock gapped up $2 this morning, so some schmuck who is likely short the stock combats the move with an unchecked allegation of fraud. The result: the stock reverses $3 to the downside. Un-fucking-believable.

You probably don’t care about it now; because it’s not happening to your stocks. But, believe you me, this sort of renegade journalism is dangerous and should be looked into immediately, starting with the trading records of the authors.