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
23,452 Blog Posts

Let’s Throw Dice

BORN is coming out with earnings one of these days. They’re Chinese. Therefore, it’s a fucking mystery. They should just send out the release in fortune cookies and focus really hard on getting their populous drunk. Not knowing how their numbers look: I am a bit worried about input costs, with regards to corn. On the other hand, RECORD amounts of people are moving in from rural areas to urban, which is VERY BULLISH for beverage consumption. Ask any private equity investor in Asia: “what is the best way to take advantage of Asian emergence?”

Answer: buy beverage stocks. There is a direct correlation between creation of wealth and fuckers wanting to get drunk.

Also, I am loading up on BZ, ahead of numbers, scheduled to be released next Friday morning. I realize this is a risky trade; but is it really? The fuckers from Boise have been raping the estimates for awhile now. Considering the ramp up in the economy, I sincerely doubt they will drop the ball now. Having said that, I’ve been clubbed in the balls before.

I am aggressively long the commodity space, long the following: NGD, EXK, MOS, AGU, KEG and ATPG. Go ahead and look at those fuckers run, then ask me how my day is going.

Essentially, “The Fly” is throwing dice; but they’re fucking loaded.

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16 comments

  1. A Monkey With No Use for a PPT Subscription
    A Monkey With No Use for a PPT Subscription

    BORN, lotto, chineese, you nuts.

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  2. alphadawgg

    Suze Orman would not approve.

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  3. ruggyup

    Holding trading until after the debut of Jay Carney at the WH lectern. Unabashed fervor for his performance would signal a nice run up on the PPT to 312. Me? Still believe, bullshit walks and money talks.

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  4. TheV.King

    The V.King added 5,000 more shares to his IDCC position…

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  5. TMoe

    Fly – still long OXY???

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  6. Quint

    Iranian warships heading to Suez Canal – those oil bulls will do anything to keep their commodity from collapse.

    Just in…picture of the warship.

    http://www.boatdesign.net/forums/attachments/boat-design/9118d1158264195-can-anyone-find-more-ugly-boat-bateauferro.jpg

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    • WTF

      It’s a win-win for oil exporters, with collapse and without it. No warships are needed.

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  7. checklist

    yes, BZ has had some significant “raping” of earnings over the last couple of years.

    good luck, I love that stock and its a really good company/management

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  8. boulevard

    Ouch on the BORN here, may be a good day to initiate if I can figure out what the hell is going on

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  9. thewife

    I just had time to read this now…the whole BORN earnings thing. lol

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