VROOOOM

If you are managing a private equity fund and have money to invest, you best do it soon or you will have a difficult time raising future funds. Yesterday’s bid for FDO is a side effect of excess liquidity in the system. Corporations have been borrowing money at super low rates for almost two years now. And, private equity managers have been sitting on cash hordes, whilst corporate balance sheets improved, drastically. They have to put money to work, which, undoubtedly, means big premiums.

My VCLK reported great numbers yesterday and is ripping tits off in pre-market trading. I think yesterday’s losses will be made up today, AND MORE, all thanks and praise to the Lord himself, Ben Bernanke. Looking over my algorithms, I am feeling the action in AAU, KBX, WEBM and BZ. I may buy all of them today. Stay tuned.

Also, I am very bullish on Ag names and will add to both MOS and AGU on dips.

Finally, within tech, I am looking at new issue COR. And, with the VCLK strength, QNST is interesting to me here, as well as WPPGY. Also, due to the collapse of WTI crude, I am very much interested in the refiners, as their crack spreads have exploded to the upside.

NOTE: RC set up the South bracket. Sign up you fucking imbeciles. What the fuck are you waiting for? You don’t like free money? Unreal.