A true bull market is being able to invest in the shittiest stock and bank coin because a high tide lifts all boats. In many regards, I find myself, foolishly, scouring the old worn out sectors, like coal, gold and oil, for winners. In reality, there is a feverish bull market in select sectors, all revolving around a certain theme.
That theme is consumer spending. Whether it be through consumption of new homes or at bullshit fat cholesterol dens of hell eateries, people are spending again and the stock prices are reflecting that.
I do not speak upon such subjects without the support of mathematical precision. As a matter of fact, using our new correlation tool inside of The PPT (that’s an auto-link, not something I bothered to do on my own), I’ve managed to mine out the best performing sectors, in comparison to the S&P 500, over a numbers of time frames.
These were the winners (note: NONE of them were accidental health and insurance. Whoever utters those words will receive an instant-banning from these halls)
So what’s so special about the above industries? Unlike the bullshit that is found in basic materials and tech, the gains in the above industries are persistent and continuous–over numerous time frames–up until the past 12 months. The easiest way to underperform a roaring market is to allocate capital into the wrong industries, then bitch and moan about it later. Believe me, I am speaking to myself as much as you.
The next step will be to narrow down my search to my favorite stocks, within these sectors, and buy them.
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ive already contacted, william shatner about said milk,
so where is the correlation with Accidental and health insurance?
BANNED
LOL
If you notice, the words Fly has put an immediate ban on and those in the drop down menu differ so, technically, one can quote the words in the drop down without receiving the ban. I, for one, do not want to test those waters,
Fly does not ban anyone. He just fucks around with people!
Tell that to the 776
People I banned!
Fly, given the long term outperformance of said sectors, would it not be valid to say these rallies are a little long in the tooth? Do you not anticipate a rotation into other sectors at this point? with all due respect is this not a littl a priori?
I think you mean a posteriori, but I like your question and also wonder what Fly’s response will be.
@Mad, I stand corrected, got the happy fat fingers going. Must re-read posts before submitting.
Although onw could argue with a space alien time machine it could be a priori!
Not really. They are trending. Once they cease to trend, it will not list.
loving this new tool. thanks for sharing this here. excited for ppt 2.0 …
keep us posted on the watch list… looking to buy something and C is near the top of my list… would really rather not.
Although it makes no rational sense to me why, I’ve observed the general public is spending. Buying crap, naturally.
Would Humana, United Healthcare, or Wellpoint be good ones to own in that sector?
Hey, check out the order of time frames for each industry. The 12, 9, and 6 month rows are mixed up differently throughout the bunch posted.
I know. It’s BETA and not available to you fuckers yet.
Asian markets up over 1%, should be a good day tomorrow.
P.S. I am posting comments too quickly, slow down?
$FAST and $GWW don’t do nothing. But go straight the fuck up. Ain’t nowhere near as sexy as gold, but they be working.
tks…
it is a bull market in convertable foodstamps post the quickie market take. even with a 25% haircut that is a lot of gov cheese.
Never underestimate the power of the over-leveraged keep up with the Joneses American consumer.
But I have to wonder what the hell this has to do with Accident & Heal..
** We’re sorry, but due to network difficulties this post has been terminated **
Anyone know what that massive ramp was in ES just now? HUGE move higher. The beat goes on for us bearshitters…
The beat down goes on, I should say.
and you thought I was nuts! Just wait.
@pedro
Lol, well I still do. Slowing growth across the globe, rising inflation. I’m not sure even bulls know why we’re still driving higher, other than “clean” charts.
I’m banned and even though this post goes
unseen I am ,by birth right , obligated to
warn against taking anything this asshole
offers as being correct and can seriously harm your NAV .
Please explain.
my new wine opener
http://devour.com/video/extravagant-wine-serving-contraption/
That’s got $FAST written all over it. Them fucking springs and pulleys and shit. No wonder stock price going gangbuster.
nice.cool site. found an old classic on there, too. applies to 2012 bears:
http://devour.com/video/you-get-nothing/
Over half of my gains were erased from January to mid-February in those very sectors – precious metals, coal, oil stocks. Getting tired of trying to get it back on dips in these sectors, it just isn’t working at the moment. At least with Chiscams I get in and get out asap, leaving me with profits in hand.
So was I correct three weeks ago? We are entering a secular bull market? I mean, why the hell not…
secular bulls dont have the types of draw downs we’ve experienced.
It’s getting weird out there but Ben knows this is the only way to a recovery.
Steelmakers were notable advancers across Asia. Tokyo-listed Kobe Steel Ltd. /quotes/zigman/194440 JP:5406 +2.24% added 1.5% and Pacific Metals Ltd. /quotes/zigman/197048 JP:5541 +1.32% gained 1.1%, while Bluescope Steel Ltd. /quotes/zigman/304814 AU:BSL +4.30% climbed 3% and Onesteel Ltd. /quotes/zigman/269726 AU:OST +2.77% /quotes/zigman/316644 OSTLY +4.38% jumped 3.7% in Sydney.
May bode well for CLF.
Typically insightful and generous analysis you won’t get anywhere else.
No one is paying their mortgage therefore they have plenty of discretionary income to spend. Sovereign defaults don’t really phase Joe Sixpack because he’s not paying his mortgage and could give a shit about Greece.
It’s like the good ol’ days when everyone was sitting on 250k+ in equity except now the equity is gone, people burn their mortgage bills and instead spend money on $100 yoga pants (LULU), $80 on compression shirts (UA), $400 smartphones (AAPL) and shiny baubles (TIF)….sometimes all in one trip to the nearest commercial real estate disaster of a Mall while burning $5 gas in their 5,000lb Suburban.
It’s over folks. Capitalism has reached it’s Matrix point and we need a global reset.
bullshit.
Question:
which of these has returned the best CAGR during 1991-2012.
A. AAPL
B. INTC
C. TJX
D. ROST
All those lamenting about not keeping for the long haul their INTC or AAPL bought in the early nineties should find out and cry.
these sectors have a lot less playas fucking with em as opposed to gold and metals and commodities by bots and greedy market bastards..fat slobs eat shitty food and buy shitty clothes…disgusting yes, but less bullshit thrown at a TJX than a CF from the market crooks.
I bought a small position in VXX yesterday and I am already down 4% before we even open up the doors! Damn!
VXX went from 20 to 60 in 3 months last July …
Le Fly – http://youtu.be/L6R86SXL1pI
Textile and Apparel –
I like TRLG at these prices, RUE to rip and pullback, and BODY cheaper ~24.50
Ah, Fly, here is where the true bull market lies:
http://www.bloomberg.com/news/2012-03-13/carlyle-owners-took-400-million-tax-deferred-payout-before-ipo-with-debt.html
The rest of us are just mosquitoes looking swarming around their asses.
This is also why Romney really shouldn’t be Prez.
Sorry to pollute the halcyon halls of this palace with politics. It has been quite a boring market of late, and politics is a distraction, as we know.