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
23,449 Blog Posts

You Want Crazy?!

Fuck it. Who am I kidding, worrying about some sort of Chinese implosion. There is no such thing as implosion, just temporary stalemates. There is a certain subset of stocks that have been underperforming because of concerns over China. Plainly, after consuming 20 beers, I can see that my thinking is entirely irrational.

Lo and behold, here is, yet another, fucking watchlist that I’ve managed to conjure up. After all, I am all but unemployed now, professional blogger of sorts, umpire of the markets, slave to my wife and kids.

Here are stocks that have underperformed over the past 3 months, within the Industrial/Basic Material complex.

PCX -24%
XCO -24%
CRR -14%
ANR -13%
CNX -11%
ACI -11%
JRCC -10%
BTU -3%
CRS +3.6%
FCX +4.6%
CENX +5%
PKX +7%
TC +7%
TCK +7%
AKS +8.5%
IPI +9%

Basically, this is the Costanza trade, buying up anything that offers an iota of uncertainty on a macro-scale. Sure, the above companies are all fucked; but that shouldn’t get in the way of a good ‘rip your fucking eyeballs out like a muppet’ rally.

[youtube:http://www.youtube.com/watch?v=_vyb5dkQZPw 603 500] If you enjoy the content at iBankCoin, please follow us on Twitter

59 comments

  1. Yogi & Boo Boo

    lol

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  2. indie

    Muppets, all a bunch muppets!

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  3. franky

    i love this blog. thank you.

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  4. wilms

    WWCD?

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  5. Bobby Boucher

    Muppets? Since when did you go to work for the vampire squid? lol

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  6. chivo

    20 beers deep and the Fly still manages to type perfectly!

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  7. kraxmokr

    HA HA…while there is such a thing as implosion in physics due to immense pressure on the outside of the vessel being imploded, it does appear that no govt is susceptible to implosion….ABSOLUTE BS…but it is what it is

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  8. chivo

    p.s. you are exhibiting some of the signs of an addict looking for a fix. seriously. look it up

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  9. JTU

    Before I scrolled down, this is the exact Seinfeld episode I was thinking of where George discovers that every one of his instincts is wrong, so he decides that doing the opposite must be right!

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  10. Dr Funk

    High for AAPL before the bubble breaks: 666

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  11. Mad_Scientist

    Greatest. Video. Ever.

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  12. Dr Funk

    High for AAPL before the bubble breaks: Sixsixsix

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  13. Mr. Partridge

    HAHA.. Who are you?
    Now that is a Fly I know 🙂
    nice video

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  14. mindthegap99

    salmon swim against the current and the tuna swim with it !

    lol

    chicken salad and going right up to her !

    that’s gold Jerry, gold 🙂

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  15. surplusdroids

    Fucking hilarious post!

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  16. PMed

    Great vid. Keep up the humorous vids. These work.

    China is ready to explode, not implode. Media is like a succubus these days. Tells you anything to steal your seed.

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  17. razorsedge

    wprt, +69%

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  18. razorsedge

    what the hell r u talkin about, slave to your wife n kids, wake the fuck up. they r the reason u should b gettin off your ass and doin something. they love u and suport u. u sound like a spoiled kid. so suck it up and go to work my friend. only say this because been there done that!

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  19. razorsedge

    http://youtu.be/drotqeAuVRI

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  20. razorsedge

    http://youtu.be/PssiJ9ywc0g

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  21. Iroc

    Razor, meet Sooz, …. Sooz, Razor.

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  22. Roach

    CRR looks real good. Several companies (Baker Hughes, Halliburton) noted lack of supply of proppanants. They missed bad last quarter because of a logistical problem. Lots of short interest. Obviously a risk due to fracking. Hit it

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  23. razorsedge

    stan, my favorite http://youtu.be/YKwq9soya_Q

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  24. THEosu

    Out of TIF @ 69.30…..good pick ,thanks .

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  25. MX2101

    Amazing market. Up, up and up. And up some more.

    Sorry to rant here now, but the problem I have with this is the cackling arrogance of those riding the bull wave up, turns into a DEMAND and ENTITLEMENT to be bailed out by the taxpayers on the way down. Exhibit A- the housing market.

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    • MX2101

      More rant-

      A few years ago I took a 50K loss on one stock, a huge amount for a little guy like me. No excuses here, the sole reason is my very poor trading decisions. My response was to face reality, man up, and take the loss with dignity and style.

      Now here come the housing whiners, who made comparable lousy trading decisions. They want to be compensated for the trading loss, AND keep the stock, so to speak. And… they bought on margin.

      Just amazing and astounding. Good to be alive though. Peace.

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      • razorsedge

        everybody works for GS, lol

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      • PMed

        Understand that our owners don’t want the fish to own the aquarium they swim in. Too much risk for the owners.

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        • drummerboy

          now you’ll know why some people are pissed.you cant trade through this bull sheise,just what the fly is trying to say. fuck i’d drink 20 beers to,by the time i reach 11, 17 oz pints..i’m done

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  26. JTU

    ReneSola Ltd. Announces Fourth Quarter and Full Year 2011 Results

    SOL up 15.85% premarket!

    http://www.nasdaq.com/article/renesola-ltd-announces-fourth-quarter-and-full-year-2011-results-20120316-00110

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  27. Stan

    Is Jake not covering gold and silver stocks anymore?

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  28. Stan

    When you instincts were telling you to add to VXX, you should have done the opposite.

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  29. Stan

    “you” s/b “your” “z-game”

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  30. xxxHuggieBearxxx
    xxxHuggieBearxxx

    Should test 1425 today….new highs on all indexes before the elections. It has been written…

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  31. JTU

    SOL up 20%!

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  32. JTU

    MOS and POT up over 3%.

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    • JTU

      BMO makes the call that it believes potash activity in the U.S. has picked up over the last few weeks and forecasts a solid spring season.

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