We’ve cast away the leaches and the swine, faux allies pretending to like us. There will not be any “joint marketing” plans and I won’t hold my tongue for the sake of some out of touch corporate sponsor. As discussed in the previous post, iBankCoin is going old school, real old, and I will not tolerate any form of disrespect (no StockTwits).
Markets are ripping. What you see in front of your faces is the reason why I opted not to short. Stocks climbing, after chilling out stupid for the past few days. Who would’ve known, besides me?
The CSCO news bodes well for other networkers, like JDSU, FNSR, RVBD, CIEN and contract manufacturer JBL.
I’m sitting here all morning, mustering up the courage to overweight MRVL into earnings, due out tonight. As of now, it’s a 12% position. I am tempted to go 20%, guns blazing, RPG on my back, suicide vest on my chest.
Silver stocks are acting better, but still not great. EXK is my largest position; but I would not add to it here. Instead, look to CTRP (cheap chinese burrito capable of doubling) off the back of the SINA numbers or DECK.
DECK can easily go FOSL on shorts if the winter starts early. Winter is coming, small plebs from the internets. Prepare yourselves.