This summer brought great gifts of drought and low crop yields. As a result, ag prices screamed higher and protein stocks tanked.
Over the past three months PPC is down 31%, SAFM is down 18%, TSN is down 16% and SFD is down 20% year to date.
The time for half measures and cowardice is over.
Based upon historical precedence, this is not a good time to buy protein stocks. During the months of September and October, historically, they’ve been serial underperformers, which is why I will buy them with vigor and imperious tenacity (extra Costanza!). The protein trade, mind you, will be my next thesis trade, climaxing during the gluttonous month of Thanksgiving.
Thus far, I’ve purchased about 500,000 shares of PPC, a starter position, in order to get accustomed with the caprices of the fucked-faces who trade the name on a daily basis.
Due to The Great Corn Scare of 2012, ranchers and chicken fuckers were forced to cull and kill their stock early, unable to feed their ugly faces thanks to inadequate feed supplies. That trade is over, seemingly. Moreover, I believe the beaten down nature of the protein sector has exhausted itself and will enjoy a revival, based upon my un-shakable belief that humans, particularly of the unseasonable American variety, enjoy to stuff their fat-fucking-faces, continuously, without regard for decorum, wellness or temperance.
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Forgive my political rant but this needs to be said on this upcoming Memorial day with America on the verge of a fiscal cliff, a war on America that the media seems unwilling to speak of, and on the eve of a countdown to elections:
I heard people pick on Romney for being Mormon, yet they ignore the true threat to America, the possible re-election of Barrack HUSSEIN Obama
Fact: The US and western world faces a threat from radical Islam, AlQaeda, Hizbullah Hamas, Islamic Jihad, Taliban, Iran etc.
Fact: Barrack HUSSEIN Obama is, according to Islamic law a Muslim based on the fact that both his biological father and adopted father BOTH are Muslims.
Fact: ‘Muslim’ was listed on his school record when he was a boy growing up in Indonesia where he went to grade school (Indonesia by the way is the country with the worlds largest Muslim population). The Arabic word ‘tekia’ is a term in Islam that means lies/deception that is allowed against the infidel non-Muslims to fool them, and it is okay to lie and say you are not a Muslim to non-Muslims in order to gain power.
Fact: Media has given him a free pass on his questionable background and his associations with radicals like Bill Ayers and Rev Wright, the fact that his father and brother are both Muslim, because he is a radical leftist, and the mainstream media is generally left wing.
Fact: His “Christian” Reverend who Obama claims ‘not to know that well‘, Rev Jeremiah Wright (the same guy who is buddies with Al Sharpton, the Black Panther and who said “Damn America”), was his reverend for 20 years and performed his wedding for him, yet he had the ‘audacity of dopes’ to claim in the 2008 election that they ‘weren’t close’.
Here’s one of the few mainstream articles I could find on this:
http://www.foxnews.com/opinion/2012/08/30/media-declares-open-season-on-mitt-romney-mormon-faith/
Part of it reads:
“During an interview I conducted with the Reverend Wright for my book “The Amateur:Barack Obama in the White House,” I asked the pastor if he had converted Obama from Islam to Christianity. “That’s hard to say,” Wright replied.
Wright then went on to say: “I think I convinced [Obama] that it was okay for him to make a choice in terms of who he believed Jesus is. And I told him it was really okay and not a putdown of the Muslim part of his family or his Muslim friends…. And even after Barack and Michelle came to the church, their kids weren’t raised in the church like you raise other kids in Sunday school. No. Church was not their thing. It never was their thing… So the church was not an integral part of their spiritual lives after they got married.”
Fact: Before the election of 2008 if you referred to Obama by his middle name (Hussein) it was considered politically incorrect and unfair, yet RIGHT AFTER the 2008 election was over he proudly referred to it (naturally that has died down now in 2012 election season). He has also been the most anti-Israel president in US history, distrusted by a staggering 97% of the Israeli public (both right and left) who are convinced he is a Muslim due to his policies vis a vis Egypt, “Arab spring” (Islamic Spring) and the literal and figurative bowing down to Muslim leaders.
Fact: Just TWO DAYS after his dubious birth record (what many say are doctored birth records by the way) was released, he ordered the killing of Bin Laden. Coincidence? A possible theory is that media attention quickly left and shifted to the Bin Laden situation. Remember when he needed to, Hitler sacrificed Rohm (think night of the long knives), Bin Laden was a threat to Obama’s desire for a new order and had to be sacrificed as well, though Obama does NOT like opposing any Muslim leader he had to be sacrificed so he could play the ‘I’m fighting terror’ (bullshit) card.
Fact: This man apologized for American ‘colonialism’ on a world apology tour right after the 2008 election, bowed to the Saudi King, and on an open microphone he thought was silent, told Pres Medevedev of Russia: he’d have “more flexibility after elections” (implying he would further abandon US allies and shame and endanger America.)
Conclusion:
If you don’t vote against Obama, you are voting against America’s future. Please do NOT vote for this man!
Sorry, I meant ‘Labor Day’ not ‘Memorial Day’…
hey i feel your pain, but what can ya do>? fuckers who want something for nothing will ruin this country.
Haven’t you ever heard of “money for nothing and chicks for free.” I think he was talking about rock stars but I know several athletes, kite boarders and surfers, that are having the world handed to them just like that. Then this other group, Zero, says “nothing lasts forever.”
If your life hasn’t worked out the way that you hoped, it’s not because of who the president happens to be. You’re doing exactly what they want by getting derailed by this stuff.
Wrong board, Moolahheaven. You want the paranoid political rant board.
Fact: The jerkoffs that prop up the Zionists and their illegal occupation of Arab land face a threat from radical Islam, AlQaeda, Hizbullah Hamas, Islamic Jihad, Taliban, Iran etc.
fuck you.
M81x, I take it by your ignorant remark that you are of the foolish belief that Islam threatens ONLY the Jews, yes? So I guess the wars and terror involving the Phillipines, India, Chechnia, Chad, Serbia, Pakistan, Sudan, Darfour, Afganistan, 9/11 etc are all because of the ‘zionists’ (code name for Jews). I think you’re running late for your ‘Bundt’ meeting…
Was the World Trade Center ‘Arab land’?
All I can say to that is try to educate yourself and read a little history.
I already did, in fact I’m an expert in it. Your ignorance brightly shone through when you referred to Israel as “Arab land”. In fact, Israel is NOT located in Arabia. The ONLY sovereign state in history for the last 3000 years between the Jordan and Mediterranean is Israel (‘palestine’ was a Roman termm after the province they named Judea (Israel) rebelled in 70A.D.).
Also nearly half of all the Jews living in Israel are Arabian Jews (Jews from Arab landas such as Morrocco, Yemen etc.)
Look either you just don’t know the facts and your not a bad guy in which case I recommend you read what an Arab named Shoebat, an ex-terrorist himself says here: http://www.shoebat.com/
Or you DO know the facts and you simply just hate Jews (in which case I refer you to Razor’s comment ).
I never argued about ‘Arabs’ (whom I happen to like by the way), I argued about Muslims and whether Obama is one of them – and the evidence is that he is.
The Romans named it “Palestina” after the Jews historical enemies (from Biblical times) the Phillistines. These were not arab people but likely a type of Greeks. The romans gave it this name to purposely sever the Jewish connection to the land (after they put down a Jewish rebellion against Roman rule and murdered thousands). Although that obviously didn’t sever that connection in Jewish culture throughout the ages, that was their intention.
It clearly had nothing to do with some arabs of the modern day world who since about the 1960’s have referred to themselves as “Palestinians” naming themselves after the British mandate of “palestine.” (The anglicized form of roman “Palestina”) A name which at the time of the mandate itself, all the arabs there resented and insisted was not their name. (During the British mandate period, Jews living in the mandate were called Palestinians. We still have passports from those days to prove it for you skeptics who have been misled by the rewritten history over the past several decades). Comically (or tragically, depending on how you look at it), the same arabs who insisted they were not palestinians and not to be referred to as such, today insist that not only they are so-called palestinians but so are their children, grandchildren and great grandchildren born in other countries decades later. Only an idiot or completely ignorant person gobbles up the kind of deception propagated by the UN and the arab propaganda machine today.
That was amazing. Yes, in fact the term ‘west bank’ which has no real meaning as it refers simply to any land west of the Jordan (so it could be taken to mean Tel Aviv as well), is a P.R. term invented by Jordan in the 1950’s, since they did not want to refer to the land as Samaria and Judea. Why do the prefer ‘west bank’? Because the word ‘Jew’ is actually FROM the word Judea, and it just doesn’t sound good to say there should be no ‘Jews in Judea’! The so-called leader of these Muslims who call themselves ‘palestinian, was terrorist Yassir Arafat. Where was Arafat born? Egypt. His uncle, by the way, haj amin al husseini was a Nazi supporter (google the name Mx81), and a dear friend of Adolf Hitler who many have said gave Hitler the idea of death camps rather than relocation to Israel for the Jews.
It’s shocking when you hear the misinformation out there, but it is all true.
“read a little history” says the guy who thinks that al qaeda, hamas, et al only attack “jerks” who “prop up zionists.” What a fantasy world.
Arab land?
Last I checked, there weren’t any zionists in Saudi Arabia.
i agree, but does it matter? in the big scheem of things why do banks get bigger? why do oil co,s. run shit? if every pres since i can remember say we should be oil independent not go for nat gas? why not coal? lol. more bullshith from both parties.;how come we dont build refiners? both parties r fuckin us.
scheme, fuck you
response to moola, not the 81somethin guy.
Oh boy. Shut up with the islam-phobia. The biggest threat to your country is your local Congressmen. Give it a rest with this faux war on terror.
|+1
With all respect due to you Fly (and you know I have a LOT for you), your blog is a MUST read on the markets, there are some issues which transcend even ‘making moolah’. I was nearly killed on 9/11 and many of my friends were murdered while Muslims around the world and in Israeli territory celebrated. Those are the people Obama supports and I want people to know that. The fact is that Radical Islam wants the world to be ‘Dar Al Islam’ (conquered by Islam).
http://www.thereligionofpeace.com/
http://www.shoebat.com/
http://www.foxnews.com/politics/2010/02/16/obamas-islamic-envoy-disputes-report-quoting-defending-terror-convict/?test=latestnews
America as a free country will NEVER be accepted by them and it is a mortal threat to us all. A phobia is irrational, I do not believe this is. Either Obama is one or not; if he is and is lying about it (and there is a mountain of evidence he is) then the American people have a RIGHT TO KNOW BEFORE they vote in a second term where he will never have to face the voters again.
The ‘People’s Tribune’ had to speak out on this one for the Red White and Blue…
Aren’t you even a little bit worried about the alien invasion fleet hiding out in the asteroid belt?
It is their mind control rays turning your suspicions against fellow earthlings, you know.
Instead of an ad hominem attack, why not dispute the veracity of my statement? Ah yes, because it is true…
By the way, I believe Obama will also continue to bring financial ruin to the US. QE was a failed attempt to ‘wallpaper over’ the problems in unemployment and the economy that Obama has exacerbated (and Yes Bush is responsible as well).
Moolah,
I certainly agree with your points, but the whole “Obama Is a Muslim” thing just prompts ridicule from these self-conscious leftists.
Instead let’s face facts that it really doesn’t matter what religion he is or isn’t, secretly or openly. Based on what I’ve seen, what things he says, Obama is most likely an atheist. So nominal religious “affiliation” is irrelevant. He’s clearly not a religious person.
But what is not irrelevant, what is very very relevant, are his political allegiances. Islam is not merely a “religion” where people just worship a God and that’s it. It has a clear political agenda as well. You referred to some of this with comments about Dar al Islam. It is very clear that Obama is allied politically with Muslims both in general worldview (including his perception of Jews and Israel) as well as political agenda for the world as a whole. That’s with regards to the US, Israel and many other issues. And it is clear he will “stand with his brothers” such as Farakhan, Jeremiah Wright, etc when the going gets tough.
Or just say it in Obama’s words: “I will stand with the Muslims.”
Is that Islamophobia to quote his actual statements?
It is not about religious belief or affiliation. It is all about political allegiances and beliefs.
I could not have said it better (and in fact I did not). Not only the ‘Islamic’ worldview, but the ‘America is an evil colonial power’ that must apologize for it’s greatness as well as his disrespect for the US Constitution which has become evident is truly revolting. As investors we should also note that getting a few dollars (via ‘implied’ though not real QE) to prop up the market (until Nov 6th that is) is NOT worth selling out our country. Well said Mad Scientist…
Too early imo.
Good luck.
QUICK: Divest in all modern art collection, short and long!!
Okay, fine. Just Picasso..
Oh, ya, duh. Nevermind, it’s Sunday..
He must subscribe to the Trump newsletter
looks like the almond and walnut crop will be record breakers – will DMND squish the nuts of the shorts?
Just so. “To everyone is given the key to heaven; the same key opens the gates of hell.” Whether voting local or national be sure, damn sure, you understand which gate you are opening.
THANK YOU! That’s exactly my point!!!
FWIW-
Bill Clinton on Obama: ‘A Few Years Ago, This Guy Would Have Been Carrying Our Bags’
5:51 PM, SEP 2, 2012 • BY DANIEL HALPER
Have to get to bed early to make the trip with the wife to The Trop in St.Pete to watch the Rays and Yankees game tomorrow.
This kid loves his protein (and his John Deere).
http://youtu.be/e3kwdue5XS0
Futures are getting hammered….Anyone know whats up?
See below.
Poof.
Your bullshit summer (rally) is over
we all want utopia, but some find it easier if they work for it.
CORNAPOCALYPSE lol, thats a big word.
FLY, what about COW?
Just finished watching Jiro dreams of Sushi…I loved it….thank you Fly. BTW, Chima PMI’s continue to be super ugly.
china too, lol. Should proof read..EU, Germany, France missed est also with Flash number being stronger.
CORNAPOCALYPSE NOW.
Brando as the farmer gone asiatic, killing livestock in a five state area. Sheen, sent from Jimmy Dean to terminate the Colonels command.
http://www.youtube.com/watch?v=GjB8z0Bvi14&playnext=1&list=PLC18CD3CF5D03A30F&feature=results_video
The…horror.
The…hor-ror….
I love the smell of charcoal in the afternoon.
Smells like… victory.
What to bring when trick-or-treating at Moolah’s house this year:
Obama mask
video camera
body armor
anti-psychotic drugs
LOL OTT! – that was pretty funny so +1 for you, but I’m perfectly sane and still love America So I will speak out for what’s right.
Anyhow, I DID say that in my opinion I predicted Bernanke would NOT do QE3, that he would instead try to talk up the markets for his buddy/boss Obama as tough as he could, and that I thought the markets would figure it out.
Judging by the look of the futures market, it looks like that may be happening, so score +1 for me as well…
Oh, wow! What a misread!! I thought the blog title said, ” The Cornucopia is Over”, a few hours ago, skimming through..
Been so busy with the new, to me, Google+ thing, I breezed right through that whole corn and apocalypse imagery and reference. LoL..
The STFU
ban may need a comeback.
Wow, back to this shit? Unbelievable.
Fly, from what I understand, these drought cycles are longer term, 10 to 15 years. We’re in a Pacific cooling cycle like the 1950’s and apparently an Atlantic cooling cycle is also due. I doubt that will affect your trade, since I’ve never known you to hold a position for 10 years. Have a great Labor Day.
MCP-Insiders are Buying this Company
http://www.insidermonkey.com/blog/insiders-are-buying-this-mining-company-17387/
Dumb mis-read, right?? I mean, of course, as fall approaches, the cornucopia metaphors will abound, and the simplistic reference is there; however, which, in this case I took it to mean, “the trough is closed” or “the free for all’s done” or the like, in The Fly’s usual joking, ironic and sarcastic intonation.