Super Cocaine, Angel Dust, Clown Juggling Rally

From the darkest corner of his house, Benjamin Bernanke lights his cigar, filled with marijuana leaves, turns on CNBC, and excitedly says “got you bitches again,” then blows plumes of smoke into the air–whilst listening to his favorite rapper: Richard Ross.

Futures are +15, based upon Central Bankers doing long lines of cocaine, buoying world markets at the behest of the controlling elite, the plutocracy. Those who are readily betting against them, via misguided short positions, will soon see their possessions seized by the marshal and auctioned off to the highest bidder.

Now, there are two questions you need to ask yourself before the market opens.

1. What sectors shouldn’t I be aware of?

2. What sectors should I be aware of?

The answer to those questions can be answered with one simple train of thought.

You don’t want to chase down dogs that haven’t run yet. Quit being such a damn contrarian. This is a momentum based market and if you’re not participating in it it is more likely as a result of your stubbornness to buy what is being bought, than a bout of poor luck.

For example: CSIQ is up nearly 30% this morning off of great earnings. The entire solar space has caught fire. What is an investor to do?

Well, obviously, you should be buying solar, not coal or oil. And, you should’ve bought TSLA for the $100 roll, like I told you last week. Due to the run in solar, alternative energy stocks caught fire last week, led by FCEL, BLDP and CPST. Look for that trend to continue and gain momentum. Other names to be made aware of are PLUG and QTWW.

Might the coals go higher? Perhaps. I am long YZC more for its chinese burrito exposure than for its deliciously carcinogenic coal.

I’ve also taken a liking to JIVE, IMMR, MTL, MCP and PAMT. See these are “good” ideas, not some hodge podge of lazy misdirected themes put together by a cold caller.

You want to know another “good idea?” How about FRO? Earnings are right around the corner and they’re not supposed to show any improvement, whatsoever. However, they have enough cash to last until 2015. Therefore, in my view, there is significant room for an upside surprise in the shares, as they’ve baked in nothing at all.

Enjoy the rally.

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