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
23,431 Blog Posts

The Russian Winter is Coming

Europe is going to be a block of ice inside of 6 months, deprived from valuable Russian natural gas–and for good reason. If the idiot Europeans were dumb enough to base their heat and productivity around ‘reliable’ Russian gas, then they deserve to get smacked with Jedi swords.

This is going to be a problem for markets, until people figure out that Russia can’t be stopped and the Ukraine is totally meaningless in the large and small scheme of things.

The reason why I placed 25% of my personal assets into TLT was because of this, coupled with that fact that european yields are at 200+ year lows (lolz).

The reason why I’ve focused my superior intellect on Chinese burrito and biotech names is because they’re immune to the caprices of the retarded west, as they are more fixed on becoming the #1 super power in the world and curing cancer, or at least delaying death.

The TLT trade has done exactly what I thought it would. My chinese burritos are performing exactly how I want them to. And, judging by the recent performance in my biotech/pharma holdings (GILD, JAZZ, ICPT, SGEN), I think they’re on the right path.

What else am I long?

YELP, N, AAPL, SLCA, STZ, MU, HCA, NUE, BID to name a few. So the next time you step to me asking “hey Fly, do you own anything that isn’t a chinese burrito?”, I’m gonna punch you in the face. How about that, pal? Would you like that?

I throw borscht into the faces of every single Russian reading this, including the ones who agree with me.

 

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7 comments

  1. rahagar

    Does NOAH qualify as a Chinese Burrito? They just posted decent earnings, and I like that saucer base here. Bot some today on this hammer candlestick. Maybe they are heading back to 25.

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  2. matt_bear

    I’m literally only 40 seconds in and Wolf of Wall Street is the greatest movie ever.

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  3. NON Solo

    As long as interest rates are low, stock market continues to trade on technicals and George political news. Who the hell is buying treasuries to drive down rates?

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  4. limaloy

    Senior Tropicana – interesting play in $NUE …. projected growing EPS at a 30%+ clip and a year long base, i like it!

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