iBankCoin

NO ONE WINS

The great meat grinder of 2014 is upon you. This is the capital destructor, the zero sum game of pain.

If you pay close attention, you can smell the fear. You can’t say this wasn’t telegraphed, because it was. Hell, I’ve been telling you for months that this was bound to happen. After QE1 and 2, the market dropped by 16 and 19 percent, respectively. Over the past month, more than 1,400 stocks are down 10%, compared to just 10% up. Yields are at new lows, as well as commodities and the Fed is nervous, real nervous.

The shipping, coal, and miners are on the verge of bankruptcy, and the farmers aren’t fairing too well either. Old school retailers, JCP and SHLD, now have junk status bonds that are indicating bankruptcy. The rest of retail is a mess too.

What do we have?

We have a bunch of fat, bloated, global pariahs who employ people in Malaysia for $1 per day and then turn around and sell to us for $20.

The banks are good, if you consider good paying the government billions of dollars in endless fines.

I regret buying TRN yesterday. I am happy with both HE and WRE and I know ETR will be fine. Much to my chagrin, I am nearly fully invested, with just 10% cash. There is nothing redeeming about today’s tape, other than its audacity.

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120 comments

  1. Controller

    Time to change that logo again.

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  2. OG

    Aren’t we supposed to buy tomorrow?

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  3. Mister Jinx

    Action in oil is bizarre and, as you stated in your prior post, probably the result of some geopolitical maneuvering among the powerful and diabolical. Also odd to see gold miners getting killed despite a big jump in gold. Everything will be sold.

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  4. speedius

    Ultimately, these honest posts are the best. Just don’t go full Altucher.

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  5. Danny1980

    I’m gonna say it

    This is just fucking retarded

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  6. mr poopy pants

    i am fully invested too… in VXX and FAZ from yesterdays close.. your pain is my gain and my account thanks you for your support

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  7. xxxHuggieBearxxx D.P.M
    xxxHuggieBearxxx D.P.M

    The selling is relentless.

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  8. Mr. President

    Where do you stand, YTD? Any chance for break-even by year end?

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  9. levrage

    I’m surprised TLT is down in the wake of today’s market.

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  10. 2kto2m

    smell fear with hype websites company still flying high? not so fast.

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  11. Frog

    “The banks are good, if you consider good paying the government billions of dollars in endless fines.”

    Indeed the banks are good. Because they make more billions by breaking the law than they pay in fines. I guess they were also long yesterday and short today, due to having inside information. Even on a flat day, their bots trade in & out every millisecond and end up with a pile of cash at the end of the day.

    The banks are good. But nobody else is. That’s the problem here.

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  12. 2kto2m

    internet companies can make money from ads or selling stuff. the ads pizza can go disappear anytime. selling stuff has no edge while paying a coder $300k a year. they can drop much faster then old stuff.

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  13. the pirate

    As the great one said: “Cancel allllllll ORDERS!!” Arrrrgh..

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    • captain retardo

      Arrrgh mi lanlubberz. grab a wench, a jug-o-rum, a good DVD and sit tight me matey, less you meet davy’s locker penniless.

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  14. i call train wreck at the prom
    i call train wreck at the prom

    TRN? You are about 9 months late on that pick. Even the favorable regulatory changes to tanker cars will not boost TRN much this quarter or next. Mostly cash folk like myself are grinning this month.

    I pulled out of this market faster than a prom night cock.

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    • Dr. Fly

      Oh shut up, you stupid little shit.

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      • i call train wreck at the prom
        i call train wreck at the prom

        That’s “stupid little shit sitting who is not watching my money melt on crap like TRN” to you.

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        • Dr. Fly

          I implore you to take english lessons.

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          • i got english on my tennis serve
            i got english on my tennis serve

            Please capitalize “English” before you implore anything.

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          • alf44

            .
            … “english” is applied to a que ball … “spin” is applied to a tennis ball !!!

            —

            Just so ya know !!!

            .

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          • viva la france with java
            viva la france with java

            Tennis is for homos. Real men tour France with bicycles.

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          • fryguy

            Alf – for a while I thought you were retarded. However, the consistency of your comments proves otherwise. Thanks for the laughs, bud.

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  15. the pirate

    still ye be thinkin ta buy tmr’w Cap’n given teday’s carnage?
    Argggh.

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  16. the_wolf

    is that a subliminal message with the iBC logo good dr ?
    GOLD iBANKCoin lettering with a bull standing just to the left ; )

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  17. xxxHuggieBearxxx D.P.M
    xxxHuggieBearxxx D.P.M

    Apparently everything is now worthless

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  18. xxxHuggieBearxxx D.P.M
    xxxHuggieBearxxx D.P.M

    I am going to go eat a sandwich and hope to god something sensible happens while I’m away.

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  19. The Profit

    You like huggybear. There is no peace and plenty, only war and famine.

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  20. Piotri

    Oil under 85. Seems like going straight to 80.00

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  21. j livermore

    My longs are just fine.

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  22. Bullish

    Nothing like a good old fashioned meat grinder to bring out the best comments on iBC.

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  23. Sho'methemoney

    QE10 soon, BTD. BULLISH

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    • it is showtime

      Some central bank wacko could announce I’ll-save-you printing. Wouldnt that be fun

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  24. Munch the Fabuloustest

    Told ya!

    Any questions?

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  25. Bullish

    Love the skeleton doing lotus pose. Yoga is good for the mind and body.

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  26. Ohthe BOMB

    This market is exactly like the “Crash of 1987” where the Dow moved up from 2200 to 2700 over 2+ years with hardly a pause.

    Topping action began in Sept and early Oct 1987, when the
    Dow moved down to 2600 and had huge daily gyrations up and down.

    The “crash” began about this time in October, and in 12 session the Dow dropped from 2600 to under 1800, most of that on “Black Monday” where the crash was worse (35%) PERCENTAGEWISE than the Oct 1929 crash.

    Carl Icahn is trying to prop up APPL. I say PREPARE TO MEET YOUR MAKER in some exogenous event. Buy your WAY OUT of the money November puts right now!

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  27. Jesse Livermore's Ghost

    This about sums up the day.

    http://imgur.com/DtI27aF

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  28. xxxHuggieBearxxx D.P.M
    xxxHuggieBearxxx D.P.M

    My losses are quite grave.

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  29. Zuul

    Just zeroed out three months of gains.

    Feels good, man.

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  30. xxxHuggieBearxxx D.P.M
    xxxHuggieBearxxx D.P.M

    I need a 30 point AND I MEAN A FUCKING 30 POINT REVERSAL

    The sold my crude futures on margin call. MOTHERFUCKERS

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    • Bullish

      Huggie,
      Keep Calm
      And
      Trade On

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      • xxxHuggieBearxxx D.P.M
        xxxHuggieBearxxx D.P.M

        I went away to eat a sammich and they sold my damned crude futures…at the bottom. Already bouncing…

        That is not how sammich eating is supposed to work.

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        • the pirate

          Try to stay moist Huggie my man. Remember, ‘WWAFD’
          What would Antonio Fargas do?

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          • the pirate

            Wow, just looked it up & found that Antonio had a son named Justin who played for the Raiders NFL team. How cool is that, you play for the Raiders AND your dad is Huggybear… Simply AWESOME!

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  31. boyaj

    Looks like $90 is the support for Brent. If it keeps falling like it has recently for the next couple days, then oil hasn’t caught a bottom. If not, my guess is that we’ll start seeing a gradual increase of prices for the next 3-4 months.

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  32. Jesse Livermore's Ghost

    The one bright spot is that most of the risk on vehicles are holding above the recent lows. More importantly, we need to close the week above these lows.

    Dow > 16663.26
    SPX > 1925.25
    NDX > 3934.94
    Naz > 4355.34
    SOX > 600.65
    RUT > 1065.75
    HYG > 91.40
    XLF > 22.74
    IBB > 264.52
    XOP > 60.96
    IYT > 143.69

    VIX needs to close below 18. And crude needs to bounce off $85.90.

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  33. And its gone!

    Cracker Barrel up a point and a quarter. Apparently country cheese grits is wall street’s new safe haven

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    • viva la france with java
      viva la france with java

      JO up 3.5% today.

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    • TraderCaddy

      How is Waffle House doing (don’t know if it’s public)?
      The best double hash browns smothered in onion with pecan waffles anywhere.
      Plus the bonus of getting served by a waitress missing teeth and sweat coming from the armpits.

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  34. Jesse Livermore's Ghost

    BABA and LOCO have not sold off. If the bulled market resumes that is a very bullish sign for those two stocks.

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  35. alf44

    .

    … I just wish I was the “STOP having a boring life” guy !!!

    —

    That dude has to have the best gig on the planet !!!

    .

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  36. viva la france

    Le Fly…an apologist for the banking scumbags? Rip off the middle class for $6,000,000,000,000 and pay less than 0.001% of that in fines….no jail time…..not a bad deal. It is good to own the gubberment!

    ($6,000,000,000,000 is 6 trillion for you private school retards)

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  37. palmblue

    Malaysia wages is not that low, on average they are getting $800 monthly income

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  38. xxxHuggieBearxxx D.P.M
    xxxHuggieBearxxx D.P.M

    FFFFFFFFFFFFUUUUUUUUUUUUUUUUCCCCCCCCCCCCCCCCCCCCCCCCK

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  39. the pirate

    How come the US isn’t trying to fight back against Saudi oil overproduction which is probably designed to disrupt US oil E&P? Do they own the US gov’t also?

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    • viva la france with cheeze
      viva la france with cheeze

      stupid question – of course they own the us govt. the saudi’s attacked the states 13 years ago and the states invaded afghanistan and iraq. and the dumb mutherfuckers who live in the states said, “oh good we’re attacking those eh-rab enemies”

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      • Frog

        The situation is more complex than that. The Saudis who attacked on 9/11 were rebels against the official government of Saudi, not representatives associated with that government.

        That being said, the Saudis may possibly own the U.S. government, along with many other owners, domestic and foreign. Because secretly bribing Congress is legal for any country, corporation, or other organization with big bucks, as a result of the Citizens United ruling.

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  40. Contrarian

    This is unreasonable selling. Last check there were only 399 stocks positive in the ppt. Even high yield and utilities are down.

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  41. Jesse Livermore's Ghost

    I’d be surprised if we don’t close weak/on the lows of the day.

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    • smurfs

      What could be interesting is if we close near the lows but above the key support levels. Then next day, market opens underneath them.

      That would fuck a lot of shit up.

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  42. El Rhino

    Alf is up in this bitch dropping knowledge. Here’s an interesting thought, maybe retarded, but why not just ride out the volatility in cash? Halloween and Thanksgiving are approaching quickly.

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  43. El Rhino

    In the words of the great David Allan Coe — “don’t bite the dick that fucks you honey, you gotta learn to suck it funny.”

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  44. mr_cardan

    Ebola or Aids? How do you want it?

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  45. Jesse Livermore's Ghost

    This chick is on CNBC right now. She’s pretty damn hot.

    https://www.flickr.com/photos/101405121@N05/9693934175

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  46. alf44

    .

    When Black Friday comes
    I’ll stand down by the door
    And catch the grey men when they
    Dive from the fourteenth floor
    When Black Friday comes
    I’ll collect everything I’m owed
    And before my friends find out
    I’ll be on the road
    When Black Friday falls you know it’s got to be
    Don’t let it fall on me

    ~ Steely Dan ~

    .

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  47. xxxHuggieBearxxx
    xxxHuggieBearxxx

    I need a last hour miracle

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  48. the pirate

    Archie Binker says:
    “Ahhh Jees Edit, here comes Kudlow on tha tube again…”

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  49. xxxHuggieBearxxx
    xxxHuggieBearxxx

    I nnow only ask that the deficit be cut in half

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  50. Dr. Fly

    DEATH BECKONS

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  51. Jesse Livermore's Ghost

    I think the market coming off the lows here is not a good thing. To end this sell off we need real capitulation. That would be closing on the lows and a big gap down in the morning that marques the bottom.

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  52. And its gone!

    Hey stock market! Jeffrey Dahlmer thinks you’re a sick-o!

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  53. crimedog1976

    Alot of folks in here need a chill pill. Relax Mika.

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  54. berniecornfeld

    My name is Devildog…and I come to you from the future….

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  55. Patrick

    Another big red clean-out set coming tmrw. Then we bob around peacefully in the foam, taking inventory. Board attached? Board intact? Head intact? Limbs attached?

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  56. razorsedge

    Yikes! Sorry for your loss.

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  57. Zheeeem

    I’m overweight oil and gas. I’m going to sell everything, buy a baseball bat, and club small animals for food. My wife is on her own.

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  58. metalleg

    That was one flaccid finish.

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  59. Doctor Cash and Gold
    Doctor Cash and Gold

    Well that was fun now wasn’t it?

    Market is still too expensive – another 1000 points off the DOW and it will be perfect for action, until then – you heard the one about the fool and his money?

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  60. razorsedge

    This is not the time to panic ,it’s just money. (Except for people with ebola)

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