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
23,432 Blog Posts

Your Three Go To Sectors for 2015

If you want to bank coin in this tape, there are 3 principle drivers to it.

1. Precious metals. After 80% down, this stupid sector is having its face in the sun.

2. Airlines. With oil getting its face punched off, the airlines are the no brainer winners in all of this dreck.

3. Bonds/REITs. We get it. The world is fucked and people are throwing their money at bonds, despite many of them having NEGATIVE interest rates.

Seriously, have any of you sat down and really thought about this? How can this be happening while markets are near new highs? It-makes-no-fucking-sense.

Other areas of interest are grocery stores and gas station plays. But I am sure people will get bored of them before long. This is the absolute worst bull market I’ve ever traded and the most difficult. It’s like a deranged game of whack-a-mole, and we are the moles.

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24 comments

  1. BlueStar: Contrarian Investor
    BlueStar: Contrarian Investor

    Bear Market at ATH’s. QE is wonderful.

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  2. traderconfessions

    If we continue to have terrorism events in Europe will that impact US to Europe vacation air travel?

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  3. Raul3

    IPO + airline + Branson = VA

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  4. matt_bear

    are home builders off the table now?

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  5. Quality Control Inferno
    Quality Control Inferno

    Would really like to short NFLX into earnings. Options are awfully expensive though.

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  6. language_dork

    UAL has already had quite a run

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  7. Dr. Fly

    algt*

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  8. rangersfan

    4. Always have a stack of cash in yo back pocket! All Hail King Dollar!

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  9. smartestone

    Some say we are in a ‘soft ‘bear market given the large underperformance of many stocks and sectors

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  10. itsgold

    Predicting a choppy Q1 2015

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  11. thegametheorist

    short euro till im wrong

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  12. Trent J

    Fly sir.

    Would it be in my best interests to sell $RAVE here after this monster gain? I am up almost 60% in the name in a short period of time.

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  13. zuul

    You forgot the “spoos” sector.

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  14. J Adabese (your pen pal)
    J Adabese (your pen pal)

    Bot back into $FRO this morning on the pullback. Holding $NNA. What of the poor $NNA?

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  15. TJWP

    It only makes no sense in the context of equities being valued correctly here. If you removed that piece (or had it 30-40% lower), everything else would make sense.

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  16. student@psu

    Dr. Fly, you predicted netflix will increase to $600 in your earlier posts. Are you still bullish on their earnings tonight? I went long.

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  17. rangersfan

    $ARWR looking to go here

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  18. eastbamatrader

    Leaked footage of ongoing ECB discussions… https://www.youtube.com/watch?v=6vYnas6q3Sg

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