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Monthly Archives: January 2017

EXECUTIVE PRIVILEGE: Trump Set to Advance Keystone and Dakota Access Pipelines Today

Is it possible to win so much and often? We’re talking about 1,600 miles of pipeline to be built — requiring massive resources — which will pave the way for uninterrupted Canadian oil to be flooded into our great lands.

This is a net negative for Saudi Shills and oil tanker stocks.

Also, this is a major plus for steel, engineering and refinery stocks. All in all, everything is setting up for a euphoric renaissance in American infrastructure spending, which has me worried about overheating in these great, big, old, fucking dumb markets.

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COMMODITIES BLAST OFF ON INFRASTRUCTURE OPTIMISM

The only thing that can stop this infrastructure build now are the Tea Party fags. Will they, all of a sudden, demand fiscal responsibility? Or, will they permit Trump to spend like a drunken fool, hell bent on making America great again?

The market is pricing in a gigantic southern border wall. All commodities, save ag and gold, are ripping higher — after Senate democrats offered up a trillion dollars in coupons to Trump — to build whatever the fuck he wants.

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In Exodus, I built a raw commodity index years ago, in order to keep track. Let me know if I’m missing any.

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Shovel Ready: Senate Democrats Introduce $1 Trillion Infrastructure Plan

Like I was saying, there’s gonna be a gigantic infrastructure boom in America soon. All of your homo tunnels will be built anews, permitting you to drive in leisure and with the peace of mind knowing the ocean isn’t about to cave that fucker in.

Democrats want to play ball with Trump, offering a trillion dollar plan. If the tea party fags don’t get in the way, America will be great again.

Source: NY Times

“We will build new roads, and highways, and bridges, and airports, and tunnels, and railways all across our wonderful nation,” he vowed in his Inaugural Address.

The plan dedicates $180 billion to rail and bus systems, $65 billion to ports, airports and waterways, $110 billion for water and sewer systems, $100 billion for energy infrastructure, and $20 billion for public and tribal lands.

“We’re asking President Trump to work with us to make it a reality,” Mr. Schumer will say.

Buy zinc.

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Want to Play the Trump Infrastructure Boom? Buy Zinc

Zinc is like the fat lady at the end of the bar. No one talks about Zinc, but it’s a really nice commodity. It’s up 85% over the past year, steadily climbing, making copper look like a shit metal in comparison. Most of you meatheads think Zinc is something your wife takes in her daily dose of multi vitamins, but you’d be wrong — because you’re an idiot.

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Zinc is used to galvanize other metal and is a vital component in street lamps, bridges, tunnels, and all sorts of vital infrastructure. Most people gloss over it and head right to the crowded steel trade. But here is Zinc, working its fucking ass off and none of you bastards are paying attention.

I’ll do you all a favor right now and tell you what I’ve been buying: $HBM.

Even though the company is based in Canada, the home of the leaf, they’re the best damn Zinc company out there — highly leveraged like baboon lunatics into a Trump tailwind.

Here is what they had to say during the past quarter. It’s worth noting, RBC is very boolish.

Copper and precious metals production from the Constancia mine in Peru exceeded 2016 guidance and production of all key metals at the Manitoba Business Unit was within 2016 guidance ranges.

Production of zinc in concentrate in 2017 is forecast to increase by approximately 25% compared to 2016 production, primarily due to the ongoing ramp-up of the Lalor mine and the re-sequencing of the mine plan at 777 to mine stopes containing higher zinc grades and take advantage of favourable expected zinc prices.

Production of copper and precious metals contained in concentrate in 2017 is forecast to decrease by 17% and 5%, respectively, compared to 2016 production, primarily due to lower copper grades at Constancia, as per the recently released technical report, as well as lower ore production and copper grades at the 777 mine due to the age of the mine and the emphasis on higher value zinc ore production in the new mine plan.

Sustaining capital expenditures are expected to be $185 million in 2017. In addition, growth capital expenditures of $40 million on the Lalor paste backfill plant, $25 million on the development of the high-grade Pampacancha deposit near Constancia and $20 million on the advancement of the Rosemont project are expected in 2017.

Revenues have been surging and the stock, in kind.
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When investing, I like to keep things simple and not overthink things, since the landscape is constantly changing. What we have here is a roaring commodity, buoyed by a potentially massive infrastructure upgrade in America, and a company highly leveraging into the zinc space at the perfect time.

I smell winship.

NOTE: $TECK is another great Zinc play.

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British People Overruled: Supreme Court Says Parliament Must Approve BREXIT

It was a nice 6 months of fictitious freedom, BREXIT shills. Now your politicians, aka Lords, shall strip you of your dignity and order you to BREMAIN — because that’s what’s good for you.

The British parliament has ruled in favor of EU fags, ordering the Theresa May government to stand the fuck down and heed the will of the British parliament before filing for article 50.

This, of course, was the plan the whole time. May has been and always will be an EU shill. Good thing Nigel Farage secured himself a nice job at Fox before the shit hit the fan — with his UKIP party in complete shambles and the U.K. completely ignoring the will of the people.

source: BBC

Parliament must vote on whether the government can start the Brexit process, the Supreme Court has ruled.

The judgement means Theresa May cannot begin talks with the EU until MPs and peers give their backing – although this is expected to happen in time for the government’s 31 March deadline.

But the court ruled the Scottish Parliament and Welsh and Northern Ireland assemblies did not need a say.
Campaigners argued denying the UK Parliament a vote was undemocratic.

But the government said it already had the powers to trigger Article 50 of the Lisbon Treaty – getting talks under way – without the need for consulting MPs and peers.

The judges rejected the case put by ministers by a majority of eight to three.

Attorney General Jeremy Wright said the government was “disappointed” but would “comply” and do “all that is necessary” to implement the court’s judgement.

Pay attention Great Britain, all of your dignity has been washed away — just like your empire.

In response to this fuckery, Farage published this 7 second clip. It’s like a fucking meme.

All of the British men lost their dicks when Churchill died.

UPDATE: Here’s the statement from the woman, Gina Miller, who filed the lawsuit and pissed on Great Britain, courtesy of globalist shills.

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Pro Immigration Advocate to Americans: You Do A lot of Drugs, Therefore You Do Not Deserve Borders

Listen up border fags: because of your wanton proclivity for doing drugs, snorting cocaine through straws and/or inhaling crack smoke through glass pipes, you don’t get to have a country. Your borders are meaningless and you should permit any Mexican or Central American pavement slob into your country — because of your sins and because your government conducts wars abroad.

This is, essentially, what Enrique Morones, head of Border Angels, said to Tucker Carlson tonight — exposing his 2nd grade IQ level and childish penchant to say stupid things.

There is no argument that could assuage the American people into believing it should not control its borders. Only high level retard ‘thinkers’ on the left, communist shills, and anti-American anarchists believe unfettered immigration into cash-strapped border towns is a good idea. Ergo, anyone who suggests otherwise is instantly reduced to looking like Barney Rubble ‘motoring’ his vehicle over rugged terrain.

In short, quit doing coke and bombing brown people, then you can enjoy a national border.

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Serious Question: Is Shorting Volatility the Quickest Path to Unlimited Wealth and Happiness?

Most human beings spend their days and nights trying to figure out the keys to success and the quickest path to happiness. Speaking from a wealth of experience, managing money for two decades, I can’t think of an easier way to achieve the never-ending quest for monetary enrichment than to simply short volatility (it works until it doesn’t anymore, of course).

In a low volatility world, one that is overtly controlled by central banks for the explicit purpose of asset appreciation, could there be a better investment than $XIV?

For those of you on the dumb end of the intelligence curve, bets on volatility is, essentially, a bearish bet on equities. I realize some purists out there will contend this simplification with meaningless bullet points. But, the bottom line is, without sharp pullbacks in the markets, and a wild spike in the purchase of put contracts, volatility is a doomed investment.

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Now you could play this directly via the options market against the VIX index, or simply purchase XIV — which is a fucked up derivative version of the VIX — designed to fail — literally. Buying XIV permits buyers to short the doomed world of ETF based VIX contracts. It is, in a word, ‘perfect’personified.
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What sort of returns are we talking about? 600% over the past 5 years — crushing the SPY by a mere 511%.
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My natural tendency for cynicism leads to believe this trade is very long in the tooth and volatility shorts are due for a comeuppance.  Don’t get me wrong, being long XIV into the teeth of a sharp pullback, such as the one endured this time last year, will make you want to find religion and perhaps toss yourself into a lit fireplace — wrapped in a burlap cloth.

But can anyone argue the fact, with a straight face, that volatility isn’t all but extinct now? When was the last time markets have truly gone lower for more than a few months? All declines are absorbed and bought — sending markets to new highs.

Nothing (and I mean this) can stop stocks from trading higher. Not Trump. Not Le Pen. Not even a nuclear detonation over Los Angeles and subsequent removal of all forms of human life in the great state of California.

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When Will You Learn, Uranium Stocks are the Way of the Future, the Way of the Future?

Quit wasting time trying to figure out what the market is doing. You really need to do just one thing and buy uranium stocks. By the end of Trump’s 8th year in office, we’re gonna have so many nuclear power plants in America, your minds are gonna be fried from all the radioactive fallout.

I don’t pretend to be a nuclear physicist in real life, only on the internet.

In my very humble, yet confident, opinion, $UEC will quadruple from current levels, the entire nuclear energy sector will catch fire, and America will be better for it.

Year to date, the sector is leading the way, up 40% on a median basis. Who the fuck else called that, other than me?
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“The Fly” is all about first strike capabilities and ignoring the perils of advanced age energy. You fucking moron shills are happy putting fossil fuels into your cars (literally dinosaurs), when you could have that fucker nuclear powered — driving 500 mph on the freeway without every having to worry about filling up. Sure, every once in a while, an ‘accident’ might occur and a few thousand people might perish from the extreme heat exerted by the mobile meltdown; but it’d be worth it.

Could you imagine a world that has you in the backseat of your autonomously driven, nuclear powered automobile, speeding down the freeway at 500mph, whilst you drink a chardonnay — listening to Mozart — like a true intellectual? The world is a dastardly place, filled with traps and death and carnage. The very least you could do is manage your small portfolios properly, avoid the bad stocks like $DRYS and $AAPL, and simply buy what is destined to be great.

I feel like I’ve overstayed my welcome with this post — like company and fish after 3 days. So I’ll end it here knowing that I gave all of you a chance, an opportunity to make your bedraggled lives better.

Follow the radioactive fallout to greatness.

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No One Thinks Le Pen Will Get Elected, Aside from the Majority of French People

The most recent poll has Le Pen leading the pack — destined to run against Benoît Hamon. Look at this psychopath. He cannot win.
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So if Marine Le Pen is up in the polls, running on the promise to tell both the EU and NATO to fuck off, why aren’t markets taking her seriously?

Here are some of her recent comments, regarding the EU.

“The European Union is dead, but it still hasn’t realized that. It has failed on all fronts: economic (growth is very slow), social (poverty is rising and unemployment is too high) and security (the EU is not able to protect its borders, and can’t protect us from Islamist terrorism).”

“If an experiment fails so miserably, it is finished.”

“I demand from the European Union the return of independence in four areas: (our) borders, currency, economy and legislature.”

“Either the EU agrees to that, and we will arrive at a Europe of the people, or it refuses and then I will say to the French that we should leave the European Union and I will call for a referendum (on membership).”

She sounds pretty fucking serious to me. Yet, markets, well are being eternally optimistic. Nothing can stop the neverending lift towards hedonistic greatness. This is like watching John Podesta cooking his famous walnut flavoured risotto, whilst his fucking pizzeria is burning down.

You cannot have it both ways, Mother Market.

There have been early stress points in the French bond markets versus the Spaniard.

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Aside from that, it’s important that everyone reading this know that if FREXIT happens, the world as you know it will end. Fast tides will consume every avenue of air and you will quickly drown in the subterfuge that was once known as EU bullshit.

In the meantime, enjoy the scenery that $80b in monthly ECB purchases afford you.

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The Jaw Dropping Rise and Fall of $DRYS is Mesmerizing

I bought this stock a fortnight ago and have been sheeved for half my investment as a result. At this stage, I don’t give a fuck. Let the whole thing sink into the pits of hell. It was an 8% position..

My better judgement knows that I should’ve sold a week ago, after the initial table collapse. But I didn’t. I know that I should probably sell it now, but I won’t.

Why?

I don’t give a fuck. How gentlemanly of me, no?

This stock rose like a bat from hell a few months ago, from the grave to $100 — a 2,000% increase in about a week. Now it careens 25% everyday.
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Do you faggots have any questions? Good.

I suppose a trade war with China could be bad news for shipping companies who make all of their money in, err, China. Granted, I fucked up there and made a high level retard trade. I promise to commit numerous blunders this year — as I fully intend to push the envelope to extreme levels.

I want to buy $NAK now, but I won’t. Actually, I can’t — since I’m fully invested.

Trump’s deregulations might help the idiots at $NAK survive and thrive. Obama was thier worst enemy, literally. They probably had an Obama picture affixed to a dartboard, dressed in Muslim garb, in the reception area of their corporate HQ.

Lastly, I’m befuddled as to why $GNK is rising so much. Are they just stealing DRYS’s sauce or somehow performing black magic on the markets to help the share price rise?

I really want to know.

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