Staying the course, George Bushing this market has proven to be eventful for me, during 2017. While many out there hem and haw, blowing themselves up in errant bets — based off stupid ideas, Le Fly rides in his 1980s style stretch limo — accumulating Trump trades.
The trade is simple, as it is ideological. There is going to be a great build out in America over the next 4 years. Infrastructure spending and less regulatory hurdles will greatly cause demand for steel to soar. In order to galvanize steel, zinc is required — a far less abundantly supplied metal than steel.
Prices will rise, fortunes will be made.
As of several weeks ago, I was and am presently 160% long in the following names.
For the most part, it’s an equal weighted portfolio — with a little emphasis on $UEC and $CLF. For the session, my gains are upwards of 5% — all but negating my recent drawdown — placing my year to date returns at +13%.
All in a days work.
Those are my charts. Now go fuck yourselves.
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Hell yeah, I knew you’d be back soon talking shit.
Looking good, Fly
Thanks you carrot eating freak.
A bag of carrots a day, keeps the rectal cancer at bay .. or so the saying goes.
That’s a lie. Fake news.
I surely does take a real baddass to make large and shameless purchases of “thesis based” companies irregardless of pattern or profile. You’re the man Fly!
Is your plan just to hold this shit until you feel the wind change?
Hold until I sense a tipping point.
I replicated your portfolio and my fists grew in circumference… coincidence?
I reject this vassellization!
(Pronounced “VASS-EEL-AYE-ZAY-SEE-YON!)
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The more you pump it, the stronger it gets. Board the ark.