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
23,418 Blog Posts

New Investment Theme: Globalist Necon Shillism

Like the old saying goes, if you can’t beat them, join them. Let me be clear, I’d much prefer to drop them into the deepest part of the Pacific ocean to be strangled by octopi — but I am unable to do so at this present time. So, instead of lamenting about it, I’ll try to profit from this narrative — something I am keenly familiar with from my experiences in the Idiot Bush 2 administration.

Who benefits from globalist neocon shillism?

Not liberals, that’s for sure. Your healthcare stocks are most likely dead money. This movement will include war, and lots of it. We will invest in companies that make drones, guidance systems, military vehicles for massive ground operations, and of course missiles.

For members of Exodus, I’ve made your job easier by including a search functionality for company profiles. Have fun here.

Because reprisals are part and parcel of any war, we will need to invest in black swan styled event stocks for maximum gains — companies that benefit from embassy attacks and massive infrastructure outages.

Lastly, prepare for loss of life — it’s a sad sidenote to globalist necon shillism. Coffin stocks and medical supplies are something to consider — in a non-macabre sort of way.

What we want to do is have a clean slate, so I’ll be selling out my $TLT tomorrow. Then we want to buy the big ones, the stocks almost guaranteed to profit from a new era of ridiculous wars.

Tier 1 names include: $GD, $RTN, $OA, $LMT, $NOC

Tier 2 names: $COL, $LLL, $HII

Tier 3: $SPR, $ESLT (Go Israel!), $HEI, $FLIR, $TXT and $ERJ

Then we can go down the list, into the mud, hoping to find true treasures in this military industrial complex.

Some offshoot names include $CIR, $KAMN, $KTOS, $MTSI, $RADA.

Beneficiaries will be defense contractors, big oil, pipeline builders, steel, aluminum, titanium, palladium, and gold. We’ll get into that as the wars progress — down the road.

I’ll be posting all of my buys in Exodus, in real time, starting tomorrow.

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19 comments

  1. jacksonhole

    Fly, relax and watch the Masters. Never mind, it’s over.

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  2. john_galt

    now we’re talking, chin up mofos, even if you hate it.

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  3. sarcrilege

    Not that it make any diff, but I do 100% agree with this strategy:
    “Like the old saying goes, if you can’t beat them, join them. ”

    The only thing I would add is that this casino is about trapping as many dipshits in it’s halls as possible and fleece them.
    If you are going to buy gold/silver you better have it in your hand just like your trusty gun and bullets when the zionist robbers come for you.

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    • frog

      you are citing Russia Insider? And you have the nerve to put down mainstream American media. Amazing.

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      • ironbird

        Fuck off frog. The brer rabbit shit no longer works.

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      • Dr. Fly

        I know Frog. So absurd. Juice, please cite a CNN or Washpo article and then we’ll take it seriously.

        Thx

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        • frog

          As if obvious Russian propaganda is more valid than CNN or WashPo. Ridiculous. But that kind of thinking is what this site and most of its commenters are all about.

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  4. stockslueth

    War President III, most appropriate.

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  5. masteroneass

    IBM seems to play well with the defense theme

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  6. fryguy15

    The only problem with that theme is all these stocks have already had massive runs.

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  7. the dude

    TLT is the ideal hedge for the neo-con theme. U.S. aircraft carrier group closer to Korea? TLT up. China repositions troops along the N. Korean border. TLT up. Assad launches chlorine bombing two days after U.S. retaliation. TLT up. Well, that last one will be tomorrow.

    The kicker is the Fed won’t raise rates with this shit going on. TLT up.

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