In a speech given today for the workers at Snap-On tools, ticker $SNA, President Trump, once again, promised a great big giant and beautiful infrastructure bill.
“Big infrastructure bill, probably use it with something else that’s a little bit harder to get approved in order to get that approved, but infrastructure is coming, and it’s coming fast.”
At this stage in the political cycle, I’m inclined to mistrust and hate on everyone. Nevertheless, I’ve had a theory for a few weeks now that by bending the knee to the globalist neocon scum, Trump may, in fact, be able to get a lot of his agenda shuffled through Congress. Providing he can keep the nation at war, provide blood sacrifices for our Luciferian leaders, Trump’s presidency might be entering a ‘do nothing wrong’ phase — with both sides of Congress ceding to his caprices — fulfilling campaign pledges that are geared towards economic development.
If an infrastructure bill reality is about to happen, it might be worthwhile to revisit some of the Trump plays that have been sold off in recent weeks. Below is a short list of “Trump stocks” and their respective 1 mo returns.
SNA -5.5%
X -23%
CLF -26%
GWW -19%
CAT +1.5%
CCJ -1%
UFPI -1.7%
GRA -3.5%
TECK +1.3%
VMI -0.3%
LNN +2.6%
TRN -5.8%
BMI -2.5%
FAST -14.6%
VMC +0.3%
MLM -0.65%
USCR -13.3%
EXP -5.2%
You have very little time to capitalize on this ‘rare’ event. The last time $TNA was oversold in Exodus for its 12 month algo was on April the 5th at $98.41. The time before that was on Feb 11th, 2016 at $33.7.
Do you know what happened after Feb 11th, 2016? A wave of sharp knives crested upon the heads of those betting for western finance to collapse.
Without delving into the details, just know, this is the single best performing signal out of all the triple upside ETFs. Inside of 5 days hence, the markets shall shoot higher amidst euphoric grandeur — casting aside old vestiges of fears that have both beguiled and haunted investors from getting their fair share in the equity markets.
A return of animalistic spirits is the call here — roaming packs of lions indiscriminately eating Antifa-like beta males attempting to stop progress.
This isn’t going to be a maudlin rant about how stock are on the verge of tipping over and crashing into a sea of blackness. It’s all too convenient to utter those disgraceful prognostications on a day when the indices are lower.
But I got two chart breakouts to the downside for you. Analysts hates them, but I like them. Copper and bond yields are both driving their respective vehicles into brick walls — dead.
Have a look.
Copper= global growth
Yields= inflation
Scared yet, you fucking faggots?
Since I’m fully invested in war stocks, I couldn’t care less about ordinary, run of the mill, growth stocks. My growth will be exercised when hell is formed on earth, and the military-industrial complex seizes control of N Korea and slaps the shit out of it — forcing its best and brightest into Samsung factories.
Lots of stuff happening today. Don’t let anyone tell you today is a boring day. It’s just boring to them because they’re idiots.
Let’s examine what’s taking place.
Theresa May is an idiot. She called for early elections. She literally has nothing to gain. She said giving the libtards an opportunity to crush BREXIT.
This is boosting the pound like a motherfucker — up 1.5% so far.
Base metals are getting crushed, hammered to death. I’d rather not speculate as to why it’s happening, other than it is.
Copper is off by 2.2% and lead is off by more than 4%.
Sovereign paper is in demand. Yields are diving lower again. Risk off.
Both $GS and $JNJ are dropping like rocks, making up most of the losses in the Dow. In the case of Goldman, they traded like subhuman retards for the quarter. This is literally an anomaly. There are no tradeable narratives off the GS and JNJ misses, other than to maybe buy dips.
Sans GS and JNJ, markets aren’t doing much today. The dollar is off by another 0.5% v the euro, which provides our exporters with a marginal advatange. In short, the moves in the base metals are alarming, but only if they continue lower for several days.
From my vantage point, the overarching risks to the tape lie in politics, elections in France, UK and how Trump executes on his campaign pledges — and of course war.
What is her endgame here? First it was Cameron who tied his fate to BREXIT, now her. By calling for early elections, slated for June 8th, 2017, essentially, she’s calling for another BREXIT vote. For the love of God, she just took office and isn’t due to elections until 2020.
Just before the Easter break, May said she wouldn’t call for early elections. But now she’s changed her mind, apparently.
“There should be unity here in Westminster but instead there is division,” she said in a statement outside her Downing Street residence on Tuesday. “The country is coming together but Westminster is not.” A rift in Parliament will damage the government’s ability to make a success of Brexit, she said.
According to recent polling, her conservatard party is a solid 20 points ahead of Jeremy Corbyn’s libtard labour. If she wins, she will successfully humiliate her political foes and relegate them to persona non grata status for the remainder of her term. She’d have a firm mandate to push BREXIT negotiations through, regardless of what her critiques say in parliament.
“Tomorrow I will move a motion in the House of Commons calling for a general election to be held on the 8th of June,” said May. If it passes, parliament will be dissolved by May 3rd.
Tim Farron, liberal democrat leader supports this move, but for different reasons.
“If you want to avoid a disastrous hard Brexit, if you want to keep Britain in the single market, if you want a Britain that is open, tolerant and united, this is your chance.”
Scotland’s Nicola Stugeon says May is simply trying to ‘crush the voices of people who disagree with her,’ using evil democracy to do it.
Cardinal Health is acquiring the Patient Care, Deep Vein Thrombosis, and Nutritional Insufficiency divisions from Medtronic for $6.1b. In addition to that news, the company warned, ever so slightly, but a warning nonetheless.
Cardinal Health sees FY17 EPS guidance at lower end of prior range; provides updates on FY18/19 outlook
Co issues guidance for FY17 (Jun), sees EPS at the lower end of its guidance range of $5.35-5.50 vs. $5.42 Capital IQ Consensus Estimate.
Cardinal Health’s preliminary fiscal 2018 view is for Non-GAAP EPS to be flat to down mid-single digits. The company’s early fiscal 2018 outlook reflects the following: A significant increase in the Medical segment’s profit, including the contributions from the acquisition announced today. This acquisition is expected to contribute at least $0.21 Non-GAAP EPS accretion in fiscal 2018, assuming a first-quarter fiscal 2018 close.
In addition, fiscal 2019 Non-GAAP EPS is expected to grow at least high-single digits versus fiscal 2018.
The businesses should generate $2.4b in revenues over the next 4 quarters.
The transaction is expected to result in modest dilution on a net basis to the company’s fiscal year 2018 non-GAAP EPS in the range of ~$0.12-0.18, with the exact amount primarily dependent on the closing date of the transaction.
Combined, the businesses expected to be divested in the transaction generated ~$2.4 bln in revenue over the last four reported quarters.
Since tackling other subjects aside from finance, I’ve attracted a great new audience. This is what our traffic stats have been like over the past year, via Alexa.
Thank you for your patronage.
With new subjects comes new types of trolls, persons with heinous backgrounds, poor breeding, education, and outward failures in business. Hilarity always ensues when one of the political trolls attempts to cross over, trans-genre if you will, into my world of finance from their cavernous land of political ill repute.
After I blogged a nice little Easter note to my readers last night, telling them I felt there were extreme gains ahead, the following declaration was left in the comments section.
This is the reason why we don’t have an edit button for comments. Whatever you say shall be recorded here for eternity. I’ve pre-paid our server expenditures, 100 years hence, so that the institution known as iBankCoin can be passed on to new generations — a testament of when mankind had it in them to bank a profuse amount of coin in the markets, with style, grace, and a lot of outward aggression.
For those of you reading this in the future, just know that on the very next day, after that low brow troll left that disgusting comment on my blog, this happened.
Let it be noted, for all time, that the biggest winners for the past 12 months have not been in tech, but instead basic resources.
Let the record show, most accurately, that while Le Fly ‘missed out’ on the post-Presidential rally of 2016, he made the singular best macro call of his career, long bonds at a time when interest rates plunged to record levels. If it wasn’t for the Trump short squeeze, things might’ve turned out differently. Alas, complaints will not be offered here for lack of performance. I manifested my bearings, sold out of all of my positions, post haste, and placed all of my money into a single uranium stock, $UEC, at around a dollar — and then sailed off into 2017 a champion amongst champions — as UEC quickly rose by 80% — making it the best sector to be invested in for the beginning of 2017.
Admittedly, since then, the markets haven’t been very accommodating. I’ve always been a ‘thematic’ investor, which is why I am now long ‘globalist neocon’ stocks — because I intend to shill quite a bit for the purposes of profit. My thought process isn’t as cartoonish as it seems. I prefer to communicate to the masses in a manner that is relatable, rich with anecdotes, filled with prose designed to catch people off guard — evoking emotional responses.
How am I doing so far?
Precisely.
I’ve got two major league qualities that I’ve been able to scale in my life — knowing how to invest and write. This is why you come here on a daily basis — even the haters and the trolls — toiling on in my comments section for reasons unbeknownst to them.
People are attracted to greatness. Now that you’re clued in, please be sure to avoid offering financial advice in the comments section. Thanks in advance. Your insipid lack of decorum is a public disgrace — well deserving of a 542-word lecture of what not to say to the Blogfather when cavorting in his house.
I don’t know how zinc deficiency became a thing to worry about. But, according to a study done in The Lancet, it kills 450,000 children annually — all under 5. What in the fuck?
The solution? Injecting the ground with zinc, naturally.
It could prove to be wondrous for farmers and miners, so why not do it?
Mosaic, ticker $MOS, is trying to capitalize on this deathly problem, by selling zinc-infused fertilizers. Also, $TECK has a ‘test project’ ongoing in China — which is code talk for using humans in live trials.
These lunatics are now surmising how to dedicate entire mines towards the goal of producing exclusively for crops. With supply already tight and prices higher by 40% over the past 12 months, this could provide buoyancy for the metal and subsequnet miners for years to come.
“It’s slow growth, but it’s steady growth,” said Sean Davis, the principal analyst for a Houston-based unit of IHS Markit, a global mineral industry researcher. He estimates farmers will increase zinc use by about 4 percent annually over the next five years.
Last year, only about 270,000 metric tons of zinc was used on crops globally, IHS Markit estimates. That compares with 12.1 million tons by all users, according to Bloomberg Intelligence. However, with almost two thirds of the world’s farm deficient in zinc, demand in agriculture could triple to 900,000 tons if it was used everywhere it’s needed, Davis said.
More zinc in fertilizer could compound already tight supplies. Global demand has exceeded mine output in two of the past three years, after producers cut back during a slump in prices. Now, stockpiles monitored by the London Metal Exchange are down 71 percent from a peak in 2012 and the lowest in more than seven years. Prices on the LME touched a nine-year high in November of $2,985 a ton, and are up 39 percent from a year earlier.
Researchers have been studying the benefits of zinc in crops as more of the world’s soil becomes stressed and loses nutrients. Arid and semi-arid regions are the most vulnerable because plants only absorb zinc when it’s dissolved in water.
A 2012 study by Agrochimica, an agriculture journal at Pisa University in Italy, showed as much as 70 percent of farmland in India and Pakistan is zinc deficient, as is more than half the soil in China. Adding zinc to fertilizer can help, though results vary by region and crop. In the U.S., the largest agricultural producer, grain yields have increased anywhere from 12 percent to 180 percent with the addition of zinc, the journal reported.
Back to the trials in China by $TECK. In conjunction with the Chinese Ministry of Agriculture, rice crop yields have increased by 20%, and a 40% bump in nutritional value. This will likely lead to massive usage of government sponsored zinc fertilizers in China.
If government edicts are carried out in China, zinc infused fertilizer usage is expected to rise from the current level of 20,000 tonnes to 300,000.
“Obviously, the potential for this in terms of market is quite impressive,” said Marcia Smith, Teck’s senior vice president of sustainability and external affairs. “It’s a win for industry. It’s a win for local farmers because they’re producing more on their plot of land, and it’s a win for kids and anyone who has a zinc deficiency.”
Best ways to play this, in my opinion, are $TECK, $HBM, $VEDL and maybe $MOS.
During yesterday’s circle jerk with Schmuck Todd, John McCain lamented over the N. Korean leader, saying he ‘this guy in N. Korea is not rational.’
As usual, McCain hopes Trump will do something about it — such as starting a gigantic war.
Back on the Syrian front, McCain incredulously exonerated ISIS and other terrorist organizations for civilian deaths in the country — saying ‘of those 400,00 men, women, and children that have been slaughtered, they weren’t slaughtered by ISIS. They were slaughtered by Bashar Assad.’
And just like that, McCain has made ISIS the good guys.
On the issue of DC politics, Schmuck Todd asked if Trump had been ‘sucked in’ by the establishment.
McCain answered the only way he knew how, like a total asshat.
“I hope so [awkward laughter]. On national security, I do believe he has assembled a strong team and I think, very appropriately, he is listening to them.”
