Let’s Do Chinese

On the backs of an egregiously large Chinese stimulus package, commodity related stocks should respond favorably.

Thinking fast, without traveling into the future to see what my stocks will do, tomorrow, I will probably cover some shorts, sell [[REW]] , [[SDS]] and [[DUG]] , and then do a 180 and get long [[UYM]] and more [[UYG]] .

You can never be long enough banks. So, I figure, might as well do it in style, via 200% upside etf.

As for [[EEV]] and [[FXP]] :

They will be my primary hedges, since they have the most value, down at these levels. So, I do not care if they gap lower, for I will be accumulating them.

Personally, I think today’s stimulus was baked into Friday’s tape. We shall see tomorrow.

Things to get long:

Okay, here’s where the Godliness of The PPT comes in handy. Aside from [[UYM]] , I might get long blocks of a variety of basic resource names, like Freeport-McMoRan Copper & Gold Inc. [[FCX]] , Southern Copper Corporation (USA) [[PCU]] or The Mosaic Company [[MOS]] or not.

I have not decided on my buy list yet.

At any rate, here are the top 3 rated stocks, in the sectors that I am most interested in (life is all about short cuts):

Major Integrated Oil & Gas

BP plc (ADR) [[BP]] Chevron Corporation [[CVX]] Exxon Mobil Corporation [[XOM]]

Steel & Iron

Ternium S.A. (ADR) [[TX]] Gerdau SA (ADR) [[GGB]] ArcelorMittal (ADR) [[MT]]
Farm & Construction Machinery

Bucyrus International, Inc. [[BUCY]] Astec Industries, Inc. [[ASTE]] Joy Global Inc. [[JOYG]]

Oil & Gas Equipment & Services

Schlumberger Limited [[SLB]] Helix Energy Solutions Group Inc. [[HLX]] Dawson Geophysical Company [[DWSN]]

Shipping

DryShips Inc. [[DRYS]] Seacor Holdings, Inc. [[CKH]] TBS International Limited [[TBSI]]
Agricultural Chemicals

American Vanguard Corp. [[AVD]] Terra Nitrogen Company, L.P. [[TNH]] Compass Minerals International, Inc. [[CMP]]

Now, if the rally fizzes out, ignore this post and throw a copy of it into a burning barrel of garbagio. However, if the market is going to boot stomp higher, based upon renewed Chinese optimism, the above stocks will lead the way.

NOTE: For those of you who are curious about The PPT, here is an excellent summary, penned by my IT guy/partner.

NOTE II: Titans are now 9-0. In other words, “The Fly” wins again.

Geez, you midgets are besides yourselves, due to the Chinese stimulus package. Shut the fuck up already. How many times do you retards have to be proven wrong, in order to make you reserve your comments for other bullshit blogs?

I mean, seriously, you guys are fucking lame.

And another thing:

You faggots have no idea how Godly The PPT is; so refrain from commenting on something you have zero access to. At the end of the day, you’re all a bunch of haters, because you live in blue collar hell, hangin’ around a bunch of fucking losers, while I’m just bowling on you clowns.

In the most serious manner possible: fuck off.

At the end of the day, making money in the stock market is about having access to information and knowing how and when to execute trades. If you fuckers think that I offer no value, then just shut up and go play with your charts.

With regards to the markets:

Why not wait until trading begins, before making outlandish predictions? Frankly, I am sick to my stomach by you jackasses, calling for huge crashes or melt ups on a daily basis.

Get a grip or buzz off.

iBC is better than you.

Fire people;hire goats.

Sounds like a plan to combat those evil lawnmowers.

[youtube:http://www.youtube.com/watch?v=-0Gg7RULwrI 450 300]

Motherless whore.

I don’t want to discuss my day. Just know it was fucking spawned by the devil himself, with longs fucked in murder holes, while shorts sprinting higher to God.

My current blend of long/shorts is NOT working. I need to rejigger my holdings, early next week.

I upped my holdings in [[FXP]] , late in the day and BAM: Holy Shit, I got my face ripped off. All I know, every fucking time that cock sucker prints a 7 handle, it becomes an atm machine for me.

I will be buying that bastard, come Monday.

I can go on and on, about how idiotic BE Aerospace, Inc. [[BEAV]] , American Vanguard Corp. [[AVD]] and [[UYG]] behaved, in the face of this circle jerk; but why bother?

I was nailed down for more than 4% and feel little confidence in my current positions.

Off to drink myself stupid.

Sunshine, honey rainbows, jubilant jelly, jack o lanterns and pitbulls forthcoming to the American people.

Embrace!

I’m buying [[FXP]] here. Fuck that.

Also, quit giving “The Fly” financial advice. You giving me advice is equal to someone lending oil to Saudi Arabia.

Fuck off, jackass.

This is my plan:

I’m hedging up some more here, buying FXP, shorting Petrohawk Energy Corporation [[HK]] and drinking excessive quantities of Monster Energy Soda.

As you know, I am bowling on you, with great vigor.

In closing, “The Beav” is a fucking whore of a bitch. I will keep it, mainly for fun. However, I am cleaning out some other longs here, taking losses like a fucking man.

UPDATE: I sold short 5,000 [[HK]] @ $17.17. I bought 500 [[FXP]] @ $83.72 and I bought 5,000 [[UYG]] @ $8.16.

For years I wanted to support U.S. car makers, via buying their vehicles—especially after 9/11. I was feeling all patriotic and shit and wanted to support domestic car companies. However, I changed my mind, because their fucking cars sucked. Mind you, they still do—suck that is.

That asshole, Rick Wagoner from General Motors Corporation [[GM]] , should get the electric chair, not some government bailout. It’s very convenient for him to blame fixed costs, such as workers, for GM’s hardships. But the fact of that matter is they make bullshit cars—very low end.

Now both General Motors Corporation [[GM]] and Ford Motor Company [[F]] are trying to extort our lawmakers, demanding 50 billion in funding. Are they fucking nuts?

Let them fold. Take the 50 billion and create a new industry for the soon to be unemployed factory workers. This is preposterous!

I hear people talking about a potential “industrial crisis,” should the big three fold. Let it be!

If businesses were that stupid to peg themselves to idiotic American car makers, they deserve to fold too. I am sure HONDA MOTOR CO., LTD. (ADR) [[HMC]] and Toyota Motor Corporation (ADR) [[TM]] will fill the void.

Much to my chagrin, [[FXP]] is receiving multiple homo hammers, based upon nothing. That’s nice. And, [[EEV]] is gapped down in sympathy.

Despite the possibility of this rally extending, seeing FXP down $19 may be too much for me to resist. It is a small position of mine; but I am tempted to bulk up here.

UPDATE: I bought 5,000 [[FXP]] @ $83.55

ROFL@ the “jobs market.” We’re now at 6.5% unemployment, which is the peak of the last recession. In other words, when it’s all said and done, most of you fuckers will be “tin cupping it,” in order to pay for your gas bills.

I always say: let robots work: fuck people. Really, if we could program robots to perform low-end tasks, such as dishwasher or waiter/waitress, the country would be better for it.

Or, we could just elect a fucking robot President. How cool would that be?

I have meetings to attend this morning, so I will be out of pocket. But, seeing the early action, I almost regret having to meet with this fucker. Nonetheless, [[FXP]] shall and will be bought on this asinine gorilla drop.

My gut says we go higher today, despite abysmal news. However, I cannot vouch for Monday.

Ideally, we gobble-gobble higher, all the way to Thanksgiving. If we get going again, I will be quick to cover my shorts/sell inverses, and get long. So, don’t be surprised by anything that I may say or do.