I know very well that if you were unfortunate enough to not have liquidated 100% out of energy names back in August, you are already aware of this. But for those of you who weren’t playing the insanely popular and theretofore profitable positions in the shale boom, let me let you in on a little secret.

This is a bear market and everything is going to go lower.

The EURUSD is now below 1.20. This is worse than at the height of the 2011 Eurocrisis. Indeed, the Eurocrisis never really ended. It was buried in a series of complex trade balance mechanisms, attempting to absorb the blow from the forward month expirations of the European bond markets. That staved off judgment day until…right the fuck now.

As I said long ago, the euro and the dollar are destined for parity. Europe is a rotting corpse, and they’re going to stain us once the bloat pops.

Until proven otherwise, this is a no-buy market. I am 75% cash and probably will sell the slim pickings I grabbed anyway.

I would appreciate if any reference to the oil market as being manipulated would stall. For you see, oil is not collapsing because of some insane gambit by religious fanatics.

It’s collapsing because we’re about to have another recession.

The report is out and available for purchase, for prices that work out as low as $3 per analysis. I guarantee you, you will not be able to replicate my work for less than that out of your own resources.

I was surprised; when first writing it, I swear it felt like everything I saw was a pass, not to be purchased. As I started crafting the studies and running the stats, I was more or less positive I’d be left with recommendations not to buy anything.

But when the smoke cleared and I got a good look at what we had done, there were plenty of quality names I thought worthy of some time and money.

Purchase the report here.

The next issue of the Income Investment Report is available tomorrow.

In this issue, we have identified some truly great opportunities for an investor to grab some above average yield. We’ve also flagged some terrible traps you should keep your money out of at all costs.

Available for paying members.

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If you’ve been interested in trying out this new service of iBankCoin free of charge, then tomorrow is your last chance to do so. I highly recommend you take those precious hours – before what I presume is a New Year’s Eve of unspeakable debauchery and hedonism – to read through this work of art.

After that the trap door springs shut and you will be most lucky if I ever let you set gaze upon it freely again.

To those who have already subscribed, I thank you for your patronage. The next issue of the Income Investment Report is nearing final completion, as my cohorts work busily in the sub-9th floors below.

Christmas is over and your family got you an assortment of ties. Can’t be seen with them on in public?

No problem: hide those things in your closet and reward yourself this holiday season with a subscription to the Income Investment Report.

New issue comes out in January.

With 75% sitting in cash and US growth clipping along, I need to start looking for places to swing money back into the market. I cannot just buy back into the oil and energy sector like nothing happened. For sure, I will be allocating money into some of my old positions because I still like them.

But I need to start finding new places to park cash that can grab a decent return. For this, I’m looking through the Income Investment Report for prior researched ideas.

I like SSW as a container ship play. I’m looking at CVRR for refining, to diversify away from the price of oil a little. Gas prices are way down, but so is oil.

I’m interested in REITs GOV, EPR, and RESI.

Auto sales have been well for some time, and with gas prices this low it may be that another big push into new automobiles is looming. An indirect bet that I may take is on MCY, which underwrites auto policies. Insurance companies in general have done very well of late.

I also like ETP, despite having just sold out of it this month. From the sidelines I am more confident than ever that the US shale boom will resume; I’m just not confident all of today’s players will be alive then to enjoy it.