Hoping But Despondent

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We have the Fed meeting tomorrow. At this point the markets have QE priced in, and like the spoiled little children equity traders are, they will be buying like crazy in the morning. But what if there is no QE? Then the spoiled children will ass-rape their clients accounts and cry boo-fuckin-hoo on the bivalve, Le Clam Barbu, The Bearded Clam FOOL! Check yourself, before he wrecks yourself! Why has no rapper had Bernanke in their video making it rain? And yes, “barbu” is French for beard, and yes the etymology is from the same roots as “barbarian.” I’m guessing, because the French are sorry fuckers who can’t grow anything except handle bar mustaches and egregious chest hair? Either way, if he doesn’t mention a rare consonant and a common vowel, we are fucked sideways. Actually though, when I think about it this market is so fucking screwy that, nothing may happen. Fuck it, he may even say “the dollar is the strongest currency in the world, and we are seeing slow but consistent and safe growth. Thus, we see no need for capital injections or other stimulus at this time. Hither to, slower growth or negative growth, we stand with the option to utilize quantitative easing.” Yes, I should have been a speech writer.

If I can get out semi-unscathed tomorrow I am going to get rid of everything except: AAPL, AABVF, HDSN, and short ZSTN. After selling I will look to add to my HDSN positions and AABVF. I may, MAY, short another 1000 shares of ZSTN, but it depends on the market conditions. I know this fucker goes to zero eventually but if there is any stimulus it could easily jump.

I have been working out really strong lately. Benched 365lbs by myself yesterday with no problems, then did box squats the same today, I could have easily done 405lbs but it is hard to get drive off the floor at my gym, as it is rubber. If you think the same amount squatted as the same amount benched is a small number, you don’t know what box squats are. With box squats you take the loaded bar down and sit on a “box,” in this case it was a “squishy” padded bench- which makes it even harder- so when you sit down you take all momentum off. Imagine sitting down on a couch with 365lbs on your back, counting to one, then standing back up with your hips lower than your knees. Not that easy right? Just try standing up from a deep position on your couch without your ankles/calves touching the frame, and tell me how it went.

I’m sick of this fucking market, but my morning shakes have been putting me in a super anabolic state, I am strong as fuck, sharp as fuck, and I can’t wait for BJJ on Saturday and then @thetapeguy and @thedrbigboss coming over to watch UFC on Saturday, and feast like the children of Odin we are.

10 Responses to “Hoping But Despondent”

  1. whats the story on this zstn?

    • it’s widely regarded as a fraud and probably goes to $0 once the debt holders push on them at all. ben Axler’s work on was way out in front as usual and his writeup on seekingalpha is outstanding

  2. this next quarter for hdsn is likely to be a monster imo.

    http://www.gurufocus.com/news/157954/hudson-technologies-hdsn–taking-advantage-of-an-epa-phaseout

    • Read this write-up about HDSN, and it will knock your fuckin socks off.

      • valuation is ridiculous and I think many investors following the HDSN story miss the fact that their inventory is completely liquid and essentially good as cash plus the dynamic that I believe will cause their recycling volumes to just literally hockey stick and blow earnings numbers away. last quarter was stronger than even I was looking for and that isn’t even their strongest quarter seasonally. Plus I am not sure they’ll lose money anymore in their seasonally weak quarters. This recent EPA update is truly a game changer. Company is risky so I wouldn’t put up a big position size but I like that earnings from reclamation will have very little to do with macro issues

  3. So is there a consensus as to what is going to happen tomorrow?

    Things seem to be getting a little overheated to the upside in the short term, though a few measures that I use have a decent amount of room to run.

    I think that a muted response from the market would be most productive for the bulls, but I also think of all possibilities that is least likely to happen.

    I also wouldn’t at all be surprised to see a huge head fake happen before the real move. The prudent move for me would be to try and ignore the stock exchange as much as possible tomorrow. I have made my bed.

    • that’s the whole point man, I think it could be pretty good, okay, pretty bad, OR REALLY FUCKIN BAD. best to just stay away from shit with a lot of exposure.

  4. A stand out punk song…that is all

  5. Yogi and Boo Boo

    Nice post Rhino.

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