Please excuse my absence. My body decided to revolt against me around 3 am, and I have been battling since.

Today I bought a large amount of MOS. Agricultural stocks shall rip in the coming months, for further backing of this thesis see these post by @raul3 (here) and @redman59 (here).

I also bought a large amount of LULU. Retailers are beaten down today, and I have a chip on my shoulder when it comes to so called “pros.” In this article by Eric Jackson he asked for top long and short picks for 2013 from traders/investors that he follows in the twitter and blogospheres. Rightfully so, Senor Tropicana was at the top of the list picking HMC as his top long. I can say with confidence that that is a very viable pick. More than a few of the people polled thought LULU was the best short, I’m here to prove them wrong. I’ve given my bullish case on the name multiple times within these halls. I look forward to proving the others wrong as well too.

Read the article here.

I’d have to agree with Josh Brown’s picks, but I find him much harder to take serious after all his anti-gun rants.

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