Everyone is dazed, unable to discern which direction the market is heading. While everyone fumbles around searching for clues, I will bank egregious amounts of coin in [[AGU]].
See, investors are scared of oil. However, there still is fervent demand for commodity plays. As a result, I believe all of the commodity bound money will pile the fuck into ag names, like AGU, [[POT]], [[MOS]] and [[CF]].
Now, I am a big believer in the fact that [[OXY]], [[SU]], [[RIG]] and [[NOV]] are absurdly cheap. At the moment, I am long NOV. However, because of the stupid paradigm we are in, where the entire fate of the market is reliant upon cheaper oil, I like ag here better than energy.
Look you, I have no time to explain the intricacies of money management. Take my word for it; ag goes higher.
Now, separately, I must admit being heavily long [[MS]]. I’ve been buying the fucker like a drunken OTB guy. Moreover, at the same time, I’ve bulked my [[TCB]] short to unnatural levels.
In short, I am long ag, long the brokers, while short the big money centers, via [[SKF]].
NOTE: In the event my ag thesis is wrong, I am long [[VSE]] too.If you enjoy the content at iBankCoin, please follow us on Twitter