Going with O’bama-logic, over my career, managing money for affluent people running businesses, I’ve saved jobs. There is no way to quantify how many jobs I saved. However, I will tell you, being up more 140%, over the past two years, “The Fly” is a robust instrument of economic stimulus.
In an effort to switch things up a little, I offer the following advice: play the $100 rolls. Play them like the wind and sand, with no less than 100 grand.
Top roll candidates are:
Precision Castparts Corp. [[PCP]] , Apache Corporation [[APA]] , Mettler-Toledo International Inc. [[MTD]] , Bio-Rad Laboratories, Inc. [[BIO]] , W.W. Grainger, Inc. [[GWW]] and Equinix, Inc. [[EQIX]] .
Also, fall in love with fat crazy burritos again, via Chipotle Mexican Grill, Inc. [[CMG]] .
When in doubt, bet on Korean steel, via POSCO (ADR) [[PKX]] . I can go on and on.
The message is: this is a long only market, until things change. We are on a very predictable path; don’t try to be a rocket scientist—betting against the herd because it’s cool. It’s not cool to be flat broke, without a house—-jackass.
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Your readership is saving Jeremy’s job as well as a host of other bloggers.
Obamanomics, son!
Think about it.
You’re gonna be in a great mood today cos you’re gonna be slapping your troubles away 🙂
http://bit.ly/gUPnu
fuck that guy
Thank you Mr. Fly
Fly, I would submit MSTR to the $100 roll too – they are an incredibly strong company – they CRUSHED their earnings and are still relatively undervalued looking at the most common metrics…
Bad excuse for producing absolutely nothing.
wow
http://sports.yahoo.com/mlb/blog/big_league_stew/post/After-World-Series-win-Joe-Girardi-stops-to-hel?urn=mlb,200432
Yeah, pretty cool. I heard an interview with the responding officer on the local radio station yesterday.
Woah shit, Sinatra’s back. Freudian slip, perhaps?
Fly, please indulge me for a moment here – what if dollar strengthens and keeps strengthening? And what if stock market eventually decouples – because IMO the markets and rising dollar (as opposed to falling dollar) don’t remain coupled for a long time. Does your thesis in the prior blog post still hold water. I am guessing yes but wanted to see you play this what-if scenario as you are far more astute than I can hope to be
dollar will not go up
im thinking yes, my FAS still likes me, was adding if the $$$ was right ,it wasnt