iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
21,152 Blog Posts

POMO Recap

Okay, this post is intended to showcase what the Federal Reserve jerked most, over the past three months. In other words, what stocks, with caps over 5 bill, went up the most.

Here are the results:

Top performing equities were:

1. PCLN +62%

2. LVS +60%

3. MOS +59%

4. TTM +57%

5. POT +57%

6. FCX +56%

7. CF +55%

8. CNH +53%

9. AGU +51%

10. N +50%

Top performing ETF’s were:

1. SGG +68% (sugar)

2. AGQ +66% (silver)

3. CZM +65% (China)

4. EDC +54% (emerging mkts)

5.  BDD +52% (metals)

6. JJT +51% (tin)

7. BAL +50% (cotton)

8. UYM +43% (basic materials)

9. CU +42% (copper)

10. JJS +39% (soft commodities)

Thanks for all the god damned inflation Ben!

Since we are on the topic of POMO, ZH is out with a piece exclaiming Goldman is telling clients to front run Fed in equities!!

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56 comments

  1. Bond

    Yes…..I am first

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  2. The bearded clam

    You are welcome. Mission accomplished.

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  3. NSAID

    HA! I was long SGG at 44. Out about 50. Guess I missed it.

    On a brighter note…. POMO tomorrow. Full retard

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  4. Chris Cooper

    Good analysis like always.

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  5. E Mandingo

    Mr. Fly:

    What do you think about buying JAN 11 VXX calls?

    Thank you and best regards –

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    • john

      Apparently you should wait until the POMO stops. Then go all in. Anyone have any thoughts on how long this could go on?

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  6. Yabollox

    Where’s the list for the next 3 months?

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  7. MarshalN

    You read ZH?

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  8. Woodshedder

    Good post Flyseph!

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  9. sg

    Glad to see TTM in this list. Been riding since 9. Check PPT notes. Not selling it.

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  10. Dr Genius

    I think all these names will underperform the market for the next couple of months now.

    I think the hot money from POMO will go into lagging stocks that still show good ERs and growth.

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  11. sg

    BTW, Fed can take their fucking POMO and shove it. TTM is real business and catering to the needy(in Millions) through Nano. Not some fucking GM bullshit.

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  12. Po Pimp

    The NY Fed website link shows 9 POMO days in its table. Above said table it states the Fed will be deploying a total of $32 billion between all the dates listed ($3.56 bln per day average). Wednesday’s POMO was a pikerish $600 mln. There is a LOT of firepower still coming between now and Nov 8.

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    • Po Pimp

      Through the first 3 POMO days they have doled out 11.61 bln. Fed is slightly ahead of schedule upon further review. Nothing to see here.

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  13. Bearded Clam

    Zimbabwe Ben destroys our currency and destroys all faith in free and fair markets. Can a Fed chairman be impeached?

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  14. Trading_Nymph

    Homo Pomo….but you know what, I saw it on the banner on bloomberg about the Fed buying treasuries should weaken the dollar tomorrow. This trade seem to always work cuz not many followed it…I am wondering, if GS and Bloomberg is all over it, maybe this thing has finally hit the skits? Tomorrow we will be also trying to guess G20 stuff and Fridays Pomos are normally weaker then the the start of the weak, plus a reverse play would really catch a lot that are playing it…..just a random thought…..

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  15. xochi

    POMO… defibrillating a corpse…how perfect for Halloween.

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  16. Le Fly

    Bob pisani is an idiot

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    • Yabollox

      Herb Greenberg makes Bob Pisani look good.

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      • Jakegint

        Anyone note that Charlie “Last” Gasparino is out there on the media circuit pumping a new book?

        Guy’s got more lives than a cat.

        _________________

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  17. The_Real_Hmmm

    Producers are not passing on costs to consumers broadly yet. Look at the difference between the PPI and CPI (4% versus 1.1%). Housing makes up 42% of CPI too. Processed fuels and lubricants saw the greatest percent change yoy in PPI and they make up 20% of intermediate materials, supplies and components.

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  18. go2mars

    @ JG and Teahouse:

    I like CLR and HES. Bright futures for both. Rosetta, and Orion, not familiar enough with for a quick comment. I assume you’re talking about the Mississippian Lodgepole formation JG? I did a large reservoir characterization/simulation/optimization project as part of my Engineering Master’s degree on a Lodgepole project in SE Saskatchewan. If you can find a reef, or a Wolsortian mud mound, it can be awesome. I am unconvinced regarding its use as a resource play however. Too much water. It looks risky to me. But… sometimes risks pay off.

    If you like the bakken, try petrobakken. I’ve made some great returns on small Canadian bakken players that got bought up.

    Fly’s approach via oilfield service companies is a good idea too. There are companies trying to get bids for big frac jobs up here in Canada (mostly in the Horn River shales, and Montney) who want to do large frac jobs but can’t get anyone to bid. Everyone is flat out busy. There aren’t enough crews and equipment to do the work even when “money is no object”.

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    • Jakegint

      Thanks for the heads up Go2Ares. I will give you more info as it comes up.

      _______

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    • Teahouse On The Tracks
      Teahouse On The Tracks

      Thnx … I understand that CLR (#1) & HES (#2) have the most acreage there so it makes sense.

      APA is very active in New Brunswick …. Maybe TPLM will catch a bid

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  19. noodle

    YES PCLN IS #1

    THATS WHY YOU HAVE ALWAYS BEEN MY FAVORITE, KIRK.

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  20. jIMMIE CRACKER with lil J
    jIMMIE CRACKER with lil J

    Fly I thought my life sucked without coin… you’re life sucks to with coin…lol
    Just kidding.

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    Top-notch article it is without doubt. My teacher has been searching for this update.

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  24. Ismael Gockel

    Great post, thanks very much . Look forward to seeing more POMO Recap | Stock Picks and Discussion at iBankCoin | The Fly. I thought some of the points though are now a bit outdated. Don’t people expect more nowadays?

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