The Japanese are one crazy people, offering to buy 20% of the shit coming out of Europe. As spreads blow out in Belgium, Japan is offering to buy 20% of Euro-land bond offerings, which is amazing considering they are levered 200% debt to GDP. It’s like the news accepts absurdities for reality and does not question the logic. But then again, it doesn’t really matter now, does it?
The beastly monsters who are shorting this market, frankly, have no idea what they are getting into. For example: let’s take a peak at the automobile industry, shall we?
One could speculate that the financial crisis was the best thing that happened to Detroit. It’s not a coincidence that F is at new recent highs and all of the automobile parts markers are soaring to new highs. Several years ago these fuckers were dying, even though they were selling 15-16 million cars per annum. Now, they are selling 11 million and making a mint. They fired all of the losers and slashed capacity. I believe GM is operating at 60% capacity, compared to just 3 years ago. The industry adjusted and is ripe to make absurd amounts of coin during this up-cycle. I made 15% on my AXL trade in about 3 days and it ran another 10% after without me. On any pullback, auto related stocks are a buy, especially parts makers.
Solar stocks are a buy too, presciently pointed out by Ragin’ Cajun. The sector is so beaten down, many of these stocks can run 25-50% from here and still be considered “value propositions,” providing oil keeps chugging higher. It is my belief, oil will eclipse $100 and run to $120, before collapsing.
Everything is a trade. You just need to get your timing down, you dumb, grotesque, goat fucker.
Top picks: PWER, SOHU
UPDATE: I sold RLOC and CTCT. And, I bought MOTR and UTA
Fly,
Great thoughts as usual !
http://www.youtube.com/watch?v=JPallS7LMlE
http://www.youtube.com/watch?v=S4tE4tuiZaQ
Enjoy!
http://www.youtube.com/watch?v=LjT7PcUsM_k
Fluoride. Learn about it. Short it.
Advice?
Well, it’s mostly a side-creation of fertilizer manufacturers and of refining uranium. The costs will shift back onto them over the next few years imho. Might not change much since agri-manufacturers can always shift costs of disposal/treatment onto the consumer, but private uranium enrichment companies will still need to compete with natural gas power generation for example.
SOL at $11 and I’m out. Thanks for the alert on that stock, it was a great setup!
Looks like TGB is going straight to TEN RIGHT NOW!
Dumb Grotesque Goat Fucker is excellent please use it more often or shorten it to DGGF it should flow into more conversations like LMAO etc
There is a reason why solar companies are beaten up as bad as they are. Solar is a commodity now, and there are so many damned public solar companies that half of them need to go away. Only the large and strong will survive. In other words, only the huge Chinese names will live past another few years.
There are much better trades out there, like MOTR for instance.
Or installers. Like Solar City.
Morpheus then offers Neo a choice between two pills: A blue pill that would return him to his old life, and a red pill that would allow him to learn the answers he seeks. Neo swallows the red pill, and he abruptly finds himself in a liquid-filled pod, his body connected by tubes and cables to a vast mechanical tower covered with identical pods.
“you dumb, grotesque, goat fucker”
What often starts out as a reason to consider a subscription soon turns into a reason not to.
Only a loser would need a daily “debbie downer” like this…life is too short.
The Japanese have ninja’d the world once again. A little deeper into their statement they note they plan on using their EURO foreign currency reserves to make said purchases. The Japs figure that they are already exposed to the EUR so why not prop it up with what they already have invested. Jolly good show.