The market will go so high, it will sever your head from your shoulders. Although that last sentence made no sense, whatsoever, it’s true: your head will be placed into a small basket, providing you are short. Also, let me say this to you right now, very simply, scared money makes no money. If you want to short the market, do so with vigor. None of this pussy shit. Granted, you are entitled to be a pussy. This is not high school and I’m not gonna beat you up and kick you down a flight of stairs. However, I am moving to my own African drums here, stabbing the market in its face, like a pinata, taking all of the coin from its belly.
Here are some sectors you want to stay focused on, during the month of March.
REITs residential
Major Integrated Oil
Oil and Gas exploration
Multimedia & Graphics
REITs Industrial
Mortgage Investment
Beverages
Processed and Packaged Goods
Refining
REITs Retail
In summary, aside from oil, commodity related plays are NOT in vogue during the spring. At the moment, I have more than 30% of my assets tied up in gold/silver stocks. So, I am not exactly bearish on the group. However, whenever I decide to sell, it will leave a grande [sic] gaping hole in my portfolios that will need to be filled. I intend to fill such a hole with stocks from the above industries, using my time machine aka The PPT.
Early going, futures are looking “dreamy” and silver is looking to skin JP Morgan alive here, pressing higher at a fanatical rate.
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indeud
REITS bitchez
I like Mr. Cain Thaler’s REIT picks CLP and AEC.
silver is looking to skin JP Morgan alive
How long until this starts to show up in JPM quarterly reports, or do they keep it off the books forever?
Forever. Until they are bailed out. And even then.
Oh by the way, Saudi Arabias market was down 7% last night
Uh oh.
No biggie. Remember back in November 2009 when Dubai was going to cause the end of the world? Their markets were down huge as well. We had about one bad day then back to the races.
Nice!
Any thoughts on oil sands plays? SU and others seem strong with traditional oil supply somewhat in question.
SU is a good one.
Here is san diego the mexican drug cartels think it’s fun to send people real decapitated heads in boxes
Could be worse…
http://www.youtube.com/watch?v=JzqAQRbmRXk
Word is Ben is going to discuss pulling liquidity in his speech.
Watch out when that hits the wires.
Explains todays silver price.
Yeah, pay attention to the Federal Reserve when the Bank of International Settlements and the World Bank/IMF want the US dollar to be diluted out of existence to pave way for a new world reserve currency.
Do you know what your Financial Stability Board said? If not, why are you paying any attention to Bernanke? He gets his orders from the FSB.
Are there other sectors to focus on under the Top Searches ad?
Sackcloth and ash manufacturers.
OPEN getting crushed on nasty rumor that it can be replaced with a free service for restaurants. This just reeks of manipulators looking to create a more fertile entry point. Time to double down on OPEN?
yeah double down on more of the April 80 puts that I hold!!
Probably could be replaced. I’m sure there is some developer who can do it with a $3.99 app
Open Table is a free app now. It’s the restaurants that have to pay a vig on each reservation.
There’s no sustainable advantage, the business model is easily copied, no lock-in of suppliers nor users, and not much value-added. Can be good for one-night fun, but nothing more.
I see SMH higher shortly and possibly up a healthy 1-2% by early PM.
Then sell and take a nap.
Plus it’s the first day of the month and like PMS there is almost always a healthy flow (of incoming cash).
GM sales surprise to upside.
What does that mean? Compared to when? Were analysts expecting strong sales of 11 cars and they sold 14? Jobless people don’t buy new cars.
Rich people scared of inflation might, however…
GM might be good short term, but looking further out their future is bleak (barring a war).
People won’t buy a lot of cars when gas gets to $5 a gallon.
Except for Tesla model S. Those babies will sell like CRAZY! I might put a down payment on one because I think the used price could be higher than the new price for a while.
Massive influx of positive GM propaganda in the news wires
The market can’t go down – Apple is having a product announcement tomorrow!
I bet its related to reduced radiation phones… I know… In poor taste.
Yes, it’s gonna be a new app, “iPad 2.0 for iMac and iPhone”. Apple promise it’ll be even better than physical iPad 1.0, and, I quote “people will be able to do amazing things with it, on any platform, even on the Web.”
OPEN got da spanking!
GS rogue board member:
http://www.google.com/imgres?imgurl=http://images4.fanpop.com/image/photos/15900000/Outsourced-Employee-outsourced-15957002-412-369.jpg&imgrefurl=http://www.fanpop.com/spots/outsourced/images/15957002/title/outsourced-employee-gupta-photo&usg=__vJTf–Z5Mhj8x6Vc2A36PLRzFH0=&h=369&w=412&sz=32&hl=en&start=0&sig2=OrBTXrQcrdLpSCI_2xDNNQ&zoom=1&tbnid=EkCzeaMpTqJNsM:&tbnh=148&tbnw=165&ei=liNtTYHaD4SusAPMxtWnBQ&prev=/images%3Fq%3Dgupta%2Boutsourced%26hl%3Den%26biw%3D1020%26bih%3D595%26gbv%3D2%26tbs%3Disch:1&itbs=1&iact=rc&dur=435&oei=fCNtTd7LJYrGsAPF3tG1BQ&page=1&ndsp=15&ved=1t:429,r:0,s:0&tx=110&ty=59
EXKplosion!
Hope Le Fly did not sell all his EXK yesterday at the TOP!
A beverage co. offering for Fly and Co.: ABV. Don’t gloss their cap. size as 12.10 they had a 5:1 stock split. Fundamentally an undervalued growth stock. Possible bounce off MA. WARNING: no conflicts, but do you’re own homework.
Music to my ears.
LQMT
Not Scared, Balls to the wall Bear…well I actually don’t have physical balls, but a metaphore. This is very hard to be day in and day out, but I still see a copper bubble and I have to see it pop. The Arbitrage between China and LME is not there, Iron Ore Spot been dropping for the last eight days…yes, the Global PMI was the second highest since 2004, but China PMI is slipping…if commodities pull back our rally goes bye bye imho.
Outfitting of a Chinese military requires a LOT of copper. Just sayin…
NI-43-101?
“Endeavour Silver Sets New Production Records in 4th Quarter, 2010, Silver Production Up 15% to 895,931 oz, Gold Output Up 6% to 4,871 oz”
http://inflation.us/blog/2011/01/exk-sets-new-production-records/
CSCO just upgrade to strong buy with price target of $32
http://www.livetradingnews.com/cisco-systems-inc-nasdaqcsco-a-strong-buy-35685.htm
Of course it is. All of the CNBC hedge fund herders bought the shit out of it at 18 and now they’ll pump your tires about it until earnings disappoint again…