Short the Aussie and all Basic Materials. Plus, Short the Euro, as I have been fixated on, the German Ct is holding its hearing on OMT this week of course. In the past the Court would not grant an Injunction on the Program because there was an actual dollar limit that Germany could be liable for. Now, at the hearing there will be NO dollar/euro limit of what Germany could be liable for…So by my reading of the Court, it has to say Fuck You ECB, give us a limit or we are/AND SHOULD hold it unconst….IMHO, a lot of this stupid USD short squeeze last week was pushed by uber pros that wanted a better entry point to short the Eur/USD…but that is just me…and I am a Bear.
Bounce trade on $PAL…palladium mine, financing announced Friday. High interest terms, but they are 690 feet out of 850 feet shaft complete, will increase production from current 160,000 oz/yr. by +50%. One of two major producing mines in world, COP currently $490/oz, will drop to high 200s after expansion. Popped last Friday 1.10 to 1.33, fade selloff overdone at the close. Prior to financing deal stock had fallen $1.80 to $1.10 on fears that they would require severe dilution or go BK. So 40c to 60c was priced into worst case at pps of $1.10. Will run to $1.70-$1.80 as milestones are announced, beginning with shaft completion in August. Eventually $2.50 after phase 1 expansion in full operation.
I think it’s jap stocks and the Jap index that does really well.
When all the dust is settled I think a few things will start to be figured by the market.
The US has been on QE much longer than the Japs and there is no inflation to speak of. Of course the yield curve has shifted steeper but it only suggests an inflation rate of around 2%ish.
This is what people will begin to use to test the Japanese QE and lets recall that Japan’s deflation is far heftier than the US.
QCOR for swing trade.
Tsla 90 June puts
Catch the bounce in GILD? Biotech industry still going strong.
SLCA
YY
UVE AGAIN
WETF for a spin
spy for short side Monday, JNJ longside swing trade
Bought EUO on Friday. Should be able to hold for 5 days.
KKR AB BX
Oh yeah LEDS (hat tip)
USAC GSJK
OVTI – can’t believe I said it.
Short the Aussie and all Basic Materials. Plus, Short the Euro, as I have been fixated on, the German Ct is holding its hearing on OMT this week of course. In the past the Court would not grant an Injunction on the Program because there was an actual dollar limit that Germany could be liable for. Now, at the hearing there will be NO dollar/euro limit of what Germany could be liable for…So by my reading of the Court, it has to say Fuck You ECB, give us a limit or we are/AND SHOULD hold it unconst….IMHO, a lot of this stupid USD short squeeze last week was pushed by uber pros that wanted a better entry point to short the Eur/USD…but that is just me…and I am a Bear.
GMCR
NUGT!
TNGO
APP
really like APP & everything else Bigger likes
BRCD on serious watch here
Short SVXY
NIB.. Cocoa futures etf, been rippin tits all last week, Im ridin this fucker like a rented mule
If NIKKEI has a huge day then everything Japanese.
DXJ
WETF
MTU
To name a few.
JIVE
for all you bozos posting more than one idea, Fly said POST A SINGLE IDEA — can’t you fuckin read?
ROTATE
ROTATE ASSWIPE
Interesting buy signals in Crude Oil.
Buy the ETF (OIL).
NAV Icahn’s next way to castrate shorts
EWJ if Japan rallies.
SYA
PLUG
up 25% today….pretty much nailed that one.
ANFI, reports tomorrow and should give positive guidance.
NSA long
YCS if you do not have a fx account. Short Jap yen.
LEN calls
I like that one.
VHC for the Royalty lotto play.
Only posted this in fear of castration.
CNS (Cohen and Steers). If real estate/REITs bounce they will do very well.
NFLX puts.
QCOR June 22 $40 calls
Serious FRO investors should like this article: http://tinyurl.com/pmj377d
This week CUR
I am unable to open the link, what is the name of the article? Thanks.
Royale with cheese.
WOOF
dxj – keep it simple
PPC
Bounce trade on $PAL…palladium mine, financing announced Friday. High interest terms, but they are 690 feet out of 850 feet shaft complete, will increase production from current 160,000 oz/yr. by +50%. One of two major producing mines in world, COP currently $490/oz, will drop to high 200s after expansion. Popped last Friday 1.10 to 1.33, fade selloff overdone at the close. Prior to financing deal stock had fallen $1.80 to $1.10 on fears that they would require severe dilution or go BK. So 40c to 60c was priced into worst case at pps of $1.10. Will run to $1.70-$1.80 as milestones are announced, beginning with shaft completion in August. Eventually $2.50 after phase 1 expansion in full operation.
VRTS
SPY
Apropos
If you really trust the clam go UPRO
AAPL
IMMR
ASTI
FNMA
I bought US ag Yen in large size. think it’s going to 99 ish.
This is a pretty decent number and the long end of their yield curve deserves to be higher on this.
“Japan revises up Q1 growth to 4.1% “
Nice
Well, Yeah duh..besides the Econ Data we just started a two day BoJ meeting, one that is not wild AT ALL by that Rally in JPY last week.
MTOR
I think it’s jap stocks and the Jap index that does really well.
When all the dust is settled I think a few things will start to be figured by the market.
The US has been on QE much longer than the Japs and there is no inflation to speak of. Of course the yield curve has shifted steeper but it only suggests an inflation rate of around 2%ish.
This is what people will begin to use to test the Japanese QE and lets recall that Japan’s deflation is far heftier than the US.
I reckon you buy Jap stocks.
FNMA
NSA, CIA, FBI
I believe a couple weeks ago I gave LF as my idea. It’s back and has set up again.
JIVB turkey
YGE, why not
UNXL-CLIR
VHC, would be a nice help
WNC, talking up my book
regards,
Chuck Bennett
Lol
JIVE, turkey
Any government owned and publicly traded company.
ARTW, Farm & Construction play, market cap of just over 30mil found courtesy of PPT screen
HMC– ride the Japanese current with a rebounding car maker. But not for the long term as the Koreans are kicking Japanese butt.
goin with ANAC again. But CLDX at new highs has gotta be on watch. Also CIEN breakout play
AVNR, sticking with it, due for strong june option run up
UNXL- high short interest coming off a great week, should have some shorts trapped. About 6/7 days to cover at this volume.
Please forgive me, I have three single ideas.
XOMA
APD
CPRX
MTSN
KNDI
Futures have that who’s the douche look. Godzilla looks priced in a bit, but by far the best.
Mandela… short the Rand
Would that help or hurt SSL? Been dead money but coiled for a move one way or another.
GNW
IRWD
Eat sandwiches and do little, if any trading.
$RGA
A little insurance never hurts.
$RAD obviously.
RENN
TKGBY (Turkisk banks y’all)
Did anyone buy my call in the morning? Fly you asked for a play and I gave you guys a free gift to buy kndi , it’s up 15% currently.
UDOW
LCC – picking it up all last week.
KNDI actually was $40% gainer for me today, life is good and sweet and love making the money