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Yearly Archives: 2016

CDC Warns of Zika Virus Cases Spreading Like Wildfire in Puerto Rico

The name of the company is Oxitec. They’re funded by the Bill and Melinda Gates foundation and they’ve created a method to decrease the population via genetically modified mosquitos, targeting indigenous folks who aren’t afforded the antidote.

It sounds like a horrifying sci-fi movie for the masses. It’s too diabolical to be true, naturally. The dengue virus GMO mosquitos, although ‘experimental’, couldn’t lead to this. Could it?

Up to 50 women per day are being infected in Puerto Rico. Fuck the warmer climes. Seek refuge in the north, where the air is brisk and the people are intelligent.

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Utilities and Bitcoin are the Biggest Losers Today

All of you fuckers in electricity stocks are getting 1.2 jigawatts to your heads today, as the greatest, dumbest, melt up of all time–unwinds.

The utes are off by 1.5%. Finally, valuation means something.

According to Exodus, the median P/S and PE ratios are way out of wack for the utes, trading well above levels one would deem ‘appropriate.’

 

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On the Bitcoin side, who the fuck knows why it’s chasing silver and crude down the drain. As of right now, it’s down 8.2%.

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DEATH BEFALLS $FSLR, SHARES CLOWN PUNCH LOWER AFTER ANALYST DOWNGRADE

A future unemployed lad from Deutsche Bank downgraded FSLR today, causing great misery and pain for lovers of hideous solar’d panels. In his childish report, he cited ‘slower than expected ramp in bookings’ and a ‘likely pause in demand ahead of the series 5 ramp and potential increase in pricing pressure, driven by aggressive bidding environment from the developers in international segments.’

It’s all a bunch of nonsense, really. All of these issues were known. Price target comes barreling down from $80 to $44.

You’d think this bodes poorly for a TSLA-SCTY tie up, now that the industry leader is left in shambles. But SCTY is up–because we live in a fucked up world.

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CRUDE CRASHES

I tried to play your sordid catamite games, looking for silver linings, pretending the world isn’t on the precipice any longer. But I can’t do it anymore. You’re all doomed, fucked in a burlap bag and beaten to death like a few lumps of ice.

LISTEN TO ME: your ramp that you love so dearly will be gone. Poof, like a whisper in the dark and then into the crevasse. Vanished.

Your little respite rallies are finished. The days of when you could trade XYZ for ABC are over. You will either board the fucking ark, or drown.

Crude is down 4.7% right now. This is the end of days scenario. The road runner has been killed. All is lost.

Moving on.

German bund yields are back lower gain–down to -0.172, reversing earlier gains.

USD/JPY cross stands at 100.73, down 0.6%.

Do you know what that means?

Wait for it.

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.

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FUCKED.

The pound is lower. Gold is lower. The Dow is barreling towards -100.

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$HAIN is Running Hard After $WWAV Catches a Miserly Bid

Shares of organic food producer, HAIN, is running hardcore higher, after news broke that Danone was interested in acquiring WWAV. God only knows why. Comparing WWAV to HAIN on an apples to apples basis, any moron can see HAIN is the better company. Plus they have better brands.

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Some people mentioned LWAY as a possible play off the WWAV bid. But LWAY makes disgusting Kefir and no one really wants to ever fucking drink that stuff, not even crazed body builders. And we all know, body builders would eat roaches if it meant more mass.

I’ve always been a fan of the food industry. In spite of being fit, one could argue that Le Fly is a foodie, deep down a gluttonous pig. Nevertheless, I have my favorites, which are MNST, HAIN and maybe JJSF.

For now, HAIN is living the dream, the fucking rice dream, and loving it.

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German Bund Yields Rise, Markets Rejoice

The negative rate phenomenon is putting enormous strain on forex crosses and generally scaring the shit out of people. Today’s 2bps bump in German bunds is a very good development. Moreover, it seems the ECB will be more focused on both Italian and Spanish debt, going forward, which is the reason why we’re seeing the spreads between periphery nations tighten v Germany.

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QE has distorted the bond market with reckless abandon. The result of negative rates have left both European and Japanese markets in tatters, greatly underperforming US indices.

Year to date, Germany is down 12% and Japan is off by 20%, while we’re up 4%. I cannot remember the last time US markets have diverged to such a degree. There can be only one explanation: negative rates.

Ergo, the quicker German bunds can crawl out from the negative position it’s in the better they’ll be.

The DAX is higher by 0.55%.

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Hedge Fund Urges $WWAV to Demand Higher Takeover Price

Nick Mazing from Ampera Capital wants the makers of the reprehensible Silk milk to demand MOAR from Danone. In an open letter to the company, Mazing says the true value of the company is $69-84.

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Shares of WWAV are sharply higher in the pre market on Danone’s $10 bill buyout bid.
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Danone in Talks to Acquire $WWAV for $10 Billion

French yogurt maker, Danone, is in talks to acquire the makers of disgusting soy milk, amongst others things, for as much as $10 billion–about a 15% jump from today’s closing price.

I recall the French government rebuffing others from acquiring Danone, due to protectionism. But now the French yogurt giant gets to own our awesome and amazing dairy and food snack maker for a song. Aside from Silk milk, they own Wallaby yogurt, Horizon milk and Earthbound Farm packaged salads.

This would make the second proposed deal over the past week, after the MDLZ for HSY bid. Other food companies that might catch some love include THS, SJM, POST and HAIN.

Humans are fat fucks, generally speaking. They like to eat food and will go through great lengths to control its supply.

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Will the Rise of the Five Star Movement in Italy Lead to the Demise of the EU?

The market seemed to digest the BREXIT fairly well. Markets are unchanged and the Germans are cooler than ever. All of the other EU countries have more swagger than before and the men from Brussels are eating ‘hella noms.’

So I ask you this question, young men about the interwebs, how will the EU enjoy a potential Italian exit from the EU? After all, being a tourist nation and exporter of wine and textiles, wouldn’t the Italians prefer to have their fucked up Lira back?

The rise of Italy’s ‘five star movement’, which was started by an Italian comedian blogger named Beppe Grillo (you can’t make this up), might equate to a comic tragedy for the CATAMITES domiciled in Brussels.

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