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
20,688 Blog Posts

Let’s Normalize China Trade Relations, Shall We?

Enough of the fucking bullshit. Biden is going to be our next President, of these Unites Steaks of America. We are a corporation, explicit in the goal to create wealth for those smart enough to do it. With that being said, let’s not pretend Chinese trade relations aren’t going back to a pre-Trump arrangement. Today the S&P closed at record highs, after Trump conceded Arizona to Biden. Whether fraud happened or not is immaterial to me. Let’s read the tea leaves and check our retarded political opinions at he door.

There are a slew of China trade plays worth pursuing. A cursory google search will provide you with the obvious names: WYNN, SWKS, TXN, AAPL. However, there are a great deal more that might benefit, such as CLF, FCX, X, even XOM.

This week was all about rotation, out from the COVID winners and into pro China trade and value stocks. I do suppose we’ll get back to handwringing over the revenues prospects at ZM soon enough. However, and at least for the time being, I am content with a slower than molasses dropping off your kitchen counter portfolio of value plays, boosted by a pastiche of timely growth plays.

We should, however, be looking towards the next 4 years and formulating strategies that might become part of the daily go to sectors now, such as steel, coking coal, and fucking casinos.

Have a nice fucking weekend.

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16 comments

  1. metalleg

    Keep sticking to your Biden call. You will admit your error in due time.

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  2. narcist

    Trump ought to change his TrumpTV channel to White Entertainment Television (WET, a la BET).

    It’s gonna be a one-stop shop with all the fake news and white grievance that his base can’t live without.

    His twitter feed will feature on the side like the news feed on the Bloomberg channel.

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    • emersonlakepalmer

      Yeah, just like BET narcist. And Soul Train was better than American Bandstand for sure. And Koko the talking gorilla could kick Steve Irwin’s ass any day of the week.

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    • roguewave

      Trump is talking about buying the NBA and renaming it either the EBA Equitable Basketball Association or the WBM White Basketballers Matter.
      Trump has learned a few lessons from Joe & Bernie.

      The top earning players will pay the FST, Fair Share Tax.
      The FST will be distributed to the discriminated players so they can have a living basketball wage live the life they always dreamed of as kids.

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      • purdy

        Brilliant. And hopefully not lost on the Narcists of this world.

        We need to do more to help people from conception through 18 years old – especially those who are born to shitty, ignorant and irresponsible parents – and then reward merit only. Focus on race, even for supposedly benign reasons, just perpetuates racism.

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        • soupbone

          already been tried; recall the baby bonus?

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          • purdy

            The baby bonus was for parents, not kids. It assumed that people who produced a child that they were unable to care for would intelligently
            and selflessly use resources in the best interest of their child.

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  3. duuude

    Fuck

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  4. zusch

    did Soros make you write this?

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  5. richardweiner

    Remember how people used to jack off on chat roulette? It was a simpler time then.

    -Dick Weiner

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  6. moosh

    Just to be clear. I was born to play basketball, but if i were white and couldn’t make the cut, and did nothing to further myself in these great United steaks in all other matters, or even if I did. In this scenario I would get paid via FST?

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  7. barbee

    Dr Fly,
    I have a question that may seem off-topic.
    But I’m really interested in knowing….
    At this point in your career, do you see trading as a ‘job’ or a ‘hobby’?

    Thanks and have an awesome weekend.
    Because of EXODUS-I know I will.

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  8. purdy

    UBI? Yes, but only if you agreed to be sterilized.

    Discuss.

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  9. indexjoe

    Durrr Trump gonna win durrr

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