Dollar Drama

It’s too much to bear. The opera singers, who short stocks dressed in burlap dresses, are cheering on the dollar, in order to kill the rally. How ironic, no?

These fucking bears will do and say anything to send stocks lower. Dickbags, like Rick Santelli, are sucking the dollar’s dick, not for God and country, but for TIMBERRRRRR trading action in stocks. What the fuck is wrong with you assholes? First, you idiots want the dollar dead, due to your belief that it will rape stocks. Then, after seeing that strategy fail, you root for dollar strength. Fuck off, coffin stuffers.

By the way, is anyone else having problems with Blackberry email service? This phone is a piece of shit, no wonder Research In Motion Limited (USA) [[RIMM]] is a piece of offal.

[[YONG]] priced a secondary and many of you are scurrying about with questions. Let me make this clear for you: I do not trade one position at a time. In order to understand my methods, you need to have a bigger dick and a lot of testosterone. Sell offs do not scare me, nor do they encourage me to do something stupid, like double down. Granted, I fucked up with Flotek Industries, Inc. [[FTK]] . But, I am entitled to make mistakes, especially after taking into account my track record. It is a sign of ingratitude and disrespect for any of you assholes to mention it to me, considering I have lost a lot of money in the stock. The next one who mentions it, even to make a point, will fall victim to “expeditious mustache removal,” via jelly donut punch to the face.

I’m not buying this dip, because I don’t need to. Whatever is happening today, you know with the sell off and all, is temporary.

Off to buy a few more Keurigs.

Ben Bernanke and company saved the economy from assured collapse in 2008. Many of you— libertarian brain-dead type— hate the Fed and their money printing ways, for a variety of “independent” reasons. However, when thinking about what the Fed did, ask yourself this question:

If you were diagnosed with terminal cancer and was given 3 months to live, unless you took an experimental drug that could prolong your life indefinitely, what would you choose, death or hope?

It really is that simple. Argue all you want about the banks mugging people in broad daylight or how Goldman Sachs Group, Inc. [[GS]] fucked Earth something awful. You know damn well, during the height of the credit crisis, when shipping rates plunged 99%, fuckers were going to start starving then rioting. Call me crazy, but I prefer an orderly death, to the tune of 80%+ personal (long only) stock market gains.

I bought 10,000 Lennar Corporation [[LEN]] @ $12.60.

Disclaimer: If you buy LEN because of this post, someone will steal all of your gold bars when you are fast asleep. And, you may lose money.

“The Fly,” with the begrudging help of his underlings, has been preparing for a BROKEN ROBOT X-MAS trading session. I declared: “The fucking robots are going to break down ok, PREPARE for that eventuality.” People just sort of looked at me like “WTF should I do now?” It pains me that no one else sees the writing on the wall. “Thank God for KING COCK,” famous words spoken by many at the dinner table.

America needs capital gains. The government wants you to swim in gains, until 12/31/09, so that they can take a percentage of them from you during tax season. They are going to throw the kitchen sink AND MORE at this market, in the name of generating revenue.

Let it be no surprise iBankCoiners, when the fucking robots break down for X-mas, you will know what to do.

Personally, I’ve established positions in shoddy retailers, like Sears Holdings Corporation [[SHLD]] , mainly because there are scores of people—and I mean scores, short the name for the holidays. ‘Tis not the season to be short, fa la la, la la, la, la la la la or some shit.

At the moment, my Chinese slavery plays, [[YONG]] and [[HEAT]] are taking a breather; but that’s okay. They don’t believe in X-mas anyway. We’ll worry about them later.

For now, I must embrace positions like ATP Oil & Gas Corporation [[ATPG]] , Sears Holdings Corporation [[SHLD]] , Equinix, Inc. [[EQIX]] , Green Mountain Coffee Roasters Inc. [[GMCR]] , SandRidge Energy Inc. [[SD]] , Flowserve Corporation [[FLS]] and even U.S. Global Investors, Inc. [[GROW]] , because Santa Claus is a big fan of said names.

Okay, “The Fly” must go now. He has many things to do and people to belittle, in real life.

See you Sears suckers in about 2-3 hours.

UPDATE: A word on gold.

Get your Sears suit for Christmas dinner, sucker.

Disclosure: Long Sears Holdings Corporation [[SHLD]]

Highest Ranked Sector in The PPT: Home Health care. Components include: Amedisys, Inc. [[AMED]] , Almost Family, Inc. [[AFAM]] , Chemed Corporation [[CHE]] , Gentiva Health Services, Inc. [[GTIV]] , LHC Group, Inc. [[LHCG]] and Lincare Holdings Inc. [[LNCR]]

Top 5 ETF’s: Kayne Anderson Energy Total Return Fund [[KYE]] , Tortoise Energy Infrastructure Corp. [[TYG]] , Nuveen Floating Rate Income Fund [[JFR]] , [[KOL]] and [[EWW]]

Top 5 ranked Dow components: Hewlett-Packard Company [[HPQ]] , 3M Company [[MMM]] , The Walt Disney Company [[DIS]] , United Technologies Corporation [[UTX]] and [[MCD]]

Bottom 5 ranked stocks: Bank of Ireland (ADR) [[IRE]] , Theravance, Inc. [[THRX]] , Lakeland Bancorp, Inc. [[LBAI]] , [[MII]] , Sandy Spring Bancorp Inc. [[SASR]]

Lowest ranked sector: Surety and Title Insurance. Components include: Ambac Financial Group, Inc. [[ABK]] , MBIA Inc. [[MBI]] , Stewart Information Services Corporation [[STC]] , The PMI Group, Inc. [[PMI]] , MGIC Investment Corp. [[MTG]] , [[RDN]] and Old Republic International Corporation [[ORI]]

“The Fly” has a prior engagement, so I am the fuck out of here.

I thought the “dollar slaves” could muster the courage to trade against the grain; but they’re not ready yet. Nevertheless, the markets response to dollar strength is relatively muted. As an aside, the people who wear burlap sacks to work sold banks with great vigor, based upon the certainty of dilution, as banks raise capital to get out from under TARP. This is a natural market reaction. Do not read more into it.

As of 3:33pm, most of my stocks are green. Thankfully, the few that are down are not really down at all. They’re just playing around and shit, bobbing as I weave.

Essentially, life is all about kicking your neighbor in the nuts when he least expects it. With that motif in mind, I intend on kicking you square in the nuts when you expect it most.

Top picks: you know what they are, so fuck off.

I sold out of W.W. Grainger, Inc. [[GWW]] —too stubborn.

I initiated a position in Flowserve Corporation [[FLS]] , buying 2,000 @ $98.80. In addition, I bought 5,000 [[YONG]] @ $8.45, 5,000 ATP Oil & Gas Corporation [[ATPG]] in the $17.80’s, 2,000 Green Mountain Coffee Roasters Inc. [[GMCR]] in the $65.60’s and 2,000 ICICI Bank Limited (ADR) [[IBN]] in the $35.20’s.

Disclaimer: Don’t follow me into these stocks for I am speed chopping carrots, with my balls laid out on the kitchen table.

The dollar is ripping higher today, yet stocks are yawning it off. Is it possible for stocks to rally, as the dollar strengthens? Sure, why the fuck not?

If real growth can take hold in the U.S., the reflation story will take a back seat and equities will trade based on fundamentals again, not some absurd “death to the dollar” scenario. However, I will admit, people are sort of mind fucked when it comes to the dollar/equity relationship, which may initially jar stocks, as the death to the dollar trade unwinds. The dollar carry trade has been ongoing for a very short period of time and will likely be unwound, slowly, overtime. I do not think the dollar is due to spike higher. I am just laying out a scenario where it stops going down, and stocks still go higher, nonetheless.

If this scenario unfolds, the worst possible investment will be gold. It will feel like dot comville, April 2000, for the doom and gloom gold buggers.

With my money, I much rather buy coffee machines, via Green Mountain Coffee Roasters Inc. [[GMCR]] , or something easy like [[HEAT]] and CGG Veritas (ADR) [[CGV]] .

Bottom line: we are running downhill now, without sneaker or socks. This is a long only market and it should be treated as such.

The internet has provided the illusion that you, the retail superstar, enjoy an “even playing field.” You visit yahoo, stocktwits, briefing, and a variety of other sites, thinking “oh, gee, I am now well informed.” When in fact, you are doing nothing more than mirroring another person’s swagger. After reading shit on a screen, you come here to give me advice, as if I need it. Would you fuckers give golf or orgy advice to Tiger Woods? Don’t offer “The Fly” financial advice, for he will spit in your face for doing so.

On this dip, I like ICICI Bank Limited (ADR) [[IBN]] and Green Mountain Coffee Roasters Inc. [[GMCR]] . Or, I want more of the #1 ranked stock on The PPT, and position of mine, ATP Oil & Gas Corporation [[ATPG]] .

Into strength, I like Chinese slavery plays, like [[HEAT]] , [[YONG]] and China Digital TV Holding Co., Ltd. [[STV]] .

Into the end of the fucking year, I am long, without regrets or second guesses. I am long because it is the high probability play. I am long because you are skeptical and because banking coin is in my blood. You can just watch me, while I stack these coins to the roof.