“The Fly” has officially come out of retirement, with guns blazing of course.
First things first: a widely circulating rumor says “don’t do business with [[BSC]].” As a result, investors are acting as if there is a run on the bank, dropping the shares more than 7 bucks.
Good for them.
Secondly, I’m a big advocate of destroying the “ag plays.” Please, do not tell me the sector is cheap. It is flaming, out of control, expensive—flush with excesses. Every Joe with a series 7 has been buying [[MOS]], [[POT]] and [[MON]] for his clients. Therefore, I want to short them, crush his clients, then laugh on the way to the car dealership.
You guys just don’t get it. “The Fly” is an asshole, who happens to win all the time. You’re over there, sitting down in that bullshit pleather chair from [[SPLS]], while I’m bouncing empty Monster cans off my trader/servants head.
So here goes:
We have a full fledged run on the dollar. Short it, via [[UDN]]. Thank me later.
Also, gold will continue to melt up. Get long [[DGP]].
Finally, I feel as if it’s a little late to the [[SKF]] party. So, instead, get short [[DSL]] or [[FED]]. They both will go to zero.
And, let’s not forget to “milk the farmer,” via shorting his stocks—which include long [[SMN]], short MON, POT and MOS.