Fly on WallStreet

Thanks to AA's stellar numbers, CENX and the rest of the metal stocks are taking off. Right now, CENX, PCU, ACH, BVN and a myriad of gold stocks are ripping the arms off of the shorts.

However, keep in mind, the sector is up nearly 30% year to date-- and is due for a pullback.

As a matter of fact, the entire market is due for a minor pullback.

With that being said, right now, I feel it is an ideal time to throw some protective hedges up and take some small short positions.

Furthermore, on a pullback, I'd be a big buyer of EQIX, NTRI, HANS and AAPL.

You know what, scratch HANS off that list (I'm too lazy to take HANS off manually, but had time to write this fucktarded explanation).

From what I understand, HANS is about to launch a new drink, Java Monster. This new beverage will compete with those homo friendly Frappacino beverages, by Starbucks.

Trust me when I say, HANS will kick the shorts and legs off of the Frapp drink.

Finally, it looks like money is coming out of tech and piling into commodity related stocks, today. For now, I feel that trade will work and suggest overweighting a few natural gas names, as record cold weather fucks with NYC. My favorite is GMXR.