Monday, September 17, 2007
On one hand, I'm lethargic, like a sloth in Bermuda. On the other, my heart is beating like I'm on a fucking treadmill or something.
I do not recommend the combo.
As for today's trading:
I'm short term bearish. I cannot think of a scenario where the market can go up, ahead of the Fed and LEH.
So, with that in mind, I'm having my Voodoo Physician conduct some serious witchcraft on those lazy fuckers at LAZ.
God willing, his witchcraft will work.
Despite general weakness, there were many pockets of strength, particularly in the China related names, like BIDU, EJ, FMCN, SOHU, SINA, XING and CSUN.
Who fucking knows where those stocks are going?
It's one big stock market party in China.
Finally, ahead of the Fed and LEH, I want to lighten up on my dogs and sell short financials. Also, I like the SRS (short homies) here.
For those of you who disagree with "The Fly," go fuck a Romanian mountain goat.
Nobody knows nothin' o course, because Honest Injun securities firms 'r so notoriously tight lipped about these things.
Anyone see any option activity of interest today?
Does the Fly have an all-Chinese stock portfolio in mind? (no robster, preese)
Little over 10k in the sitty calls.
Adjust your estimates according to "smart money/inside info leak" theory or "contrarian investor" theory.
Since 08/16 "bottom", SPY is up 4.2%
BIDU + 49.74%
SOHU + 27.40%
SINA + 28.36%
FMCN + 28.17%
No Fu Manchu's getting punched off over there.
Ever since "The Fly" announced his intentions for the "White House" Natty has been behaving nicely. Or maybe its people seeing all the hooded sweatshirts around the NFL and MLB.
Jake have you ever Baidued yourself. What a hit- Whats the question? Deal or no Deal? I think the Chinese have become infatuated with day trading. It's like watching the Asians play craps and roulette in AC yikes.
glad to see you've seen the light and have joined me on the dark side for a trade - better late than never
also, re:china - I think ADY , which you gave me, is looking good - how can you not make money feeding 6 trillion people?
so - to sum up; I agree with your short term thesis . Therefore, for those of us who agree with that; what do you have for us to fuck?
Looks like a 3 team race LSU,USC,FLA
My brother in law is a K-State grad, which I suppose in your estimation deserves an extra can of corn.
Please, no more overrated Big Ten lumbering oaf teams!
But seriously, we need a playoff system... at least eight teams.
Okie-homies and Florida are only half step behind the above tow...
Chatter that GCI is willing to pay $53/share for MNST and that IACI is also gunning for MNST which might start a bidding war between the two companies for MNST.
In a week or so, China, for the first time, will allow their citizens, in the biggest cities, invest in Hong Kong.
Therefore, lots of new money going to Hong Kong, short term.
Peachin' knows nothing, with the exception of RIMM trading patterns.
What happens when you add Chinese folk plus gamblin'?
Can you say "frenzy?"
Arlmost as good as BIDrU, Hans Brix!!
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