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More New Girlfriends Found
More of the same. Last week's girls traded in for some new swingers. It is becoming a desperate run to find the "hot ones" and grab a few more one night stands here and there before this rally flames out.
Who would have figured that amidst the worst recession in decades, investors would be anticipating a worldwide shortage of steel for new shopping centers, office buildings, cars, and body building equipment??
And with economic growth at a virtual standstill, wild-eyed investors are anticipating a boom of shipments of new electronic gadgets from China shipped via rail..
Speaking of gadgets, PALM got squeezed today...
And don't forget the burned out, washed out hookers left for dead 4 years ago...
Hey, if she has a pulse, they'll chase it....
And while 1 of 5 are unemployed, 65% of many homes are "underwater" in some states, fund managers are still looking for record demand for new, state of the art washers and dryers....
Even the chronic underperformers were rocketing off the lows today. Seems like nobody wants to be left behind.....
By popular request....
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The girl in the white shirt doesn't look too bright. She's probably a good example of "Hey, if she has a pulse, they'll chase it...."
"The girl in the white shirt is a professional" and .... most likely short the market, she likes taking it in the back.
Nice.
Not the charts, I'm talking about the Jenna Haze pics.
Speaking of abyss' that consume all....
Like throwing a hot dog down a hallway....
Crap, is Jenna Haze STILL making porn? She must have banged six thousand dudes by now and swallowed her own weight in semen.
Blech.
Natural gas stocks have been cruising lately on the deep freeze and that "eureka" campaign, check out LNG and CQP. Apparently we're getting all of Qatar's Natgas.
"By popular request" LOL.
Who would have figured that amidst the worst recession in decades, investors would be anticipating a worldwide shortage of steel for new shopping centers, office buildings, cars, and body building equipment??
~ always happens at pivotal inflections. commodity tops are always marked by fear of shortage et cet. ummm, anyone remember 7.15.08? rice shortages, $300 oil? no? how about $1300 / $1500 gold just one month ago? bueller?
pics of ms. haze are simply perfect for today's XXX gangbang equity market. all sense of "long-term" and risk mgmt / risk premia have been tossed aside for the immediate gratification of the moment now. so many looking to fallen angels of yesteryear ~ the chat room talk of spec crap like DRYS-hits is simply heelarious. anyone notice the SOX today? too funny. and, of course, much like ms. haze's work ... traders / speculators are simply having unprotected relations with their issues of choice and not thinking about possible repercussions down the line. RICK had a much better day / week than PLA.
anyone with an A/D line setup check out the DJIA / INDU during the equity MOC (mkt on close ~ 15:30 - 16:00); is pretty funny and par for the course.
as always, thanks for the good look n charts, Robo.
there were some good opportunities today
CAAS HMIN GOOG
off to tha gym..........
http://www.seobook.com/images/sexygirl2.jpg
"And with economic growth at a virtual standstill, wild-eyed investors are anticipating a boom of shipments of new electronic gadgets from China shipped via rail.."
Comment of 2010 so far, pure gold~
Reckon those files TCW found were just Gundlach's archives of perspacious Robo postings?
Ahh, now the one in the green jacket...
Ok .. gotta admit I banged PEIX .. in at .55 .. out at 1.45 .. checking for STD's now.
Party on.
I think I just figured out the entire quant game community.
http://www.youtube.com/watch?v=upxOCyqUECM
Robo, enough of the skinny chicks,
post some with curves....
With unemployment, defaults, and foreclosures up; and homes values, lending, consumer credit, and mortgage applications down:
Homebuilders are beating the S&P by 3% so far in 2010. What a babe!
homebuilders due to the little tax return gift they got from the US Treasury and their friends in congress.
If you liked that, you'll LOVE solar stocks. Huge bazongas.
65% of many homes are "underwater" in some states
Enjoy your posts, but this has to win some kind of ambiguity award!? ;)
That floor-to-ceiling cage behind the girl in white...is she in a police property or evidence room? or is this the "pawn room" cage where Bernanke is storing all the valuable MBS and other assets pawned by our best and brightest banks...or is this the inner vault at Fort Knox?
Nice Robo. Jenna Haze FTW! The only chick who doesn't scream Pornstar evan after being in the biz for 4-5 years.
Sure, there will be no demand for state-of-the-art washers & dryers, etc. We know that. But what you're missing is that the buyers of the stocks probably know that, too.
This is not a market: it hasn't been a market for a couple of years, maybe. It's a casino, and chasing of risers is part of the play. I do it myself, though I'm hedging my bets by picking prudent sectors. Why shouldn't they buy a rising stock, no matter the fundamentals? They'll turn and sell on a dime and they do, but not before they've raked in a profit.
Perhaps you're still stuck thinking that market behaviour must always follow P/E, share issuance, profits, or sales...not any more. For the time being, none of that matters and we should be in it too. That or slow beggarization in fixed income, cash-under-the-bed or bonds, etc.
My favourite quote, and very applicable: "While the music is playing, we all have to get up and dance...and the music is still playing..."
Yes. When the crap table is hot, the bettors crowd the table placing bets. When the crap table turns cold, the bettors flock to the next hot table. When all the crap tables are cold, and the whales and giant squid are losing, the govt gives taxpayers money to the TBTF gamblers.
http://www.americancasinothemovie.com/
Yeah, but how do we know when the music has stopped?
Isn't that the point, that we all feel like we are being suckered into something, and that as soon as we start chasing momentum the whole house of cards will come crashing down!
All I can add is that one is either a gambler or one isn't. I try to manage by chasing good tips or rising stocks in energy, precious metals, base metals and agriculture right now. Not real estate, REITs, consumer stuff, department stores. Not teen retailers, not restaurants. Setting sell stops all the way up, not being excessively greedy, and trying to either buy on dips or buy what I bet will be hot next month. I've been able to buy-and-hold longer now than was the case three or four months ago.
I made the same expensive mistake many many seem to have made in 2009: expecting an imminent market crash based on the economic and company fundamentals, or based on the patterns of 1873, 1907, 1930, 1974, 1981, 1992 or 2001. But these are fundamentally different circumstances now. It's a debt deflation. There is no traditional investment going on; it's ALL speculation, a hunt for any returns at all. Doesn't mean there aren't short-term speculative oopportunities galore and an absolute fortune for the luckier ones who get 2010's trend right and stay the course, in the right stocks.
An IMMU a day keeps the doctor away.