Recently Closed Positions:
WFC+2.9% 10/03-10/03
KFT+0.6% 09/24-10/02
SIL+12.1% 09/29-10/01
QQQQ+1.5% 09/30-9/30
WFC+6.2% 09/24-9/26
SLV+1.2% 09/02-9/22
WFC+4.8% 09/19-9/19
NBG+3.1% 09/18-9/18
SLV+1.4% 09/02-9/18
RBY+3.9% 09/10-9/18
AUY+1.0% 09/08-9/18
XTO+1.8% 07/22-9/18
AUY+16.4% 09/10-9/12
NBG+2.4% 09/11-9/12
DBA +1.5% 07/21-8/21
CROX +1.1% 07/29-30
SIRI +5.2% 07/29-30
SIRI +9.6% 07/29-29
BAC +1.6% 07/21-21
QQQQ +1.2% 07/15-15
ROH +0.13% 07/10-11
DBC +2.5 07/09-11
NBG +5.7% 07/02-03
DBC +7.6% 05/30-25
Current MPY: +11.3%
Issue: 04, October 2008
(Today: QQQQ, PEIX, DBA)
Day Play:
QQQQ 36.75-37.75   
3-Day Play:
PEIX $1.37   
Longer:
DBA $28.50+   

Commentary:
While news sources are blowing smoke about the new "rescue plan" we would like to call it what it is. It is a $700,000,000,000 stimulus package, funded by taxpayers but pocketed by business failures, who somehow still live in mansions and as Mr. Jim Rogers says, "Drive Mozaraties".

So don't be fooled, the people getting the "stimulus" are holding their cash to protect their rear ends, and make certain that their mansions don't get foreclosed on like a major portion of the customers that payed for those mansions.

So why do we call this "stimulus?" Well, simple, the money is intended to "free up lending", however the only reason lending is not free is the hording of cash that is being done by these rich turds. Sorry that was, unprofessional. These corporate executives. So the money will go to protect their asses ... um.. meant assets. Anyway, it's stimulus, and it WILL dilute the dollar tremendously.

We hate it. However, we are learning to survive these days. There is green in the near future for the market. Is it one week, maybe two? How much is $700 billion going to buy? Whatever it is, it will only last as long as it takes the market savvy to rake it up into trash bags and throw it in their closets. God knows we are going to need it when the dollar becomes worthless and oil hits $200.

So since we are already screwed and can do nothing at all about it I suggest making the best of this. The next 2-4 weeks will be like an Easter egg hunt. Call it the try to get back as much of the tax money you can before the wallets are closed again game. So quick... free up cash... enable margin. Buy whatever, who cares. Seriously, people are getting rich on Freddie and Fanny... are you serious? Do you now what Brits think of the word "Fanny?" ... Anyway, what a bloomin' joke. Anyone who bought those stocks are fools and the government is paying them! So there ya go, be a fool, be an idiot, for however long this $700 billion lasts the bigger the idiot probably the richer you'll be.

Finally, since we have gone so far already, we'd like everyone to take note. 2/3 of the needed vote was provided by the Democratic side of the isle. Despite the spear heading by the president if left to the Republicans this plan would not be going through. Obama was "persuading people" while McCain states: "this is nothing but a tourniquet." Remember this, because it will come up in the future and will likely be remembered quite differently. Once everyone sees what their idea of "rescue" ultimately equates to.

"It takes a lot of hard work by a lot of incompetent people to change the situation." - Jim Rogers (reference)
Daily or Weekly BS!
We firmly believe that any expectation that paying the banking gamblers to keep gambling will have a long term positive effect on our economy is unequivocally BS! Of course the wallets have closed up, they won't waste their own money, but Uncle Sam's... wait! That's my money!
Opinions expressed on sell-early.com are the intellectual property of sell-early.com. Any use or action based on these opinions are expressly forbidden via this disclaimer.
A few minor observations.
DBA, MSFT, AAPL, NBG, RJA
30/12/2008 22:35:48
Have we seen the worst?
DBA, MSFT, AAPL, NBG
23/12/2008 03:11:25
Concern.
DBA, MSFT, AAPL, NBG
17/12/2008 10:08:30
Slow coming.
DBA, MSFT, AAPL, NBG
09/12/2008 08:56:29
Staying the course.
DBA, MSFT, AAPL, NBG
21/11/2008 23:15:12
Automakers? They cannot be serious.
NBG, PEIX, DBA, MSFT, AAPL
15/11/2008 10:47:43
Rodeo market.
NBG, PEIX, DBA, MSFT, AAPL
13/11/2008 19:52:48
It is nice being right.
NBG, PEIX, DBA
04/11/2008 09:55:01
Tide change.
NBG, AUY, DBA
31/10/2008 21:52:34
Done keeping the powder dry.
NBG
24/10/2008 10:33:53
Who is to blame?
NBG
19/10/2008 22:59:09
We love this bank!
NBG, PEIX, DBA, QQQQ
15/10/2008 20:54:25
Not losing, but could have made more.
QQQQ, PEIX, DBA
12/10/2008 11:09:31
Do not panic!
QQQQ, PEIX, DBA
08/10/2008 09:06:33
Show us the money.
QQQQ, PEIX, DBA, MSFT, NBG
07/10/2008 20:37:11
None? Not so fast...
QQQQ, PEIX, DBA
06/10/2008 07:33:42
How many days does $700 billion buy?
QQQQ, PEIX, DBA
04/10/2008 12:44:37
Thinking on our feet.
QQQQ, PEIX, DBA
02/10/2008 20:56:23
Bailout still coming.
WFC, DBA, SIL
01/10/2008 20:29:05
STOP THE MADNESS!
XTO, DBA, SIL
29/09/2008 11:20:59
Nobody buys it!
XTO, DBA, SLV
22/09/2008 09:36:25
Utterly absurd!
WFC, NBG, SLV, DBA
20/09/2008 11:33:42
Now you see it, now you dont.
WFC, NBG, SLV, DBA
19/09/2008 09:22:33
Today is about diversifying.
KFT, NBG, SLV, DBA
18/09/2008 11:41:51
More DOW true colors - red.
RBY, DBA, XTO, AUY, SLV
15/09/2008 08:38:15
Going long out the wazoo.
RBY, DBA, XTO, AUY, SLV
10/09/2008 09:17:30
Steal from the wise to give to the fools.
SLV, DBA, XTO, AUY, UAUA
09/09/2008 20:01:54
Hold on to your seats!
SLV, DBA, XTO, AUY
08/09/2008 07:51:39
Hurricane Gustav!
SLV, DBA, XTO, AUY
29/08/2008 08:23:27
Russian imports.
SLV, DBA, XTO, AUY
28/08/2008 19:35:42
Interest rate commentary
SLV, DBA, XTO, AUY
26/08/2008 19:59:34
Russia and hurricanes in the news.
SLV, DBA, XTO, AUY
26/08/2008 10:58:16
Charles Plosser does not.
SLV, DBA, XTO, AUY
25/08/2008 08:56:51
Bernanke has his head in a hole.
SLV, DBA, XTO
22/08/2008 20:58:59
Mistrust in the market.
SLV, DBA, XTO
22/08/2008 08:52:51
Feels like home today. Agriculture is back in.
NBG, QQQQ, UAUA, DBA, XTO
21/08/2008 09:48:02
Hump day brings sense to the market.
NBG, QQQQ, UAUA, DBA, XTO
20/08/2008 09:22:04
Told ya CROX was weak.
NBG, QQQ, CROX, DBA
20/08/2008 00:26:18
Stocks to open higher on lower oil NOT!
NBG, SLV, CROX
18/08/2008 09:43:11
The weather will soon take charge.
DAG, SLV, IPI, DBA, DBC, GLD
16/08/2008 23:12:52
Silver, silver, silver.
DAG, SLV, IPI
15/08/2008 10:44:00
Geographically ignorant Americans.
DAG, SLV, DBA, IPI, NBG
14/08/2008 10:20:04
silver the other white gold that does not turn green.
NBG, DE, SLV, DBA, DBC
13/08/2008 09:08:58
Hope you won.
IPI, DBA, SLV
12/08/2008 10:49:42
Time to move on grains.
IPI, DBA, XTO
11/08/2008 09:29:16
what other people are saying.
DBA, XTO
10/08/2008 06:26:57
Spinning the wheel again.
DBA, XTO, FNM, FRE
08/08/2008 08:53:56
Expect grains to be in again.
DBA, XTO
07/08/2008 06:24:55
Still bearish on the DOW overall.
DBA, NBG, XTO, TWC
06/08/2008 09:09:04
Commodities are worth more.
DBA, NBG, XTO, QQQQ
05/08/2008 09:50:30
Tread lightly.
DBA, NBG, XTO, QQQQ
04/08/2008 08:56:00
Weather reports and indicator funds
DBA, NBG, XTO, QQQQ
01/08/2008 21:22:43
Commodities grain attracts bulls not bears.
DBA, NBG, XTO
01/08/2008 09:02:15
Optimism plain and simple.
DBA, NBG, SIRI
31/07/2008 08:54:07
DOW up 1.63% bull-scat.
XTO, DBA, NBG, SIRI, CROX
31/07/2008 00:34:31
Much grain news coming.
CROX, DBA, NBG, SIRI
30/07/2008 09:19:22
Oil will only drop so far.
CROX, DBA, DBC, NBG, SIRI
29/07/2008 20:36:04
Expect DOW red by close.
CROX, DBA, DBC, NBG, SIRI
29/07/2008 09:35:51
The DOWs true colors. RED!
CROX, DBA, DBC, NBG
28/07/2008 20:16:08
Grain or oil, but you cant eat oil.
CROX, DBA, DBC, NBG
28/07/2008 09:24:58
The DOW is too green.
BAC, DBA, DBC, UAUA, NBG, XTO
26/07/2008 06:57:34