Saturday, June 11, 2016

Buy the ALL TIME LIE. CHECK.

*Free Trade* and *Free Money*
0% was always going to entice them to go ALL IN on human history's biggest lie. Compared to 2008, literally no one sees this coming...

We're at the point in the cycle, where people have bought in and sold out to the lies. They're ALL IN. Too busy loading up on momentum cereal companies...

Buy the All Time Lie Visualized
% Bearish




Cash balances



Europe



Transports (Canadian Pacific)



Retail Amazon versus Sears



Retail (Macy's)



Tech (Microsoft)




Broker/Dealer (Goldman Sachs) with relative strength (momentum):




Asset managers



Luxury (Sotheby's)



Auto (CarMax)




Diversified (Berkshire Hathaway) 



Apple



Momentum Defense Stocks




Momentum Cereal



Momentum Beer



Momentum Pharma/Consumer