SUPER FED ... TAG TEAM?

BEN & GEORGE ....hmmmm.... 

"hey lets make rates under 3% and incentivize BANKS to make loans again."

"sure, I'm outta here anyways" 

"me too" 

....THE BIG R is still in play!  

a few quick questions:  can you refi when you are past due on your mortgage?, can you borrow money with shitty credit? can you get "new" credit cards? or buy a car?  ... NO!  NO! NO! and NO! 

*these rate cuts don't help PEOPLE, they help BANKS.    thats fucked up. 

80% CASH is KING.  10% long, 10% short. 

yes, the CMG SHORT is at $127 and looks to be going higher, and yes we are losing money, and yes we are adding more puts on the p.o.p!  

WATCHLIST adds :  DXD, MZZ  ..... looking to add more SHORT plays.

JAN 22nd = DIA DE LOS DEADO BULLO ..... PICASSO 2008

                        ..... CASH is KING!  

SAN DIEGO - HOME of BOTD and ... THE CHARGERS!

GO CHARGERS!

   

 Charger D ... tight gaps, tight holes!  

go team! 

..... iswearalot.com  HAS BEEN CANCELED.  

UPDATE: CHARGERS LOSE :-(     ....   but beat the spread :-) 

CASH IS KING!!!! ~ 80% CASH, 10% short, 10% long...

FUCK IT! The BOTD DIPfolio went to 80% CASH this week.

...Let's let the market figure out which way its going before putting CASH back to work.

The US of A Personal Financial Statement:

401K's = CASHED OUT

credit cards = MAXED OUT

HELOC = FUCKED

HOUSE = FUCKED

...it's over.

SHORT BUS KILLS ALL! ~ COF down 4% today :-) GRMN down almost 2% more :-)

This week we sold our LONGS, global growth, tech, oil, ag, etc & some SHORTS to raise more CASH ..... still holding recently acquired RJA as our FOOD inflation play. and SHORT BUS still SHORT the usual suspects as captive passengers, ODP, DPZ, JOE, etc...... until we see the jaws of life. CBG is going DOWN! ...COF is maxed out! ....and CMG, our $120+ dollar, 60 P/E, restaurant stock of PUT POWER is growing!

CMG is ready to break, get out your maracas and salt shakers! (the party is over!)

(BUY PUTS ON THE POP) ..... we should see a general market bounce, ....if/when CMG goes above $125 ..... P.O.P.!!!!!

SHORT ETF "watchlist" BUY LIST: SDS, REW, DOG, DUG, SMN, SKF, TWM..... and today P.O.P. added FXP on todays dip, short china down 9%+, ........ BUY ON THE DIP .... it feels good to say that again!

buy SHORT ETFs on the dip in 2008

PutsOnThePop.com

CHIPO- TOP- heavy.   ( boobs are good  BUY the JUNE $120PUTS   ….. for under $20!  … buy “puts on the pop” as CMG recovers from its recent dip from $150 to $115 ….. currently at about $120 , we are getting a nice little bounce here….GET SHORT with PUT POWER! …. and watch over the next few months as a $120 restaurant stock falls south to Mexi-land. just need to get under $100 by JUNE!?!   CHIPOTLE MEXICAN GRILL INC CL A JUN 21, 2008 $ 120.000 PUT (CMGRD : OPRA)Burritos are cheap, service is cheap, CMG is expensive.  P/E = 60ish …  news flash = they sell food in AMERICA,  not a good business right now.  news flash 2 = GROWTH story? hmmm , though times ahead. not good.  (sure ho’s gotta eat, but take her fat ass to Roberto’s!) Contents of a  BURRITO = MEAT, CHEESE, BEANS, RICE, etc…..  can you say RAW COSTS?   a.k.a   PutsOnThePop.com for 2008! 

REPEAT: The CROSS WALK is NOT SAFE! ~ BEWARE of the SHORT BUS!

THE DIPfolio is ALIVE! The USA is DEAD.

....short everything! (almost everything)

The DIP LOGIC on why its fun to be short in today's market: .......... if we are wrong at least that means the economy is getting better, if we are right we make money. win = win


The SHORT BUS murders of 2008!


.... the killing spree continues!

JOE 31.01-0.88 (-2.76%)
HOT 38.37-2.21 (-5.45%)
CBG 17.21-0.66 (-3.69%)
GRMN 65.62-4.37 (-6.24%) * DEAD, RIP *
DF 25.37-0.52 (-2.01%)
DPZ 11.87-0.20 (-1.66%)
ODP 11.54-0.30 (-2.53%)
COF 42.00-1.07 (-2.48%)
AXP 42.77-1.73 (-3.89%) * DEAD, RIP *
RRGB 27.56-0.38 (-1.36%)
SHLD 86.02-5.36 (-5.87%) * DEAD, RIP *

*HYPER INFLATION + LOWER RATES = MORE FUCKED*

CHINA & INDIA love COAL.... BTU is #1

BOTD added PEABODY ENERGY (BTU) last week on the dip to $55 ..... hmmmm .... some asked why?  

today up 5%+ 

BTU =  $58.22! 

* fast money pumped COAL & BTU on CNBC tonight *

** and did you watch POT today, it was flat on the year....not any more.

*** WFR finally got some love today, lets hope the TECH rally continues.... 

The SHORT BUS runs over SHLD.

add another one to the ROAD KILL list.....the SHORT BUS runs red lights....be careful.

SEARS HOLDINGS (SHLD) .... DOWN 5%+ on the day.

.

.

 (remember to take profits in 2008, we will not be CORX'd this year) 

.

 the SHORT BUS murders of 2008:

GRMN = down 10%

SHLD = down 10%

AXP = down 10%

COF is going down!!! 

P.S. THE CROSS WALK IS NOT SAFE.

The GOOD LIFE!?! The next two weeks = 2008

My 8th grade HISTORY teacher once said...

WAR IS GOOD FOR BUSINESS. 

hmmmmm .... which ones? and for how long?

if TECH goes down again this week :-( 

if GOLD goes up again and again ... gold = currency 

if RETAIL goes down more.... which it should.

if OIL goes lower ... which it shouldn't, but will. 

if EMERGING MARKETS go flat ... or down because of US.

if TRANSPORTATION goes down ... airline down, rails down.

if UTILITIES go higher ... wow, they are really trying to fuck us.

if VOLATILITY goes higher ...  we would need a few pops, p.o.p. 

if AGRICULTURE goes higher ... it actually should dip, but...

if "some" BANKS go higher ... WFC, USB, and BAC

well mainly..., if  oil goes lower and GOLD goes higher , we're  fucked.

if the above happens, we ONLY get 1/4 point cut.   

and    the BIG R   grows stronger.

*for the slow kids in the back*  ....  the BIG R = Recession

BOTiDbit = 401K's are being CASHED OUT daily by corporate america gone broke, what do you think that does to your LONGS?  SELLING = market goes poo. 

RELAX ... beers, steak, hot tub, smoke (wink, wink), etc...

what a week!?! F&(*^K

it sucks being a bear. you get all hibernatey. (hmmm,...i don't think hibernatey is a word)

POT is flat on the YTD....hmmm

you like that RJA today? up 3%+

hope you weren't too "picky" and got in :-)

RELAX this weekend, please.

The SHORT BUS continues its ride SOUTH!

the BOTD (P.O.P., puts on the pop) SHORT LIST:

what a great day on the SHORT BUS !!!

(JOE) ... joe who? JOE MAMA! ..today = 42.59 -0.33 (-0.77%)
(GRMN) ...who needs you? ...... today = 71.40-6.60 (-8.46%)
(COF) ... can you say default? ...today = 42.59 -0.33 (-0.77%)
(MPG) ... real estate? fake estate. ...... today = 26.82-0.71 (-2.58%)
(CBG) ... wanna buy a house?... today = 17.91+0.40 (2.28%)
(AXP) ... good credit people suck too today = 44.00-4.92 (-10.06%)
(SHLD) ... sears is garbage. ..... today = 96.17-4.06 (-4.05%)
(HD) ...the worst place in the world. ..... today = 24.71-0.57 (-2.25%)
(DPZ) ... cardboard pizza anyone? ..... today = 11.86-0.47 (-3.81%)
(RRGB) ... gourmet burger from red robin, ha. 27.63-1.07 (-3.73%)
(DF) ... got MILK? short MILK. ...today = 24.97-0.37 (-1.46%)
(ODP) ... office depot is still here, why? today = 11.75 -0.68 (-5.47%)
(HET) ... can't gamble if you don't have cash. 88.35 -0.59 (-0.66%)
(HOT) ... you are not cool hanging at the W... 39.45-1.61 (-3.92%)

we added (HOTNI) yesterday, and SOLD some "puts" for 30%+ gains!!! ... and how about GRMN taking a dump ....puts on the pop baby! (p.o.p)

14 shorts and only one green...it's fun being short stuff. (remember to take profits, we will not give back gains in 2008. BOTD loves 5% and 10% gains...even if we have to short things to make that 5%)....HAVE A GOOD WEEKEND!

GET YOUR GRAIN ON! ~ watchlist adds (RJA) ELEMENTS LINKED TO THE ROGERS INTERNATIONAL COMMODITY INDEX - AGRICULTURE TOTAL RETURN

You know we love our AG plays... MON, POT, BG, AGU ... all have been wonderful winners!

Today we add RJA to the watchlist.  

CURRENT STOCK PRICE = $11.04

....with a high of $11.90 we want in down at least 10%... lets start to add some under $11...ideally $10.71, but lets not be "picky"

The SHORT BUS! ~ AMERICAN EXPRESS (AXP: NYSE)

AXP down 7%+ afterhours on ....wait for it...wait for it... credit problems!!! hmmmm....can you say MAXED OUT!?!

SWIPE goes the credit card.  

p.s. ...COF is going down!!

p.s.s.  Look to add "put power" on GRMN tomorrow....if GARMIN (GRMN) hits 80, ....GET ON THE SHORT BUS! 

p.s.s.s.  HOT @ $41 ..... up 5% today ...  PUTS ON THE POP.  

check out (HOTNI) ....buy puts...on the pop!  down 25%+ today.  BUY (HOTNI)! ....$4.90! .... "FEB 16, 2008 $45".... just need to get under 40.

BOTD adds PEABODY ENERGY (BTU: NYSE)~ CHINA & INDIA love COAL!

OIL is going lower.  Natgas is going higher.

COAL has GLOBAL DEMAND.

BUY PEABODY .... BTU is #1 

.....and don't forget about our AFRICAN CHEMICAL play, which is heavy in COAL .... SASOL (SSL) 

SHORT EVERYTHING!?!!

   well not everything (tomorrow actually looks good ;-)

....but atleast anything having to do with broke ass america.

Who needs CASH?  we do. you do. the banks do. we are all fucked... the USA is an over-extend, MAXED OUT,  credit charging, christmas spending, overpriced, $15 lunch, $4 gas, defaulted mortgage, past due, uneducated, spoiled, unemployed, energy wasting, planet killing bunch of greedy ass PIMPS!

SHORT LIST:   

(JOE) ... joe who? JOE MAMA! 

(GRMN) ...who needs you?

(COF) ... can you say default?

(MPG) ... real estate? fake estate.

(CBG) ... wanna buy a house?

(AXP) ... some good credit people suck too.

(SHLD) ... sears is garbage.

(HD) ...the worst place in the world.

(DPZ) ... cardboard pizza anyone? 

(RRGB) ... gourmet burger from red robin, ha. 

(DF) ... got MILK? short MILK.

(ODP) ... office depot is still here, why?

(HET) ... can't gamble if you don't have cash.

(HOT) ... you are not cool hanging at the W.

.....we have more but thats enough for now. (look for to get short on this next pop)

If we liked WFR under 90 ... then under 70 is SILLY.

sure it could go to 60 tomorrow, but the SILCON demand is too strong.

Day's Range 68.75 - 73.97

BOTD added more of this piece today. (so far this has been terrible)..cheers!

The PAIN CAVE! .... the pretty, pretty PAIN CAVE!

OUCH!!!  ...... the market loves the PAIN CAVE! 

....  (CLICK HERE TO WATCH)

Garth & Wayne give us peace in the PAIN CAVE!

DIP LOG updates on the new MAC SITE!

MAC SITE updates! (click here)

DIPfolio WINNERS : MON & JEC = NEW HIGHS!!!

2008 = OIL is $100 ......and .....

AG AG AG! get your grain on!