Saturday, April 4, 2026 
Introducing Anything, Anywhere!
1) My confidante, who’s name is Anything, Anywhere!, forwarded me the best article I have read in days, and I read a ton of data. Check out this story via Fil Zucchi at Minyanville.
Conclusion : Most of the REITs are goners. The only X-Factor is the timing. I can’t decide which will be the biggest trade this year. Last year, it was being short the REITs, especially Prologis $PLD. This year, short REITs could be the trade. At the moment, I really like my bond thesis. Short REITs or Long Treasuries? You decide.
2) Another confidante, who is the only guy I trust to run my money, pointed out a couple of names. The first name is Century Aluminum $CENX. If you feel this rally has more legs, get long the most economically sensitive names. The Base Metals. The second name is Hecla Mining $HL. Precious metals : buy the pullbacks.
Century Aluminum
3) The FED is buying Treasuries today. As they drive the price higher, they are driving rates lower.
Peace
[...] mentioned in my post from April 13th that if you thought the rally in stocks had more legs, then $CENX was a chart to consider. [...]
Pingback by Stop In the Name of Century Aluminum | Trade the Picture — April 20, 2009 @ 7:53 am
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