A Disaster for DaBoyz? Don’t Underestimate Them

At yesterday’s lows, the stock market’s exhilarating plunge may have felt like an avalanche. From a calmly dispassionate technical perspective, however, it was just a tightly controlled shakedown designed to manage, and to make the most of, the nasty selloff that had occurred overnight in Chinese markets. In fact, the opening bar was so deep-in-the-hole that sellers were all but spent before the regular session got rolling. This made it possible for DaBoyz to accumulate shares at fire-sale prices, then to run those shares back up the old wazoo for a quick-turn distribution at profitable prices.

To be sure, the bounce was relatively feeble and must have disappointed the wiseguys. More than that, it saddled them with the difficult task of unloading their inventory on widows and pensioners Monday night in a very nervous news environment. However, my hunch is that the stock market will not fall apart just yet, as the new year gets under way; it’ll take some time to set the hook. To be sure, the opening-day weakness must have taken DaBoyz by surprise. But now that they’ve caught a whiff of investors’ new mood, they will be better able to deal with it — meaning, to profit from it. This means they will try their hardest to maneuver shares higher in the weeks ahead, the better to distribute shares at fat premiums well above what they would have fetched at Monday’s lows.

A Dangerous Game

This is a dangerous game, of course, since the global news environment is as volatile and unpredictable as we’ve seen it in a long while. Add to that the fact that China is not experiencing a mere slowdown but the beginning of an economic collapse, and even the best-laid plans of those who control the stock market could quickly go awry. China’s mounting problems, by the way, should not come as a surprise to regular readers of this page.  We’ve harped on them for months, even as the pundits and the mainstream media continued to treat each downbeat economic report as evidence of a mere slowdown. China is far too pumped for a soft landing. If the so-far slowdown continues to gain momentum as I expect, all bets are off that DaBoyz can maneuver U.S. shares higher ahead of a crash.

  • Rich January 5, 2016, 11:31 am

    Bullish like you RA.
    Confirmed by twitter subscribers rising and falling, LOL.
    Always asking, “What is the least popular, most profitable trade?
    Happy Healthy Prosperous New Year All!

  • Sooze January 5, 2016, 9:06 am

    I read that China imposed a 6 month ban on selling, and that ban expires January 8th. Is this true? If so, does that mean the bottom falls out of China on the 8th, and how will DaBoyz respond? Given what is happening In China now, I would expect them to continue the ban.

  • redwill January 4, 2016, 9:00 pm

    Hey Rick,

    2015 was a very difficult year for me. I’ve been quite ill for the past 4 months. Hopefully I’m finally turning the corner.

    Wanted to check in to see if Mario still sees the shining middle kingdom through the fog of pollution across China.

    Not gloating but many did argue on your board that it was a fraud to a very large degree, just as we argued the same regarding the USSA.

    Anyway, just wondering if he’s remained sanguine. Hope you’ve all been well and hope to keep reading.

    &&&&&

    Haven’t heard from Mario in a long while, RW, and, like you, miss not having him around. I’d be interested in what he has to say about James Rickards’ book, The Death of Money, which makes a strong case that China, with its vast number of ‘ghost cities’ and egregious investment skew toward capital investment, is ripe for economic collapse, not mere slowdown. RA