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Bunge Jumping
8:22 a.m. EDT In the past I have written up the dos and don'ts of short selling. One of the single most important tenets of successful short selling is to avoid shorting based on valuation/price and to avoid stocks with high short ratios. Case in point: ag/fertilizer/corn company Bunge BG, the short interest of which rose by almost 4 million shares this month. Bunge reported a large beat and substantially increased guidance. The shares will gap higher this morning, and those who are short run the risk of moving from hedge fund palaces in Greenwich to small studio apartments on Moshulu Parkway in The Bronx.Favorite Long and Short
9:52 a.m. EDT Favorite long: UltraShort Oil & Gas ProShares DUG. Favorite short: ExxonMobil XOMAgribusiness, Materials and Energy Losing Steam
9:57 a.m. EDT The major theme this morning is that the market is clearly not getting physical as a conspicuous and broad-based share price decline in ag, fertilizer, materials and energy has surfaced -- even in the face of better-than-expected first-quarter earnings releases this morning. As both Uncle Vinnie Farrell and I mentioned on "Kudlow & Company" last night, a change in market leadership is typically associated with corrections, not new bull market legs.Doug Kass is the author of The Edge, a blog on RealMoney Silver that features real-time shorting opportunities on the market.
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Catch up on his thinking on the hottest topics of the past week.
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See who made what calls.
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