Venda do Novo Banco pode representar 8% do M&A na banca europeia este ano

[cctrader]

Force that trade. Make it happen. Put it on!

There, those are three phrases that could cost you a lot of money on a day like today. For example, if I were at my old hedge fund, I would be able to hear the wheels turning: Colgate (CL:NYSE) upgraded? McDonald's (MCD:NYSE) gets positive comments? Altria's (MO:NYSE) outsized dividend boost? Coors (RKY:NYSE) goes higher on a table-pounder?

Well, let's just take some Procter (PG:NYSE) and Pepsi (PEP:NYSE) , it's a veritable soft goods rally.

Or is it?

What you have to do in these environments is resist the fomenting of ideas. In fact, if you are long the Procter & Gambles or the Cloroxes (CLX:NYSE) , you blow them out. You take your gains and you head to the beach.

I know that's heresy. CNBC's Alexis Glick, someone I think knows her stuff better than anyone, talked about the low volumes and what they mean -- or what they could lead to -- but one thing they won't lead to is a big rally in the soft goods stocks.

We are in one of those moments right now, where if I decided to buy $100 million worth of stock through a derivative, you would see it. Worse, it would be written about as a rally in anticipation of strong employment claims or a better dollar.

Don't kid yourself. If we have a selloff here, buy it for a trade. If we have a rally, sell it for a trade. These artificial markets have to be faded until something real happens or the grownups come back form the beach!