Yes, It’s True

I want to lose money. It’s true, I enjoy having my back up against the wall, cornered like a rat, so that I may claw your eyes out with the sharp edge of my Monster Energy soda can.

For some strange reason, this website is hosting new readers. I thought I told you bastards: don’t come here, especially if you are above the age of 47.5. Frankly, unlike others, I do not want readers; they make me sick. Most of you just prance around, thinking you are God’s gift to the world, when in fact you are just a “reader.”

Quit putting my trades under a microscope; quit having a boring life. I told you, my time frame is looonger than yours, just like my anatomy. I will see this market up and down, without flinching, without making a trade, while you blow your little e-trade account up into pieces.

Young man, I play in a big sand box, where the stakes are larger.

With my money, on this dip, I will allocate the rest of my cash to my proposed “Foreign Thesis.” For folks on The PPT, here is my watchlist.

After viewing the pathetic results of TriQuint Semiconductor [[TQNT]] , it dawned on me: this country has little to offer, as far as growth is concerned. Granted, there are a plethora of niche plays, all worth buying—particularly in the tech space. However, if you look abroad, it’s like U.S. 1960 all over again, with regards to growth rates.

Equinix, Inc. [[EQIX]] blew away numbers. I mean, they were absolutely incredible. However, they agreed to acquire Switch & Data Facilities Company, Inc. [[SDXC]] (another Fly 4g index member) , which in turn is putting pressure on the shares this morning. Without a doubt, sometime soon, EQIX will roll past $100.

Finally, keep your eye on crude, [[USO]] . Should crude firm up, this market is going higher.

UPDATE: I sold out of Guess?, Inc. [[GES]] , $39.05