Take any insolent asshat, slap a bow tie on him and voila: he’s a fucking genius. Someone give that pie eater with the bow tie some money to manage and fast. So you know, “The Fly” has been actively roaming the streets of Manhattan, testing out his new bow tie attire. The usual scene is me quickly descending upon homeless men and slapping them with bushels of corn, then quickly escaping the wrath of the military via 1980’s style limousine transport.
Despite the rally in bonds (see TLT), the dollar is going to zero. You just need to be prepared to deal with European fuckery on a large scale, which can get in the way of a good rally or two, prior to seeing it. Since my plan to focus on commodities, I’ve regained more than 5%, helped by some of my legacy positions climbing higher too. But, bottom line, I am now trading with the confidence of a starved lion trapped inside of an opera house filled with obese people in wheel chairs.
The current portfolio is long CENX, CLF, WNR, AKS, ALJ, CVI, KOG, OXY, ATPG, just to name a few. All of my positions, with time stamp and price, are found inside of The PPT. Fuck you to anyone who says I am not transparent. If I was anymore transparent, I’d have you assholes looking under my door when I am in the lavatory (creepy).
Look, you’re just gonna have to trust me on this one. Get your fucking bow ties out and wear them, okay. Do not feel as if you are some sort of special olympics spastic fuckstick (really weird guy) for donning it. Simply explain to people “this is the uniform one wears when bullish on inflation and long commodities.”Once you tell them that, they’ll leave you alone and you might even get a date or two out of the ordeal. I am sure people who like commodities have been wearing bow ties for thousands of years, if not billions. Quit starving your family of beluga caviar dreams and get with the program, else you will be shining my shoes, extra shiny, in no time at all.
NOTE: Former iBC tabbed blogger and current equity holder in iBankCoin, Danny aka Spydercrusher, has been nailing the market using his system. I should’ve linked to his blog a long time ago. I am terrible at linking and should go two days without beluga caviar, as a penalty, for this heinous crime.
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OMG I am first!
You must not be happy with your marriage if you are first.
I love your avatar…so sexy.
No complaint here.
^ thehusband I presume ….
“…a starved lion trapped inside of an opera house filled with obese people in wheel chairs”
Half the fun will just be getting that image out of my head.
After a long day of golf and drinking I am up $500. This only gives me one more reason to resent my job at McPharmacy. How would one go about finding a career trading with a Doctor of Pharmacy degree?
Time machine
Fly. I am serious here. I really do hate my day job and enjoy trading.
Too bad. Quit pipe dreaming and be the best damn drug dealer that the world has ever seen.
He’s right….don’t even think about it.
Ha! Not as easy at it may look.
The problem is I am too creative/eccentric to be herding sheep all day. This middle of the road living just is not giving me the WNR rise in the morning like it used to.
i know what it’s like on the other side of the counter. i can only say,with great confidence,that 80% of the population are……………i’m not gonna say it, because you already know it.
you can change that anytime you want to
chinese saying: talk does not cook the rice
http://www.tacticalexecution.com/2010/02/christine-comaford-the-3-biggest-mistakes-entrepreneurs-make/
Pope:
Sounds to me like your day job is golfing and drinking 🙂
Who would want to quit that gig?
Fly, I’m getting a laugh out of your “looking under my door when I am in the lavatory” comment.
When looking for Code 2s (missing students) in my school, that is what we have to do when the lav doors are locked and there appears to be no one inside it, lol. Trust me, I do not want to look.
me too pope,thats why i use the ppt,it’s a life line to new empowerment.
So it’s no longer the “inflation trade”, now it’s the “bow tie trade”? Good enough for me.
still gripping my WNR with my silver (AG) gloved hand…long and strong..ALL IN !!
Played hookey today and happened to observe the dip buyers come in (on my platform screen) and snap up the silver stock momos like EXK. Looks to me like it filled yesterday’s gap from 9.40 pretty quickly and off it went. I wonder if Dr. Copper can make a move back to 4.20 at least in time.
Great article for refiners on Market Watch
http://www.marketwatch.com/story/refiners-sitting-pretty-this-summer-2011-05-26
Alright Mr Big Swinging Dick….what if G8 mission comes to conclude that strong Dollar / lower commodity prices are in best interest if Global markets. You will be fucked five ways til Sunday.
Listen for the birds, Fly….they’ll help you out. You’ll see.
DD .. WTF?!?!
since when do we give a fuck a bout what bst for global mkts???
if that were the case they wouldnt have run the printing press and back stop every fucking thing is sight.
The bernak will do what the fcuk he wants and give to anyone not on board dry no jelly
Mr Fly, I don’t want to get out of line and get banned, but it would figure your picks are going to need QE 3 or some equivalent, and from these price levels for oil, etc I think that may be aggressive and early. I agree 100% it’s coming, just not quite yet.
Please don’t ban me.
You should be banned for being so meek! 😀
I’m having trouble tying my bow tie with my arthritic fingers – is it permissible to wear a clip-on?
There’s a non-clip-on kind?
Solid post; however, for me, my flash back was your Cramer-Lion-Tamer pin stripe suit comment. Honestly, I’ve never tied a bow nor an ascot, so I plead guilty that I might…”starv[e] of beluga caviar dreams.” $CMI is another idea that meets Fly’s $ 100 rule. Paying my dues, CAVEAT, we could go primitive and agrarian again, thus making any machinery equipment manufacturers a relic “of tolerance” in the Obama’s green-peace-factory for, by and of their comrades.
Here’s what happened to commodities after Goldman Sachs told their clients to sell, and I’ve been playing catch-up ever since. This chart shows the power of the Gold Men:
http://2.bp.blogspot.com/-OsK7iiThB2U/TduhiX8-JGI/AAAAAAAAPiw/K9T5ms2NrTQ/s1600/commodities.png
Looks to me like the dollar is heading back to test support at the 50 day sma.
It hung around there for several days before moving up to test the 100, no luck breaking it so far and today’s action was quite bearish. (novice chart reading but it seems to work for me).
$18.7 billion in US Treasuries, held in custodial accounts, were dumped this week. These are foreign investors who are doing the dumping. This is the second largest weekly decline in history. Fortunately for the Treasury market, the Fed is still monetizing the bond market.
If something like this happens again in June, after the Fed allegedly ends QE2, and stops its Treasuries buying, yields may have to come up seriously to attract arms length auction buyers. That kind of action would smack the USD right upside the head. Commodities could take off like a rocket. Is the Fed really going to stop printing and monetizing, or is it just playing a well orchestrated game of chicken with the ECB?
shut up you moron. quit plagiarizing ZH and putting it here and quit citing Goldman Sachs as if it was someplace that would do business with you – you couldn’t get in the door. go back to your brother’s basement room where you sleep and jerk off.
geez, talk about zh,sounds like you dig your nose up durdens ass real far
As long as you’re not tapping your foot whilst using the lavatorial facilities I’ll you’ll be alright.
Might there be polka-dots on your spiffy new bow-tie?
Haha like Ms Larry Craig
weren’t you banned?
I only trust a man wearing a bow tie if he has a straight razor.
This week has been going well with ZIXI, TRN, and CLF. I should have held onto some SSCC too, oh well.
When I heard Einhorn took a position in the Mets today I thought it was going to be a short one. Here’s some classic Einhorn. “Einhorn you magnificent bastard, I read your book!”
http://www.youtube.com/watch?v=2tDgcmKSgTc&feature=related
OK, our KEY MOMENT…US Dollar back down to 75.00 again. Just rumors of the clam makes people crazy.Call me psychotic but I am still hoping US Dollar can still succeed.
ok, no lng? clne? got it im in mos, fcx, eog, no love, wasz up?
makes sence to me!
banned
Kaiser the Dog
I humbly am sorry for missing your Bday..thanx for everything.
yatch was on porpose
you know the old saying … if you can’t spell it, you don’t own it, right?
if i could spell, but i cant. i just try to make a livin
Don’t worry, true players hire people to check their spelling for them.
i can spell fazhizhel
“Do not feel as if you are some sort of special olympics spastic fuckstick (really weird guy)”
Congratulations. You just made your most pathetic comment of all time.
thanks
If BORN was a buy at $12.00, it’s got to be worth looking at here at $6.17.
wonderful issues altogether, you just gained a new reader. What may you suggest about your put up that you simply made a few days ago? Any sure?