A Sublime Harmony of Mathematical Precision

SHOMP. +2% today.

Have a great weekend. Off to see a bottle of Bordeaux.

I bought 50,000 DVR.

Today’s melt up is classic. All of you fuckers who were looking for DEFCON 2, professing how this market is supposed to work, are being abducted and probed by space aliens today. Your greatest fears have come true, as we bowl on you with cannon balls.

This is potato peeler to the face trading action. This is the Ghost of Christmas future taking you to your grave.

I suspect we have significant near term upside. The PPT flagged OVERSOLD yesterday, which is why I sold TZA. It wasn’t luck.

There is a specific ebb and flow to this market, all foreign to the one tracked bird brains who clog up my fucking Twitter stream with absolute drivel. I’d like to drive a fucking rail spike through your skeleton.

Into the bell, I like my chances applying pain to the short sellers of RBCN, REDF, LULU and GMXR.

I bought REDF.

I like the way sentiment shifted this morning, as consensus went from “OMG, we’re fucking doomed” to “Europe has been saved again.” Also, Cramer took his DEFCON 2 threat off the table, always a good thing. I bought some DECK, MDR and TNA. I didn’t go all in, only allocating about 15% of my cash–leaving me at 25%.

The thought process is fairly straight forward: maybe, just maybe, we can focus on US fundies for about two weeks, leading into an end of year melt up. If not, I will be proven wrong, forced to take some losses. This shit doesn’t scare me, it really doesn’t.

Out of all of my positions, believe it or not, I like RBCN best now. The short position is too fucking big and the stock has been acting strong. Look for this shit to peel off the fucking faces of unsuspecting bears soon. Also, I like GSVC. It’s one of those stocks that is able to punch people in the face, all day every day, and no one will even notice.

Yesterday I was declaring “be scared” and today I’m bangin’ out million dollar trades on my iPhone. So goes the market.

http://www.youtube.com/watch?v=HRQFd3TWoF0

I bought MDR, DECK and TNA.

I have an early morning meeting to attend and I see the futures are fading. The truth is, buying on a Friday with this European horse shit to deal with over the weekend is a high risk play. If you’re into that sort of thing, have at it.

I intend to buy this dip, at some point. However, I’d prefer to see a really ugly trading session before I allocated my 40% cash horde.

In my personal/aggressive account, I am 100% cash, waiting to leg into TNA or ERX.