Fly Buy: AZK

I bought 10,000 AZK.

Disclaimer: Fuck with me.

Something is amiss when Saudi Arabia is sending in tanks to Bahrain. Let’s not forget, their markets plummeted by 7% yesterday. What’s also clear is this market getting donkey punched, including several of my positions, namely OPEN. However, the most clear thing in the world is my winship in precious metal names: EXK, NGD, AG.

Thus far, I am up slightly on the day; but tempted to sell a whole lot of shit here. The markets are looking a little dicey here. It’s also worth noting, The PPT registered a legitimate OVERBOUGHT reading yesterday. I say legitimate because it wasn’t your garden variety above 3.00 Hybrid. It closed at 3.15 and had the required 75% of large cap stocks ranked “buy” or higher. Nevertheless, it’s obvious to anyone with a set of eyes, gold and silver is still where it’s at.

The market will go so high, it will sever your head from your shoulders. Although that last sentence made no sense, whatsoever, it’s true: your head will be placed into a small basket, providing you are short. Also, let me say this to you right now, very simply, scared money makes no money. If you want to short the market, do so with vigor. None of this pussy shit. Granted, you are entitled to be a pussy. This is not high school and I’m not gonna beat you up and kick you down a flight of stairs. However, I am moving to my own African drums here, stabbing the market in its face, like a pinata, taking all of the coin from its belly.

Here are some sectors you want to stay focused on, during the month of March.

REITs residential
Major Integrated Oil
Oil and Gas exploration
Multimedia & Graphics
REITs Industrial
Mortgage Investment
Beverages
Processed and Packaged Goods
Refining
REITs Retail

In summary, aside from oil, commodity related plays are NOT in vogue during the spring. At the moment, I have more than 30% of my assets tied up in gold/silver stocks. So, I am not exactly bearish on the group. However, whenever I decide to sell, it will leave a grande [sic] gaping hole in my portfolios that will need to be filled. I intend to fill such a hole with stocks from the above industries, using my time machine aka The PPT.

Early going, futures are looking “dreamy” and silver is looking to skin JP Morgan alive here, pressing higher at a fanatical rate.

Do you want to know how I make more money than you every single year? The answer is simple, yet multi-layered in its artistic complexities. First of all, my genetic make up allows me to retain more information than you. Also, I am able to read at a rate of 800 words per minute, touting an IQ of 155. Secondly, and most importantly, I choose the sword every single time. While you ball jugglers worry about life from your apartments made from shit, “The Fly” is making money off Libyan “Jack in the boxes” (anti-aircraft guns shooting from ambulances), as if that shit was a catalyst.

Most money managers can suck my dick. For the most part, I decline speaking to anyone or listen to their idiotic thoughts, regarding stocks. If you know me and I ask for your opinion it is because I respect you. The rest of you are simply bowling pins in my way.

I am a fucking live cannon ball, piercing through your barriers.

For the day, I pressed higher to the tune of 1.2%, spearheaded by the advances in BORN, EXK, CLR (sold at the highs), AG, NGD and APC.

Disclosure: 95% long, foot firmly pressed down to the floor, into stock market nirvana.

All day people are complaining to me about today’s tape. “Tech is soft.” “Oil is down.” Are you even listening to what the market is saying to you?

Yes, it’s true, select sectors are catching knife punches to the scrotum. However, others are doing well. Plus anyway, is there really much to worry about while the dollar plummets? We love that shit, here on Wall Street. In my estimation, this is a garden variety sell off, typical end of month bullshit. However, I do believe we will see rotation; out with the old, in with the new.

Bottom line: we’re still going higher, only this time different stocks will lead the way.

I bought 10,000 on this dip.

UPDATE: I added to my CENX position.

Disclaimer: If you buy OPEN because of this post, the next time you make reservations for a 3 star Michelin rated restaurant, it will not be honored. And, you will lose money.

I took profits on CLR.

No, I am not talking about Libyan “Jack in the boxes” where Rommel era anti-aircraft guns pop out of ambulances, firing away at protesters. The “ultimate surprise” cannot be discussed, since if it was, it wouldn’t be much of a surprise, would it? Stop trying to figure it out and don’t be coy with your fucking comments. Just know, there is a surprise and it is lying in the tall grass, waiting for an opportunity where it will present itself, not so much different than a famished lion dressed in formal evening wear.

As for me, being that I am in possession of this “ultimate surprise,” I shall keep it under my top hat. Thank you very much.

Futures are spiking this morning, based upon the whims of many. Only a select few of you are stubborn to the point where you are now inflicting severe and punitive financial damage to your families. How do you feel about that, by the way?

I’m thinking about shuffling the deck a little, buying into retail. Separate from that, I am looking to buy into beaten down royalty giant DLB, based upon the idea that sound, in the literal sense, isn’t going away. Some jackass at Goldman has been pissing on the heads of DLB, based upon iPad sales leading to the demise of the laptop. He’s a dick and I feel the recent tragedy in the share price decline of DLB is an opportunity.

In other news, I like OPEN here for the $100 roll. Aside from that fact that they own Top Table in Europe, if you look at your Tripadvisor.com and Yelp.com apps, you can now book restaurant reservations via OPEN. This was not the case just a few weeks or months ago (who knows, really?). And, if you are unaware as top the size of those two sites: this is huge for the company. Trust in that and it’s going higher, in my most humblest of opinions.

As you know, “The Fly” was positioned long in gold/ag into February. At the time, it was not a very popular trade. Here I go again. As March rolls in, I will be rotating out of my precious metal positions into retail and select refiners. Although I like the idea of being long gold/silver into Libyan anarchy, I am a slave to fashion (so sorry). In this case, the more fashionable trade is the one that is out of vogue, sort of like rooting for Mel Gibson at the Oscars.

Names like PSUN, ARO and BWLD are of interest to me. Moreover, I’d be flabbergasted if the shares of KKD, MSSR, BBBY and FLWS didn’t sprint higher. Yes, folks, “The Fly” is all about endorsing caffeine induced credit card shopping sprees, whilst the world burns to the fucking ground.

For those of you who have a keen interest in seasonality trades, see my thorough March report in The PPT.

God willing, Colonel Gaddafi (sp?) will be tortured and killed this weekend, allowing for the installation of a pleasant and secular Islamic regime (hello Oxymoron!). In addition, people will read many articles over the weekend regarding true wealth and how fuckers like me spend money like it’s going out of style.

As I sit here, relaxing to a sublime view of the lake, I miss throwing trash on my neighbor’s lawn. That fucker has it coming to him, all the time. Trust me when I tell you: he deserves it.

Taking a cordial gander over to my real time stream, “localed” on my ipad, I see that I am up many millions of dollars today. At some point in my life, I will decide to accept new money and establish my banner under a black flag, whereby my funds main purpose and goal will be to annihilate all others. Until that day, I remain a piker amongst whales, yet a monster amongst small midget bacteria (you).

Into the weekend, I am still long a great deal of AG, CLR, APC, BZ, EXK, BORN, NGD, MHR and OPEN, amongst several others.