Slowly but surely, I am regaining my coin. I expect the last days of 2011 to be marked with light volume uncertainty, paving the way for an explosive start to 2012. As I’ve told you before, preparations for the unthinkable have been arranged for, as I’ve always erred on the side of prudence instead of greed.
My positions in DECK, LULU, RBCN and GSVC are rather large and are designed to press my rights upon the market to further endow my pantry with expensive foods.
Although uneventful, I enjoyed today’s inaction and subtle fuckery as a form of oasis away from the otherwise turbulent waters of the stock market.
I just had some oatmeal that tasted salty. Sometimes, my insistence to avoid sugar goes a bit too far. I will be the first to tell you that. However, our food supply is poisoned by chemicals and shit (literally). I find it difficult to eat without thinking about what I am ingesting. Naturally, the men with long beards and full mustaches decry organic food to be for the effeminate. They boast while greedily feasting over bowls filled with carcinogens, then die of brain cancer shortly thereafter.
What is the price you are willing to pay to fuck the people who poison your water and food supply? For the average pleb, the solution is very simple. Fuck them while treating yourself. Shop at Whole Foods or Trader Joe’s and buy organic only. I refuse to support the dick-suckers who try to fuck me with their chemicals. Sadly enough, eating healthy is expensive these days. Most Americans sustain themselves on Taco John’s, Mcdonald’s or Murder King. Sometimes they “treat” themselves to “healthy” food via Chipotle or Panera Bread.
It’s all shit. Both Panera and Chipotle use franken-meat, laden with e-coli, and their meals are geared to support the households of your local cardiologist.
Over the past 5 years, Le Casa del Fly has made wholesale changes to what we eat and where we shop. I dine out about 1-2 times per month, as opposed to 3 per week a few years ago. When we dine out, soda is never consumed. As a matter of fact, my two youngest children (8,7) have never tasted soda. It is, without a doubt, extraordinarily unhealthy and does nothing to promote growth.
How does one make money off this trend? If I was interested in buying organic retailers, I’d position in HAIN, WFM, TFM, BGS, CALM, HANS, UNFI and short MON.
Eating healthy requires discipline. Most people are too busy to care about themselves. In many respects, we are all fatalistic in that regard. However, I not only view eating healthy as something that helps me; but as something to punish the purses of greedy vendors of toxins.
I was going to do a post about tax loss selling; but then I changed my mind. I am sick of preaching about what to do or what not to do. This cannot be my fate, explaining the most remedial investment philosophies to people dressed in sub-standard ballroom garb.
Amazingly, the market is flat and my stocks are just sitting there, eating peanuts, watching the teevee. For all intents and purposes, the year is over. Most money managers are on vacation until 2012 and have closed out big positions. As for me, I am about 25-30% cash and feel inclined to buy more TZA rather than add to my stupid positions.
I will be lucky to close out 2011 with a 10% gain. Barring some sort of fucked up crash, I will make at least 5% in 2011, by all measures an abysmal year. However, when looking at things through a different scope, my assets are moving higher. I have made money every year since 2002. Despite 2011 being lackluster, I know it’s only a matter of time before I catch a monster winner. I will not rush destiny, for time cannot be altered, only managed.
Having said that, there is nothing of great interest to me now. Everything is sort of bland and I am bored.
Most of you do not appreciate the magnitude of the bet that has been placed by the Federal Reserve and other central banks. This is the Normandy invasion of macro-economics, Keynesian run wild. Everything is at stake, countries, currencies, health, yet there you are twitpic’n your fucking food, acting like a God damned jackass.
I am especially fond of the expert investor, who has somehow seen all of this before, and is able to maneuver through the field filled with bouncing Betty financial landmines with flawless precision–completely unscathed. The very thought of a bad trade is pure folly and frowned upon by such singular majestic men.
There are two bets you will have to make in 2012, either all in or all out, in every sense of the word. I do not think they will be able to extend and pretend any longer. This shit is either going to wipe people the fuck out, leading to roaming bands of zombies carrying brain spoons, or we’re all gonna be rich. Well, let me rephrase that for the slow fuckers out there. People like my dear friends over at Zerohedge will be castrated by appalling market appreciation. The rest of us, betting on reflation, will be driving Bentley’s and spitting on people as we drink tea from our chalices made from fucking rubies and gold.
As you would imagine, “The Fly” has already made arrangements to endure the unthinkable. I have pulled several hundred thousand dollars out of Chase and placed it into safety deposit boxes along the east coast of the United States. Moreover, my pantry is well stocked with dry foods, just in case the fiends on my island clean out the local grocery stores when the shit hits their faces. The car is never less than half of a tank and packed luggage is at an arms length, at all times. Naturally, you must have adequate levels of portable water and toiletries. Proper escape routes have been mapped and tested, in order to outstrip the rest of you egg beaters living in the Tri-state area.
When the zombie horde is chewing on your neocortex, “The Fly” will be picking chestnuts on his new farm in fuckville, USA.
It’s ridiculous that the market is closed today. I don’t get it, frankly. Because Xmas landed on a Sunday, the market must close on Monday, so everyone could go out and buy more DECK boots? If that’s the case, then I am game. As a matter of fact, I believe Woodshedder is at his confederate mall buying a 5th pair.
In summary, I miss seeing my fucking stocks bounce around like a fucking pinball machine. I can’t wait until tomorrow, ohhhhh goody.
Meanwhile, reservations for a 3 star Michelin restaurant have been booked.
Good day to you.
NOTE: A little FYI for you. Prices for 12631 are going up on 1/1/12. If you’ve been on the fence about joining the very top shelf of intra-day trading services on the web, I highly recommend you lock in these low rates while they last. I know that sounds like a slapchop informercial, but it’s true. Anyone who locks in rates prior to the New Year will keep those rates, indefinitely, providing they keep up an active membership. Also, it’s worth mentioning, 12631 membership is only open to PPT members, due to the frequent usage of The PPT algorithms inside the service.
You know I’m not the religious type, so it’s no midnight mass for Le Casa del Fly. However, there will be festivities. Aside from the seafood and wine, friends and family will gather around and tell tales of joy. If there is anything to be extracted from X-mas, aside from presents, it is to appreciate the limited time we have with loved ones. I knows it sounds very cliche and I’m not into that sort of thing. But, if you are busy like I am, you know how special a few days of blissful peace is with the kids.
I offer you three things on this Xmas, 2011.
1. I offer my services for another year, to help guide you through the coming nuclear detonations. You have my word, I will be here, for good or bad, with lots of shit to say.
2. I offer you this song and video, the only Christmas song worth listening to.
3. I offer Santa Norad to your children or immature adults who still wait up for Santa Claus.
Believe it Not: I prided myself as being pretty street smart as a youngster. However, I somehow got suckered into believing in Santa until I was mortified by my 4th grade teacher.
Using the logic from the east, I’ve cast aside my biggest position, MDR, for a 7% profit. With some of the proceeds, I’ve begun the process of supporting current positions that are down. In other words, I am in a hole. While in that hole, instead of climbing out of it, I’ve decided to take my shovel and dig deeper, with hopes to find the other side of the planet and regain my freedom from the shackles of capital losses. Do not try this at home.
Full disclosure, my basis for DECK is now $91.94, RBCN $10.25 and LULU $52.10.
My GSVC position is under water by $2.5 points. However, I have no desire to average down in a meaningful way, due to lack of liquidity in the name. As for WNR, it is too small to take seriously.
In summary, despite spending inordinate hours researching high growth companies that are saddling 52 week highs, I’ve decided to double down on my bets.
A great man once said “when I see a bet worth taking, I bet it all.”
