You’ve been dispatched from the field and now you’re on the run. Your army of interns have tucked tail and fled for the safety of churches. However, just know, Le Fly doesn’t believe in the sanctimony of buildings and will burn your skeletons into dust inside of them.
I ended up selling 50% of my YELP position, greatly reducing my position to avoid making the same mistake twice. Also, I sold out of ALK for a small profit, being that jet fuel cracks are on the rise again. I started a large position in JCP, investing alongside some pretty large funds, like Pershing Square. The stock has been cut in half and my algos say it’s time to go up, based upon a 91% accuracy track record.
At the end of the day, I am +25% for the year, with 25% of my assets in cash. You can’t fuck with me: I will burn your dwelling down to the basement.
I was tempted to buy VMI and LNN, but prefer to own both lower. Also, I was “this close” to buying DECK and GMCR, but remembered that both companies sucked. I am not disillusioned to the facts on the ground, all which appear to be grotesque in nature. Italian and Spanish markets were flummoxed today, as yields spiked and the euro trashed. Yet, American markets stepped up with swagger, eliminating any doubts that we hold the crown, with Federal Reserve sword and shield in hand.
We are due for a little pull-back; but I am so far ahead, I am opting to push the envelop, as much as can be with a 25% cash position. The giant trade has been accomplished and everything from hereon-forth is 100% greed. I will have you know, “The Fly’s” greed is unparalleled in all realms, only comparable to his unstinting generosity.
20 Responses to VANQUISHED
Nice work pal
Are you all moved in your new place
I move on Friday the 13th, as it is my fate to do so.
HA…stay away from ladders–
Le Fly spits on superstitions.
BTW if any of you are on the fence for PPT — Chess RC and FLY are on fucking fire they do this in real time for a couple of bucks a day. (no shill) (no travolta)
(no shill) (no travolta)
I like the JCP trade though I wouldn’t even dress my dog in that stuff.
Their clothes are for people in 0hio.
Obummer is going on his first bus tour of the campaign through 0hio. apparently Ohio isn’t a 0 in national politics.
your mother is a whore.
How about that?
I am impressed by your YELP trading, Senior
“with Federal Reserve sword and shield in hand”
“with Federal Reserve crack and blunts in hand”
I have never heard this Nas song before. Thanks.These pre-Illmatic tracks are rare gold.
Nice work on Yelp too.
DAG baby, to the fucking moon Alice, Cooper
>“The Fly’s” greed is unparalleled in all realms, only comparable to his unstinting generosity.
Good life balance….
What became of Jake? Buried beneath tons of gold bars?
Agree with your call for a pull back. EU bond yeild exuberance has worn off; Italian and Spanish bond spreads are now back wider than pre-Summit. If the employment number tomorrow sucks, we will have a big down day.
Anyone know wtf this libor shit really means? The articles by Sorkinesque prepubescents are not helping. Need a small pleb answer. Simple and straight forward.
its the interest rate european banks charge other banks for loans
Greedy fuckers thought they could make an extra point or two by lying about their cost of funds rate and swing the margins on adjustables. They fucked over their companies in so doing.