The Wins Keep Adding Up
My last post brought out some bible thumpers, attempting to beguile me into running a curse free environment here. Good Sir/Lady: fuck off. I don’t believe in your book of fantasy and have walked this earth for over 36 years, raising three well-mannered, and exceptionally smart children, all the while cursing at you since 2007.
Back to the markets.
I am up 0.25% today despite the bad tape. The reason for that is simple: I am a consummate professional manager of money, whereas you just monkey around in the banana trees throwing fecal matter at the ground. Even inside the halls of The PPT, one of you had the audacity to announce a short position in one of my holdings: ALJ.
Bet against me: lose your house, kids and wife.
In case you haven’t noticed, I am burning white hot. Long time readers know I am very streaky: I’m the Joe DiMaggio of this stock business.
In short, I still like LNN, MOS, CRESY, ALJ, RFMD and EXK–even YELP looks great. By design, my biggest wins have yet to be revealed. Just know and understand, I am unrelenting in my pursuit for greatness and nothing is going to get in my way, not even a Chinese burrito.
43 Responses to The Wins Keep Adding Up
aetheist. well done.
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Nobody likes a monkey that throws fecal matter!!
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I will take the other side of the trade and leave you homeless. Don’t expect me to give you money when I see you on the sidewalk, peasant.
-Steve
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List your trades or …….wait for it….STFU
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Just a guess but…PPT counterparty?
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Despite having several dogs in these fights I refrain from inflammatory rhetoric but, I must admit to not being a disciple of seemingly hypocritical claiming of editorial license on the one hand and pontificating about moral and ethical purity on the other. Further, it is sinister indeed to be one who extols the success of Fly’s calls and then be the one who kicks the shit out of him for the occasional miss. It must be some kind of generational “all about me divinity”.
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If I said fuck yourself does that mean my moral fiber is lacking?
You Sir are convoluting the issues.
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I’m ready for a snack after that exchange.
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“You Sir are convoluting the issues.” Bullshit!
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Added to BIP here it seldom gives a discount..other adds at the clos will be HAIN & WFM
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This update has me looking at the man in the mirror and asking, “Who am I? The dung chucker Fly writes of?”
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So who were you cursing at before 2007?
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While most of us sit here in political, generational, and other tribal bickering, here is what The Powers That Be are contemplating for us next: negative interest rates on bank and brokerage accounts. We will pay them to hold our money.
Thanks, TBTF banks. Since your Divide and Conquer Stategy works so well, you know that you can get away with absolutely anything.
Because we just blame each others’ generations or political parties for problems. And we think that doing that solves the problems.
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Lol what do you mean “get away with anything”? Their operations are disappearing right in front of you, and they’re in a fight to stay alive.
We’re basically just reverting to the classical model of banking, where you pay banks to access their services – checking/trading/loans/network wide deposits and withdrawals.
The debt fueled model of banking is a dead man walking – for the moment, that is.
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Poor wittle TBTF bankers. Fighting to stay alive. All they have are their multimillion dollar bonuses to console them.
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The guys at the top are ALWAYS going to make a killing. But I think you’re pushing too hard, suggesting this is some kind of strategy.
You think BoA execs woke up one day and decided “you know, I think I’m going to cut 1/3 of my work force and totally restructure my business”
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You do have a point that does apply to smaller banks and credit unions perhaps, that it may be reasonable for them to charge for their services.
But the TBTF banks, no. The guys at the top are NEVER going to make a killing, if they are at the top of a dying industry– UNLESS they are subsidized by the taxpayer.
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TTC is the irrigation stock of choice, if you still like that theme. Still fairly cheap at 9x cashflow and estimates are starting to go up.
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meh. Too diverse. I like VMI/LNN more.
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ROE is staggering! Thanks. I will nibble here.
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I’m going to take a commercial break here and get serial. While most of us sit here in political, generational, and other tribal divide and conquered bickering, here is what The unauthorized Powers That won’t leave are contemplating for us next: perfidy on a stick.
This is because we just blame each other, thinking that we will find the real devil in atheism, when we all know who is who in the zoo. Y?
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Religious tribes are another Divide and Conquer. Some folks decide that they can’t get together and problem solve with other people unless those people share their same religious beliefs.
Gosh, I wonder why so many societal problems remain unsolved.
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MON is punching faces in
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Bout time for the mid day turn dontcha think fellers? If not, 13 -14 down SP points is just a “baggy pants fuss” (no moille)
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lol I was going to use this song on a post today… one step ahead.
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We gonna have some cracklin good charcuterie (bbq) at Spruce Pine NC, tomorrow. Great bluegrass and over 50 BBQ presenters. Come on down!
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Yeller sauce != good BBQ.
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Calling Scott Bleir, Scott, Bleir, please, Aisle 999?
Scott posted a compelling post about a potential look into real estate (against all odds – financials included].
I’ll mention $NNN too before I forget to.
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BUY OPEN, it is taking off with over 60% short holding
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what’s your take on the futures of carbon black?
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Here: I’ll even give you all my research, for free: http://www.seas.columbia.edu/earth/RRC/documents/recycling_rubber.pdf
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This is The Fly’s house. Play by his rules or suffer his wrath! I am up modestly today. Awaiting lower prices.
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Fly, any word from the VHC diablos?
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if you take all that is known, all that has ever been discovered and how much knowledge is yet to be discovered. can you denie the posibility of god. im not trying to convert you, just saying god is real to me. coincidence is gods way of staying anonymous. do you remember what love feels like? you cant see it ,you cant touch it, but its there.
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Fly where are you at with RNF? FYI just because you have an insight into the market doesn’t mean anyone gives two squirts of piss what you think about the current state of American society as reflected by cartoons. Fuck-a-mighty….. stick with what you know hot shot.
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I don’t get it. Your ‘Diseased America’ post pans ‘idiotic rap’ songs but you keep linking to just that kind of rap. Do you find it absurd or do you really like that shit?
When I visit the IBC site I’m prepared to wade through all the juvenile language and violence laden posturing to get to the intelligent content. But it’s a boor to read ‘fucking’ as an adjective over and over and annoying to read all the threats. You’re a talented and creative writer. Jettison the stomping and posturing and threats of violence and teenage habit of saying ‘fucking’ so often. Raise the bar on your own site as regards degeneracy and gratuitous violence.
Like most of his readers I don’t want him to change a mother fucking thing.
They’re just words. Grow the fuck up.
Is no one talking about europe?
Isnt that another high for Spain 10yr?
Oh I guess we rule the world and decouple from it simultaneously?
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I think people with wealth and/or significant discretionary income will spend it without hesitation to get away from the losers, misfits and madness happening in public now. And the key point is this is nothing compared to what it will be like if things truly get bad. You think the beggars, peddlers, aggressive homeless, etc. are intrusive now? Just wait.
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Panera manager tells me that everyday a couple brings their child in. The couple buys two sodas and sits in a booth, enjoying endless refills, while the child works the diners for “donations”. The manager makes them leave, but they come back later. Every day.
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if the worst thing your kid ever does is SWEAR curse words…consider yourself very very lucky…..ALJ 3 days 7.5%…FLY is GOD…just sayin
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Our rule was ‘No intergenerational swearing”.
The kids swore among themselves, and my wife and I sometimes swore when we were alone. However we never swore in front of them and they would watch their tongue in front of us, or any adult. It showed respect but also allowed people to be themselves around their peers.
Now that they are adults, we all just do what we want which often includes swearing, and no-one gets offended.
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Fly, every thing says down here… should I hedge?
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