The HMS “Fly Will Kill You, Bitch” is in the process of making a grande bet. It’s a bet, no matter how well sourced the research is, with regards to market reaction. Meaning: even if you knew what tomorrow’s news paper will say, there is no guarantee how the market will interpret said news. Nevertheless, it’s time for Le Fly to take a stab, man up, and hit for the fences.
I’ve been ebbing between small gains and losses, ever since my YELP triumph. That victory got me back in the game; but I haven’t done much to advance my cause since then.
With year to date gains over 20% and 15% of my assets in cash, I am preparing (BEHOLD!) to get aggressive and get long a name into earnings.
In other news, I sold out of JACK, as it did nothing on good earnings. I don’t like that shit.