iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,423 Blog Posts

I’m Hearing Voices

The market is fixed on the idiocy that is GOOG. However, “The Fly” and his cohorts have been quietly buying very large blocks of stock in VHC, MCP and TC. There’s no need to beat around the bushes and tell you half truths. The simple fact here is I stand to make a great deal of money in VHC. My edge is much sharper than yours.

All of you fucktards are selling short VHC based upon a hope and prayer. You have no idea how their lawsuit is going to be viewed. I bet you haven’t peered into the brief cases of the plaintiff–like The Devil. Similar to the countless graves that were filled with the bodies of wrong-headed biotech shorts into FDA decapitation, you too will find yourselves to be in dire straights on the opposing end of VHC.

Moving on, I’m hearing supply constraints, due to legal matters, will continue to limit the supply of rare earths. Also, whispers of Chinese hoarding and/or re-accleration of growth, most readily measured by the increase in met coal plays, might help the shares of MCP and TC in the short term.

I cleaned house today, selling DDD, JIVE and CLF. With the proceeds, I bought in large into MCP, TC and VHC. Don’t forget, I have a rather dramatic sized position in DECK, FFIV and APKT too.

“The Fly” is a simple man, only interested in receiving the very minimum treasure to live out his life in modest luxury and sterling volubility.

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39 comments

  1. acehood

    yo Fly, cop M.A.A.D City by Kendrick

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  2. Jim

    Fly:

    I probably missed it but did you sell NAK?

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  3. SUBCOMANDANTE CHINCHINILLA!!!
    SUBCOMANDANTE CHINCHINILLA!!!

    Has anyone seen Fly and Frankie Ruiz together at the same time?

    Me neither.

    Case therefore closed – and identity revealed.

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    • The EyeTalian Stallion
      The EyeTalian Stallion

      That’s Eric Holder in the 80’s between govt gigs…

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  4. The Plumber's Crack
    The Plumber's Crack

    did you get the youtube song from the mexican painters? catchy tune…

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  5. Bullish

    Do you think Einhorn is eating a big Chipolte burrito right now?

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  6. JR

    LYSCF/LYSDY – could that be the legally constrained REE supplier you’re speaking of? They are having a very rough go of it in Malaysia with the latest clusterfuck roadblock courtesy of corrupt Malaysian politicians trying not to stir the pot too much before elections. Agree that MCP is the beneficiary of that failure to be granted TOL.

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  7. Donkey Arbitrageur
    Donkey Arbitrageur

    It does not matter who misses earnings. Hopefully every company on earth misses earnings very badly.

    Either that will be viewed as the bottom or the central banks save the day.

    Destiny calls. 1650.

    And then crash of course.

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  8. OG

    You were right about not being in tech. Things getting blown up left and right.

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  9. jb

    Einhorn nailed Chipotle, but got nailed in Marvell today.

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  10. francesco

    what is all this fuss about market crash ( even permabull Mark Hulbert now speaks about it go figure )

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  11. CommodityCycler

    Fly – I have both made $ and been burned on rare earths. The industry has too many moving parts compared to other resource subsectors. Startup operations in complex industries never meet their milestones, and basket prices just keep going down. A short trade and get out, IMHO.

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  12. Fraudster

    What would happen if GOOG beat their “leaked” earnings?

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  13. Show the Cards

    This could happen, BUT; What difference does it make? And, a company has to make capital investments in some quarter. The costs of running businesses are not taken into account fairly on a profit-only-based measure, unless you’re tracking profit longer term.

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  14. jimmy_two_times

    white suits never get old. just need a Peruvian Paso and a nice white fedora.

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  15. Dr. Clock

    Buena música para otra bofetada en la cara con pinceles. ¿No cree usted Doctor mosca?

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  16. Show the Cards

    I’m pretty sure one of those voices just kicked me off facebook. Not like I care, just reporting another infraction.

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  17. JakeGint

    Those lawyers? Are they good because their cases are brief, or does that lead to inexperience and over nervousness?

    ________

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  18. fake amish

    The polls are not going the 0 way. Looks like America is not a ghetto in Chicago?!?. Apparently the working class is not buying the foodstamp dream. If the children(college age 0 drones) would start to think? This election would be fucking over.

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  19. 'merica

    I blame apple. Those greedy fuckers are squeezing the margins of _every_ computer maker. They are charging twice what their competitors do for equivalent hardware, Yet these dumbasses in skinny jeans pay it with mom and dads allowance.

    Chip makers are screwed long term. True broadband internet will be the death of powerful pc’s.

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  20. Trading_Nymph

    VHC has 30.10ish as a tough resistance point, fwiw..29.15ish for support.

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  21. JTU

    I went to approx. 30% cash, on the lookout for some sales.

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  22. wvufan87

    I hope Mitt Romney got some coal stocks before the last debate.

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