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
16,986 Blog Posts

The Winners of 2014: Year End Review

This New Year’s eve, my family and I will be toasting to the Ackman’s, whose patriarch, ‘Montauk’ Bill Ackman, walked into 2014 an injured/disheveled man, but walked out a fucking ax wielding viking warrior. Not only did he destroy Carl ‘give me three seats on your fucking board’ Icahn’s stupid HLF short squeeze, he conducted a legal inside trading scheme, by which he allocated 40% of his $10 billion hedge fund into a takeover of AGN, with champion results. Jay Gould, Commodore Vanderbilt and Daniel Drew would be proud.

Some other winners of 2014 include TQNT, SWKS, Airlines, PANW, EA, PPC, AVGO, biotechs, GMCR, NXPI etc.

Semiconductor companies had a massive year, as global demand for electronics swelled to new highs. Truth be told, these parts makers have always been dicey and I am surprised AAPL didn’t squeeze them more. I’d be careful about riding this wave in 2015. We can talk about a thousand different ways 2014 sucked and was awesome. This year can be summed up by two things.

1. Epic breakdown in oil.

2. Amazing melt up in biotech stocks.

Forget about treasuries and Bill Gross’s juvenile lateral move over to Janus. Forget about Yellen, the ECB, Russia and the middled east. What I want to know, heading into 2015, will this trend continue?

Social media took the year off, as well as a number of software stocks. They merely regained lost ground from March’s epic melt down. It was a mixed bag; but ultimately another successful year for Wall Street 1.0.

Cheers to my readers and long term members of iBankCoin’s services and double cheers to ‘Montauk’ Bill Ackman.

If you enjoy the content at iBankCoin, please follow us on Twitter

17 comments

  1. dewey dortmunder

    Do you usually like to get out of things that worked at year end and move to newer theses or is it always case by case?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  2. alf44

    .

    FRIG !!!

    .

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  3. project_pat

    Agreed Sir Fly: Ack Ack Ackman takes the belt home. I believe the United States Dollar continues its ferocious advance higher, and obliterates the entire commodity complex (extra crude). Also a fan of the relentless biotech stocks (the King’s and the zygotes). My favorite god damn space. 2nd is Cyber. Agree with you, one could make life easy with HACK or be a man and buy PANW CYBR CUDA and LOCK. FB will march its way to $150. Cheers and enjoy the new year. Get ready for a grand party. Peace.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  4. UncleBuccs

    Dr. Fly – it pangs my essence to see Mr. Ackman and his dandy-tweezed brows on the front page of iBC… but it is what it is.. Fitting end to the year.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • project_pat

      Bucs, let’s go throw a party in his new apartment. Pipes, women, and herbs of all kinds to fill the Pipes. 2015 here we come. I’ll bring a box of Cohibas too. No, not the domincan seed crap dammit. (=

      • 0
      • 0
      • 0 Deem this to be "Fake News"
  5. ironbird

    Semis Airlines Biotechs Utilities. That is a fucked up group of industries. $HACK fits right in. With leadership like that skies the limit.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  6. vking

    Fly an oversight on your part I am certain but forgetting fantasysportaction.com as a major success of 2014 is a shame. I realize you’re not happy with your one spot on our board of directors. I also understand by your two hostel takeover attempts this year that you want to take FSA in another direction. We have discussed this that T&A sells and we don’t believe in your vision of a hybrid of American Gladiators/the Running Man will be a profitable long term business model. Killing your athletes isn’t a good idea Fly, we’ve done the audience testing…. Now by your “actions” at our first annual Christmas party I’d like to think you’re excited about our future together. Your inspiring “red wine” speech still has us at corporate buzzing. We are also inspired that you wanted to “merger” with our receptionist that evening. These are the building blocks for the empire we will construct, together. We thank you all for your support… 2mm hits in 9 months is exciting for $ure…but we will definitely be the greatest success story of 2015 for sure…and you can take that to the ibankcoin! God bless the Vking and the entire FANTASYSPORTACTION.com readership and team!

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  7. vking

    A mutation that the Fly unearthed during time travel

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  8. J Adabese (your pen pal)
    J Adabese (your pen pal)

    May the $FRO be with you.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  9. yeah.ok

    Ackman turn out to be a BIG WINNER after all..

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  10. J Adabese (your pen pal)
    J Adabese (your pen pal)

    Fuck $AAPL and $AMZN for 2015 !!!

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  11. J Adabese (your pen pal)
    J Adabese (your pen pal)

    Fly Not GoPro GoFRO !!

    • 0
    • 0
    • 0 Deem this to be "Fake News"