Winning is All that Matters

All of you are liars, in one form or another. You might tell tales about your athletic years, wear clothing that masks your imperfections, or perhaps cheat on your wives because of your itsy bitsy brain. There is nothing that I loathe more than base instincts, especially when it’s coupled with ignorance. I am not a puritan and have lied myself, when the occasion called for it. But, generally speaking, I tell the truth because I am confident with who I am.

It takes a fundamental maturity to understand that our time is fleeting and it’s meaningless to aspire to a charlatan. True charlatans will take issue with that comment because of their skeptic driven insecurities, so be it.

Now some of you will never be happy with who you are. You might think it’s about the money, the weight, or the predicament you happen to be in; but the truth of the matter is you’re in a state of wanting. The raw data points to consumerism and it’s as old as time. People covet thy neighbors car, house and wives–like greedy little bastards stealing champagne bottles in the midst of a race driven riot.

We want to achieve success, don’t we? When I was starting out as a broker, I thought success was doing more than $10,000 per month in commissions. It was all the money in the world to me. I remember being able to take my wife and son to a greek diner, feeling grateful that I could afford anything on the value-driven menu. Today I view that as a practical joke. My food bills exceed 5k per month and I am not fat.

How does this pertain to investing?

People are greedy hogs. We’re getting better, compared to previous generations; but we’re still hogs.

This fucking market is going up because of greed. There’s nothing so spectacular about the fundamentals, especially earnings. Every time I look, some company is getting blown out because of their earnings shortfall. The one, singular, thing you can rely on is greed, both on the upside and the downside. There is a constant ebb and flow, a quiet orchestra of emotions playing in the background of the market, performed by a bunch of Eddie Barzoons.

People ask me “Fly, you’re a smart guy, why are you always bullish with all of the problems in the world?” My short answer is that I am a servant to fashion and right now it’s fashionable to be long stocks. I’m never interested in the low probability, black swan, trade–because that’s like trying to catch a comet by its tail.

As novice investors, persons of insignificant interest, you should be focused solely on what the people on this website are saying: nothing more or less. The fastest route to success is to emulate those who have paved that road before you.

After notching a 1.2% gain in yesterday’s trading session, I’ll take today’s minor pullback as a stepping stone towards magnanimity. Over the past three weeks, I’ve been building myself an ark, made from old chinese chopsticks and the skulls of former kings. I like to call this ark “The Burrito Basket” because it will be immune to the drunken caprices of typical American september–Neanderthal like– draw-downs. I’ve positioned myself, alongside a select group of sophisticated  investors (extra sales pitch) for great success in the orient.

“The Fly” is the Pai Mei of this stock shit.

Inside of my chinese basket of ancient knowledge are the following stocks. I’ve curated (Pearlman) them for extreme winship.

CMGE (new)

DSKY

VNET

ZPIN

XNET

QIHU

LITB

I will not add to this exquisite blend of market mastery without first taking profits from a listed member. The lot of you are more than welcomed to join me in this expedition, this African safari through the jungles of China (super stupid) towards the path of golden roses and euphoric climax (no pervert).

Another burrito added to the basket–for the win.

This is one of those rare moments when I have absolutely nothing to say to you. Sometimes I can just write all day, talk about utter nonsense, and entertain myself by insulting you. However, as of this moment, all that I can think about is fetching myself (extra butler) another cup of coffee. It’s like there’s heroin in it or something.

A few years ago I stopped drinking coffee in favor of Earl Grey’d tea. My rationale was coffee was the preferred beverage of homeless people and vagrants, worldwide. I found it to be a rather uncouth drink, one that fish hooked people in and dunked them like a glazed donut. I was not going to be part of that cabal and decided to quit. From that day on, I was coffee free and it lasted for two years. But like all junkies, fat people and the like, I fell off the wagon and have been drinking it ever since. The only difference, this go around, is that I take pride in the coffee that I make.

Back in the old days, I’d haphazardly toss a K-cup into my Keurig, and presto!, 3 seconds later I’d have a cup of Joe. But now, I am methodical about the coffee, like a crazed lunatic trying to paint the ceiling of a cathedral. I choose the finest beans, grind them up, and then carefully add water (just under boiling temperature) to my French Press, and then serve–extra black (Rick Ross Boss). I do not add any milk or sugar, because only idiots do that. On occasion, I will add milk foam and create what some of you lesser men might call a “latte”. But that’s about it and I don’t apologize for my habits.

Off to mainline some bean.

Thus far, we have a nice consolidation day underway. This is an invitation for beer brained people like “Dan” from Fast Money to toss more of his money into a flaming barrel of garbage. That guy was probably bearish on Christmas his whole life–a regular negative nancy in every sense of the phrase.

I am a little “sad faced” by today’s outcome, thusly, as ICPT is not ripping collared bones out of bodies and my burritos stocks are taking a breather. But this is what it’s all about–the wall of worry so daunting that no one dares to climb it. If making money in stocks was easy, poverty would be eliminated and we’d all be wearing gold chains and have diamond teeth.

I still have DSKY ripping tits. On the eyes of “The Fly”, that stock prints $20, sooner than later.

With breadth at about 50% for the day and the indices hugging unch, I feel good about a late day rally. Worst case scenario, the market pulls back, giving you retards a chance to catch up. This is the blow off top month I’ve been waiting for, so I intend to capitalize on it the best that I can.

I just got back from a long ass trip to Brooklyn, visiting my sister.  It was a tedious day of driving and paying excessive dining bills, listening to girls chatter about utter nonsense–the exact opposite of the reality of the situation. That situation, my little peasant friends, is that I am RICK ROSS BOSS tonight, long ICPT from two weeks ago. Granted, it was only one of 31 stocks that I bought and is less than a 3% holding; but it’s still boss. Isn’t it?

Let’s not forget that my chinese delusions of grandeur are turning into a fucking reality TEEVEE show, with big ball’d gains in VNET, DSKY and soon to be QIHU.

Let me explain something to you people, okay? Not only is VNET, QIHU and DSKY gonna go psychopath to the upside, but so is ZPIN, XNET and LITB. I don’t need you to believe me or even root for me. I only require that you watch.

What I mean by that is the market is about to go up–in slang terms of course. If I had to guess, I’d say 25% of you ate hot dogs for dinner, greedily salivating over your tray because of the gloomy news. The more people die the better you feel. In no uncertain terms, you are a ghoul, the very worst person in the world, a hitler amongst hitlers.

Anyone who is invested in the destruction of western finance is a terrorist and should be treated as such.

Now that I got that out of the way, let me remind you that “The Fly” is ‘CHINESE’d UP’, long nefarious stocks based behind the great wall. While accurate accounting may not be one of the great attributes of motherland china, it’s also true that chinese companies trade at significant discounts to their American peers, by all metrics. The proverbial baby is often tossed out with the proverbial bath water.

My guess is this, very simply: the run in China continues, up until the point when Alibaba goes public. This is web 2.0 folks. Most people didn’t believe web 1.0, when GOOG and AMZN were trying to grab a foothold. Eventually these stocks will become mainstream and when they do, valuations will normalize and stocks will fly.

Some chinese ideas include: JD, WB, JMEI, BIDU, TEDU, LEJU, SFUN, QIHU, VNET, ZPIN, LITB, BITA, WBAI, YOKU, KANG and DSKY.

I just bought me some DSKY on Friday. It’s a fantastic little company on mobile gaming. Being brand new, recently IPOd, look for it to make a sharp move higher if others jump onto the bandwagon.

FYI: This is the real reason why both China and Hong Kong are running. Cross border investing will lead to capital accounts being put to work in stocks.

First I’d like to tell you that The Option Addict, ChessnWine, Ragin Cajun and “The Fly” will be doing weekly QnA sessions on Twitter. If you live under a rock and do not know our Twitter handles, here they are.

@TradingAddicts
@ChessnWine
@RaginCajun
@The_Real_Fly

I’ll try to work Raul and Bluestar into the mix too. Their handles are @TwoSmuth and @EdwardDowd.

Let’s talk about something important. Both ChessnWine and The Option Addict are seriously considering hosting iBankCoin’s first ever seminar, to be performed somewhere in Las Vegas (extra rat pack). Yours truly will be in attendance too, but completely anonymous, amongst the other plebs, heavily armed and extremely dangerous. So do not try seeking me out.  Naturally, price is an important factor for many of you and I can not tell you an exact price yet, as we’ve yet to iron out the details. But you could expect it to be in a range of $700-$1,500 (it will be a two day affair).

We are thinking about doing it this fall or early winter.

Now take the survey.

Great close for a stupid day. Lots of stocks lagged, however, so don’t start killing people in celebration just yet. I have to believe there’s more to this rally, than just this. Frankly, it was a little milquetoast for my liking. I was barely up 0.8%.

Nevertheless, I’ve taken the liberties to position myself for extraordinary winship–the likes none of you have ever seen before. We will get there, eventually, as I am destined to be ordained ‘Supreme Winner, God Amongst Men’ for all eternity.

I hope you and your morbidly obese wives enjoy the weekend. Try hitting up the gym; it’s good for your ticker.

https://www.youtube.com/watch?v=ziYLeF5f8nk

I bought QIHU. Cash has dwindled down to 5%.