The Vast Majority of You Are Inferior Beings

It never ceases to amaze me how riled up some of you unsuccessful types get when I post a buy. It’s as if you took great offense to the company I purchased shares in because it was responsible for killing your grandparents. Why is it hard for you to understand that there are investments and then there are trades? Moreover, if my recent purchase of ONVO should go astray, do you really think it will hurt me, materially? Do you even trade, bro?

I’m not buying size here, folks. I understand that the sector is fluff and undergoing a squeeze. If I lose a quick 10% on 0.25% of my assets, so be it. The bulk of my investments are tied up in other names, ones that are outperforming.

When I sold TSL this morning, I did so because it was barely up in a robust tape. I don’t have time to play games with underperformers in a rip-roaring market. If my rapid fire, ADHD like, trading is too much for your to bear, please, look away and save yourself the anguish of getting angry each and every time I do something that you disapprove of.

Aside from that, I am looking for the market to rip tits into the bell. I told you we were going to get an epic squeeze–well here it is. It’s the celebration of our countries birthday. Anyone who dares to get in front of that shall be on the receiving end of a George Washington era musket ball in fairly short order.

Artificial organs and blood are all the rage these days.

As a result, an epic short squeeze of biblical proportions is taking place in the 3-D space.

To 3D print vascular networks, the researchers fabricated fine, interconnected fibers with an advanced bioprinter. Then they coated those fibers with human endothelial cells — these sit between circulating blood and vessel walls in the interior of blood vessels — and subsequently applied a protein-based material. They hardened the whole structure with light, then delicately removed the fibers, leaving behind an complex network of hollow cell material. After a week, those cells organized themselves into stable capillaries.

Cells inside the bioprinted vascular networks survived, differentiated, and proliferated at better rates than cells that received no nutrient supply, the study found.

“Imagine being able to walk into a hospital and have a full organ printed — or bio-printed, as we call it — with all the cells, proteins, and blood vessels in the right place, simply by pushing the ‘print’ button on your computer screen,” said Bertassoni.

I bought ONVO.

I bought more LEJU.

I sold out of TSL for a 6.5% profit.

I bought back BALT, following an explosion to the upside in Capesize rates. China is red hot now.

The wall of worry is steeper than ever. There are more bears trapped in this tape than ever before. They really did think ‘this was it,’ the proverbial top, the redux of 2000 with all of its hideous trimmings.

PREPARE FOR THE SHARPER END OF MY BLADE.

Today’s melt up will be ordinary for men of industry, those taking advantage of a seemingly perpetual melt up in stocks at the expense of the old man who used to own CDs. Rates are low and will continue to stay low. The stock market is the only game in town.

I’ll have some actionable ideas for you throughout the day. For now, my top picks are my in my own book: RUBI, TSL, LEJU, IFON and PE.

This just out.

China’s manufacturing activity grew at its fastest pace for six months in June, suggesting that recent stimulus moves have started to have an impact.

The official purchasing managers’ index (PMI) rose to 51, from 50.8 in May.

The PMI is a key indicator of the sector’s health and a reading above 50 shows expansion.

China, the world’s second-largest economy, has taken various steps in recent months – including cutting taxes for small firms – to help boost growth.

Last month, China’s central bank said it will cut the reserve requirement ratio (RRR) – the amount of cash banks needs to keep in reserve – for banks engaged in lending to agriculture-related businesses and small companies.

China’s central bank, the People’s Bank of China, said it would also encourage banks to lend more to exporters to boost shipments.

In April, the government said it will cut taxes on small firms and speed up the construction of railway lines across the country.

The government has also announced plans to build railways, roads and airports along the Yangtze River – which connects China’s less developed inland provinces to Shanghai.

China’s economy expanded at an annual rate of 7.4% in the January to March period, from a year ago, down from 7.7% growth in the final quarter of last year.

Get long Chinese burrito stocks with reckless abandon. I am long LEJU.

The market barely budged, yet 90 of the 100 stocks in David Einhorn’s ‘bubble basket’ went nuclear to the upside. I have so many names ready to bust loose, a cornucopia of future winners. It’s ridiculous, really. I am going to post about 10 of them inside of The PPT this evening, as a reward to the initiated, not you bedraggled misfits.

I have a better mind than to waste my time speaking to microbes. But I can’t help myself. I’m addicted, like a garbage man picking through his treasures, or a pharmacist making believe he’s a doctor for all of the elderly women in wheeled chairs.

THIS IS WHAT IS GOING TO HAPPEN NEXT.

We are going to see a spectacular event in the market, within the week, if not sooner. All of the heavily shorted stocks will ‘harpoon’ higher, nailing those short to the bottom of the ocean floor–with the rocks and clams. All of the people on Twitter, the Wall Street 2.0 crowd, will cease offering financial advice and go back to the slums of Canada to play hockey.

Le Fly will be victorious, triumphant even–amidst great gains and greater violations against international laws of war (extra mustard gas).

There is some decent pin action in larger cap growth names today, like BID, SLCA and GILD. However, the lionshare of the action is in the low volume trash, the sort of stocks that one buys for his mother in law, on margin. I am close to making a trade, out of one stock and into another. I had to ban one of you, a regular reading class chap who kept pestering me about the virtues of TSL versus his beloved CSIQ. Understand something, I don’t give a shit about your stocks and I will never, ever, ever ask any of you vagabonds for financial advice. Moreover, I’ve stated here numerous times that I am ripping and running. I am not in these names to vote at the annual meetings. I am here, moonlighting, making back my losses and that’s it.

CREE looks interesting down here, as well as OAS and WETF. Actually, there are lots of stocks that look good here, so you shouldn’t bother holding onto dogs, unless you really like them.

More on this later.

With German and French 10 yr yields comfortably below 2%, heading into the balmy summer months of 2014, doing “The Hugh Hendry” or getting long US treasuries as the deflationary vortex grabs hold is your no brainer trade of the summer. You might be able to make 10-50% on a wide array of solar and chinese burrito stocks. You might enjoy the lavish accoutrements that this planet has to offer after a gigantic biotech win. But no trade is as simply and seemingly assured as getting long TLT as July progresses.

Any dip shall be purchased with extreme vigor and perverted intentions.

Over the past 12 years, during the month of August, TLT has gone down twice–in 2012 and 2013. In both years, the bond ETF fell a little less than 1.5%, not including the 0.3% it paid out in monthly dividends. I believe this year will be different than the past two. I believe, with every fabric of win in my body, that bonds will continue to go higher because the government cannot afford for yields to go up. Plain and simple.

My strategy will be to enjoy my wins; but steadily divest myself from equities over the next 5 weeks until I am overweight TLT for the month of August.

All of you come here wanting stock picks. If not here, you venture off to Chess, RC, OA, Caine, Raul or some other person hiding in our midst (no gorillas). You demand that we make you money in return for your base ingratitude. At the very least, the lot of you should be knocking on your neighbors doors, demanding that they read the site. I didn’t start this blogging experiment for no good reason. There was a distinct foul smell of talentless rabble permeating throughout the financial web when I started and it still exists.

I like to peruse Business insider; but those guys do not offer advice, merely stories about hookers and hedge fund managers.

You can try your luck on Twitter, hoping to hop onto someone’s back, praying to the Lord that they are responsible stewards of money. But the truth of the matter is, Twitter is nothing more than a nomadic experiment in incompetence waiting to be proved out.

There is only one, singular, site on all of the internets that does it all: offering sage advice, by extremely talented managers, not to mention prose that is fit for the Ny Times best sellers list. And that is iBankCoin.com.

I tell you this because you need to be reminded. I remind you because you need to be told.

That is all. You may proceed to roast marshmallows over your stove top, like a gluttonous pig.