Do you like to eat food? Good. Keep on stuffing your fat, fucking, faces–because you’re gonna line my pockets with pure gold over the next decade or two.
Do you know what is the longest running trend, unabated, for the past 150,000 years?
Answer: Human population.
As our society matures and becomes more gay, women are permitted to work outside of their home, away from the children, leaving men with nothing to eat. This, as you know, is a problem. To remedy this issue, men of industry have begun opening casual dining fast food chains, to serve men quality food, without having to make them feel uneasy about eating alone. Granted, women eat at these places too, and on occasion, so do entire families. But let’s get one thing straight here, right now, casual dining is a man’s genre, sans the frozen yogurt joints.
Here in America, the land of the savage human beast, we enjoy a good burger, frenched fry, and even a little milked shake–every so often. Just like the people in London have malted vinegar running through their veins, from all of the fish and chips they consume, Americans have ketchup in theirs.
Over the past 5 years, DPZ has appreciated over 700%. I bet you didn’t know that. Naturally, this can be attributed to men coming home from a long days work to find zero dinner on the table, thanks to his wife working too. In order to alleviate short term starvation, these men dialed their local Domino’s and ordered a few pies to hold them over until their wives came home and cooked a proper meal.
If I was to select three themes over the next decade, I’d choose food, energy and medicine. Technology has been in a deflationary vortex for decades. I have zero interest in long term tech plays. On the other hand, food services and healthcare, those industries are enjoying rapid inflation, and growth. Companies like JAZZ, CELG, HABT, SHAK are the future.
With regard to today’s tape: so far, so good. I told you the auto-shorts were gonna get their clocks cleaned. I don’t like energy, however, despite the WLL action. The price of crude needs to jump higher, in order to get the sector going. We need $65 WTI by April to get another leg higher, otherwise energy shares will be under pressure.
Diversify lads.
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Hopefully Mrs Fly doesn’t read your blog!
She hates the site so much she would never bother to read it, even if I was dead.
hahahahahahahahhahahahahahahahhaha
IBC is a man’s world !!
Earth is a man’s world.
hahahahahahahahahahaha
Check Mate Le Fly, Check Mate Indeud.
/ES +3
Serious clock cleaning for the shorts.
+65 dow points
Diced pineapples!
$EYES on the prize.
What is the biggest difference between a man and a woman? Other than the obvious “parts” answer.
Men make more $$ for doing the same job?
LOL I was thinking emotions. I think women tend to be more directed by emotions than anything else. This is a generalization of course.
I believe men are ruled more by emotions. Hence the rapes, murders and atrocities are Mainly committed by them. Women are like cats. Men are dogs.
That is true. It must be how each processes those emotions. I tend to think men do so in a more logical manner and are able to compartmentalize better. Whereas women may jump around a bit and never seem to forget. I like that cat and dog analogy.
Think about what men do. Are you sure we are the more logical ones?
Yea, I wouldn’t argue your point too vigorously. You’re pretty much wrong as are most types of broad statements like this.
Yeah. You’re probably right. Too broad and as far as logical, well, I tend to wonder about most people when it comes to that. Too much philosophical talk. I tend to hate cats…lol
Any thoughts on PBPB (Potbelly)?
100% garbage
Don’t get one?
As someone who likes to stay fit, definitely don’t get one. Bad for the back. The food place sucks too.
short it to $0
Food, water, land, energy, healthcare are primary. Secondary is anything that profits from man’s vanity.
Why not get them coming & going? Add on any company pumping out the newest cholesterol, blood pressure, and sugar diabetes meds … (even though that shit will probably expedite one’s demise)
@Goldman: “Lack of meaningful inventory build leaves risk to our forecast for #WTI remaining at $40 for 2 quarters skewed to the upside”
http://finance.yahoo.com/news/goldman-says-40-oil-call-070618448.html
Harley-Davidson’s, Senior Living, Diabetes meds, cruise lines….
Fly, how would you rate Five Guys burgers against Habit and Shake Shack?
5 guys alienates the peanut allergy crowd
Or outright eliminates them through natural selection
Not impressed with the Apple watch. Is this the best they could come up with without Jobs to lead them? An expensive but not very useful toy.
I think Apple has peaked.
true dat regarding the most persistent trend .. population .. which I hear according to some sources is up to 8.5 billion vs the always accurate govy stats of 7.3 billion .. and growing at 100 million/year .. therefore not only food will be precious but space