This is the week we rally. Bears will be humiliated again, stuffed into ‘fag boxes‘, then summarily kicked into outer space, never to be heard from again. “The Fly” is a champion of a bull’d up market, casting aside worried and panics as if they were childish theatre.
Everything is set for a fanatical run to the upside. Rates are low. Oil is firming. Biotech is bouncing. Shorts are feeling pressure to cover.
This is how I will play it, very simply (SPY is +4 since Exodus‘ oversold signal on Wednesday, by the way).
Being that I am 95% long, with very little in the way of fucks given, here are my top 5 positions.
BIDU
GILD
TWTR
SLCA
SHAK
Notice how I am not partaking in grave depravity, attempting to hit grand slams with no one on base. Being +15% for the year, I am merely looking for another 10% of upside, at which point I will then retire in the mountains of Romania, running amongst the goats and the rams–naked and feely without inhibitions.
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Did you add on SHAK drop ?
I did not
#nattyasfuck
Pablo, Are those positions in order of largest to smallest or no order at all?
Rumors circling about YELP being bought boyz
????????????
shit can’t post emojis!
I personally plan on kicking sand in the face of a bear next week.
I’ll start. Global Debt And GDP. Your turn. zerohedge.com/sites/default/files/images/user5/imageroot/2015/10/Global%20debt%20to%20gdp%20citi.jpg
Zero Hedge, lol. I hope zero hedge is really code for fully hedged. Feel bad for those readers.
We won’t feel bad for you. When it comes down. Society.
You sound thrilled about the collapse of humanity. You could always just read some edgy teen novels to get your apocalypse fix.