August Will Shine

Today sucked. Everything reversed and the market looks like shit, with exception to one sector: gold.

Historically, gold crushes the month of August. I am talking double digit returns for names like GG and EGO. If interested in the total breakdown, chalk up some dough, you fucking cheap bastards, for Exodus. If your welfare check hasn’t arrived yet, have solace in knowing that Le Fly will position into gold for August. However, I will not chase it today, for it is cliche.

Each and every time the yellow metal shows signs of life, it reverses hard and punches the jaws of investors loose.

Until proven otherwise, gold is GUILTY until proven innocent.

I sold out from my VDSI position today for a cool and clean 25% drubbing. I would’ve never permitted that cocksucker to drop so far had it not been for earnings surprise sex. Alas, the earnings shortfall cut the dick off the stock for 23% in one session, so I had little recourse.

It was a bad week for me. I’ve been looking for places to allocate funds, but find myself stuck, stuck in shit, shoveling it good and plenty.

This is the last day for free Exodus trials. Our market is much bigger than the audience here at iBankCoin. We are working diligently on exploring those markets and introducing the product to them. As to why my long term readers have never taken it for a spin, even a free trial, is beyond me. Perhaps you have doubts as to the competency of a blogfather to produce a world class market intelligence platform? Is so, rest assured, I’ve done exactly that.

FEYE actually guided way up, by two years to break-even way up. However, the CFO left, so the stock is being clown-raped, as a result. This has nothing to do with CYBR, which is why it is spiraling higher.

I own over 30 stocks, but have 4 concerns now.

1. CYBR
2. CRM
3. ONCE
4. BLCM

That isn’t the order or size of my positions. But, I’d like to see those names charge higher first, in order to provide me with liquidity.

I love when I lose money for a few idle days and all of you fuckheads step into the fray to offer me sage financial advice. It warms my black heart to know that so many of you will be disappointed, tossed carelessly under my vehicle and trounced upon during my next surge.

Like I said, this business is all about the peaks and the valleys. Very soon, in a blog near you, the man in the fucking time machine is going to be shooting laser beams out from his capsule, atomically disintegrating your hopes and dreams in one fell swoop.

I’ve been at this shit for too long to fail. “The Fly” was built to win. Everything else is child’s play, appetizers before the main course.

Good day to you.

NOTE: Tomorrow is the last and final day to take advantage of my generosity. I am granting FREE and UNFETTERED access to my market intelligence platform, Exodus. Email me for credentials and schedule a live demo while you’re at it. [email protected]

No, I am not under the treads of a Chinese T-62 tank flat, just the financial varietal. Yesterday’s blood letting, apparently, was enough–permitting me to barely lose money today. By the looks of it, I am hardly down, a welcomed respite indeed.

“The Fly” is fucking panned caked out, financially, with a goal to make a few dollars before the bell.

But I can’t get myself to buy or sell, as I am paralyzed and stupid to my surroundings. I am simply a mortal man walking about the black forest with nothing more than a torch to illuminate my path. I used to cavort these trails inside of tanks, emblazoned with rude and obnoxious incandescent light bulbs, the environmentally unfriendly sort. Now I am a paradiddle with a caved man torch, panned caked out, looking for a buck.

Thank god for ONCE.

“The Fly” is not here to console you, nor be your friend. There are many fake people in this world who call you “bro” or “buddy”, who’d gladly stab you into the back for a pack of cigarettes. I do not smoke cigarettes, nor am I interested in stabbing any of you. I possess a universal indifference when it comes to my readers. If you want to read the site, so be it. If not, no one is keeping you here and forcing you to partake.

The market has opened lower and my losing streak continues. Both CYBR and CRM are lower and my mood is certainly dour. This business is all about peaks and valleys, hot or not. Anyone who tells you otherwise is a catamite and a liar.

I offer zero recommendations this morning. My struggles are my own and I need to figure out if I am in a holding, selling or adding to pattern. There are a few stocks that I own and hate. Maybe I should sell them or maybe buy more. It’s all a mystery and I am here to attempt to solve the puzzle.

Enough reading you fucking lazy clam-diggers. Get back to work.

The good news is Exodus nailed yet another oversold signal, now registering an 84% win-rate over the past 36 months (seriously, I don’t know why I bother with you people). The bad news is I am losing money, nevertheless, because of stock specific circumstances.

When investing in stocks, you cannot escape horrific draw-downs due to news events. It’s part of the territory. It is the reason why I am +27% for the year and also why I am down by 1.7% today.

I do not want to bore you with my problems or complain about issues that plague me today that will most likely vanish tomorrow. The most important thing that you can do for yourselves today is to take advantage of the free trials for Exodus this week. Whether you’re a believer in Le Fly or not, I promise you will love the tools and gadgets I built.

They’re for closers only.

Email me for access [email protected]

Just in case I ever got the idea that people are a redeemable form of life, the previous post solidifies the inverse of such a cock-eyed notion. As I sit here, getting my balls boxed in, down 1.8% for the session, I am touched that so many of you came out from the woodworks to let it be known that you were available to receive one thousand dollars from my purse (no homo).

I am “enjoying” retarded and spastic moves today in VDSI, TWTR, YELP, SLCA, BWLD and even GILD. Unfortunately, for me, the former stocks hold more weight and several of my other top holdings are seemingly bucking the trend, sending yours truly into a sewer pipe– to “enjoy” the remainder of my day.

Nevertheless, I do appreciate the baseness of your personas. They truly help to harden me against the daily trials and tribulations of life, keeping me focused on the task at hand to get better and stronger, in order to succeed and make myself “harder to kill.”

The lot of you are perfidious bedlamites, better suited for an asylum than the fine halls of iBankCoin.

In war, the Black Flag represents no mercy, barbarism, pure and absolute war. Learned men believe this form of war is necessary to prevent others from prolonging it (Extra Sherman). They believe the more brutal the affair, the quicker the path to peace. I’ve always viewed these opinions in a comical manner. It’s like me punching your neck out and saying “now that you’re crippled, we can be friends.”

After the bell, several of my holdings reported earnings, all of which were abysmal. Bear in mind, these are small positions, none taking up more than 4% of my holdings. Nevertheless, the insidious nature of their after-hours declines will most assuredly start my day off tomorrow, swimming in a sea of red blood.

YELP, VDSI and TWTR should all burn in hell. There is nothing to be said about them, other than the truthful fact that they are losers. Losers should never be supported, or praised (extra Trump). I will have no choice but to hold YELP and TWTR, mainly since they are designated for long term investing. But VDSI will likely swing from the gibbet and beaten to death with my cat o’ nine tails tomorrow. I fucking hate it and everything it represents.

I’ve had good fortune as of late. But I feel the tide turning against me, the darkness lurks in the foreground–approaching me in a rapish way.

“The Fly” needs to move from the danger and regroup, otherwise he break fucking faces and collar’d bones from here until the cows come home.

Should I make money tomorrow, I will consider it to be divine intervention and will donate $1,000 to one of you assholes who are reading this tonight.

I made more than 1.5% for the day, despite CYBR being flat. I am saddled with about 30 positions, most of which are small, under 5% of assets. I’ve taken this approach this year in an effort to be flexible and avoid outsized drawdowns. When I am ready to average into a name, I simply sell off one or two of my smaller holdings and bulk up on it. I used this strategy, successfully, in my last two positions in ONCE. Should ONCE drop 5-10% from current levels, I will likely double my position.

My largest holding is CYBR. It is performing with the market and I am about flat on it. My second largest holding is CRM, up around 4% from my basis cost. Other positions of note include PANW, AAPL, TWTR, BLCM and VDSI.

I own MU and down severely on it. I did enjoy today’s rally, however.

The market was oversold and now we’ve bounced. I feel strongly that this rally will hold, for at least 10 days. We are stuck in the tightest range in many years and the grind is chopping off the heads of many speculators. My sole advice to you is this: keep your losses very small, no more than 10%. Keep your position sizes manageable, no more than 15%. And diversify your holdings, but take outsized chances when you believe the odds are in your favor. These are difficult tasks to partake in, things that have take me over 10,000 hours to perfect.

A wise man once told me that the quickest way to success is to emulate other who’ve already made it. To that end, I cordially invite you to request a free trial to Exodus, thru Sunday. Email Vince@BlackLightAnalytics for credentials.

I added to VDSI and ONCE, overweighting my exposure to both software security and biotech.

Software names in the olde portfolio include: PANW, CYBR, VDSI

Biotech: JAZZ, BLCM, ONCE, ICPT, SGEN.

I am up 1.7% for the day, so far. All praise and bow down to Exodus.