We’re Gonna Kill Them All…Next Week

Full massacre, corpses strewn across Wall Street, as markets roar to new highs based off testicular fortitude. That’s what I’m calling for. In the meantime, the weather is hot as shit and humid out. “The Fly” is officially confirming the summer season upon us, a time when chilled white wine and prosecco should be consumed at an alcoholic rate.

I will be stocking up tonight on a wide variety of white wines with the intent to drink all of them, and more. I do not parlay myself about cans of beer because I am not of the white trash varietal. In the event that I did, I would never brag about it, or even let it be known–aside from St. Patrick’s Day festivities.

Moreover, I will have you know, it is not becoming of a gentlemen to wear shorts, even in 150 degree weather. Exceptions can be made for beaches, pools and amusement parks. However, if you find yourself walking about the city square with slacks cut above your knees, just know, you’re a fucking juvenile moron.

Markets went lower today; but I am not alarmed in the least. Join Exodus this weekend and prepare for supreme winship Monday morning.

NOTE: Tune in tomorrow for my 2nd week of Hitchcock reviews.

In light of the recent market action, coupled with my desire to dive headlong into concrete pools masquerading as water, I added to my ALKS positions. I have a mind for these sort of things and I believe there is money to be made here, indeud.

Related: FEYE gives zero fucks still.

We all had a lot of fun, didn’t we? The market was giving us money each and every day. The shorts were being shot from carnivale cannons and the champagne corks were popping off like firecrackers. All of that may be about to end, if only for a short while.

Many of the risk on names that I monitor and own are getting their faces lit on fire this morning. Granted, this could be a short term phenomena, a Haley’s Comet of sorts. Or, this could be the beginning of a much needed market correction, to wash away the excess.

When I say “wash away the excess,” I am speaking of you, directly. Too many of you market novices are banking coin now. It has provided you to obtain a reprehensible form of hubris, often found about the trading pits of Wall Street. When this bravado, this sense of invincibility reaches a feverish pitch, your brains will be blown out.

“If a correction is coming, Fly, why the fuck are you still fully invested?”, asked the bipedal primate reading iBankCoin.

The binomial name of the species in which I belong to is called Homo Notgiveafucktis. Ergo, I dive headlong into the concrete surface below, hoping to crack my skull into 10,000 pieces.

Over the past two weeks, there has been significant rotation out of commodity related stocks back into semis, drugs, hospitals, even home builders.

The first half of 2015 was marked by sharp reversals in oil and gas stocks, permitting many swing traders to bank serious coin in the process. Over the past month, however, this trade has grown stale and the glass jaws of oil men have been shattered in the process.

Over the past two weeks, entire industries have been decapitated. I am talking airlines, copper, oil exploration/equipment, nuclear, gold and steel. Now this all correlates rather nicely with seasonal trends. If we were to obey said trends, we are in for a bit of a surprise, and soon.

As soon as June starts, the hedge fund industry turns into sloth. They depart, via helicopter, to their summer destinations and order junior to man the trading turrets. While summering, these managers inebriate themselves with cocktails and cocaine their faces, hedonistically, giving zero fucks about stocks in the process. On occasion, the markets nosedive during the summer months, most likely due to an elaborate prank from a misanthropic billionaire, merely trying to ruin the pastoral vacations of his peers. Most of the time, markets do nothing. Volume dries up and yield becomes interesting again.

Utilities, REITs, oil pipelines, closed end nonsense–all become targets for junior manning the desk. He has strict orders “not to fuck anything up,” so he targets low beta dividend plays–because he’s a pussy and that’s what pussies do.

As for you: you’ll most likely blow yourselves to smithereens, classic bozo the clown style. You’re better off reading iBankCoin and taking notes, hoping to glean small crumbs of information from the man in the time machine, than ruining yourself–again–by executing financial-based decisions.

At the end of the day, we’re in a raging bull market, cock out, balls to the ground, running with sparks bouncing off them. In the event we are to rotate hard, seek refuge in beer and drunkard names, like BUD, SAM, and maybe a little TLT in July.

The Option Addict just nailed a 350% win in his FEYE calls. Separately, it is my largest position and I am revenge trading hard on this motherfucker.

Fuck your reservations and cowardice, afraid to enter the market because it’s at new highs, other than progress higher?. How else will a market or a stock make new highs. Pray tell me how your aversion to new highs worked out as you witnessed my PANW position climb from $80 up to $170?

I will not chide or tease you any further. You know that I am fatalistic and do not understand the emotion called fear. I will, however, tell you my largest positions and you can take from it what you will.

FEYE
AGIO
CYBR
N

It’s the new four horsemen of financial winship. Last time I tried my hand at a four horsemen portfolio, I got my fucking brains blown out.

What’s the worst that could happen?

Therefore, I bought more CYBR. I endeavor to board the ark and watch the lot of you perish in the brush fires of internet vagrancy.

How do you like my AGIO now, fucked face?

Remember a few weeks ago when you were visiting this fine site, a denizen of style and comportment, and you made fun of my largest position–as it wallowed in the lows $90s? Yeah, now this stock is punching you in your face and not a peep out from you.

What exactly is it gonna take to jam shut your pie hole?

I’ve been exacting revenge on my enemies, here on the website, since 2007. Each and every set back that is thrusted upon me is coupled with the worst people commenting on this site known to mankind. It’s as if prisons permitted their inmates to quit stabbing each other and instead use laptops from their cells to harass me.

Lo and behold, Le Fly is up 28% for the year and this place is a FUCKING GHOST TOWN!

Believe me, I have it in me to fight you tooth and nail until one of us is dead. I see now that you do not, so do not bother venturing to these parts when the mud gets thick again. Set backs are inevitable. But we pick ourselves up and win, don’t we?

Markets are soft early going; but I am enjoying gains in PANW (up 90 points from basis), CYBR and FEYE.

If you are a member of Exodus and would like to better understand the product, contact me and I will have one of my staff call you to do a live demo. If you haven’t joined Exodus yet, and I know there are plenty of you out there, you’re doing yourselves and your families a grave disservice. Your wives and kids will leave you, flat footed, cock in hand, fucked forked radish, doing nothing about the computers, whilst everyone else is popping champagne corks into each other’s faces.

It’s a celebration of humanity over Peking Duck; and you were disinvited. So solly.

To not be a member of Exodus is equal to making a hot urine infested bathroom your home. Step out from the shadows of animal and join the halls of man: Exodus won again.

In case you were wondering, yes, Exodus flagged oversold yesterday.

Some of the comments on my blog create violent thoughts in my mind upon reading them. I’ve often toiled with the idea of banning all comments. But if I did that it would punish gentlemen and vagrant alike. “The Fly” is all about dictatorial freedoms in the form of ‘extreme oligarchic democracy’.

Listen to me now: moderate yourselves. You’re too thirsty and your energy levels are buzz-killing me.

Tomorrow I depart to press our rights in NYC. I am going to secure a location for the 2nd Annual iBankCoin Investors conference. While I am gone, one of my bloggers will take over the mantle of headline responsibility. I fully expect you to share with him the same discourteous discussion tactics that you plague me with here daily. This is the very definition of wading through the muck in order to extract greatness.

I will break you. One way or another, your methods to derail me will fail and my alpha will dominate your milquetoast’d beta.

Fuck you guys with the beards. We have Dr. Benjamin Bernanke working in a corner office at Citadel. What do you have?

I bought into the fire, adding to ZFGN (the fat man!), MU and ALKS. Generally speaking and without any reservations, Senior Tropicana gives zero fucks and welcomes a market sell off. Truth is, we aren’t going to dip much deeper. The sell offs have been extraordinarily shallow and none of you have it in you to see this market go lower. The bears will capitulate and the bulls will file in. This process will continue to play out for the rest of time.

https://www.youtube.com/watch?v=VYP_tk6cDpQ