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Daily Archives: February 14, 2017

Flynn, Markets, Government Shills, the Attack Dog Media, and Homeland

Having time to digest all of the news flow emanating out from the orifices of DC, I am fairly convinced the show Homeland is art imitating real life. The new President, who happens to be a woman, actually represents Trump’s ideologies. I suppose the writers wanted to make sure they accurately portrayed the US elections, without having the benefit of knowing who’d win, by casting a female who represented Trump.

In the show, the CIA is spying on her, eavesdropping to find out how she intends to fuck them up. In regards to General Flynn, I imagine something similar occurred, protected under the excuse that they acquired Flynn’s conversations because they had already been monitoring Russia — due to MUH hacking.

Flynn must’ve said something stupid. They came to Trump and menaced him with the evidence, which was partly leaked to the press. He agreed to fire Flynn and also get tougher on Russia — which is why Spicer talked extreme shit about them today.

See where this is going?

Obama was a hard core leftist.

Bush was a quintessential neocon.

Clinton was a leftist, although much more pragmatic than Obama — but a leftist nonetheless.

Bush Sr. was a fucking bastard neocon.

You see where this is going.

The government is embedded with people who despise everything Trump represents. It doesn’t matter to them that he won the election and the people want change. They’re not interested in democracy, only power and influence. All of you leftards out there clamoring for Bannon and Conway to go next have a lot of company. I am sure the shills in the government are thinking up ways to get rid of them — in order to Rosemary Baby Trump and make him bend to their caprices — just like they did with Obama. If you recall, he was all about hope and change until they got their meat hooks into him.

This is the deep state — the shadow government. The people who you didn’t elect who wields power and influence over the government, funded by people who believe in the cause — global dominance through military and economic expansion. The cost? A few lives of unimportant young men from the midwest.

The bounty: an empire.

They muddle their very obvious foreign policies using the cerements of cultural and social issues (race, gender, open borders, etc) — creating strawmen and demonizing people to the point that they’ve normalized violence for a large portion of the country who views ‘right wingers’ in the same light, literally, as Hitler. We haven’t had so many god damned Nazis in the world since 1941 — and they’re all here in Trump’s corner, apparently.

We are living through absurd times, a political climate that appears to be hysterical and ironically unserious on the exterior — but very, very serious indeed on the inside. These people mean business and they won’t be governed easily by Trump.

They’ve got the attack dog media in their corner — doing their bidding, whenever they call on them. The surveillance taking place is likely designed to ensnare Trump, which will then be leaked to the media, etc. We’ll keep repeating this loop over and over again until they get rid of them.

OR

He gets serious and truly makes an effort to drain the swamp. He’d have to run a very tight ship with serious people, like Bannon, and make zero mistakes.

It should come as no surprise to anyone that markets are rejoicing in this turmoil, due to what it represents. While everyone is running around like their heads are on fire, complaining about Nazis and Russian hackers, Trump isn’t doing much of anything, other than make headlines.

Where are the tax cuts?

Where is the immigration control?

Where is the wall?

Where is the infrastructure bill?

All of this requires the help of congress. Again, they’re all part of the uniparty and do not wish to upset the apple cart that the elite have enjoyed the past 30 years. These are the worst people imaginable, narcissistic pigs whose only concern is to advance their agendas and get rich.

But don’t feel too bad. This cancerous form of government isn’t unique to the United States. The only chief difference between us and Assad’s Syria is that we do it with a smile, a nice suit, and have a sophsticated media dressing up our horrific actions as acts of kindness and peace.

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Baker

New positions in: RIGL (~2.02 mln shares), AVXS (~0.32 mln), CBAY (~0.31 mln), CRBP (~0.26 mln), SBPH (~0.22 mln), RARX (~0.18 mln)
Increased positions in: AKAO (to ~4.58 mln shares from ~0.1 mln shares), IDRA (to ~10.27 mln from ~7.01 mln), BGNE (to ~3.67 mln from ~1.91 mln), ABEO (to ~1.68 mln from ~0.1 mln), AAAP (to ~2.17 mln from ~1.03 mln) NVTA (to ~7.29 mln from ~6.55 mln), ASND (to ~1.02 mln from ~0.75 mln)
Maintained positions in: SGEN (~45.71 mln shares), ACAD (~25.82 mln shares), INCY (~23.5 mln shares), GHDX (~13.77 mln shares), ALXN (~6.54 mln shares), BMRN (~4.81 mln shares)
Closed positions in: MSTX (from ~8.58 mln shares), TGTX (from ~2 mln), ARWR (from ~1.86 mln), ECYT (from ~0.87 mln), CYTR (from ~0.66 mln)
Decreased positions in: ABBV (to ~1.69 mln shares from ~14.34 mln shares), EXEL (to ~3 mln from ~4.93 mln), ARRY (to ~2.59 mln from ~3.31 mln), PRQR (to ~0.21 mln from ~0.86 mln), ACHN (to ~1.86 mln from ~2.48 mln), PGNX (to ~3.15 mln from ~3.65 mln), HRTX (to ~2.38 mln from ~2.86 mln), HALO (to ~1.39 mln from ~1.73 mln)

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Here We Go Again: David Tepper Takes New Position in $JCP

It appears the hedge fund world is interested in $JCP again — something of a rarity since Bill Ackman, with the help of Ron Johnson nearly destroyed the fucking store a few years ago. I find this position to be interesting, as it bets on a retarded retailer which might get flummoxed should $SHLD go bust.

Here are some of his other moves. It looks like David is betting big on pharma, which is a reasonable thing to do in light of its wretched pullback over the past year or so.

New positions in: RF (~7.34 mln shares), JCP (~5.08 mln), TEVA (~5.05 mln), PFE (~4.81 mln), MYL (~3.28 mln), MU (~3.25 mln), SUM (~1.69 mln), AAL (~1.29 mln), CMA (~1.15 mln)

Increased positions in: AGN (to ~4.26 mln shares from ~1.22 mln shares), PNC (to ~1.95 mln from ~0.61 mln), FB (to ~2.18 mln from ~1.48 mln), LUV (to ~1.19 mln from ~0.58 mln), QCOM (to ~1.4 mln from ~0.9 mln) KMI (to ~4.06 mln from ~3.65 mln),

Maintained positions in: ETP (~11.96 mln shares), WPZ (~9.49 mln shares), OC (~2.72 mln shares), GOOG (~0.48 mln shares)

Closed positions in: SYF (from ~4.16 mln shares), BAC (from ~4.14 mln), HDS (from ~2.82 mln), USFD (from ~0.62 mln), VMW (from ~0.38 mln), DVMT (from ~0.33 mln), C (from ~0.1 mln), HAIN (from ~1.02 mln), DAL (from ~0.24 mln)

Decreased positions in: GT (to ~0.24 mln shares from ~0.86 mln shares), WHR (to ~0.57 mln from ~1.16 mln), ALL (to ~2.59 mln from ~3.12 mln), YHOO (to ~1.35 mln from ~1.8 mln), AAPL (to ~0.45 mln from ~0.8 mln)

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David Ganek, Formerly of Level Global, Continues to Good Fight Against the Government

This was a fascinating interview that I heard this morning while driving and I wanted to share it with you. It involves David Ganek, former CEO of Level Global — a once very large hedge fund who was shut down after its reputation was impugned by an FBI raid.

Here’s the background behind the story, circa 2011.

Essentially, Ganek shut his firm down after the FBI raid caused redemptions. I’ve grabbed part of the interview, which discussed the government’s methods to paint their targets as guilty before cases go to court — which includes using the press to sway public opinion.

In other words, when the press is filming a live FBI raid on a business, they know it will have a profound effect on how that business is viewed in the public eye. It’s fucked up and Ganek is a hero for doing something about it.

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BMO Upgrade of $CCJ Ignites Rally in Uranium Sector

Most of you know and understand that uranium was my core thesis play for 2017 — having placed my ENTIRE portfolio into it at the end of 2016. While some of you focus on the negatives, pointing out that I sold my gold positions at the end of 2016 to lock in gains, you conveniently ignore the fact that my gains in $UEC are bordering +90%.

My other uranium holding is $URG, long from a basis of .60. That means I’m up 50% on that too — for you home gamers out there.

The sector is getting mainstream attention now, after moving sharply higher in 2017 — leading all sectors with a +62% gain on a median basis.

This morning, BMO issued a report — upgrading shares of $CCJ — placing an $18 target on it. Clearly, they’re seeing what we saw late last year now — which could be a good thing, as it draws retail into the sector — quickening the move higher.


I expect higher prices — but we might pullback soon. Buy all dips.

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TRUMP TOWS THE NEOCON LINE; WANTS CRIMEA TO BE RETURNED TO RUSSIA

Maybe they introduced Trump to our interdimensional partners who told him to tow the line, else get fucking vaporized before the state of the union address. On the same day when General Flynn resigned from his role as national security advisor, Sean Spicer is out talking shit about Russia, saying that Trump expects Crimea to be returned in order to normalize relations — a condition for removing the idiot sanctions erroneously placed on Russia by Obama.

BEHOLD the fuckery.

“Crimea is a part of Ukraine. Our Crimea-related sanctions will remain in place until Russia returns control of the peninsula to Ukraine,” Haley said at the UN Security Council meeting on February 2.

There you have it folks. Trump appears to have pivoted away from rational policy towards the world war 3 narrative.

Ciao.

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YOU’RE WELCOME

Uranium busting out. But we already knew this would happen, yes?

Now pay your fair share and join the league of gentlemen at the Exodus country club for top hatted men of extreme certitude and eschewers of the pablum (ECCFTHMOECAEOTP) — not so secret society.

Going higher.

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Greece to Hire House Rothschild to Advise On Debt, Replacing Lazard

Greece has been totally conquered by the Eurozone, by way of debt. They’re no the permitted to choose leaders who disagree with the EU and now they must retain of the oldest and the wealthiest ‘merchant bankers’ in the world, Rothschild (House Bauer), replacing Lazard, in order to hash out their debt problems and pave the way for reentry to the capital markets.

Source: Financial Times/RT

According to the Financial Times, Greek authorities hope to finalize the appointment before crunch debt talks with eurozone finance ministers on February 20. The date has been described as the last chance for a bailout review with the upcoming elections in Europe likely to dominate the EU agenda.

Sources told the FT that Rothschild is expected to advise Athens on all areas connected to its debt, including negotiations with creditors, potential inclusion in the European Central Bank’s €80 billion per month bond-buying program and the resumption of Greek government bond sales.

They added the bank will be paid a bonus when Greece regains access to global debt markets.

The Rothschild investment bank was founded over 200 years ago by Mayer Amschel Rothschild. Five of his sons established banking businesses around Europe and the firm today has more than three thousand employees in 40 countries.

The appointment of Rothschild as sovereign debt adviser will require ministerial approval. The bank will thus replace US investment bank Lazard, which worked on Greece’s bailout talks in 2012, and is currently acting as financial adviser to the Greek Ministry of Energy.

“An adviser is not being hired to arrange another debt restructuring with private creditors, it is being hired to advise on official debt. It will be a difficult job,” said Mitu Gulati, a law professor at Duke University in the US who specializes in the field. “There is always the risk that you can antagonize bilateral creditors when you bring financial advisers in and treat them like private creditors.”

Athens and its international creditors have been seeking ways to conclude negotiations on the current review of Greece’s €86 billion aid package. The bailout program was agreed two years ago and is the third since 2010.

Greece’s €323 billion debt is still the highest in the eurozone. According to the country’s Public Debt Management Agency, just €36 billion from that sum is owned by private investors who hold Greek bonds; the rest is in the hands of sector creditors such as the IMF and European institutions.

The country has €7 billion of debt payments due this July, which it won’t be able to meet unless it receives new funds or carries out restructuring.

Earlier this month, the IMF which was urging for more austerity and describes Athens’ debt as unsustainable, called for “significant debt relief” to stop Greece’s debts becoming “explosive.”

Conspiracy theories abound.

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Hillary Clinton References Pizzagate in Tweet to General Flynn

Phillipe Reines, senior political advisor to Hillary Clinton, tweeted this to Genral Flynn and his son Mike Flynn Jr. last night, after it was announced that his Father had resigned from the national security position.

Dear Mike Flynn & Mike Flynn Jr.,

What goes around COMETS around.

And given your pizza obsession…

https://jobs.dominos.com/dominos-careers/ …

xo

Philippe

If you’re unfamiliar with Flynn Jr., he was one of the more prominent people close to the Trump administration who questioned the peculiarities of the Pizzagate story.

In response to Phillipe’s tweet, Hillary felt it necessary to pile on, lecturing the Flynns about the hazards of perpetuating ‘fake news.’

But why?

General Flynn resigned because he might’ve spoken to the Russians about sanctions at a time when he wasn’t authorized to do so, not because of some story about pedophilia taking place in the basement of a Washington DC pizza parlor. So why in the actual fuck would Hillary even reference this in a tweet?

It sounds to me, she is saying ‘fuck with Podesta and Comet Ping Pong and you lose your job.’

Am I wrong?

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