What’s the Point?

1,273 views

I can sit here and wax poetic about the virtues of owning XYZ, how gold, bonds, and stocks all make sense and how Portuguese and Irish borrowing costs are supposed to be at zero percent: but I’d be lying.

BABA didn’t cook the books, so they missed revenue targets. Perhaps we know why the Chinese government was upset with them yesterday? Crooks and scoundrels.

I own a little BABA, but I own more HAR, which is my favorite way to play the auto sector. But who cares, really? I see what’s going on, the utter despair out there, good folks chasing bad ideas down the sewer hole into the jaws of alligators. I see it all.

It’s important that you know that I am in a constant state of cynicism and rage, upset at the world for being so great, yet so utterly dumb.

The market is a profound place to lose fortunes at break neck speeds. The longer I play this game, the less I want to own small cap stocks. It’s the lure of elephantine profit that keeps me coming back, like a crack fiend loitering about the old crackhouse.

Enough is enough: let’s bounce already, shall we?

Wait For It

2,564 views

What we have here is a chimerical concoction of deadly ingredients, wreaking havoc with the minds of cocaine addled money managers. They look at negative yields and think “what the fuck?” Then they look at oil collapsing and do a few lines of blow, tweaked out and losing money. Paranoid as shit, these coxcombs are now frantically selling shit twice, thinking about their $20,000 monthly mortgage and “nut” that makes middled class people want to throw pitched forks through the heads of every single trader on Wall Street.

This is the ultimate game of fear and greed and now there are a lot of greedy fuckers betting on final collapse, clamoring for starvation and homeless children forced into work camps by government overlords. Mad Maxx is coming and he’s pissed off.

Then again, markets are within an ear shot of 52 week highs. Gents are generally rich as fuck, discussing underwear on first rate financial blogs for reasons unbeknownst to me. Take that shit to other blogs that like to talk about bacon drenched in butter. Oh that’s right, you can’t.

HERETO: The PPT flags oversold tonight. Prepare for immediate melt up, bozo.

Within 3 Days Hence, The Market Will Be Much Higher

3,325 views

This is not a business for the faint of heart. Some like to sneak around the side of the house, burglar a little when the owners are sleeping, then escape into holes in the ground, fearful of being caught. “The Fly” is not a man, such as this.

“The Fly” kicks down the front door during your supper, cordially introduces himself whilst lighting his pipe. He then walks into your living room, disconnects your television, then walks out with it. Before leaving, he dumps his ashes onto your dinner plate, saying “good day to you Sir,” then makes way via pink cadillac at 155mph.

That’s how I trade, always have and always will.

I’ve made my bed and now I am going to lay down in it.

THERE WILL BE DEATH AND DESTRUCTION

3,038 views

Here we go again. The market is selling off and oil is down the tubes. To be clear, my hunch on oil is only that– and I am using seasonality factors to justify my bullish position, coupled with the notion that this decline must cessate sometime.

The market was supposed to offer us 100 NASDAQS. Instead, we get none. Had it not been for Apple, we’d be lower today.

I cannot control sentiment and can only offer inalienable facts. The conditions for a very strong market are present. The number one roadblock to it, and I mentioned this the other day when reviewing the classic Buñuel film The Exterminating Angel, is human emotion. We are a fearful creature, always scratching about the door, trying to escape this, that and the other.

I thought we’d get winship today. Instead, by the looks of it, we will get death and destruction (extra hunch back from 300, part 2).

The Bull Market Has Begun, Yet Again

1,645 views

I know it has been discussed ad nauseam, but how awesome is Apple? They made a record $18 billion for the quarter and will have close to $200 billion in cash after next quarter. It’s like they’re building their own sovereign wealth fund. Imagine 10 years from now when Apple’s fund is worth in excess of a trillion dollars. Then what? Something tells me Apple will play a very big role in finance, ten, twenty, thirty years from now.

Futures are slightly higher and my X is up about 8% in pre-market trading–thanks to much better than expected earnings. They cited a big pick up in consumer spending and flat-rolled products, tracking well with GDP.

Listen to me, you’re a super-jackass for shorting this tape. Inflation is non-existent and CPI numbers are going to be negative this year. Corporate earnings are great and europe is printing money. Our Fed, mind you, will eventually respond to negative CPI numbers and begin another round of QE. I’ve always said this was going to happen, so this is nothing new.

The biotech industry is making retarded money, which is why so many stocks are priced in the triple digits. This is it, folks. The economic renaissance that you’ve always wanted and dreamt about is here. The only thing that can stifle it, or delay the inevitable melt up in stocks, is human behavior through sentiment. All of that is transient, however. Outside of the matrix of your fictitious, horrible world, is a place that is booming with innovation, connectivity, and ideal for economic expansion.

If Oil is To Bounce, It Will Do So Now

3,786 views

One small side note about oil that none of you ham and eggers are talking about is the seasonality aspect. Oil never trades up in January, but tends to forklift higher ahead of the driving season.

USO

That’s right, even when times were good for the fat slobs in Venezuela, oil traded lower 8 of the past 9 years in January. That trend would reverse in February and March, setting up for a very timely long-trade in late January.

Because of this, coupled with dollar weakness, I started a position in SN.

Let Me Show You My Charts

1,724 views

Let me show you a new tool in soon to be released Exodus, the second iteration of The PPT. Our algorithms grade each stock, sector and ETF. We’ve added a lot of visuals to the software, showing stress points and ranges. Last week, inside The PPT, I highlighted how biotech was at the bottom of the range. Now it’s near the top. When I say “range”, I do not refer to stock price, but Hybrid score, which is a combination of technical and fundamental scores, mixed in with lots of sub rosa grading metrics.
PPT post

Have a look at gold today.

Gold

I was going to buy gold yesterday, based on this chart alone. However, I hate gold, deep to the core of my bones, so I was deterred.

As for this sell off: the CAT-MSFT axis of evil cannot be taken seriously. Several of my top positions are up and the dollar is weak, which is good for oil. Gravitate towards commodities today and you should be fine.

Laughable Opening

1,632 views

We go higher from here.

I like oil best here, with SLCA, PDCE and ECR as my top picks.

Waiting for SHAK.

What’s the Point?

1,273 views

I can sit here and wax poetic about the virtues of owning XYZ, how gold, bonds, and stocks all make sense and how Portuguese and Irish borrowing costs are supposed to be at zero percent: but I’d be lying.

BABA didn’t cook the books, so they missed revenue targets. Perhaps we know why the Chinese government was upset with them yesterday? Crooks and scoundrels.

I own a little BABA, but I own more HAR, which is my favorite way to play the auto sector. But who cares, really? I see what’s going on, the utter despair out there, good folks chasing bad ideas down the sewer hole into the jaws of alligators. I see it all.

It’s important that you know that I am in a constant state of cynicism and rage, upset at the world for being so great, yet so utterly dumb.

The market is a profound place to lose fortunes at break neck speeds. The longer I play this game, the less I want to own small cap stocks. It’s the lure of elephantine profit that keeps me coming back, like a crack fiend loitering about the old crackhouse.

Enough is enough: let’s bounce already, shall we?

Wait For It

2,564 views

What we have here is a chimerical concoction of deadly ingredients, wreaking havoc with the minds of cocaine addled money managers. They look at negative yields and think “what the fuck?” Then they look at oil collapsing and do a few lines of blow, tweaked out and losing money. Paranoid as shit, these coxcombs are now frantically selling shit twice, thinking about their $20,000 monthly mortgage and “nut” that makes middled class people want to throw pitched forks through the heads of every single trader on Wall Street.

This is the ultimate game of fear and greed and now there are a lot of greedy fuckers betting on final collapse, clamoring for starvation and homeless children forced into work camps by government overlords. Mad Maxx is coming and he’s pissed off.

Then again, markets are within an ear shot of 52 week highs. Gents are generally rich as fuck, discussing underwear on first rate financial blogs for reasons unbeknownst to me. Take that shit to other blogs that like to talk about bacon drenched in butter. Oh that’s right, you can’t.

HERETO: The PPT flags oversold tonight. Prepare for immediate melt up, bozo.

Within 3 Days Hence, The Market Will Be Much Higher

3,325 views

This is not a business for the faint of heart. Some like to sneak around the side of the house, burglar a little when the owners are sleeping, then escape into holes in the ground, fearful of being caught. “The Fly” is not a man, such as this.

“The Fly” kicks down the front door during your supper, cordially introduces himself whilst lighting his pipe. He then walks into your living room, disconnects your television, then walks out with it. Before leaving, he dumps his ashes onto your dinner plate, saying “good day to you Sir,” then makes way via pink cadillac at 155mph.

That’s how I trade, always have and always will.

I’ve made my bed and now I am going to lay down in it.

THERE WILL BE DEATH AND DESTRUCTION

3,038 views

Here we go again. The market is selling off and oil is down the tubes. To be clear, my hunch on oil is only that– and I am using seasonality factors to justify my bullish position, coupled with the notion that this decline must cessate sometime.

The market was supposed to offer us 100 NASDAQS. Instead, we get none. Had it not been for Apple, we’d be lower today.

I cannot control sentiment and can only offer inalienable facts. The conditions for a very strong market are present. The number one roadblock to it, and I mentioned this the other day when reviewing the classic Buñuel film The Exterminating Angel, is human emotion. We are a fearful creature, always scratching about the door, trying to escape this, that and the other.

I thought we’d get winship today. Instead, by the looks of it, we will get death and destruction (extra hunch back from 300, part 2).

The Bull Market Has Begun, Yet Again

1,645 views

I know it has been discussed ad nauseam, but how awesome is Apple? They made a record $18 billion for the quarter and will have close to $200 billion in cash after next quarter. It’s like they’re building their own sovereign wealth fund. Imagine 10 years from now when Apple’s fund is worth in excess of a trillion dollars. Then what? Something tells me Apple will play a very big role in finance, ten, twenty, thirty years from now.

Futures are slightly higher and my X is up about 8% in pre-market trading–thanks to much better than expected earnings. They cited a big pick up in consumer spending and flat-rolled products, tracking well with GDP.

Listen to me, you’re a super-jackass for shorting this tape. Inflation is non-existent and CPI numbers are going to be negative this year. Corporate earnings are great and europe is printing money. Our Fed, mind you, will eventually respond to negative CPI numbers and begin another round of QE. I’ve always said this was going to happen, so this is nothing new.

The biotech industry is making retarded money, which is why so many stocks are priced in the triple digits. This is it, folks. The economic renaissance that you’ve always wanted and dreamt about is here. The only thing that can stifle it, or delay the inevitable melt up in stocks, is human behavior through sentiment. All of that is transient, however. Outside of the matrix of your fictitious, horrible world, is a place that is booming with innovation, connectivity, and ideal for economic expansion.

If Oil is To Bounce, It Will Do So Now

3,786 views

One small side note about oil that none of you ham and eggers are talking about is the seasonality aspect. Oil never trades up in January, but tends to forklift higher ahead of the driving season.

USO

That’s right, even when times were good for the fat slobs in Venezuela, oil traded lower 8 of the past 9 years in January. That trend would reverse in February and March, setting up for a very timely long-trade in late January.

Because of this, coupled with dollar weakness, I started a position in SN.

Let Me Show You My Charts

1,724 views

Let me show you a new tool in soon to be released Exodus, the second iteration of The PPT. Our algorithms grade each stock, sector and ETF. We’ve added a lot of visuals to the software, showing stress points and ranges. Last week, inside The PPT, I highlighted how biotech was at the bottom of the range. Now it’s near the top. When I say “range”, I do not refer to stock price, but Hybrid score, which is a combination of technical and fundamental scores, mixed in with lots of sub rosa grading metrics.
PPT post

Have a look at gold today.

Gold

I was going to buy gold yesterday, based on this chart alone. However, I hate gold, deep to the core of my bones, so I was deterred.

As for this sell off: the CAT-MSFT axis of evil cannot be taken seriously. Several of my top positions are up and the dollar is weak, which is good for oil. Gravitate towards commodities today and you should be fine.

Laughable Opening

1,632 views

We go higher from here.

I like oil best here, with SLCA, PDCE and ECR as my top picks.

Waiting for SHAK.

Previous Posts by Dr. Fly
Fly Buy: $WMT
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