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Dr. Fly

18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.

Russian Government Hit With Wide Scale, ‘Professionally Planned’, Cyber Attack

The empire strikes back. It’s hard to believe just 1 week after U.S. Government officials accused Russia of hacking into the DNC, leaking the emails via Wikilwaks, this cyber attack on Russian agencies is just a mere coincidence.

Perhaps this is an example of 21st century ‘mutual destruction’? Instead of building nuclear silos and long range. missiles, we send out geek squads to shut shit down via the internets.

The hack reportedly targeted a number of government bodies.
A “professional” cyber attack has hit Russian government bodies, the country’s intelligence service says.

A “cyber-spying virus” was found in the networks of about 20 organisations, the Federal Security Service (FSB) said.

It said the hack had been “planned and made professionally”, and targeted state organisations, scientific and defence companies, as well as “country’s critically important infrastructures”.

The malware allowed those responsible to switch on cameras and microphones within the computer, take screenshots and track what was being typed by monitoring keyboard strokes, the FSB said.

 

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Germans Rise Up and Demand Merkel’s Resignation; European QE Could Be at Risk

I haven’t read anyone discuss this topic today. There are thousands of Germans taking to the streets today, demanding that Merkel step down due to her open door immigration policy. After about a dozen people have been killed in terror attacks over the past week, it appears the German people have had enough.

 

Horst Seehofer, the conservative premier of Bavaria, said he did not share Merkel’s ‘we can do it’ credo on accommodating the almost 1.1 million migrants and refugees who arrived in 2015.
Speaking after a meeting with the Bavarian government in Tegernsee, he added that the solutions to date were ‘too inadequate.’
Stressing he had no wish to start a quarrel with Merkel’s party, Seehofer said it was important to look ‘reality’ in the face.
An axe rampage, a shooting spree, a knife attack and a suicide bombing in the span of a week stunned Germany, leaving 13 people dead, including three assailants, and dozens wounded.
Three of the four attackers were asylum seekers, and two of the assaults were claimed by the Islamic State group.
‘Merkel must go’ has been trending on social media, with people posting powerful pictures including one claiming that she has blood on her hands after recent attacks.
A new survey found that 83 per cent of Germans see immigration as their nation’s biggest challenge – twice as many as a year ago.

No one really knows how Merkel got the Bundesbank to go along with insane European QE. If you recall, it took a long time to get Merkel to come around to feeding into the degeneracy that was and still is PIGS. One thing is for certain, should a new leader replace Germany, her economic policies with the ECB will come into question, threatening the very fabric of fairy dust that is holding the EU together.

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Saturday Cinema with Le Fly: Deadpool

This is a moronic movie. There were very few scenes I appreciated in this hoax of a super hero film. Yes, aside from being a fan of the classics, The Fly has been known to eat popped corn, wearing 3-D glasses, in order to view b grade action movies.

This movie was wildly successful amongst young people and I can see why. It’s fucking stupid.

Don’t waste your time with this drivel.

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The Month of August is the Month of the Ark

I’m taking a break from the news today, amidst heinous household events that have conspired against me. I’ll be getting my Peter Jennings on again on Sunday. In case you’re unfamiliar with seasonal trends, the month of August is a great one for passengers of the USS Ark and persons willingly holed up under the numerous protections of the gold mine.

Have a look for yourself.

august

Specific to TLT, that gains are often bountiful and in an obsequious manner.

TLT

I’ve never been known to clamour for ape-raping markets, the sort of sordid affair that sends men off balconies and onto closed manholes below. Until now!

The ark floats.

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PUBLIC REMINDER: Winship Active and Persistent in Exodus/12631 Trading Room

In case you missed the announcement, the hallowed halls of 12631 has merged with the sacred domain of Exodus, giving our members a ridiculous and gracious edge in the fight against the evil forces trying to sack our coin. Both services are now provided for the cost of one, so be sure to sign up and envelope yourselves in the winship of these two superior financial offerings.

Aside from screaming fire in a crowded room here, inside Exodus I am somewhat pragmatic and I manage a portfolio of GARP stocks that I update twice per annum. It is up more than 12% over the past month. For the new trading room aka 12631, which I am now taking an active role in, I offer five new features.

1. Top long
2. Top short
3. Top high Risk Pick
4. Tactical Pick
5. Exodus Pick

Here, take a look.

image

Today I booked the gain in X. The stock is higher by more than 70% since I added it to the GARP index and up 27% since I featured it in my high risk pick in 12631. It will remain, however, a directional long in the GARP index, as it is only updated twice per annum.

I’ll be replacing X and possibly adding a tactical position this weekend.

Public service announcement is now over.

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Checking in From a Custom Designed Hell

Hello there lads from the internets. I write to you from the confines of the auto dealership. My vehicle is in ruins. It just decided to break on me, out from the blue. In addition to that, my central cooling system has imploded. Warmer climes preside over House Fly. Good thing I have two independent systems to comfort me in the event of breakage. Lastly, I’ve been blessed with yet another pinhole leak in my copper fittings, located in my ceiling. All of these blessings can only mean one thing: a great doom and pox awaits you in the immediate term.

I have a rich history with this planet and when celestial beings work in tandem against me, the universe has always offered me great big karmic reversals, propelling me to new highs, in order to restore balance to our dimension.

What do I mean?

I will tell you exactly what I mean.

Utilities are up 27% for the year.image

Fuck Google, Apple and Amazon combined. That’s right, I said it. I’m not a fan of the market, as you can tell by my marauding swag. The only thing that I own is this ark aka TLT. Since my position is one of the bearish varietal, coupled with the inexorable facts that horrible crimes are being committed against me today, I can only presume 10,000 blessings of winship is just around the bend.

I’d wish you good luck, but you wouldn’t know what to do with it if you had it.

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ATTENTION CHINESE: Take Control of Your Internets; $BIDU Warns and Cites ‘Artificial Intelligence’ as Next Phase of the Internet

It must be hard to run an internet company in a country that fucking BANS opinion. To reward the Chinese for their grave human rights misgivings, we should export more intellectual property and American jobs.

BIDU warned and offered the plebs reading their statement a small glimpse into the Chinese future. Hint: it doesn’t include human beings.

“The challenges Baidu faced in the second quarter served as a healthy reminder to stay focused on the key drivers of growth, sustainability and leadership: delivering the best user experience and staying at the forefront of technology,” said Robin Li, Chairman and CEO of Baidu. “As we enter the next chapter of the Internet, led by artificial intelligence, Baidu has never been better positioned to serve our users and work with our customers and partners, and change the world through technology.”

“While we experienced a tough second quarter, our value proposition to our users remains solid,” said Jennifer Li, CFO of Baidu. “Delivering a superior user experience and building a trusted platform are the pillars that will drive our long term sustainability.”

  • Reports Q2 (Jun) earnings of $1.22 per share, in-line with the Capital IQ Consensus of $1.22; rev +10% to $2.75 bln vs. $2.74 bln consenus.
  • Preannounced: Lowered Q2 rev to $2.807-2.823 bln from $3.12-3.19 bln on June 13
    • Mobile search monthly active users (MAUs) were 667 million for the month of June 2016, an increase of 6% year-over-year Mobile maps MAUs were 343 million for the month of June 2016, an increase of 13% year-over-year Gross merchandise value (GMV) for Transaction Services totaled RMB18.0 billion ($2.7 billion) for the second quarter of 2016, an increase of 166% year-over-year.
  • Co issues downside guidance for Q3, sees Q3 revs of $2.714-2.796 bln vs. $2.97 bln Capital IQ Consensus Estimate.

The stock is barely down, off by 1.5%.

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Analyst Shower $GOOGL With Affectionate Praise Following a Sublime Earnings Report

Wall Steet loves these GOOGL earnings, handily beating estimates and guiding higher for next quarter.

Look at these numbers, a work of art and beauty.

 

Alphabet beats by $0.38, beats on revs  (745.91 +4.14)
  • Reports Q2 (Jun) earnings of $8.42 per share, $0.38 better than the Capital IQ Consensus of $8.04; revenues rose 21.3% year/year to $21.5 bln vs the $20.77 bln Capital IQ Consensus.
  • Non-GAAP Operating Margin 35% compared to 34% in Q1
  • Cost of revenues as a % 38% compared to 37% in prior year
  • CapEx $2.123 bln compared to $2.515 bln in prior year period.
  • Free Cash Flow $6.997 bln compared to $4.581 bln in prior year.
  • Other Bets revenue $185 mln compared to $74 mln in prior year; Operating Loss $859 mln compared to $660 mln in prior year.
  • Aggregate Paid Clicks Q2 +29%;-Q1 +29%;Q4 +31%; Q3 +23%.
    • Paid Clicks on Google websites- Q2 +37%;Q1 +38%; Q4 +40%; Q3 +35%.
    • Paid clicks on member sites- Q2 0%;Q1 +2%; Q4 +2%; Q3 -5%.
  • Aggregate cost per click- Q2 -7%; Q1 -9%; Q4 -13%; Q3 -11%
    • CPC on Google sites- Q2 -9%;Q1 -12%; Q4 -16%; Q3 -16%.
    • CPC on member sites- Q1 -8%; -8%; Q4 -8%; Q3 -4%.

Two super gay analysts weigh in on a CNBC ‘exclusive’ interview.

 

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$AMZN Beats Estimates, Offers Hilarious Guidance

When you literally rule America with an iron fist and control Xmas, you can do and say whatever the fuck you want.

Amazon just crushed numbers and gave guidance that can only be construed as #YOLO.

Amazon sees Q3 operating income of $50-650 million mln vs ~$800 mln estimate; revs $31.0-33.5 billion bln vs $31.7 bln consensus

Amazon Q2 operating income $1.3 bln vs. $375-975 mln guidance and $900 mln estiamte; rev $30.4 bln vs. $28-30.5 bln guidance and $29.6 bln CIQ Consensus.

Any other company publishes this shit and the stock gets raped for 30% in the after hours.

AMZN is higher by 2%.

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