Starting a New Long Term Position

This is not a trade.

With the cocksucker Dick C out of TWTR and Google back in full swag mode, I like TWTR here, as Facebook embarrasses the rest of the internet with their superior advertising platform. It’s only a matter of time before someone bids for TWTR. The mobile ad wars have begun and TWTR is a super-power in the making, albeit a dysfunctionally idiotic one (for now).

I’ve been blogging since 2002, on the finance side since 2005. Pardon me if I grow tired of reader bullshit, comments designed to stir my emotions. “The Fly” is a slab of granite amongst a sea of slime. None of you clown-rapists can hold a candle to me, not even one of you.

The market isn’t really down today. IBM and the misfits at UTX account for 100 of the Dow points today, so things are looking neutral. Speaking of which, if you ex out the largest capped Nasdaq stocks (AAPL, GOOG, FB, AMZN), the Nasdaq is barely up. The Russell is underperforming and the market has zero patience for companies growing fast on the top line, but offering very little on the bottom (extra Yelp).

I’m not a fan of GPRO here. I think the stock has run up a lot and has a shit load of new competition. It’s actually quite hard to stick with a name and not worry about the integrity of its earnings. I am sticking with SBNY because I have no reason to doubt their ability to crush numbers. Have you seen their revenues and EPS charts in Exodus?

Basic material stocks now make up less than 12% of the market. If that number gets down to 10%, buy with both hands. I am not a fan of oil here, or gold. However, I am a fan of gasoline. My top play for gas stations is TA. Demand is through the roof, thanks to lower prices.

I was very close to stopping out of CYBR yesterday. I was down 10% from basis and didn’t want to see it trade below $55. Lo and behold, it’s ripping higher today. The risk to CYBR, as well as all other high growth/valuation names, is its super high price to sales ratio. This company needs to demolish estimates, or it will feel the wrath of Mother Market. You should know this before investing in any stock trading north of 10x sales.

Lastly, I have some money to allocate, but find myself a little unsure as to where I might want to invest it. The market is taking on a tone of indecisive malaise. We might be setting up for a few weeks of grind, so prepare for that.

So what did we learn from this recent foray into oversold levels? The Greek crisis looked real this go around, didn’t it? Many of you were fixated on selling short the greatest company in the history of the world. A company laden with $194 billion in cash reserves, managed privately in the middle of the desert by Braeburn.

And what did that get you?

A hot poker to the face, is what it got you.

In the end, we all get what we deserve. Some of us deserve to be punished, dark souls with the blackest of hearts, miserable and cruel people. Others are addled by weakness and are subjected to subservience, also well deserved. But none deserve a fatal fate more than the guy infected with arrogant hubris, a person who believes the world was created to host his existence. Pride always comes before the fall.

Social graces dictate that I am to be pleasant to you, readers visiting my internet home in search for advice and collegiate friendship. I do not conform to these misconceptions and instead uncork the vials of wrath upon your garrulous faces.

Insidious lies are walked around, like dogs shitting in a field of flowers. I watch, as the scales catch the light, exposing your monstrous temerity– bereft of common decency and deference.

The stocked market will continue to defeat you until you accept the notion that your opinions mean nothing.

I sold part of my AAPL position, in order to bulk up on CRM and add to BLCM.

As a whole, I am disgusted by you, all of you. Do not bother leaving any comments in the bloggery section, for it will only lead to your banning.

I write to you on this fine afternoon with beefed jerky in my mouth. I am trying to accustom myself to the blue collared American experience once again. Its been a long time since I’ve delved inside of the sewer pipes to devour carnivale food. With gold and silver getting their faces kicked in today, I thought it was only apropos for Le Fly to immerse himself in the depravity of these gold bugs, by way of eating beefed jerky and maybe even a little swill from the can.

I understand these people partake in gold via 3x leveraged ETFs. I’ve always found that to be a curious way to lose all of your money. It seemed reckless, even retarded, to the layman–even small children could decipher the toxic elements surrounding such an adventure into a world of bankruptcy.

Yes, it’s true, all of my largest positions are higher. Le Fly simply doesn’t enjoy the gamble like some of you, which is why he is, instead, eating beefed jerky and pretending to have lost his entire portfolio to a 3x gold ETF today. I even tried to induce tears, pretending that I lost my house and car to a margin call gone awry. Unfortunately, I am not a very good actor, an even worse liar.

I stand before you in a position of dominance, alpha predator amongst shit throwing apes.

Every once in awhile I like to peruse the most down for the year list. I heavily screen it to remove chaff. I am looking for real companies trading at a discount.

For this exercise, I am going to avoid commodities, for that is a world I will not pretend to understand. Within this list, I am certain there will be several triple digit winners.

(STOCK, YTD % LOSS)
BBD -32%
YHOO -22%
LPL -32%
ICON -29%
ANF -22%
DAR -25%
TSU -33%
SLH -23%
NAV -44%
AAL -22%
CBD -36%
AMAT -28%
NAVI -21%
MU -42%
TTM -26%
WDC -27%
STX -27%
SNDK -43%
RL -28%
GMCR -47%
WYNN -31%
NTAP -24%
HTZ -23%
KLAC -24%
KORS -46%
URI -20%
PPC -22%
Z -21%
CAR -33%
BBRY -29%
GRPN -38%
FOSL -37%
KATE -33%
SWI -29%
CREE -21%
YELP -36%
AVP -38%
GNRC -23%
BITA -33%
SHLD -32%
PCRX -30%
PODD -32%
DDD -52%
SSTK -29%
ETSY -29%
ZU -40%
SSYS -59%
IRWD -26%
APOL -59%
VA -31%
ROVI -39%
MBI -36%
SPNC -27%
MKTO -27%

Holy shit, that’s some serious carnage. The past two years has been one giant fucking minefield for investors. Tread carefully.

I will now export this list in Exodus and begin to heavily filter it in search of bounty. I will update the masses when I find it.

I recently met a person who has never seen this movie. I became curious as to the mental stability of this person and concluded that he was addled with a common form of ignorance, often found in third world countries across the globe.

If you’ve never seen this movie, you might as well move to Jordan or West Virginia to live out the rest of your days like the moron that you are.

For those who’ve seen it know and understand this to be a timeless classic, required viewing for any true student of cinema.

“The Fly” aka Señor Tropicana is up 27% for the year. The good folks over at iBankCoin have bestowed upon you the single best market intelligence platform the world has ever see, in Exodus–currently hitting oversold signals at a 100% success rate for the past 6 months. As a business, sales have never been better, and for good reason.

I’ll give you a freebie, on this fine summer afternoon.

IWM is now OS and this signal has been very accurate over the past 6 months. Look for the risk profile to degenerate in the coming weeks ahead, as investors cycle out of large cap NASDAQ into the vagrant varietal.

Ladies and Gentlemen, people from the interwebs, these are the best days of your lives.

Trade accordingly.

The NASDAQ is higher, thanks to Lord Google.

Apple and CRM are leading the way for me, with a little positive pin action in PANW and YHOO to boot. But because of my wide array of holdings, some of which are NOT large capped NASDAQ, I am flat for the day.

No worries. “The Fly” still has his orbital space cannon (OSC) to play with and is busy researching methods by which he could extend his winship to grotesque proportions.

My general sentiments are such: short squeeze will ensue. US markets are cheap and will continue to press higher into 2016. For the most part, the American indices have been a fucking bore this year and the lot of you are wholly complacent with yourselves. Volatility is virtually non-existent and things will remain this way, as it is the “new normal.”

This might sound insane to you–because much of it is. Nevertheless, my job doesn’t entail me getting mad at reality or to try to alter it. I am merely a slave to the trends and the biggest one going is higher equity prices.

I had shit flying higher today, like ICPT, ONCE, AAPL, SBNY, EHIC, EBAY and MU–bulking up my returns to more than 1% for the day. I open my computer and graciously accept NASDAQS. I then convert them into King Dollars and go out and buy shit.

My top holding is now CYBR. I fully intend to drive rail spikes through all of you mother-fuckers talking shit about it soon.

We moved higher by 60 NASDAQS. I can’t say any of this surprises me. It’s hard to surprise the man surfing throughout outer space in a fucking time machine.

NOTE: I am 100% going through with the conference this Fall, so buy your fucking tickets now, else feel my wrath.