Many of You Are Gonna Need to Shut Up

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

The market is down more than 200 and Greece is on the verge of taking another lunch break, eating gyros and chain smoking filterless cigarettes. Meanwhile on Wall Street, men in stupid suits are jumping out from windows. The margin clerks are sharpening their swords, fixing to liquidate accounts and leave them without equity.

Elevate yourselves and see what the man in the time machine is doing. His biggest position is AGIO (fuck with me, see what happens). His second largest holding is FEYE. Noticing a trend, fucked face?

You’ve got the tools necessary to bank coin. Do you think the stocks are just sitting waiting for you to buy them? You want to make money, CLOSE.

On a more serious note, my cash levels are low, which is why I sold some AGIO today. I am long that bitch from as low as $92 (fuck with me). I’m also still revenge trading HARD with FEYE, totally not giving a fuck about down NASDAQS or horrible and debilitating news for Europe.

“The Fly” transcends superficial human emotions. Like a robot, he attacks the market without provocation, but out of necessity.

The good people inside of Exodus know what to do. The rest of you are without paddle, in the middle of shark infested waters, waiting for the black smoke to choke you out.

https://www.youtube.com/watch?v=vUPYWxkB5IE

How the fuck is this still ongoing, the German-Greek war? Can we conclude this shit already? This situation has kept markets hostage since 2010. It’s utterly ridiculous to still be talking and worrying about this. Markets are in meltdown mode again, due to a canceled Greek debt meeting?

Oh.my.fucking.God.

Then so be it. I want to be destroyed by this idiot crisis. That’s right. You heard it right. If there is a time to lose it shall be under the banner of supreme, unpredictable, idiocy. “The Fly” grew up in the sewers, where he and his friends threw greasy monkey wrenches at one another– with maliced intent. We wanted to injure each other, the more the better. That was life then, an era when boys literally punched each other in the face as a morning greeting. I realize most of you grew up in gentrified suburbs and now play tough because of all the rap music you were exposed to. Do not fear, Le Fly is here to tell you what you need to be told, parse through the rubbish and provide you with food from perfectly clean garbage barrels.

Just know, this Greek-German shit is 100% horseshit.

Having said that, markets are overdue a sell off. Let it come in. Take profits on some of your bigger winners. For example, I sold some of my largest position this morning, kicking out AGIO in the $118 area. I caught at least 18 points on it.

Off to eat a sandwich, ignoring this shit.

Nonsensical website, Geeknet, was acquired for $17 per share, by clothing retailer HOTT TOPIC. The fuck? To make matters worse, the motherfucking stock had closed at $7 and the goth oriented retailer thought it made sense to pay $17. HAHAHAHA

Do you know why this happened?

Ken “motherfucking” Langone, founder and baller of Home Depot. Ken wasted his time at this 5th tier company from 2010-2013, as its CEO. Talk about taking a step down on the corporate ladder. Nevertheless, he was still a board member and likely a very bored one at that, so he ordered Hott Topic’s private equity owner, Sycamore, to buy the piece of shit so he could move on with his life.

I mean, dude, Hott Topic is a fucking clothing retailer to teens. Maybe I should inquire about Aeropostale or LuLu Lemon to buy iBankCoin.

Then I read CHTR was to buy TWC for–get this–$56 billion. That’s right, the same company who filed bankruptcy several years back has now turned the ship around to the point to buy America’s premier cable operator. There is something distinctly distasteful about this deal. It’s like watching a dog eat a lion. The food chain is fucked up here, sort of like when AOL merged with TWC!

Futures are weak, post durable goods data. Please, fuck off.

Gold is getting a gravity hammer to the skeleton. I expect the good folks inside of Exodus to wrap up their trades in DUST/short NUGT today. Well done.

We’re about midway through the year and the S&P is barely up 4%. However, at the same time, plenty of stocks have taken off, like AAPL, AMZN and NFLX. I can point out specific stock winners and losers; but that would only accentuate the ability of those particular companies to operate in this environment. What I am more interested in is larger trends. Are there any, thus far?

Foreign stocks have trounced US gains, so there’s that. China is, by far, the best performer–for reasons unbeknownst to anyone. Domestically, we saw a huge bounce back in energy related names. More so, however, were gigantic leaps in General Contractors. These companies are heavily dependent upon the oil and gas industry and were the biggest losers of 2014. The industry is up 33%, ytd, led by ABGB, SERV, CBI and FIX.

Other industry winners include Drugs-Wholesale, Appliances, Publishing-Books, Healthcare Plans and Solar.

The losers are Aluminum, 3-D Printing, Heavy Construction, Airlines and Trucking.

In short, healthcare continues to run higher, unabated, as investors gravitate towards the next takeover or FDA winner. There is big growth in healthcare now, which is insulated from the forex and QE machinations of the investing public. Then there is the oil and gas trade and the unwind of the winners who benefited from cheap crude. I am talking about restaurants, sans SHAK, truckers and gas station plays. All of those stocks are taking a breather, as the energy complex trade lifts higher.

Seasonally, oil always does well during the first half of the year. Perhaps the second half will see crude lower again, which might reignite a sharp rally in the aforementioned companies who’ve recently paused (no homo)?

One thing remains constant, during all of these trend changes: free cash flow.

Inside of Exodus, I run a semi-annually managed portfolio of stocks, just 15 of them, that is about to be updated (once in January and again in June). The tenets of the portfolio, or the mantra if you will, is to find Growth at a Reasonable Price. Hence the acronym GARP you fucking ignoring clam diggers. I look for high growth names with great free cash flow, that aren’t obscenely priced. This portfolio is designed for longer term investors. Year to date, including dividends, it’s up more than 14%–price weighted.

Off to an early dinner and subsequent adventures at my local Whole Foods. FML

The master of suspense, Alfred Hitchcock, was a true psychopath. I’ve recently seen a biopic about the man and there are many, many things disturbing and unsettling about him. Perhaps it was that “uniqueness” that gave Hitch the edge he needed over his competitors? I think so.

Suspicion pairs one of my favorite leading actors (Cary Grant) and director (Hitchcock) to produce a delightful film about a guy who’s really interested in the finer things in life, but doesn’t necessarily want to work for them. Grant, a hugely underrated comedic actor, entertains the audience from the beginning to end.

Oh, and the milk scene: you’ll know it when it happens. Very cool. There was actually controversy about this film when it originally aired and the ending was changed, to better suite the pious America of that era. Google it for further insight, AFTER you’ve seen it.

https://www.youtube.com/watch?v=bI0zwWzZB94

I’m revenge trading hard on this FEYE, throwing spears into the faces of the clown-rapists who laid into me last year for losing millions in it. Granted, I have a long ways to go; but I’m headed in the right direction–now up 27.5% for the year.

If I could reverse the events of last year, I wouldn’t. I realize all of you morons want to borrow my time machine in order to “buy MSFT at $2.” When altering past events, you might, inadvertently, fuck yourself in the future.

For example: let’s say you bought MSFT at $2 and ended up super rich in the future. What if that new fortune afforded you to buy a fucking segway and that shit went sideways and launched you into a field of rocks, knocking your brains about the head–making you look like that Hawkins guy–wheeled chair up?

Or, maybe your new found fortune altered your lifestyle to one of extreme degeneracy, cocaine for breakfast, lunch and dinner–trading your net worth to zero. You travel back to the future, and accidentally break the time machine, and find yourself homeless and shit–tinned cup up.

No. You cannot alter past events. Be happy for your housing tenement and 2 figure Scotted Trade accounts. Life could be worse, I think.

At any rate, “The Fly” is killing shit. Back the fuck up (extra Onyx) and out the way.

Have a great weekend.

Next to the burrito eating sloths in Mexico, America is the fattest nation in the world. We, as a people, are not fat because we are lazy. Instead, we are fat because we are slobs.

Venture off into any eatery and see what the reader class is eating: cheese and grease atop olived oil and deep fried cookies. It’s of no surprise to me, or anyone with half-wits about them, to understand why the cardiology departments, nationwide, are thriving.

Triple bypass surgery is the new atkins diet.

Where am I going with this?

I’m buying ZFGN, small little biotech company focused on obesity drugs. This is pure medicine lotto, so know that before entering the trade.

In addition to that, I added to both HDP and CYBR.

Have a great fucking Friday. Get out there, like the nerds you are, and kill it.

You’ve got the tools you need for success and an outsourced think tank (iBankCoin) to help you navigate these waters. What can go wrong?

If you’re just tuning in to the world, having been under a rock for the past 5 years, just know that you’re alive and well (hopefully) during the most innovative and profitable era…ever. All of the R&D that has gone into biotech, over the past twenty years, is bearing fruits now. Aside from the bedraggled misanthropic hackers, technology innovation has never been more progressive.

You, the lowly reader, creature from the lagoon, monster of all monsters, are in a fantastic position to make a lot of money here. And, on top of all of that, Le Fly, as he is formerly known in France, will see to it that your ugly faces do not get punched in by the markets!

If there is going to be punching done here, I will be the one to do it.

Happy trading.

NOTE: I’m feeling generous, ahead of my birthday. If you want a 3 day trial to Exodus, email me at [email protected]. Truly, my generosity is without boundaries.