I’M SO BULLISH

I don’t need macro or micro data to make me boolish. I was born in the year of the Dragon– with a fire burning in my stomach that cannot be extinguished. When I make up my mind, there is no turning back.

It looks like we’re gonna launch Exodus to the masses this sunday, providing all of you reading class folk with a discernible edge for next week’s trade. The PPT will become Exodus; hence an Exodus of sorts from old to new. With new, I intend to greatly improve upon the offering and customer service.

Listen here, fool, the good people at iBankCoin are in the beginning stages of planning a NYC conference, hosted by none other than The Option Addict. Naturally, I will be there, lurking from the shadows, anonymously. I will try to retain some NYC talent to speak too. VIP event is a must, in order to make it worthwhile. So, take the poll and pass it along to your little friends.

With today’s gains, I am now up 20% for the year, just about 7x what the bitch ass SPY is showing thus far. The year of “The Fly” is upon you. Hide the kids; no one is safe.

Yeah, JNS crushed estimates and Bill is outperforming ALL bond managers by 1.5%. B. “Fucking” Gross is back to his ole “give me all the bond money” outperformance, defecating on all of his peers, especially the bustas at PIMCO.

My top 3 positions are SAVE, JNS and AGIO. I’m waiting on AGIO to release their cure for cancer (maniacal laugh) and for my generic plane to take off.

I got lots of shit, like EBAY and PANW, straight gunning fuckers down. Pardon my use of a most profane vocabulary. It was never my intention to be one for all. Instead, I am all for one. “The Fly” hates most people, eager to lay waste to their foundations–while spilling his hot hot coffee, slowwwly, over their stupid heads.

Yes, I told you what the market was going to do, to the exact date.

It gets boring winning at such an incredible clip. I showed you Exodus and you saw screener. I showed you a Taylor masterpiece and you saw nothing but paint and canvass. I’m on a higher plane of thinking, the metaphysical, not hamstrung by traditional self-worth assessments.

Listen to me: I want you to doubt me and bet against me. My whole life the chips have been stacked against me and guess what? I am fucking bowling on you clown fuckers till the dogs strip that bone down to the marrow. Dick riders in the pop-media can fuck off; I’ve built a financial hegemony at iBankCoin, fully armed to take you out, if that’s what needs to be done.

My words sting because they’re truths, empirical facts about life and people that are only recognized by the uninitiated when they are punched into your stupid face.

I hereby interrupt your trading day to bring you news: the NASDAQS are down. I repeat: the fucking NASDAQS are down.

At first, I thought my eyes were deceiving me. Then I pulled up my quote matrix and portfolios and saw red. Right now I am down 0.27%, if you could believe it. This assault upon the good investing public cannot and will not be permitted to continue. We must strike back and drive those ghouls back into their family crypts. If we don’t, well then, it’s entirely possible for the market to correct.

I cannot believe I just said it, lads; but there it is.

“The Fly” is a man of unvarnished truths, a person of ancient bloodlines whose sole purpose is to actively pursue happiness through grotesque stocked market gains. By extension, you, the “reader class”, can partake in a little winship of your own, by merely bending the knee to my god given authorities.

I find no need to dig deep into the market internals. ANGI and YELP are strong and not much is making sense right now. It’s madness out there. Let’s hope that cooler heads prevail and push back against these barbarous squeeze crabs, as any gentleman interested in preserving his/her honour would.

I just wanted to share this, okay? My local wine guy is always drunk, offering customers glasses of wine as they walk in. It’s like a giant fucking party, attended by a bunch of fucking idiots who can’t hold their grape. This guy is notorious for selling me bad wine. Sometimes I think he does it on purpose, just to injure me. The other day I was going to buy one of my favorite brands, Caymus, which usually retails for about $70-$150, depending on the vintage. This guy, incredulously, talked me out of it, saying “Caymus is terrible, especially the 2012. Here take this instead.”

Me, being a creature (No Lagoon) of suggestion, I took his advice and bought his alternative $70 wine. The result was good. However, it wasn’t as good as Caymus. Who the fuck doesn’t like Caymus? I mean, really? I did manage to shame his palette and mock him for the duration of my visit.

Futures are higher this morning and MCD is leading the charge. Apparently, their new rat sandwich is all the rage in Bangalore. The denizens of that cesspool have been eating rat since the beginning of civilization. I am sure MCD can sell them some and bank a profit, no? That’s the problem with MCD: they’re too nice of an evil corporation. If I was selling meat at MCD, I’d sell all sorts of meat, in all sorts of fucked up places in the world. Hell, you could probably sell human burgers in Shanghai.

Look you, enough of the blogging and the reading. “The Fly” is busy.

Ciao

First, I’d like to say the broader indices do not represent how easy its been to make money, long markets. Reason being, China is up more than 20% and every single major index in the world is outperforming the US. For those of us who opt for a US centric portfolio, biotech, security and oil stocks have offered outsized returns.

Here are the median returns of the top performing and underperforming industries, year to date.

Listen to me. This is what I want to do: I want to fade oil, hard as fuck here. I don’t want to sell it short, however. I will scale out of the remainder of my SLCA position and call it quits, hopefully above $40. The move we’ve enjoyed is not enough to warrant stock prices up here. I’d like to revisit oil after a big drop or after the summer. The easy counter-weight play for oil is airlines, restaurants, refiners and gas station plays.

Top ideas include: WNR, TA, PNRA, AAL and SAVE.

But I don’t know what’s gonna get hot, so keep an open mind for the specter of grande extravagance. All I know is our markets are not reflecting the mood change that has gripped the fucking faces of the Chinese and forced them to buy common stocks.

Get your steel tipped boots ready, for we’re about to embark on a face kicking journey of a lifetime.

This is my balls on the kitchen island, whilst speed chopping carrots, play: GET LONG AIRLINES. These fuckers are about to explode to the upside. Do you know why?

The seasonality Gods have spoken to me and they despise oil. They are in the camp of Dennis Gartman and feel, emphatically, that oil will trade down to a wooden nickel (not a regular nickel, a fucking wooden one!), pre-industrial revolution pricing for a post hedonistic society.

While some of you lasses prance around NYC in search of 100kt jewelry to be placed and stored inside your vaults, “The Fly” is in full tax collector mode today, relentlessly burning the candle at both ends to find a winner.

That future winner is SAVE. Write it down on a piece of paper, shove it in a bottle, and then toss it to Europe. I don’t give a shit what you do with it, as long as you know that I mentioned it here today. Stick it up your ass for all I care.

With available proceeds, I also bought AGIO, the cancer curing company (muauauaauah).

My agenda is stacked heavy with things to do, people to see, and enemies to destroy. Please, for the love of all that is graceful in this short life, do not waste the time of a Space Alien Magician, for it is a mortal sin.

In short, fuck oil; I’m an airplane man.

Heading into May soon, I wanted to give you lads an update on a little known feature inside of The PPT, soon to be Exodus. I put together a portfolio for longer term investors, which I manage semi-annually, under the mandate of GARP (growth at a reasonable price). I update it twice per annum, once in January and again in June. New members of Exodus, which should launch inside of a week, will get exclusive access to this portfolio. I am only posting it here now because it has ran higher so fast and I will be making adjustments in a few months.

As you can see, I’ve nailed some huge winners in it this year and fully intend to exercise my ‘calculator like brain’ during the second half of 2015. This is going to be my biggest and best year ever.

Don't Degrade The Champion from iBC on Vimeo.

We’re gonna tear down your fucking buildings today, set flame to your personal belongings, and then close out your brokerage accounts. The good people of the United Steaks will not tolerate small gains any longer. The time for halved measures and boring stocked markets are over.

Listen to me, on my black soul, this market is about to bust loose like homos in a turkish bath house (no offense to gay guys of course).

No one does it like me because none of you fuckers have the balls to stand here, take the hits, and spit in your face–all the while drinking a cup of tea. Markets trade up and down, fortunes are made and lost: The Fly remains a constant ideal of frenetic volatility whose sole purpose is to win the capital markets. I was born for this shit.

Moving on, a bunch of biotechs are pressing higher this morning. My top picks in the space are AGIO, SGEN, ICPT and JAZZ.

Futures are moving higher and LRCX smashed numbers, which bodes well for the semis. Fuck oil up here. Get long them airlines before May and thank me later.

Fuck 4/20 and all of you hemp seed scoundrels. Also, fuck baseball. That’s right, I said it. Unlike most of you, “The Fly” was a talented player in his day, fully capable of knocking out someone’s eye with his fasted ball. When I became an adult, I stopped watching sports.

Do you know why I stopped watching sports?

BECAUSE IT DOESN’T MAKE ME SMARTER OR RICHER! That’s why, pal.

I don’t partake in idle discussions that pertain to gossip or women’s subject matters.

I happened to be up 1.21% for the day, fully erasing Friday’s rout. I made SAVE my largest position, ditched BABA, KITE and GTN, and added to AGIO. Life, as a Space Alien Magican (SAM), has never been more neurotic. I need to calm myself by thinking of greener pastures and blacker clouds. The very essence of my being is to win, so when that is happening, I endeavor to win more. I cannot settle for 1.21%; I must have MOAR.

Top pick: SAVE

NOTE: Exodus launches soon. If you did not get a chance to try it out and want more info, email me Flybroker at gmail.com