The Old Lessons Are New Again

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.

I added to CYBR (now 12% of assets), serial underperformer, “reader class” performance metrics in a sea of unchecked hedonism, on this fine day. I pop champagne corks into and around your fucking face, then bash in your skull with gravity hammers.

I am going to win this and burn this homosexual opera house down to the fucking ground– then erect a statue of me holding your severed head in my bloodied hands.

I’m not sure why restaurant stocks got humiliated yesterday, nor do I care. All that matters to me is that SHAK is coming in. It still needs to drop by at least another 30% before I’m interested again. Truth be told, I thought you were all crazy buying it at $90, at 30x sales.

I bet you, in the history of all the stocked market, no restaurant stock has ever traded at such an absurd valuation. To be plain, I believe the underwriters of SHAK should be placed on a gibbet and beaten with a nine tailed dungeon whip.

We need a good freezing up of private capital in order to stop the insanity. The vulture capitalists are making all of the money, while we sit here with our dicks in our hands, waiting for insiders to liquidate at already insane valuations. This would’ve never have happened a decade ago. Now it’s almost impossible to buy an IPO at a reasonable price and hold it for long term gains. By the time these greedy fucked faced bastards IPO, it’s already Uber.

Fuck this shit.

The best way for us to bank coin now is to buy liquidations or get lucky with biotech lottery. Sadly, that is what this market has come down to.