Fly’s Post Debacle Top 10 Holdings

After doing a lot of rearranging on the SS Titanic, this is how I’m currently situated:

1. VMI

2. MVIS

3. BWLD

4. RIMM

5. AAPL

6. CLX

7. GME

8. LFT

9. VMW

10. GD

[youtube:http://www.youtube.com/watch?v=GvDfsjIuf34&feature=related 450 300]

Odd, no?

I bought 1,000 FXP @ $75.58.

Disclaimer: If you buy FXP because of this post, your head will fall off. And, you may lose money.

If you’re heavily short the market, don’t comment on this thread. Don’t do it to yourself.

Instead of reupping your bullshit QID positions, go walk your dog or play with electricity, via sticking a butter knife in your local socket.

While it’s true, I feel somewhat fucktarded being long FXP in this “reverse shit storm;” I still hold my core positions.

For the most part, the only real selling I did was dumping most of my beleaguered XFML position— and a little BWLD. With the proceeds, I have been nibbling at VMW.

The way I figure, when markets correct, it makes sense to dump your shitbag stocks for distressed quality names, like VMW, HANS or FMCN.

Now, I will sit back and watch my bearish friends melt like cheap K-mart candles, while I sloppily guzzling Monster Energy Soda.

I will not sell my FXP position.

Also, the price of oil is not sustainable, at these levels. If I had bigger balls, I’d go long DCR, which is an inverse play on the price of crude.

Finally, if you’re long: enjoy today’s run. If you’re short: fuck you, you’re dead.

I bought 1,000 VMW @ $81.49.

Disclaimer: If you buy VMW because of this post,the Knicks will never win 40 games again. And, you may lose money.

Europe is up 1.5% across the board. I expect Santa Claus will drop a few nu-ku-lar bombs out his sled today, mainly on the bearshitters.

For the most part, “The Fly” has been very busy “getting organized,” trying to figure this asshattery (market) out.

It’s been “mental hospital tough,” being an investor in this market. Therefore, I will make sure my next move is done with precision, as opposed to sloppy buys or sells based upon the symmetry of lines and dots—all derived from a fucking ruler (technical analysis).

George Hamilton is mentally ill.

Also, BIDZ looks like one fuck of a scam.

[youtube:http://www.youtube.com/watch?v=X2IH2uoFgN0&feature=related 450 300]

Finally, on the back of a good shoe dropping, the market rallied hard, led by retail and financials.

Actually, everything ripped higher, much to the chagrin of my fledging FXP position.

Oil is fucked.

Who cares?

My big winners were VMW, GRMN, OEH and GILD.

As you know, I did not sell or buy anything today. I was too busy painting my office walls with split pea soup.

Finally, it’s worth noting, “The Fly” is somewhat indifferent to the market and might transform this retarded blog into a live cooking show.

Double finally, CN looks like a fair bet, based upon early “crystal ball readings.”

If “The Fly” was “big middle east money,” he’d do a hostile takeover on BSC, CFC, MER, MS, LEH and WM, then proceed to fire everyone, in order to make room for oil barrel storage.

Sure, I’m making back some money today, as “big middle east money” saves the day.

Oh the irony.

Thus far, I haven’t done anything but talk on the phone, while crunching on pickles.

Should the market rally again, tomorrow, I will probably sell some more.