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Dr. Fly

18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.

THE FLY WINS AGAIN

Last night in the after-hours my virus stocks jumped out of their pants and raped all of the shorts who bet against me. Then later in the evening futures exploded higher and I knew the virus run would end, at least for now. These companies were never any good and that’s important to remember when wondering if you should hold them into downward prices. The answer is always NO.

Even though these stocks are all down today, my gains were so terrific, so fantastic, I still ended up booking gains.

In what perhaps could be my final sojourn into pandemic speculations, I booked the following.

sold $ZLAB – wash
($BCRX -3.8%)
($CDTX -2.3%)
$AEMD +14%
$LLIT +15.5%

My cash position for my trading account is 100%. Between yesterday and today, here is the final tally.

NNVC +32%
NNVC +319%
CODX +28%
CODX +61.4%
VIR +25.9%
INO +50%
AHPI +48%
NVAX +11%
NVAX +28.9%
APT +29.3%
LAKE +17.5%
LAKE +25.2%
ZLAB – wash
(BCRX -3.8%)
(CDTX -2.3%)
AEMD +14%
LLIT +15.5%

You are now within the dominion of “The Fly” where the wins pile up and even the losses are wins. When people bet against him, they end up bankrupted and in the streets raped. Nothing can stop me, especially not the lowly reader class heckling him on Twitter and in the comments section. When the going gets tough, Le Fly drives gravity hammers through the heads of his enemies.

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MASTER OF DISASTER

Into the teeth of the apocalypse, masterfully, Le Fly was 70% positioned into virus stocks. I sold them all, save 1, this morning. Here are the results.

NNVC +32%
NNVC +319%
CODX +28%
CODX +61.4%
VIR +25.9%
INO +50%
AHPI +48%
NVAX +11%
NVAX +28.9%
APT +29.3%
LAKE +17.5%
LAKE +25.2%

That’s not a typo, pal. See some of you pretend to yourselves that you’re equipped for all markets. But in reality, when the chips are down and the markets dive down 500 — you get BOGGED the fuck out because you’re nothing but a bull market catamite.

“The Fly” reigns supreme, percentage gains off the charts. Men of quality and substance will understand what I just did was nothing short of staggering. To all those who followed me into the pits of hell, you’re welcomed. To everyone else, better luck next time.

95% cash — counting my wins.

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BLACK SWAN EVENT: MARKETS SET TO PLUNGE

If you’ve been reading me the past week you know that I’ve been first to this pandemic trade, not because I’m a scientist and know the deadly pathogens released into China, but because I’m keenly aware of human behavior and saw the Chinese response to an otherwise small amount of infections as disproportionate.

No need to droll on about it, at this point. Either you’re in these virus trades or not. If there are trades to be had, believe me I’ll find them first in.

Tomorrow markets will plunge at the open. All of the hallmarks of risk off are present. Whether it bounces off the lows or sinks further is anyone’s guess. One thing is for certain, virus stocks will be in play. Only 30% of my followers on twitter have bought some. I suspect the news will get worse before it gets better. This is the quintessential black swan event that you read about in text books. This is when you take outsized risk for a chance at scoring huge gains.

As such, my trading account is 70% long virus stocks, which stand to make me a small fortune tomorrow morning. In the off chance they open lower, I’ll sell. If they explode higher, I’ll likely sell and buy back later. Since I’m up so much, there are very few scenarios where I won’t sell. But there are some names that are still very cheap and can run higher.

Not pitching here, but I am. If you want access to me, you’ll need to join Exodus. A man of my importance and stature clearly can’t be seen doling out valuable trade I info to the canaille here without a fee.

Clearly that would be stupid.

Rest well knowing The Fly won again.

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Epidemiologist Floored By Corona Virus Virility — Warns It Could Match Spanish Flu of 1918

Dr. Eric Feigl-Ding is a double Phd epidemiologist from Harvard, achieved at youngest age ever at the University at 23, took to twitter to alarm people about the virility of the Wuhan virus.

His main concern is the virility of the virus, stating it’s 8x more contagious than SARs. Elsewhere on Twitter are numerous truck drivers, moron stockbrokers, and a slew of paralegals, and trash men who have become arm-chair scientists — disputing Dr. Eric’s assertions. Instead of concern, these newly minted scientists are telling people to “not worry about it” because “it’s more nothing.” There is even a FUCKHEAD Buzzzzzzfeed bloggers who is combing thru all Tweets that are allegedly disseminating false info about the virus in an attempt to claim moral superiority over then — because she is in possession of the truth — in spite of her 2.8GPA in liberal arts.

His credentials.

Dr. Eric Feigl-Ding (Eric Ding) is a health economist, epidemiologist, and nutrition scientist at the Harvard Chan School of Public Health, and an expert advisor to the World Health Organization.

He graduated from The Johns Hopkins University with Honors in Public Health and Phi Beta Kappa. He then completed his dual doctorate in epidemiology and doctorate in nutrition, as the youngest graduate to earn double-PhDs at age 23 from Harvard

Now for his warnings.

UPDATE: Transmission of #coronoavirus estimated at 2.6 by another research group (lower than the 3.8 initial reports). But 2.6 is still extremely bad —each infected person will infect 2.6 others. Even the authors admit #CoronaOutbreak containment will be very difficult. Thread:

2: “This implies that control measures need to block well over 60% of transmission to be effective in controlling the outbreak. Whether transmission is continuing at the same rate currently depends on the effectiveness of current control measures implemented in China…

3: “In the absence of antiviral drugs or vaccines, control relies upon the prompt detection and isolation of symptomatic cases. It is unclear at the current time whether this outbreak can be contained within China”.

4: Even the author of the new 2.6 report admits that we need to plan for chance that “CONTAINMENT OF THIS EPIDEMIC ISN’T POSSIBLE”. Hence I’m not being uniquely distressed about this — the public health concern is very real!!

5: The 2.6’s author agrees it’s super dangerous and could infect without symptoms: “An epidemic with an R0 of 2.5 could still infect between 60% and 90% of the population, depending on contact patterns. Not all might be symptomatic.”

6: How long ago did the #coronoavirus emerge and start spreading? “the Adam (or Eve) virus from which all others are descended first appeared no earlier than Oct. 30, 2019, and no later than Nov. 29.” Basically 1.5-2.5 months of unconfined proliferation.

5) This coronavirus though, it’s R0 attack rate of 2.5 or 3.8 (still prelim) is super high. Much more people fly now than in 2003 SARS. While measles has higher R0, it has a vaccine ?. Nobody has immunity to this new virus. Good R0 explainer:

4) I have published a lot of studies, including in NEJM, JAMA, Lancet, as someone who has worked in academia for years. And I have been a whistleblower against big pharma in JAMA. I have never ever posted about end of world stuff and don’t ever intend to.

14/ Let’s pretend the 3.8 estimate is too high (there’s unpublished estimates of 2.5). even if this virus’s R0=2.5, that’s still 2x higher than seasonal flu’s 1.28 (ref above), and higher than 1918 Spanish Flu pandemic of 1.80 that killed millions. So 2.8 is still super bad folks

Some folks think I’m trying to incite fear. I’m not trying—I’m a scientist. This #coronavirus #WuhanCoronovirus is serious. Over 50 million people are quarantined + case counts will go up much more. Predict @WHO will declare emergency. Let’s hope for the best, prepared for worst.

15) My response to some people who think I’m trying to stoke fear… I’m a Harvard trained scientist with a doctorate in epidemiology (and the youngest dual doctoral grad from Harvard SPH)

 

China expanded their quarantine to 10 cities, totaling 56 million people. They’re likely doing this to reduce the virility of the virus. President Xi, in a surprising statement called the situation ‘grave.’

Finally…

Full disclosure: I am a Merchant of Death, presently long the following virus related stocks: AHPI, LAKE, NNVC, APT, INO, VIR, ZLAB, NVAX, LLIT, CODX.

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If You’re Not Playing the Wuhan Virus in the Market — You’re an Idiot

People keep asking me if I’m shorting stocks because I keep posting news about the Corona Virus. Umm, no, I would never presume a virus could rock markets for more than a few days and even if it did — why would I sell short when I could make so much more in virus stocks?

Let me explain to you the type of person that I am.

I bought NNVC at $3.67 two days ago and still hold it, steadfastly. Do you know why I do this? TO BANK FUCKING COIN you faggots. While you sit there buying RAW COMMODITIES into the teeth of a burgeoning pandemic, I’m buying an ARRAY of stocks gapping the fuck higher into the sky and then the moon.

That’s who I am, pal.

Inside of the hallowed halls of Exodus, we are simply scouring the market by company profile, cross referencing with volume and price movement and riding the wave. Whether this ends well for me or not is immaterial. What’s important here is that I am a player — a man during this place and time who is willing to place his balls onto the table and speed chop carrots.

Also, my Quant is higher nearly 7% this month, spearheaded by a 2% gain today thanks to EHTH.

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CDC CONFIRMS 2ND PATIENT IN U.S. INFECTED WITH CORONAVIRUS

The CDC confirmed a woman in her 60s was diagnosed with the Wuhan virus in Chicago. She had recently flown in directly from Wuhan.

It’s worth noting, Wuhan flies directly into O’hare. It should be noted, a tremendous amount of people are traveling in China now due to Chinese New Year.

In the most alarming thing I’ve read today was texts from alleged medical workers in China, claiming 10,000+ people are infected, it’s highly contagious, infects the bones, and is killing young doctors.

The CDC is investigating 63 potential Coronavirus cases in the US now.

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The News Over the Weekend is Going to Be Harrowing

Naturally everything is going to be okay, eventually. But until that times comes, expect the news to worsen — especially over this weekend. The Wuhan Bio-Lab most likely leaked deadly pathogens into the world and said virus is now wreaking havoc. Ergo, and this goes without saying, authorities are freaking the fuck out.

Pay attention to this news and don’t ignore it.

Headlines worth knowing.

State Department orders non-emergency personnel out of Hubei – CNN
881 cases confirmed, 26 dead
China building 1,000 bed hospital in a week


China’s Travel Limits Now Cover 35 Million People
McDonalds closes outlets in five Chinese cities $MCD
UK calls “Cobra” emergency meeting to discuss virus -CNN
Reuters: SINGAPORE SAYS TWO MORE WUHAN VIRUS CASES CONFIRMED, TAKING TOTAL IN CITY-STATE TO THREE – HEALTH MINISTRY OFFICIAL

The downside to playing these virus stocks is getting fucked with secondaries. If you get fucked, average down and wait for the bounce. I have immense profits in several virus stocks but have no appetite to sell yet. I am nothing but a humble merchant of death.

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UPDATE: NJ PATIENT DOES NOT HAVE CORONAVIRUS

UPDATE: “After an evaluation of the patient and consulting with the State Department of Health, experts have determined the patient does not have the Wuhan Coronavirus. Due to patient privacy, we are unable to provide additional information,” the hospital said in a statement

It is being reported that a patient at the Hackensack University Medical Center is being investigated for having the CoronaVirus. BIG IF TRUE.

The patient, a 25-year-old woman, was transported to the hospital on Thursday evening by the Edgewater Emergency Medical Services, according to EMS sources.

“The hospital, the Department of Health and local health officials are working together to gather additional information,” said Donna Leusner, a spokeswoman for the state Health Department.. “No definitive diagnosis has been made regarding the patient.

“As a precautionary measure, the hospital is following all appropriate infection control protocols,” she said. That would include isolating the patient.

This is massive market moving news for virus stocks.

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