PANDEMIC ALERT: How to Profit From the Coming Apocalypse

BIG NEWS out there folks. We have a new and novel ***AIR BORN*** virus to fear. It’s named after a happy hour beer: The Corona Virus, and it kills you.

The good news is it’s been far away from us, deep in the recesses of the bowels of Asia. The bad news is it’s here now!

The US Centers for Disease Control and Prevention is expected to announce this afternoon that the first case of Wuhan coronavirus has been reported in the United States, in Washington state, a federal source outside the CDC tells CNN.

The source is involved in the matter and was made aware of a CDC media briefing scheduled for later today.
The novel virus, which was first identified last month in Wuhan, China, has so far infected more than 300 people and killed six, in an outbreak that has been reported in five countries — now including the United States.
It is unclear if this person recently traveled to China, where and how they became infected, and if this person has transmitted the virus to anyone else in the United States.

Thus far, over 300 are ill — 6 dead. Not a particularly alarming kill rate; but, nonetheless, we must attempt to profit from this brand of fear now thrusted upon us. In case you’re wondering if “The Fly” is incorrigible, the answer is “indelibly yes.” I know the human toll and the pangs of misery that disease brings forth. But like any good foot solider, I have but one job to do and that is to navigate markets cleanly and with grace.

Ergo, I am opening up the Ebola playbook and giving you, gifting you some books — even though I normally never do on the free site anymore. Consider this an apocalypse special.

Here are my plays.

LAKE, APT, VRNA, NVAX, ALT, NNVC and KMDA.

I’m already up huge in LAKE and expect more gains tomorrow, as this virus hits main stream news. The fact that we have our first case in the US is enough to spook people back into their cubicles and away from airlines and coffee shops. Thus, I sold out of LK. No one in China is interested in coffee time now.

NOTE: These trades usually end fast, but could extend for several days as the fear mounts.

There are certain milestones that will always be hit, such as stocks at $96 going to $102. I call it the “hundred dollar roll.” The insatiable appetite for greed that is embedded into the souls of all men. Like fear, these emotions make us doing things we normally wouldn’t want to, such as positioning for a 700 point run to 30,000.

It’s the easiest trade in the world — because the people who created the simulation primed us long ago. Back in 1999, there was an idiot calling for Dow 36,000. During this era, many people make market calls based on numerology, the convenience of round numbers — the notion that a milestone is an important market for humankind. It’s all bullshit.

But it’s going to happen.

Mark it down and time stamp this fucker right into your face.

I sold three stocks this morning, all purchased last week.

SPCE +9%
OSMT +18.8%
PRVB +9.7%

This is what I do. I mint coin and then share it with others. I am like Robinhood, but I take money from the very rich and give it to the up and coming rich. Fuck the poor. Boring.

Huge F. Scott fan here. I’ve read just about every short story and book he’s even written, save The Last Tycoon. I haven’t read it because it is the only book of his I haven’t read and if I read it now — well there is nothing else of him to read. I guess I’m saving it for a later date. I read this passage before in his biography, but it made a more impactful impression on me this weekend, thinking about the market we’re in and how it feels invincible and how every I know seems to have at least $500,000 in the market. It is the byproduct of a decade of uninterrupted stock market gains — the likes we’ve never seen before.

Well, maybe not ever. This brand of speculation has dotted American history and it always felt great in the midst of all the grandeur. No one thought it would end — until it did.

F. Scott on the end of the roaring 20s.

The Jazz Age had had a wild youth and a heady middle age. There was the phase of the necking parties, the Leopold-Loeb murder (I remember the time my wife was arrested on Queensborough Bridge on the suspicion of being the “Bob-haired Bandit”) and the John Held Clothes. In the second phase such phenomena as sex and murder became more mature, if much more conventional. Middle age must be served and pajamas came to the beach to save fat thighs and flabby calves from competition with the one-piece bathing-suit. Finally skirts came down and everything was concealed. Everybody was at scratch now. Let’s go–

But it was not to be. Somebody had blundered and the most expensive orgy in history was over.

It ended two years ago [1929], because the utter confidence which was its essential prop received an enormous jolt, and it didn’t take long for the flimsy structure to settle earthward. And after two years the Jazz Age seems as far away as the days before the War. It was borrowed time anyhow–the whole upper tenth of a nation living with the insouciance of grand dukes and the casualness of chorus girls. But moralizing is easy now and it was pleasant to be in one’s twenties in such a certain and unworried time. Even when you were broke you didn’t worry about money, because it was in such profusion around you. Towards the end one had a struggle to pay one’s share; it was almost a favor to accept hospitality that required any traveling. Charm, notoriety, mere good manners weighed more than money as a social asset. This was rather splendid, but things were getting thinner and thinner as the eternal necessary human values tried to spread over all that expansion. Writers were geniuses on the strength of one respectable book or play; just as during the War officers of four months’ experience commanded hundreds of men, so there were now many little fish lording it over great big bowls. In the theatrical world extravagant productions were carried by a few second-rate stars, and so on up the scale into politics, where it was difficult to interest good men in positions of the highest importance and responsibility, importance and responsibility far exceeding that of business executives but which paid only five or six thousand a year.

Now once more the belt is tight and we summon the proper expression of horror as we look back at our wasted youth. Sometimes, though, there is a ghostly rumble among the drums, an asthmatic whisper in the trombones that swings me back into the early twenties when we drank wood alcohol and every day in every way grew better and better, and there was a first abortive shortening of the skirts, and girls all looked alike in sweater dresses, and people you didn’t want to know said “Yes, we have no bananas,” and it seemed only a question of a few years before the older people would step aside and let the world be run by those who saw things as they were–and it all seems rosy and romantic to us who were young then, because we will never feel quite so intensely about our surroundings any more.

Worst thing you can do is think you’re special and buy a basket of down stocks. Only retards do that. Flock with the rest of the sheep, try to front run their next move, and get out quickly. When screening for stocks, it’s important to make a comprehensive list of names that are GOING HIGHER, not lower. This isn’t rocket science.

Here are the standout sectors of 2020, thus far.

Upside
Residential Construction +8.5%
Alt Energy +8%
Home Healthcare +8%
Application Software +7.6%
Software and Security +7.5%

Downside
Electronic stores -16%
Silver -8.4%
Drug Stores -7.6%
Oil and Gas exploration -6.8%
Aluminum -5.6%

Simple enough, ain’t it? Commodities and retail are out, healthcare and tech are in, with an outlier in the homebuilders.

What about the broader view, by sector?

Here is the data.

Utilities +1.4%
Basic Materials -2.6%
Consumer Goods +1.1%
Financials +1%
Healthcare +3.4%
Industrials +2.7%
Services +1.8%
Tech +4.4%

Clear enough?

It’s of course possible that some of the losers will reverse and trend higher, but you’re better off waiting for confirmation instead of attempting to time a bottom. Remember, only losers time bottoms. We can do it in Exodus because we have advanced mean reversion algorithms with over a decade of real trading data. If you’re not a member, you have none of that shit and generally suck at trading.

I made some cheese’d steaks for the fam. I, myself, did not partake because I don’t eat large amount of carbs. “The Fly” is a muscle machine now and only thinks about wellness, fitness, and winship these days — no booze, no pipe tobacco, no nothing. Fucking austerity rains supreme at House Fly and there isn’t any time or room for fun.

A little background on my qualifications to grade this movie. I am a most astute student of the arts, especially cinema. A regular renaissance man who once went on a tangent to see every great movie ever made. I’ve nearly done it and have even delved into foreign films too. All of this makes me an expert and an authority to review the latest war film out of Hollywood: 1917.

First let me say, my expectations were super high, which worked against this film. It wasn’t better than Saving Private Ryan, not even close to as good as Dunkirk, and not in the same arena as Gladiator (double entendre alert!).

This is a movie for the current movie geek. I know since my 16 yr old daughter is an aspiring film director. This movie is heavy on cinematography, okay on story, BIG on marketing A list actors who only get a few lines in the film. What this movie lacks the most, in my estimation, is the score.

Imagine making a war movie without Hans Zimmer?

The emotional tumult of this film was lacking. It was missing atmosphere. I felt like a spectator in a fucking video game, with the one shot style and lack of proper CGI. The only explosives that did detonate, towards the end, actually looked fake and not really menacing. It’s rather ironic that the cinematography didn’t really capture that scene well.

All in all, a solid film — but not best picture of the year. Not even fucking close. Both Joker and Little Women were better.

On a 0-100 scale, I’d rate this a 79%.

This is what score should sound like in a war film.

I acquired 8 or so new stocks today. These are my last handful of closed trades.

TLRY +28.6%
MNK +34%
AAOI +16.8%
KRTX +8.9%
(LABD -8%)
(SOHU -9.5%)
FTSV +9.2%
MTCH +2.5%
NOAH +3.4%
SAIL +2.2%
NET – wash
BILL +5.7%
(JMIA -4.7%)
NFLX +0.9%
RPAY – wash

Easy come, easy come. You can attempt to match me trade for trade; but I’m built for extreme winship. It’s hard to beat someone speeding thru worm holes in a fucking space capsule. Let’s not get into the minutia of the moment, philosophic dribblings of morons. You’re doing well in the market? Naturally you’re doing well. It’s a fucking bull market and it’s easy. Wait until this fucking clown-show ends and the locusts descend on your town and eats it. Let’s see how cool you are then, huh pal?

At any rate, tonight I have boomer shit planned. Gonna head on over to FUCKING TARGET to fix my son’s eyeglasses and then the gym and them 1917. Boomer shit.

Have a good weekend and always remember “The Fly” wins all the time and the rate of winship is always greater than yours.

No idea why they bothered to fight the Boer Wars. I get the Dutch didn’t want the Brit-Bongs dicking around in their colony. But now with the benefit of hindsight, we can clearly see there is nothing but gold there. Perhaps that’s enough? Maybe the lives of a few thousand middle class’d work-slaves are worth its weight in gold?

The Germans are at it again, now trying to colonize Africa via commerce via JMIA. I took the trade, saw my gains swell, and then quickly dissipate to nothing at all. I booked a 4.7% loss — because small losses are better than bigger ones. I took an African spear right through the ribs. But don’t worry, I’ll live and even prosper after this and never again will my eyes gaze upon the continent of Africa — a denizen of ill repute whose citizen have yet to invent the fucking wheel.

From now on, Le Fly will quarantine his high stakes gambits where they belong — in Asia — land of the dog eater.

Am I mad at Asians for eating dogs? Of course not. But I think there is something missing in a person who can pet such a selfless loving creature during one minute and then eat its flesh with BBQ sauce the next. It’s just something to log into the back of one’s brain when dealing with persons from the orient.

I’m in this African shit stock JMIA — because I cannot think of a worse stock to own. We’ve gotten to the point where the very worst stocks are the ones that do the best. I recall a short time ago when the fagLORDS from CNBC anointed JMIA as the “Amazon of Africa.” After a few months and 90% downside PIN ACTION, you don’t hear a peep from them.

The problem with CNBC is they’re whores. They don’t trade stocks and they’re weak, very weak and flaccid people. Vacuous too. As a matter of fact, they are the very worst people on the planet. Why do we watch them? Because Fox Business sucks.

I used to watch CNBC religiously and could not understand why other people didn’t watch it. We’d go to lunch and order the waitress or bartender to “put that CNBC on now — you hear me?” No one was better than us, believe me. Nowadays I can’t stand it — literally the worst.

By the way, JMIA can go either way. I don’t have conviction about it, other than the fact that it’s a joke of a company. Because of that, I am long betting for a squeeze higher.

This is what I booked today, so far.

FTSV +9.2% (overnighter)
MTCH +2.5%
NOAH +3.4%
SAIL +2.2%

The January effect is in place, super bullish, which bodes well for stocks. My tech index is +4.7%, Bubble Basket +5%, and numerous industries in health care are up more than 7%. I don’t have a bearish thing to say. Rates in in check, commodities are strong, as well as earnings. What is the bear case? Stocks have gone up too much?

Not really a strong argument.

One thing I can say is the froth is a little excessive. Just yesterday I booked two 30%+ winners in holds of only a few days. That’s not normal, obviously. It’s clear to me that stocks have been exhibiting some “irrational exuberance” — but then again — where else will the money go? People want yield. The wealth effect is real.

Look at how America operates. In other countries like Germany, doctors barely make $60k per annum. Here in Unites Steaks, they make $60k per mo, for starters. Surgeons make millions. How is that so? America permits these vandals to charge whatever they want, knowing both medicade and medicare will foot the bill for most of it. Essentially, America is borrowing money to pay the exorbitant fees of healthcare professionals, in order to boost the economy. That is just one facet of how government in this country works differently from others. The net result is $2k per mo health insurance and doctors living in 6,000 sq ft homes near the beach.

Fair?

More like anointed.

I’ve got a few irons in the fire this morning, stocks shooting up in the pre-market. I also have numerous plans for the day. I’m also going to see 1917 today, God willing. I hate jingoistic movies that serve as propaganda, but I heard this one was great. It should be a great day for stocks, so enjoy it while you can. For very soon, the fires will come and they will burn bright and hot.

Here’s how my day went. How about yours?

TLRY +28.6%
MNK +34%
AAOI +16.8%
KRTX +8.9%
(LABD -8%)
(SOHU -9.5%)

See pal, I don’t fret to show you my losses. They are the cuts and the bruises that go along with being a trader, a masterful ace trader at that. There are times when nothing works and the sky is raining cock-chopping swords. And then there are days like today when your cock grows long and fucks everything up.

The times are good and they’re gonna stay that way. If you having trouble trading, go fuck yourself. This isn’t a charity site and I certainly don’t have time to burn teaching a brick to sing and dance.

Off to shop.