The Returns Have Been OUTRAGEOUS

If you’re not up at least 3% of the year, you should stop trading for yourselves immediately and instead find someone more capable.

Here are the 1 week returns for stocks over 250m in cap, sorted by gains. How did I know to buy MNK? Easy. It was heavily shorted, in a sector (biotech) that was hot — and most importantly — their peer ENDP was already running. See you’ve got to have some knowledge about what you’re buying — otherwise you’re just a trading monkey tossing darts at charts.

Don’t do that.

I bought 8 stocks today, all broadcasted in Exodus live and in color. Some are up and some are down. The overall body of work is impeccable, second to none. Presently, I am 95% long without a care in the world, a gentleman’s existence both charmed and ornate. While you might try to duplicate the winship of Le Fly — you cannot. You may not.

Also, my Quant is up nearly 1% today. The wins keep piling up.

It couldn’t have been any other way. I was out of pocket, trading and blogging from my phone — without any support or ability to research. Pure instinct.

The results:

TLRY +28.6%
MNK +34%
AAOI +16.8%
KRTX +8.9%

Perhaps I need to work like that more often.

What a fucking grande waste of time. Then again, I suppose the dems want it on record that Trump was voted to be impeached by the house, for the sake of posterity and all. But it’s all semantics and Trump is still tweeting and participating in trade wars and other wars that involve assassinations and so on. It’s meaningless to worry about politics. I haven’t concluded the type of person that gets wound up by it, in terms of IQ yet. I’ve begun to see almost everything in terms of IQ now. Once you know it and see it, you cannot unsee it.

“Oh look at that guy doing dumb shit.”

“Bad upbringing, got dropped on head?”

“Nope, just an IQ of 85.”

The dangerous ones are blessed with high IQs and have bad intentions. You’ll find many of those people in Congress. But what about the regular Joes who enjoy politics? I’m not talking about the everyday Fox News/MSNBC skells. I am talking about successful people in business talking about politics all day long, as if they had any say in the matter. Are they idiot savants — morons who do just a few things well enough to get rich? Or, is it naiveté?

One thing is for certain, markets are going up today. I have some things to sell this morning, so I’ll be busy booking profits and possibly taking on some new longs.

I just picked up my dog from the sitter. Jesus Christ she smells horrible. Some people are just slobs.

Took a long ass trip from North Bronx to Princeton and then back home to NC. Every facet of my transport was viciously annoying, from humming Uber drivers, to fucked faced train operators giving me really bad advice, to local NYC subway rides bedraggled with homeless performers menacing the car for coin. It was without question a harrowing adventure, one with extremely somber real life overtones. The situation is ongoing and I will have to repeat this in about 10 days, during my next trip up north.

In the meantime, I have been trading. Actually, I’ve made two of my best trades of the year and will reveal them tomorrow. Sorry I do not give free picks here anymore. You have to admit, anything free is cheapened and comes across as tawdry. My advice is premium quality. Ergo, it shall remain under the auspices of a strict paywall.

If you want to eat fish, you need to pay to get on the fishing yacht. Performing clowns aren’t allowed to panhandle in my house.

One last thing — please stop trying to predict the top. It’s tiring.

Anyone remember the HLF squeeze? It was a time and a place when Carl Icahn took schoolboy Bill Ackman back to kindergarten to teach him a lesson in manners, punch him around the old schoolyard and take his lunch from him. In this particular tape, stocks like TSLA and BYND are most hated, especially by F-150 meat eating reprobates who enjoy making fun of vegans all day —- all the way to the poorhouse that is.

Another sector worth exploring is cannabis. All of the austere temperance types spit on them, which is why I am long TLRY. Yesterday, while traveling to the hospital to visit a dear loved one, I nailed a trade in KRTX. I’m still long as a matter of fact and tell you this because I am a most generous man.

We have overstayed our welcome. This is a tape designed for squeezing shorts. Find the most hated stocks and take directional long positions and then watch shorts get peeled back and clubbed out with horror.

On the run this morning and I’m not really in the game now, since I’m not at the turret and still loaded with cash. I got rid of my semi shorts yesterday and gold long. I see one strong identifiable trend and that is short squeeze.

Buy stocks with a high percentage of the float sold short with strong technicals and watch it rise.

Three come to mind now: TSLA, BYND, and TLRY.

There are more, obviously. The market is climbing in spite of it making sense. No sell offs. Anyone who shorted recently is in pain. You can use that to profit by applying pressure.

Try a few.

Got to run.

I have a few minutes to kill on the train from Princeton to NYC.

My positions are net up, thanks to my stocks and of course my shorts against biotech. But I’m being flayed alive in my gold long and semis short. It seems semis will never trade down again. Remember when the sector used to be volatile, subject to cycles? There were times when margins got squeezed by manufacturers. Not anymore. The semis call the shots now. Final bosses. For the life of me, I don’t know where the compatible nature of the sector went. Did they all get together and decide to fix pricing, like a CABAL?

Clearly something is different now.

That being said, tech is super strong today. Biotech deserves to be strung out and beaten because the run up was always suspect.

I’m heavily cash, all long in my quant. Hard to not be bullish.

I’ll hold my semis short for a few hours more and then dump it if the market keeps going up.

I have a few minutes to kill on the train from Princeton to NYC.

My positions are net up, thanks to my stocks and of course my shorts against biotech. But I’m being flayed alive in my gold long and semis short. It seems semis will never trade down again. Remember when the sector used to be volatile, subject to cycles? There were times when margins got squeezed by manufacturers. Not anymore. The semis call the shots now. Final bosses. For the life of me, I don’t know where the compatible nature of the sector went. Did they all get together and decide to fix pricing, like a CABAL?

Clearly something is different now.

That being said, tech is super strong today. Biotech deserves to be strung out and beaten because the run up was always suspect.

I’m heavily cash, all long in my quant. Hard to not be bullish.

I’ll hold my semis short for a few hours more and then dump it if the market keeps going up.

The blog is an antiquated form of content distribution. I get far more feedback on my 10 worded tweets than a 1,000 word essay here. I get more replies inside of my chatroom, The Pelican Room, in one hour than I do in a month here. In the olden days, the golden blog era of the early 2010s — the blog was abuzz. People clamoring for more, threatening to suck their own dicks based upon market moves. Comments were 100-200 people deep. The only time I was able to conjure up that sort of reaction from the silent Bobs reading the site was in 2016, when I errantly delved into politics. You only commented because you were all ginned up with MSNBC and Fox News talking points.

Alas, life is too brief to have a platform that divides people. I am merely a trader/entertainer/aspiring software developer/writer of prose. I do not ever intend to divide the audience along political lines again, only, perhaps, by their IQs and maybe even getting rid of fat people.

For the next few days I will be attending to a family emergency. I won’t burden you with the details because it’ll only serve to somber your mood. I will not be taking my laptop, so if I write anything it’ll be from my phone. I will most likely be checking into Exodus for trades. Since I am 45% cash, I have very little to be concerned about.

My parting advice.

Reduce your carb intake.
Rediscover your manhood and go lift weights.
Stop drinking.
Learn how to cook and cook well.
Read and write, be curious.
Love the people around you. They won’t be here forever.

The blog is an antiquated form of content distribution. I get far more feedback on my 10 worded tweets than a 1,000 word essay here. I get more replies inside of my chatroom, The Pelican Room, in one hour than I do in a month here. In the olden days, the golden blog era of the early 2010s — the blog was abuzz. People clamoring for more, threatening to suck their own dicks based upon market moves. Comments were 100-200 people deep. The only time I was able to conjure up that sort of reaction from the silent Bobs reading the site was in 2016, when I errantly delved into politics. You only commented because you were all ginned up with MSNBC and Fox News talking points.

Alas, life is too brief to have a platform that divides people. I am merely a trader/entertainer/aspiring software developer/writer of prose. I do not ever intend to divide the audience along political lines again, only, perhaps, by their IQs and maybe even getting rid of fat people.

For the next few days I will be attending to a family emergency. I won’t burden you with the details because it’ll only serve to somber your mood. I will not be taking my laptop, so if I write anything it’ll be from my phone. I will most likely be checking into Exodus for trades. Since I am 45% cash, I have very little to be concerned about.

My parting advice.

Reduce your carb intake.
Rediscover your manhood and go lift weights.
Stop drinking.
Learn how to cook and cook well.
Read and write, be curious.
Love the people around you. They won’t be here forever.