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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.

Mika Will Not Invite Kellyanne Conway to Morning Joe Anymore, Because She Doesn’t Like Fake News

Here we go. They got Flynn and now they’re out for Conway, Miller and then Bannon.

The daughter of the founder of all globalist neocon shills, Mike Brzezinski, said this morning that she’d no longer have Conway on her show because she doesn’t like fake news. Then her cucked partner, Joe Scarborough, chimed in, essentially calling Conway persona non grata — painting her as an ego driven media whore who isn’t in any of the White House meetings and has no idea what’s going on.

Really? What sources inside the White House can confirm this? Joe furthered saying that ‘any reporter’ can ask people inside the White House about Conway’s access to the briefings and they’ll confirm that she’s, basically, cast aside in the dark — left to doing teevee shows, perpetuating fake news stories.

The lazy thinking demonstrated here is astounding. Clearly, this is a smear campaign by the shills at MSNBC, in an effort to deride Conway. I find it next to impossible to believe that a spokeswoman for the White House would be treated in this manner, especially 3 weeks into the administration. The only fake news taking place here, ironically, are from the shills at MSNBC.

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Farage Skewers EU: ‘Only 20% of Europeans Want Immigration from Muslim Countries’

I bet they’re secretly happy the UK voted for BREXIT, just so that they could get rid of Nigel — always redpilling them about the horrible failed project called the EU.

Here’s Nigel telling them the EU is a failure, citing a poll that said just 20% of Europeans wants immigration from Muslim countries — making them even harder line that Trump. Lastly, he warned them of hard times to come in 2017 — as Europeans take to the polls and reject their centrally planned government.

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Trump Breaks His Twitter Silence, Says Real Scandal is Intelligence Spying and Leaks to the Media on His Administration

After yesterday’s unusual quietness, following the resignation of General Flynn, Trump went apeshit on Twitter this morning — calling out FAKE NEWS, the failed Hillary campaign, Obama’s weakness on Russia and other fun things.

The fact that our intelligence agencies were spying on Trump is reason enough to be pissed off. But then they went ahead and leaked it to left wing media outlets in an attempt to take down Flynn? How is that not treason? If Flynn did something wrong, arrest and charge him. Or, release the audio of him saying something wrong. The ambiguitiy of these charges is ridiculous and clearly political.

Seriously, you want me to talk about PE ratios when this shit it going on?

Interestingly, Trump also heralded a piece by Eli Lake from Bloomberg View, who then requested the POTUS follow him so that they might DM one another. What the fuck?

Here’s an excerpt of Mr. Lake’s article.

There is another component to this story as well — as Trump himself just tweeted. It’s very rare that reporters are ever told about government-monitored communications of U.S. citizens, let alone senior U.S. officials. The last story like this to hit Washington was in 2009 when Jeff Stein, then of CQ, reported on intercepted phone calls between a senior Aipac lobbyist and Jane Harman, who at the time was a Democratic member of Congress.

Normally intercepts of U.S. officials and citizens are some of the most tightly held government secrets. This is for good reason. Selectively disclosing details of private conversations monitored by the FBI or NSA gives the permanent state the power to destroy reputations from the cloak of anonymity. This is what police states do.

In the past it was considered scandalous for senior U.S. officials to even request the identities of U.S. officials incidentally monitored by the government (normally they are redacted from intelligence reports). John Bolton’s nomination to be U.S. ambassador to the United Nations was derailed in 2006 after the NSA confirmed he had made 10 such requests when he was Undersecretary of State for Arms Control in George W. Bush’s first term. The fact that the intercepts of Flynn’s conversations with Kislyak appear to have been widely distributed inside the government is a red flag.

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Top Neocon, Bill Kristol, Exposes His True Undemocratic Feelings During High Moment on Twitter

Bill Kristol’s father was one of the founders of the neocon movement. Essentially, they were former communists who were loyal to Trotsky who toiled to overthrow Stalin, in an effort to spread communism. After the USSR collapsed, they coopted the GOP and used ‘democracy’ as their call for global revolution, which was essentially code for empire through war.

Naturally, they’ve been part of the government for a long time, via Kissinger and Brzezinski, but they only truly came out in the open under the idiot Bush.

Here’s an excellent piece discussing them.

And now here he is laid bare. Do we need any further proof that these people are a threat to democracy?

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Analyzing CNN’s Latest Fake News: Trump’s People Were Talking to Russians During Campaign

CNN is out with a new report by multiple unnamed sources that claim Trump’s advisors were in contact with the MUH Russians during the campaign. Their chief target was former chief of staff, Paul Manafort. But he vehemently denied said claims.

But CNN carried on with this refuse anyway — because that’s what they do.

Let’s analyze.

(CNN)High-level advisers close to then-presidential nominee Donald Trump were in constant communication during the campaign with Russians known to US intelligence, multiple current and former intelligence, law enforcement and administration officials tell CNN.

The obvious questions here are who were these ‘high level advisors’ and what Russians were they in contact with? Since when is it a crime to forge contacts and relationships with foreign governments or people that you intend to interact with as leader? Why is Russia our enemy again? Oh, I almost forgot, they got in the way of us toppling Assad, using ISIS.

Also, who are these unnamed ‘multiple’ sources?

President-elect Trump and then-President Barack Obama were both briefed on details of the extensive communications between suspected Russian operatives and people associated with the Trump campaign and the Trump business, according to US officials familiar with the matter.
Both the frequency of the communications during early summer and the proximity to Trump of those involved “raised a red flag” with US intelligence and law enforcement, according to these officials. The communications were intercepted during routine intelligence collection targeting Russian officials and other Russian nationals known to US intelligence.
Among several senior Trump advisers regularly communicating with Russian nationals were then-campaign chairman Paul Manafort and then-adviser Michael Flynn.

So the CIA was spying on Trump and found Manafort (who was replaced after the primaries) and Flynn were chatty with the Russians. What were they discussing?  Why keep it ambiguous? Release the recordings.

Officials emphasized that communications between campaign staff and representatives of foreign governments are not unusual. However, these communications stood out to investigators due to the frequency and the level of the Trump advisers involved. Investigators have not reached a judgment on the intent of those conversations.

Now you know why Hillary was ginning up those Russian conspiracy theories. During the elections, our intelligence services were leaking this info to her. If Trump’s advisors were acting improperly, explain what they did. I haven’t read a single incriminating fact yet.

Adding to US investigators’ concerns were intercepted communications between Russian officials before and after the election discussing their belief that they had special access to Trump, two law enforcement officials tell CNN. These officials cautioned the Russians could have been exaggerating their access.

Did you see what they did there? They made a wild accusation about Russian officials shitposting to one another, hoping to have better relations with Trump after dealing with the devil in Obama, who was working on  starting a war with them, only to hedge it with a ‘nah, they were likely just talking shit’ qualifier.

“That is 100% not true, at least as far as me,” he said. “I cannot believe that they are including me in anything like that. I have not been involved in any of these activities.”

Manafort said he did not know where US officials got the idea that he was in contact with suspected Russian operatives during the campaign but said he never spoke with any Russian officials during that time.

Does this mean anything or should CNN just continue with their big Russian scare play?

 

“I don’t remember talking to any Russian officials, ever. Certainly during the time we’re talking about,” he said, calling the allegations “boggling.”

“I have knowingly never talked to any intelligence official or anyone in Russia regarding anything of what’s under investigation,” he said. “I have never had any connection to (Russian President Vladimir) Putin or the Russian government before, during or after the campaign.”

Manafort said the FBI has not contacted him about the allegations and said he was not aware of any other Trump campaign officials or people close to Trump being in touch with Russians known to US intelligence.

So this dastardly double agent named Manafort was talking to Russians,  in spite of energetically denying it, and yet the FBI didn’t bother to ever contact him. Makes sense.

CNN fake news.

The extensive contacts drew concerns of US intelligence and law enforcement officials in part because it came at a time of Russian cyberactivities targeting mostly Democratic Party political organizations.

Post-election intelligence briefings on Russian meddling in the US elections included details of those communications, which included people involved in Trump’s businesses.

The only post election intelligence reports that I remember were they laughable ones that were mocked by everyone as being unprofessional gags by Obama’s shills. None of the Russian claims were proven. Period.

The communications were gathered as part of routine US intelligence collection and not because people close to Trump were being targeted.

‘Routine.’

The FBI and US intelligence agencies continue to try to determine what the motive for the communications were.
One concern was whether Trump associates were coordinating with Russian intelligence operatives over the release of damaging information about the Hillary Clinton campaign.

Proof? Didn’t think so.

If that were the case, then that would escalate things,” one official briefed on the investigation said.

Who the fuck was said official? This entire report is shit.

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Flynn, Markets, Government Shills, the Attack Dog Media, and Homeland

Having time to digest all of the news flow emanating out from the orifices of DC, I am fairly convinced the show Homeland is art imitating real life. The new President, who happens to be a woman, actually represents Trump’s ideologies. I suppose the writers wanted to make sure they accurately portrayed the US elections, without having the benefit of knowing who’d win, by casting a female who represented Trump.

In the show, the CIA is spying on her, eavesdropping to find out how she intends to fuck them up. In regards to General Flynn, I imagine something similar occurred, protected under the excuse that they acquired Flynn’s conversations because they had already been monitoring Russia — due to MUH hacking.

Flynn must’ve said something stupid. They came to Trump and menaced him with the evidence, which was partly leaked to the press. He agreed to fire Flynn and also get tougher on Russia — which is why Spicer talked extreme shit about them today.

See where this is going?

Obama was a hard core leftist.

Bush was a quintessential neocon.

Clinton was a leftist, although much more pragmatic than Obama — but a leftist nonetheless.

Bush Sr. was a fucking bastard neocon.

You see where this is going.

The government is embedded with people who despise everything Trump represents. It doesn’t matter to them that he won the election and the people want change. They’re not interested in democracy, only power and influence. All of you leftards out there clamoring for Bannon and Conway to go next have a lot of company. I am sure the shills in the government are thinking up ways to get rid of them — in order to Rosemary Baby Trump and make him bend to their caprices — just like they did with Obama. If you recall, he was all about hope and change until they got their meat hooks into him.

This is the deep state — the shadow government. The people who you didn’t elect who wields power and influence over the government, funded by people who believe in the cause — global dominance through military and economic expansion. The cost? A few lives of unimportant young men from the midwest.

The bounty: an empire.

They muddle their very obvious foreign policies using the cerements of cultural and social issues (race, gender, open borders, etc) — creating strawmen and demonizing people to the point that they’ve normalized violence for a large portion of the country who views ‘right wingers’ in the same light, literally, as Hitler. We haven’t had so many god damned Nazis in the world since 1941 — and they’re all here in Trump’s corner, apparently.

We are living through absurd times, a political climate that appears to be hysterical and ironically unserious on the exterior — but very, very serious indeed on the inside. These people mean business and they won’t be governed easily by Trump.

They’ve got the attack dog media in their corner — doing their bidding, whenever they call on them. The surveillance taking place is likely designed to ensnare Trump, which will then be leaked to the media, etc. We’ll keep repeating this loop over and over again until they get rid of them.

OR

He gets serious and truly makes an effort to drain the swamp. He’d have to run a very tight ship with serious people, like Bannon, and make zero mistakes.

It should come as no surprise to anyone that markets are rejoicing in this turmoil, due to what it represents. While everyone is running around like their heads are on fire, complaining about Nazis and Russian hackers, Trump isn’t doing much of anything, other than make headlines.

Where are the tax cuts?

Where is the immigration control?

Where is the wall?

Where is the infrastructure bill?

All of this requires the help of congress. Again, they’re all part of the uniparty and do not wish to upset the apple cart that the elite have enjoyed the past 30 years. These are the worst people imaginable, narcissistic pigs whose only concern is to advance their agendas and get rich.

But don’t feel too bad. This cancerous form of government isn’t unique to the United States. The only chief difference between us and Assad’s Syria is that we do it with a smile, a nice suit, and have a sophsticated media dressing up our horrific actions as acts of kindness and peace.

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Here We Go Again: David Tepper Takes New Position in $JCP

It appears the hedge fund world is interested in $JCP again — something of a rarity since Bill Ackman, with the help of Ron Johnson nearly destroyed the fucking store a few years ago. I find this position to be interesting, as it bets on a retarded retailer which might get flummoxed should $SHLD go bust.

Here are some of his other moves. It looks like David is betting big on pharma, which is a reasonable thing to do in light of its wretched pullback over the past year or so.

New positions in: RF (~7.34 mln shares), JCP (~5.08 mln), TEVA (~5.05 mln), PFE (~4.81 mln), MYL (~3.28 mln), MU (~3.25 mln), SUM (~1.69 mln), AAL (~1.29 mln), CMA (~1.15 mln)

Increased positions in: AGN (to ~4.26 mln shares from ~1.22 mln shares), PNC (to ~1.95 mln from ~0.61 mln), FB (to ~2.18 mln from ~1.48 mln), LUV (to ~1.19 mln from ~0.58 mln), QCOM (to ~1.4 mln from ~0.9 mln) KMI (to ~4.06 mln from ~3.65 mln),

Maintained positions in: ETP (~11.96 mln shares), WPZ (~9.49 mln shares), OC (~2.72 mln shares), GOOG (~0.48 mln shares)

Closed positions in: SYF (from ~4.16 mln shares), BAC (from ~4.14 mln), HDS (from ~2.82 mln), USFD (from ~0.62 mln), VMW (from ~0.38 mln), DVMT (from ~0.33 mln), C (from ~0.1 mln), HAIN (from ~1.02 mln), DAL (from ~0.24 mln)

Decreased positions in: GT (to ~0.24 mln shares from ~0.86 mln shares), WHR (to ~0.57 mln from ~1.16 mln), ALL (to ~2.59 mln from ~3.12 mln), YHOO (to ~1.35 mln from ~1.8 mln), AAPL (to ~0.45 mln from ~0.8 mln)

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David Ganek, Formerly of Level Global, Continues to Good Fight Against the Government

This was a fascinating interview that I heard this morning while driving and I wanted to share it with you. It involves David Ganek, former CEO of Level Global — a once very large hedge fund who was shut down after its reputation was impugned by an FBI raid.

Here’s the background behind the story, circa 2011.

Essentially, Ganek shut his firm down after the FBI raid caused redemptions. I’ve grabbed part of the interview, which discussed the government’s methods to paint their targets as guilty before cases go to court — which includes using the press to sway public opinion.

In other words, when the press is filming a live FBI raid on a business, they know it will have a profound effect on how that business is viewed in the public eye. It’s fucked up and Ganek is a hero for doing something about it.

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BMO Upgrade of $CCJ Ignites Rally in Uranium Sector

Most of you know and understand that uranium was my core thesis play for 2017 — having placed my ENTIRE portfolio into it at the end of 2016. While some of you focus on the negatives, pointing out that I sold my gold positions at the end of 2016 to lock in gains, you conveniently ignore the fact that my gains in $UEC are bordering +90%.

My other uranium holding is $URG, long from a basis of .60. That means I’m up 50% on that too — for you home gamers out there.

The sector is getting mainstream attention now, after moving sharply higher in 2017 — leading all sectors with a +62% gain on a median basis.

This morning, BMO issued a report — upgrading shares of $CCJ — placing an $18 target on it. Clearly, they’re seeing what we saw late last year now — which could be a good thing, as it draws retail into the sector — quickening the move higher.


I expect higher prices — but we might pullback soon. Buy all dips.

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TRUMP TOWS THE NEOCON LINE; WANTS CRIMEA TO BE RETURNED TO RUSSIA

Maybe they introduced Trump to our interdimensional partners who told him to tow the line, else get fucking vaporized before the state of the union address. On the same day when General Flynn resigned from his role as national security advisor, Sean Spicer is out talking shit about Russia, saying that Trump expects Crimea to be returned in order to normalize relations — a condition for removing the idiot sanctions erroneously placed on Russia by Obama.

BEHOLD the fuckery.

“Crimea is a part of Ukraine. Our Crimea-related sanctions will remain in place until Russia returns control of the peninsula to Ukraine,” Haley said at the UN Security Council meeting on February 2.

There you have it folks. Trump appears to have pivoted away from rational policy towards the world war 3 narrative.

Ciao.

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