Long the Fat Man

1,951 views

Next to the burrito eating sloths in Mexico, America is the fattest nation in the world. We, as a people, are not fat because we are lazy. Instead, we are fat because we are slobs.

Venture off into any eatery and see what the reader class is eating: cheese and grease atop olived oil and deep fried cookies. It’s of no surprise to me, or anyone with half-wits about them, to understand why the cardiology departments, nationwide, are thriving.

Triple bypass surgery is the new atkins diet.

Where am I going with this?

I’m buying ZFGN, small little biotech company focused on obesity drugs. This is pure medicine lotto, so know that before entering the trade.

In addition to that, I added to both HDP and CYBR.

Honey Badger Flow: MOAR Buys

1,087 views

I added to both HDP and ALKS, because when looking at my portfolios from the corner of my eye, I saw a little cash lying around. I corrected that in short order.

I Made Myself Another Acquisition

1,729 views

A good friend told me this company was “the way of the future, the way of the future,’ so I bought some.

Long HDP.

I AM LONG HACKERS

1,665 views

I just added CYBR to my league of stocks that I am long. This stock is a fine accent to my FEYE position. While some of you might think Fly is long software security through these two names, you’re wrong.

What I am actually long is heinous data theft crimes to run rampant, like bullets over Chicago, over the next 12 months. We are just entering this era of globalized data sharing capabilities. I believe hackers will find a way to ruin it, or die trying.

This is a testament to man, a vile and corrupt creature, better suited for the front lines in a shooting gallery than to be in a chair, idle, amongst friends.

I’M A DOCTOR, GOD DAMN IT

3,227 views

I’m out of the raw pizza business, sold–the fuck–out of FRSH for an idiotic loss. Moving on, I’m bulking up on cancer related biotech stocks, ahead of ASCO, ahead of them trading– the fuck– higher.

I mugged so many people today. “The Fly” roamed Wall Street and aggressively snatched chains and pistol whipped so many pikers: my hands are tired.

Listen to me: today’s gains were brought to you by my balls atop the kitchen counter, whilst speed chopping carrots, fully long and betting on perpetual melt-up.

Chalk up another W in my corner, up 0.9% for the day. By the grace of Zeus, I’ll be hitting +26% by tomorrow.

Top picks: AGIO, JUNO, ADRO, N and FEYE

GO BIG or go home

2,042 views

I added to my FEYE position and started a new one in ADRO.

I also liquidated more than half of my WFM position.

REVENGE TRADING

1,384 views

I added to both YELP and FEYE positions. After all, what could possibly go wrong?

I NEED MORE DRUGS

2,094 views

I kicked out of FINL (+5%) and ANAC (+13%) and bought FEYE (revenge trading bitch) and JUNO.

Getting My Pizza Game Right

1,591 views

I don’t give a shit if I lose all of my money in this raw pizza nonsense; I am buying more. I added to FRSH down here.

To make matters infinitely more interesting, I also added to WFM (cue maddening laughter).

I do not know why I partake in such things. Maybe it has something to do with the fact that I give ZERO fucks?

Get Ahead of the Curve

1,402 views

You better pay attention to these fucking yield curves–because they’re steepening. TLT is getting the business and banks are going to mint coin on this move.

Very simply: there is an inverse relationship between the yield curve and equity performance in bank stocks. Now that yields are rising, and fast, expect your local money manager to awake from his slobbish slumber and get long super regionals.

TLT

I have two favorites: SBNY and BOFI, both high growth/quality super regionals.

I added to SBNY on this move here today.

Long the Fat Man

1,951 views

Next to the burrito eating sloths in Mexico, America is the fattest nation in the world. We, as a people, are not fat because we are lazy. Instead, we are fat because we are slobs.

Venture off into any eatery and see what the reader class is eating: cheese and grease atop olived oil and deep fried cookies. It’s of no surprise to me, or anyone with half-wits about them, to understand why the cardiology departments, nationwide, are thriving.

Triple bypass surgery is the new atkins diet.

Where am I going with this?

I’m buying ZFGN, small little biotech company focused on obesity drugs. This is pure medicine lotto, so know that before entering the trade.

In addition to that, I added to both HDP and CYBR.

Honey Badger Flow: MOAR Buys

1,087 views

I added to both HDP and ALKS, because when looking at my portfolios from the corner of my eye, I saw a little cash lying around. I corrected that in short order.

I AM LONG HACKERS

1,665 views

I just added CYBR to my league of stocks that I am long. This stock is a fine accent to my FEYE position. While some of you might think Fly is long software security through these two names, you’re wrong.

What I am actually long is heinous data theft crimes to run rampant, like bullets over Chicago, over the next 12 months. We are just entering this era of globalized data sharing capabilities. I believe hackers will find a way to ruin it, or die trying.

This is a testament to man, a vile and corrupt creature, better suited for the front lines in a shooting gallery than to be in a chair, idle, amongst friends.

I’M A DOCTOR, GOD DAMN IT

3,227 views

I’m out of the raw pizza business, sold–the fuck–out of FRSH for an idiotic loss. Moving on, I’m bulking up on cancer related biotech stocks, ahead of ASCO, ahead of them trading– the fuck– higher.

I mugged so many people today. “The Fly” roamed Wall Street and aggressively snatched chains and pistol whipped so many pikers: my hands are tired.

Listen to me: today’s gains were brought to you by my balls atop the kitchen counter, whilst speed chopping carrots, fully long and betting on perpetual melt-up.

Chalk up another W in my corner, up 0.9% for the day. By the grace of Zeus, I’ll be hitting +26% by tomorrow.

Top picks: AGIO, JUNO, ADRO, N and FEYE

GO BIG or go home

2,042 views

I added to my FEYE position and started a new one in ADRO.

I also liquidated more than half of my WFM position.

REVENGE TRADING

1,384 views

I added to both YELP and FEYE positions. After all, what could possibly go wrong?

I NEED MORE DRUGS

2,094 views

I kicked out of FINL (+5%) and ANAC (+13%) and bought FEYE (revenge trading bitch) and JUNO.

Getting My Pizza Game Right

1,591 views

I don’t give a shit if I lose all of my money in this raw pizza nonsense; I am buying more. I added to FRSH down here.

To make matters infinitely more interesting, I also added to WFM (cue maddening laughter).

I do not know why I partake in such things. Maybe it has something to do with the fact that I give ZERO fucks?

Get Ahead of the Curve

1,402 views

You better pay attention to these fucking yield curves–because they’re steepening. TLT is getting the business and banks are going to mint coin on this move.

Very simply: there is an inverse relationship between the yield curve and equity performance in bank stocks. Now that yields are rising, and fast, expect your local money manager to awake from his slobbish slumber and get long super regionals.

TLT

I have two favorites: SBNY and BOFI, both high growth/quality super regionals.

I added to SBNY on this move here today.

Previous Posts by Dr. Fly