Need I Remind You: I HATE Repeats

2,388 views

I already saw this show. It was on last year. It was starring me, with Big Ass Gains (BAGs) that quickly turned into Big Ass Losses (BALs).

Fuck this shit, 1,000 ways till Friday. I am raising cash. After I raise the cash, I am going on siesta, away from this shit. I’ll be drinking NASDAQUERIES somewhere else, certainly not here, however. I’ve put in a lot of good work, grinding out gains this year. I’ll be damned if I let it all go to waste, like some sort of bedraggled microbe.

I should’ve kept XLU, but I didn’t. I also should’ve taken profits on some of these stocks, right out the gate. But I didn’t. No use crying over spilt milk, and then bleeding out into it.

I sold QLYS and SAGE. I will keep the rest, for now. But everything is on the chopping block.

Who Knew This Would Happen?

2,059 views

Fucking time machine, motherfuckers.

OS

I don’t know how many times I need to demonstrate this for you. The second the market sells off, I am plagued by monsters saying “how is your Exodus now?” or “I bet that Fly is working on his algos, LMAO.”

Fuck you, motherfucker.

As you see, we are running a very efficient ship here. We time this shit to the fucking day, no pauses or time to relax. I got my balls on the line in AAPL, which is representative of the NASDAQ. I have QLYS coming out from my ears, SAGE, ONCE and now a new contestant steps in the fray–my latest buy.

I bought back CYBR, more than 6 points below where I sold it last. Clearly, the software security space is where I want my money after a sell off. While it’s true, I sold both QLYS and CYBR higher, I couldn’t just watch them reflate here without partaking.

Also, might I add, my bank stock, SBNY, is ripping tits to the upside.

45 NASDAQS in your face; Exodus wins again.

NOTE: I sold out of CENX.

You Will Be Granted One Gift

1,658 views

With markets selling off and Exodus free trials about to take place, there is a distinct possibility that you will get to be entreated to a world famous oversold signal. Mind you, it isn’t for the faint of heart and many of you will be completely wiped out, from now until then. Why, you might even take to the Twitter to rant about your online brokerage failing to fire you and subsequently save you from heinous, self-inflicted, capital losses.

I’ve always tried to save the lot of you, morons surfing across the interwebs in search of fortune. The funny part about the whole equation, you surfing and all, reading away, is your inability to see fortune right in front of your fucking faces. I’ve built a world class market intelligence software, against the advice of friends and business associates, priced it to be attainable for the afternoon snacker, beer guzzler, catamite donkey puncher: you, the reader class.

That being said, I sold out from my RDWR position. The software security trade is over and this one didn’t move, so I am ghost.

I’m down 0.8% today, mostly thanks to CENX getting its balls bounced around. SAGE is outperforming, which is my 2nd largest position. I am still long large amounts of XLU. Should this market continue to weaken, watch for that to make an upside move.

IT’S NOT HAPPENING FOR ME TODAY

2,182 views

Fuck this shit. I’ve been sitting here, disgusted by the choices in front of me, indecisive about everything but one single thing: FUCK GOLD AGAIN. I sold out of GDX, never to return again.

All of this time I’ve wasted trying to become a gold man and for what!? I have nothing to show for it. My kids will think I am a loser, with zero gold bricks in my satchel and zero gold coins in my bank. This whole mining business is a racket, a fucking racket. Now I must figure out what to do with the proceeds. EASIER SAID THAN DONE, FUCKED FACE.

There is nothing that I feel like buying. I bought some SAGE, earlier in the day. And what has that done for me? ABSOLUTELY NOTHING. Nothing at all. As a matter of fact, I believe I am down on the stock, a few pennies or something like that.

I combed through every single sector, desperate in search for treasure and I disliked everything. I felt like spitting on my screen; but I opted against it because it’s disgusting. However, if the CEO of any gold company was here in front of me now, I’d spit on his face, then rip his collar bone out from his skin bag.

SBNY looks good. Lots of banks “look good.” I was also tempted to buy SLCA. But you know what I should do?

NOTHING. Nothing at all.

I have nothing for you; therefore I am nothing. As such, I am leaving now and might never return.

DEVELOPING…

Less China, MOAR DRUGS

1,717 views

I am underperforming today, so I made some changes. Empirically, I believe the entire nation of China to be a depraved and unique species of human being, born to lie and told to steal from young. As trading vehicles, they are great, as they eschew decorum and decency amongst man. HOWEVER, I will never hold a Chinese Burrito stock past a 10% loss, because it will soon find its way towards -99%, or WORSE! As such, I’ve sold out from BITA and hope the company burns to the ground, killing everyone with it.

In its stead, I’ve begun to buy drugs again, wholly off the wagon in search for a good time. To properly “party”, as you cocaine addled option whores like to call it, I’ve purchased shares of SAGE and ICPT.

Not Fooled By This Trickery

1,511 views

I sold out of the remainder of my HDP position, in order to clean up loose ends. I have a tremendous amount of cash now, so I added to my XLU position.

Reason being: it’s down 3.5% over the past two weeks and I think it can swing around to the tune of +7%, should the markets sell off. At present levels, XLU offers a unique risk/reward ratio, especially considering how low the beta is on it.

My maximum acceptable drawdown for this is -5%. Either way, I don’t expect it to move too much in either direction.

My only tradable high tech positions are QLYS, RDWR and BITA. They will offer me beta, where XLU comes up short.

I think this is a peasants market, deserving of a lashing or two about the gibbet.

Making Moves into the Bell

2,855 views

I kicked out of my entire CYBR position for a huge fucking win. I did it after one of my urinal shadows warned me to “never look a gift horse in the face twice.” I heeded this advice and with some of the proceeds, I started a new position in QLYS.

I’m Papa Giorgio motherfuckers, big into software and things of that nature.

I have it in me to do triple digits this year, now up 31% for the year in a flat-fucking-tape. I’m embarrassing the lot of you, quite frankly.

Some of you like to handicap your inabilities to find up stocks through leveraged ETFs. You do this, along with cutting losses at 2%, because you’re over-churning pikers who are without religion, uninitiated, hucksters about the internets. I do this shit for real, good and the bad–all on display for the world to see. Last year I shot myself out from carnivale cannons in a display of grotesque depravity, booking heinous losses. This year, I’ve nearly made them all back, on my way to new all-time highs, which in turn will enable me to buy new things and partake in new adventures–all the while your fat head bobbles about the dinner table over a plate of beans.

Selling on My Terms

2,389 views

Fuck this shit. Just yesterday I was thinking about really risking up my portfolio, going into leverage and overweighting one stock. This is exactly the sort of sordid behavior that gets a person at the receiving end of a jellied donut punch to the face. I’ll be damned if I were to mistime this splendid marketplace in 2015, the year of “The Fly.”

As such, I’ve taken precautions and moved to a 30-35% cash position. I’ve sold out many of my top trading positions, but left in place CYBR, SBNY, RDWR and BITA. With regard to BITA, it’s a very small position and I’ll buy more, after it declines by 10%. I’ve taken profits on a number of stocks, all but assuring that my 30% gain for the year won’t get jeopardized with the coming correction. I just didn’t like the way my positions were being handled, in the face of unchecked market gains. Therefore, I lightened up, in order to properly reassess the situation.

Exodus is spitting out a lot of interesting data now and I might just take a directional trade on one of the higher probability suggestions.

Bear in mind, I own about 30 stocks long term, names like PANW, GILD, BX, HAR, ICPT, AAPL and BID etc. So I am never going to be all cash or net short. I believe, with every fiber of my being, that we are in a tremendous bull market that will last a generation. I believe that we are in the nascency of a singularity between man and machine that will usher in an era of unrivaled growth and innovation. Nevertheless, there will be pitfalls along the way and I endeavor to miss them, as best I can.

TO HELL WITH THE HORSEMEN, I WANT DRUGS

1,707 views

My foray into horsemen and revenge trading, and things of that nature, have ended.  I no longer desire it. With the markets up 140, I felt like mixing it up a bit, delving back into my pharmaceutical addiction in search for a euphoric utopia.

I bought VNDA.

Need I Remind You: I HATE Repeats

2,388 views

I already saw this show. It was on last year. It was starring me, with Big Ass Gains (BAGs) that quickly turned into Big Ass Losses (BALs).

Fuck this shit, 1,000 ways till Friday. I am raising cash. After I raise the cash, I am going on siesta, away from this shit. I’ll be drinking NASDAQUERIES somewhere else, certainly not here, however. I’ve put in a lot of good work, grinding out gains this year. I’ll be damned if I let it all go to waste, like some sort of bedraggled microbe.

I should’ve kept XLU, but I didn’t. I also should’ve taken profits on some of these stocks, right out the gate. But I didn’t. No use crying over spilt milk, and then bleeding out into it.

I sold QLYS and SAGE. I will keep the rest, for now. But everything is on the chopping block.

Who Knew This Would Happen?

2,059 views

Fucking time machine, motherfuckers.

OS

I don’t know how many times I need to demonstrate this for you. The second the market sells off, I am plagued by monsters saying “how is your Exodus now?” or “I bet that Fly is working on his algos, LMAO.”

Fuck you, motherfucker.

As you see, we are running a very efficient ship here. We time this shit to the fucking day, no pauses or time to relax. I got my balls on the line in AAPL, which is representative of the NASDAQ. I have QLYS coming out from my ears, SAGE, ONCE and now a new contestant steps in the fray–my latest buy.

I bought back CYBR, more than 6 points below where I sold it last. Clearly, the software security space is where I want my money after a sell off. While it’s true, I sold both QLYS and CYBR higher, I couldn’t just watch them reflate here without partaking.

Also, might I add, my bank stock, SBNY, is ripping tits to the upside.

45 NASDAQS in your face; Exodus wins again.

NOTE: I sold out of CENX.

You Will Be Granted One Gift

1,658 views

With markets selling off and Exodus free trials about to take place, there is a distinct possibility that you will get to be entreated to a world famous oversold signal. Mind you, it isn’t for the faint of heart and many of you will be completely wiped out, from now until then. Why, you might even take to the Twitter to rant about your online brokerage failing to fire you and subsequently save you from heinous, self-inflicted, capital losses.

I’ve always tried to save the lot of you, morons surfing across the interwebs in search of fortune. The funny part about the whole equation, you surfing and all, reading away, is your inability to see fortune right in front of your fucking faces. I’ve built a world class market intelligence software, against the advice of friends and business associates, priced it to be attainable for the afternoon snacker, beer guzzler, catamite donkey puncher: you, the reader class.

That being said, I sold out from my RDWR position. The software security trade is over and this one didn’t move, so I am ghost.

I’m down 0.8% today, mostly thanks to CENX getting its balls bounced around. SAGE is outperforming, which is my 2nd largest position. I am still long large amounts of XLU. Should this market continue to weaken, watch for that to make an upside move.

IT’S NOT HAPPENING FOR ME TODAY

2,182 views

Fuck this shit. I’ve been sitting here, disgusted by the choices in front of me, indecisive about everything but one single thing: FUCK GOLD AGAIN. I sold out of GDX, never to return again.

All of this time I’ve wasted trying to become a gold man and for what!? I have nothing to show for it. My kids will think I am a loser, with zero gold bricks in my satchel and zero gold coins in my bank. This whole mining business is a racket, a fucking racket. Now I must figure out what to do with the proceeds. EASIER SAID THAN DONE, FUCKED FACE.

There is nothing that I feel like buying. I bought some SAGE, earlier in the day. And what has that done for me? ABSOLUTELY NOTHING. Nothing at all. As a matter of fact, I believe I am down on the stock, a few pennies or something like that.

I combed through every single sector, desperate in search for treasure and I disliked everything. I felt like spitting on my screen; but I opted against it because it’s disgusting. However, if the CEO of any gold company was here in front of me now, I’d spit on his face, then rip his collar bone out from his skin bag.

SBNY looks good. Lots of banks “look good.” I was also tempted to buy SLCA. But you know what I should do?

NOTHING. Nothing at all.

I have nothing for you; therefore I am nothing. As such, I am leaving now and might never return.

DEVELOPING…

Less China, MOAR DRUGS

1,717 views

I am underperforming today, so I made some changes. Empirically, I believe the entire nation of China to be a depraved and unique species of human being, born to lie and told to steal from young. As trading vehicles, they are great, as they eschew decorum and decency amongst man. HOWEVER, I will never hold a Chinese Burrito stock past a 10% loss, because it will soon find its way towards -99%, or WORSE! As such, I’ve sold out from BITA and hope the company burns to the ground, killing everyone with it.

In its stead, I’ve begun to buy drugs again, wholly off the wagon in search for a good time. To properly “party”, as you cocaine addled option whores like to call it, I’ve purchased shares of SAGE and ICPT.

Not Fooled By This Trickery

1,511 views

I sold out of the remainder of my HDP position, in order to clean up loose ends. I have a tremendous amount of cash now, so I added to my XLU position.

Reason being: it’s down 3.5% over the past two weeks and I think it can swing around to the tune of +7%, should the markets sell off. At present levels, XLU offers a unique risk/reward ratio, especially considering how low the beta is on it.

My maximum acceptable drawdown for this is -5%. Either way, I don’t expect it to move too much in either direction.

My only tradable high tech positions are QLYS, RDWR and BITA. They will offer me beta, where XLU comes up short.

I think this is a peasants market, deserving of a lashing or two about the gibbet.

Making Moves into the Bell

2,855 views

I kicked out of my entire CYBR position for a huge fucking win. I did it after one of my urinal shadows warned me to “never look a gift horse in the face twice.” I heeded this advice and with some of the proceeds, I started a new position in QLYS.

I’m Papa Giorgio motherfuckers, big into software and things of that nature.

I have it in me to do triple digits this year, now up 31% for the year in a flat-fucking-tape. I’m embarrassing the lot of you, quite frankly.

Some of you like to handicap your inabilities to find up stocks through leveraged ETFs. You do this, along with cutting losses at 2%, because you’re over-churning pikers who are without religion, uninitiated, hucksters about the internets. I do this shit for real, good and the bad–all on display for the world to see. Last year I shot myself out from carnivale cannons in a display of grotesque depravity, booking heinous losses. This year, I’ve nearly made them all back, on my way to new all-time highs, which in turn will enable me to buy new things and partake in new adventures–all the while your fat head bobbles about the dinner table over a plate of beans.

Selling on My Terms

2,389 views

Fuck this shit. Just yesterday I was thinking about really risking up my portfolio, going into leverage and overweighting one stock. This is exactly the sort of sordid behavior that gets a person at the receiving end of a jellied donut punch to the face. I’ll be damned if I were to mistime this splendid marketplace in 2015, the year of “The Fly.”

As such, I’ve taken precautions and moved to a 30-35% cash position. I’ve sold out many of my top trading positions, but left in place CYBR, SBNY, RDWR and BITA. With regard to BITA, it’s a very small position and I’ll buy more, after it declines by 10%. I’ve taken profits on a number of stocks, all but assuring that my 30% gain for the year won’t get jeopardized with the coming correction. I just didn’t like the way my positions were being handled, in the face of unchecked market gains. Therefore, I lightened up, in order to properly reassess the situation.

Exodus is spitting out a lot of interesting data now and I might just take a directional trade on one of the higher probability suggestions.

Bear in mind, I own about 30 stocks long term, names like PANW, GILD, BX, HAR, ICPT, AAPL and BID etc. So I am never going to be all cash or net short. I believe, with every fiber of my being, that we are in a tremendous bull market that will last a generation. I believe that we are in the nascency of a singularity between man and machine that will usher in an era of unrivaled growth and innovation. Nevertheless, there will be pitfalls along the way and I endeavor to miss them, as best I can.

TO HELL WITH THE HORSEMEN, I WANT DRUGS

1,707 views

My foray into horsemen and revenge trading, and things of that nature, have ended.  I no longer desire it. With the markets up 140, I felt like mixing it up a bit, delving back into my pharmaceutical addiction in search for a euphoric utopia.

I bought VNDA.

Previous Posts by Dr. Fly