Saturday Cinema with Le Fly: Birds

This is the last of my Hitchcock related movie reviews, so I had to end with Birds. This is a singular movie, one that mixes birds with horror. I recall watching this movie as a young lad, then afterwards while playing hardball (that’s right, I said hardball) on the boulevard, having a distinct feeling that the neighborhood pigeons were menacing me, out to peck me to death.

This was a game changing film, made by a very disturbed and sick man: Alfred Hitchcock.

The lead actress, Tipi Hendren, is said to have been sexually harassed on a daily basis by Hitch. He had a thing for his blonde actresses and behaved in a manner that was awfully similar to the psychotic in another one of his films: Psycho.

Apparently, they didn’t use fake birds in this film and Tipi didn’t have a fucking stunt double. Those birds truly went ham on her and she was injured during the production, most likely because she didn’t give into Hitch’s sexual advances.

You didn’t think I’d forget to celebrate the $WING ipo, an eatery that is partly owned by none other than Rick Boss Ross, did you?

As you can see the fat fuck trade keeps going, placing lemon peppered dollars and cents into the pockets of “The Boss.”

As per his Twitter account, he is enjoying the occasion, on a very bleak day in the markets–fresh out of jail for possession of marijuana.

What is the takeaway from all of this madness?

Records don’t sell anymore, brands do. Rick Ross might be a shitty musician to some; but he’s managed to create a caricature out of himself that even appeals to persons of extreme intellect, like myself. I appreciate his unchecked depravity and violence towards his fellow man. When I look at Rick Ross, I think to myself “that is a man who gives zero fucks and will end up dead on the end of a hammed burger.” I can respect that. What I can’t respect are fakers, false dieters, and persons of annoyance.

Cheers to you, Rick Ross. I hope you and your criminally minded rap’d friends pop many bottles of champagne corks at one another this evening, whilst having roman candle’d shootouts about the boulevard.

NOTE: By the way, Exodus called an OVERBOUGHT on SPY yesterday. I made 0.2% for the day, thanks to CYBR.

If you gander down below my headline, you will see this.

Fellow blogger, and keynote speaker of the iBankCoin 2nd Annual Investors Conference (get your fucking tickets now), has been buying, what he likes to call, “a dick in the sky.” To each his own, I suppose. As a matter of fact, I once owned this “dick in the sky” and was nearly decapitated by it. He’s been making an absolute killing in it, and many others stocks for that matter. No one is better than The Option Addict when he’s on a roll; and right now, he’s fucking avalanching.

But the point remains, gents: whist dicks in skies make new highs and chinese burritos concoct daily schemes to “go private”, the market cords are unwinding. We’re in the midst of a market rout today. But you wouldn’t know it with all of that sky dick on your plate.

On a separate and unrelated accord, my CYBR is heading higher again. AGIO is getting crushed following data. I sold out of it last week above $120 and will be looking to reenter down here.

HOWEVER, it is my belief that the market will endeavor to “June swoon” some more next week, leaving the purblind with a bad taste of sky-dicks left in their mouths. I’d advise you to take profits now and bask in the sunshine of you winship, at least for a short while. But I simply don’t care enough, so I wont.

I have no patience for this fucking guy, always doing interviews from his corporate gym. Fuck your corporate gyms. Get on the fucking phone or go down to the hole where you keep your coders and whip them, viscously, and without remorse. This is a man who presided over the single best brand on the fucking planet and worked 24/7 to see its irrelevancy grow on a daily basis.

Now that the dick is out (pause), Twitter’s stock price can catch a bid. Bear in mind, this is a stupid company, losing hundreds of millions per quarter, completely devoid of capitalism. As presently constructed, Twitter is a communist regime. Periscope is nice; but it’s transient. I am sure their quarterly losses racked up something awful this quarter, with all of that brand new Periscope bandwidth shit.

Nevertheless, the world (that’s right I said the fucking world) is a better place with dick out from Twitter. He was simply fucking shit up and making a mess (extra pause).

I might as well profit from it.

I started two large positions, one in XLU (utilities) and another in GDX (gold miners). I know, gold is fucking so retarded and I still hope all of the gold miners fall into deep crevasses and perish under volcano ash. Nevertheless, I do believe the stupid alien metal is set to bounce soon.

My whole thesis revolves around the idea that rates will resume lower; therefore providing a bounce in XLU and other rate sensitive areas. The GDX pledge is almost a haphazard hedge against XLU, something that I’d never do unless desperate to allocate dollars.

Cash is now around 15-20%.

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.

I am raising cash. I think midgets with facial deformities are buying this tape, always a precursor for doom.

Cash up, lads.

Luck or a sublime harmony of mathematical precision?

Exodus oversold signals, overlaid atop of a chart of the S&P 500, for the past two years. All signals, nothing curated. You be the judge.

I was up 1.2% for the day, now up more than 30% YTD.

I sold out some of N and reallocated into BITA and a touch more of RDWR.

“I cold smacked the teeth out them motherfuckas. They had no idea I was still around, lurking and creeping out this motherfucka.”

-Dr. Benjamin Bernanke, Corner Office, Citadel

Straight up, you people are clowns. And, yes, this shit I am about to show you just happened.

What happens when Exodus flags oversold on an Ultra-Dow ETF?

+250 points is what happens…motherfuckas.