HAPPY NASDAQS

I am grateful to the Gods of capitalism (United States and Great Britain) for destroying OPEC during National Feast. May you and yours receive many King Dollars and Precious Pounds this holiday season.

Santa Claus, through Amazon, is now upon you.

Just like religion, if you don’t pray to God every night and profess his greatness, when you die, you’re going straight to hell.

My enemies mocked me as I touted the grande powers of The Turkey Gods. One of you equated it to waiting up for The Great Pumpkin, in the middle of the pumpkin patch, as if my name was Lionel.

The day started out rather ordinary, but I warned you it would be anything but normal. Go look at my morning post. I told you GPRO was my largest position for the past two weeks. Several of you bet against me. NEVER bet against “The Fly” when he becomes obsessed with a stock. Listen to me now: I am blessed with the clairvoyance of 10,000 Magis. You can never win against me, ever, so stop trying to accomplish the impossible.

It wasn’t a coincidence, on the eve of National Feast, that news of GPRO launching a drone for public consumption (insane news) sashayed its way into the public’s eye. It wasn’t a coincidence that as many tech stocks lagged behind, my largest holding ROARED ahead by almost 6%–putting my daily gains at 0.8%.

The Gods favour me because I am a true disciple, unlike you charlatans, and thieves, who busy yourselves masquerading as stock market operators. Back down son; you’re out of your depth playing with me.

Now get ready for the Santa Claus rally.

Happy Thanksgiving.

First, this just came out:

First, a few house keeping items. Most of you are ill-prepared to host and/or be a guest at a distinguished Thanksgiving dinner party. “The Fly” is here to help.

How to host
How to be a guest of distinguishable means

Next, we are running free trials for The PPT until Friday, so get your share now.

Look, you’re living during the most important era in the history of mankind, a period that will be logged by historians as the turning point in human awareness that will set a course of unchecked hedonism for centuries to come. At the very minimum, you can behave in such a way that reflects positively on your family name. Life isn’t about shooting heroin and drinking yourselves to sleep under a bottle of Kettle One.

Back to the market.

HABT was upgraded and a $40 p/t affixed. Mark my words, HABT will trade over $100 one day.

GPRO is up based off Piper Jaffrey’s positive comments, regarding holiday sales. Duh.

Oil is at new lows and the Sauds said they aren’t going to cut production. Moreover, the Iranian oil minister even threatened to increase production. Come now, Russia is bleeding out here, which is apropos since the world views Mother Russia as the Great Bear.

All bears lose, eventually.

Futures are flat, thanks to weaker than expected economic data. But the Turkey Gods are here, so it really doesn’t matter what the data said.

Go cop that Gopro cam.

America’s revenge is a dish best served cold. After a decade of war and overpriced crude, The Empire of the Unites Steaks of America watched as her enemies plotted out 30 year budgets around $100 oil. She even encouraged speculators to develop shale oil, to make the ruse convincing.

On this day, on the precipice of National Feast, the carpet is being tugged away from the Sheiks who once flew on it.

Listen to me: 10,000 pins in the head of The House of Saud. 20,000 pins in the head of General Vlad. It’s over fellas. Oil has met its maker and will now resume down the drain, much to the chagrin of the clowns shooting themselves out from cannons at OPEC.

The pendulum is about to shift away from the east to the west again. For every penny gas drops, the American consumer saves $1.1 billion. A new era of wanton consumerism beckons. Everyone gets a Fendi bag. Actually, you better make it a COH.

LULU pants for all women, even the men (extra Macke). An iPhone in every stocking, globally, sans the heathens who keep busy cutting off heads for a living.

The market is in the process of adjusting to this new paradigm, this new affirmation of America’s greatness. While our enemies kept busy sucking each others pants off in their harems, we chequemated them.

https://www.youtube.com/watch?v=tivCEpNMWsc

Since many of you keep asking me the same questions, I will address them now. So you know, I am actively posting inside of the 12631 trading room throughout the day.

Re: lock up expirations

What am I going to do with GPRO ahead of their lock up expiration, due 12/22?

Honestly, if the stock isn’t over $100 by then, absolutely nothing. You do realize lock up expirations have been occurring since the beginning of time, right? Just because people are permitted to sell doesn’t mean they will. Moreover, I’ve been involved with two previous short squeezes of epic proportions on the very day of the expiration.

Exhibit A: Short Sellers Cry Out For Yelp
Exhibit B: Why Facebook’s Stock Soared on Biggest Lock-up Expiration

Re: The Habit (HABT)

Unlike many of my other stock picks, this is a legitimate long term hold of mine. I believe in these McDonald killers so much, I’ve dedicated to buying this stock, and if Shake Shack comes public, once per month for the next 12–if not more. My first purchase was around $33.5. It ran to $41 and some of you sold to lock in profits. But I never cared about taking profits, due to the minute nature of my position. I am not looking at the share price and will not concern myself with it until December, when I intend to dollar cost average in.

They have about 100 restaurants, growing revenues 50%, year over year. There is enormous upside for this genre, as Americans steer clear of McDonald’s, Burger King and Wendy’s. Americans love their hamburgers and will pack the restaurants of anyone who can make them fast, clean and taste good.

I added to YELP and HGG. Good, sell off stocks ahead of National Feast. See if that stops me.

In all seriousness, this week is always a thinly traded one, as people are traveling to visit loved ones. Typically, black Friday is a lot of fun, despite being only a half day. On occasion, we will get a sell off on Cyber Monday, as retail sales have been coming in light in recent years. But that’s not my bet. My play is for a robust retail sales climate that will offer upside surprises. I am basing this assumption off the recent data and of course the decline in oil.

I’d prefer the market to trade up today. However, if you insist on selling, I will simply have to dig deep and buy more. See, I am looking for a 3.5% move in the NASDAQS during the month of December. It’s nothing too outrageous and definitely within the confines of reason. After all, I am a man of ‘extreme caliber’ and reason. Within that 3.5% NASDAQ move, I suspect there will be multiple 10%+ winners. Selfishly, I intend to grab a few of those, then lighten up a little ahead of New Year’s eve.

My largest position, naturally, is GPRO–representing 13% of assets. YELP is almost 10% and everything else is rather modest. Again, I am a reasonable man of ‘extreme caliber’.

Some of you might have big profits and would prefer to mitigate risk ahead of the big question mark of holiday sales. I understand that 100% and would not blame you for wanting to reduce exposure, if sitting on big gains. But most of us mortals out there, who haven’t had the luxury of legalized insider trading (extra Ackman), have been through the meat grinder in 2014. We’re coming down the home stretch now and there isn’t time for hesitation or half assed positions.

In short, I’m not gonna try to figure out what the market is doing this second. I am buying now and hope to harvest bountiful gains five weeks from now. If any of you jackasses have a hard time understanding that the market isn’t the market on a tick by tick basis, you are better off punching holes in donuts than trying to figure out this web of lunacy on a daily basis.

The economy grew at an annualized rate of 3.9%. Let that sink in for a second as you look over your short positions.

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I’ll wait (extra Alf).

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On top of that, we are now braced for the easiest year over year holiday sales comps in over a decade. Listen to me, gasoline expenditures are down more than 30% and we are roaring into the year end. Hedge funds are grossly underperforming.

Animal spirits are about to take over (extra Ferguson).

https://www.youtube.com/watch?v=tivCEpNMWsc

FYI: The good folks from iBC are in day two of a five day free trial for The PPT. Come join us and check out the best investment tool made available to the reader class.

I am watching a livestream (embedded in this blog) of the events and now know the citizens of the United States will never be able to mount any sort of assault against our Government Overlords (extra 3x inverse OG). Between all of these undisciplined agitators stopping to Snapchat and Instagram their exploits and enormous fire power on the side of the police, we, the people, are effectively helpless against the government.

Being a status quo type of guy, this appeals to me. However, it is sort of alarming to see the sheer level of helplessness by a very upset and angered segment of the citizenry.

Naturally, the vast majority of these people have no business being in the street and are no more than common thugs. However you might feel about this verdict, know this: when they manage to take away the last of your guns, you will become fish in a barrel. Let’s hope a benign oligarchy continues to rule our empire and we don’t have to ever face them in the open field.

On a side note, GPRO and TWTR were the big winners tonight.

Broadcast live streaming video on Ustream

Over the past 5 weeks, the market has simply drifted higher. Most stocks have gone up; but some have, stubbornly, lagged–like a child walking slow amidst frenzied adults. Nevertheless, “The Fly” is here to expose these children and properly scold them for being so slow. Dare I say, these little rascals are the next ones to go?

Social Media Sector and Subsequent 1 month Returns

SALE -22%
TWTR -19%
TRIP -18%
AWAY -10%
FB -8%
YY -8%
NFLX -7%
P -2%
YELP -1.5%

Ladies and gents, you may simply purchase this entire basket of securities and forget about it. We are in a bulled up market and the short sellers are weak, very weak, like women at the gym. These short sellers do not belong to live amongst men of industry and speculation. They belong in the sewers, with the rats and the cheese.

HERETO: Social media is the next sector to run!

https://www.youtube.com/watch?v=Oh-lbcXynZk