I HAVE MONKEYPOX NOW

A lot of people dislike me with a bit of passion. I don’t tolerate people for long periods of time, likely due to a wrong upbringing or some genetic malady. I am able to make friends pretty easily because I am a moral person and more often than not — I treat people with respect. However, for the people who dislike me — their rage is deep boned and almost embedded into their DNA.

Take Mrs. Fly as an example: she always finds a way to undermine or trip me as I am about to sprint. This doesn’t mean she doesn’t love me. She just doesn’t like me very much. Nothing I can do about it but grin and bear it.

The same relationship applies here at the blog, or inside Stocklabs. For many years you’ve bore witness to my trading success and me boasting about what a special boy I was — smarter and faster than all the rest. Why, I had algorithms and fancy software and lots of members who paid me for my trading ideas. These traits are plenty enough to hate someone with a passion, let alone if such a person mistreated you or made you feel dumb on occasion — why you’d just sit there and wait for his downfall.

Now is your time to revel in my misery, as I traded into VRAX at $20 and rode it all the way down through 13 trading halts and closing the session in that 5% weighted position down 72% from cost. This albatross ruined an otherwise fine day, placing me in the red by 2% and flat for the week.

Due to this amazing decline, which kept going lower in spite of the sector and in spite of any semblance of mean reversion — I was mesmerized and only kept a long book with one 10% hedge in YANG and 20% cash. What I mean is, I am not even sure if I am heading into Monday with a good ship, since I didn’t curate.

VRAX now represents just 1.3% of my portfolio and I have no interest in averaging down — because the grandiose stupidity of it all leaves me with a very bad taste in my mouth. I am not ruling it out, however. And you know I am prone to changing my mind at any given moment.

I close this blog disclosing several things to you, my haters and secret haters who enjoy to see my flop.

My weekend is ruined. I will not enjoy myself no matter — since I will be spending the weekend on formulating a plan for August in an attempt to regain my mojo.

Boo-hoo: poor Fly boy is disheveled and in ruins.

My returns for July.

GOOD DAY.

Last night I made a declarative statement in regards to monkeypox and how I intended to profit off the suffering of others, specifically the gays.

It all went according to ze plan this morning, as I sashayed into work wearing my finest attire, all matched nicely — clean shaven and smelling of Versace cologne. I treated myself to TWO trades of VRAX and gained 15.5% and 5.6%, respectively. I even took a side trade with AEMD for a +6% sojourn.

Then VRAX collapsed from +20% to breakeven. There I was sitting with my cologne wafting throughout the air, sitting on large amounts of cash. I stepped in for the ill fated third trade — going back to the well for one last thrust.

Then CALAMITY struck me down. At first it was mild, a little 2-5% pullback. I had a standard 5% position and was +0.9% for the day, so I wasn’t all that concerned with minor pullbacks in a hot trading stock. And then the hammer of Zeus itself came down upon my head and CRUSHED me back down into the dirt. VRAX now represents my largest single day loss in a very long time. It was a 5% position. Now it’s a 2.5% position without me selling any of it.

My gains have dissipated into residue and I stand before you ravaged to the tune of -1%. Although this could be considered a black swan raping of yours truly, it is a reminder that the single most important thing when trading is sizing of positions. The stock looked great. My prospects were ebullient. And then it all unraveled. Had this been a 25% or 50% weighting, I would be ruined now.

The gambloor in me wants to average down and try to profit from this doom. However fun that might be, it’s simply not at the top of my agenda to risk so much in something so stupid.

At $13, my day might be profitable, which is what I am aiming for. Aside from this gay attack upon my person, I am positioned heavily in commodities and have handsome and robust masculine returns transpiring in almost all of them.

Had it not been for my overt homophobic views on Monkeypox, perhaps this blog would be about me and how great of a tradooor I truly am. But that’s simply not in the cards for today and I instead stand before you a small sad man, RACKED with losses.

I have been having fun trading in and out of monkeypox stocks today, all for immense profits. I started the day in the hole for 0.5% and now I’m up 0.8% thanks to reversals in pox stocks.

At the forefront of today’s lift is GOVX, TNXP, AEMD, CODS and formerly VRAX — which was up 20% but now down. These are crazy stocks for our crazy times and I am here for the glory of it all.

Into the final hours, I want heavy commodity exposure, especially ag, and I want to be short China via YANG. I am light on tech, but I do own HUBS. I do not like consumer oriented names. If I am playing reflation, I’d rather own materials.

On the matter of inflation, if these commodity prices keep ramping, expect to see bonds get hit again. A nice pair trade is short bonds via TMV and long commodities.

Eventually, if we are being honest here, stocks are heading back down to the lows — because the Fed is working against us and the war is being lost and we are being led wayward by imbeciles.

If buy the rumor and sell the news applies still, then those who sold short Ag in anticipation of some sort of agreement in Ukraine to formulate — those people should be covering their shorts now because that news, dare I suggest, is baked into the cake.

We have MOS trading 4x 2023 numbers. Now I know you see me trading fast, but I do operate on certain large macro ideas, one of which is my affinity for growth in commodities.

I like NTR, IPI, MOS, ADM, BG — you name it.

Today we are seeing Amazon bid and commodities through the roof. We should assume the commodity trade is back on and with that assumption we should conclude that inflation might uptick again. If that’s the case, DOWN WE GO by Autumn for the markets. However, we might see some counter-correlating effects in the commodity space, a respite if you will.

Also, I like monkeypox stocks based off the premise the gays can’t help themselves and the bathhouses are to be brimming with activity this weekend. We are looking at pumping those numbers up into the coming weeks. As such, shares of GOVX are bid sharply higher. I am long CMRX, VRAX and INO now, just having sold out from TNXP.

I’m +50bps at the moment and I was fortunate to had been short China via YANG. I am convinced my dry spell is over and I will be heading back towards recourd highs.

I know, there’s a lot of I’s going on here — but it’s my fucking blog and if I don’t praise my achievements — who the hell will?

Certainly not Mrs. Fly.

August is going to be monkeypox month, so sad after just two months following pride.

A great man once said “pride comes before the fall.”

“San Francisco showed during COVID that early action is essential for protecting public health,” Breed said in a statement. “We know that this virus impacts everyone equally – but we also know that those in our LGBTQ community are at greater risk right now. Many people in our LGBTQ community are scared and frustrated. This local emergency will allow us to continue to support our most at-risk, while also better preparing for what’s to come.”

### ONE THOUSAND PLUS MONKEYPOX CASES REPORTED IN NYC ###

Around 25% of the nation’s confirmed monkeypox cases have been reported in NYC

I’d like to declare iBankCoin a gay friendly website who offers good advice to the gays. Have at it. Monkeypox is not much more than chickenpox — but the name and the specter of receiving something akin to a pox from a monkey is plenty of FUD to help my investments.

It just so happens that I am long an array of “POX STOCKS”, not because I wish ill intent onto my gay readers and future gay readers of iBankCoin. Quite the contrary. The gays cannot be controlled. Their unbridled avarice is legendary and their libidos are bountiful enough to cause a wrath. “Let the chips fall where they may”, I always say. Sometimes I’m winning, others times I’m in the process of winning. I could be wrong; but I doubt it.

The great homosexual renaissance is upon you! It has been declared that 40% of Gen Z’ers in America considered themselves sexually attracted to persons of their own sexual orientation. When I was a boy these numbers were at or around, let’s say, 2%. But those who were gay never really announced it and pride month wasn’t a thing. To be gay was an anathema for a man — on par with being weak and/or different to the point of ridicule. Nowadays, apparently, to be straight is to be square, to borrow an aged phrase from a time and place in America when genders were assigned.

My point, the New England Journal of Medicine did a study on the monkeypox and found that a staggering 95% were gay men. The week over week stats are still small in terms of numbers — BUT ROBUST in terms of growth, +50%. As far as we can tell, the pox isn’t airborn yet so the prospect of another pandemic is of course remote. Nonetheless, as the summer months rage on and the cocaine fueled orgies in San Francisco carry on — we should be entreated to more pox news and as a result of so many things transpiring in America now — a great gay crisis might come about and with that comes opportunity, from an investment point of view. I do not control the cocks of others and my words aren’t meant to injure, but instead assist in this panic to come.

Cut to the chase:

I’ve done some due diligence and SIGA, GOVX, TNXP, CMRX, AEMD, INO and CODX seems like decent enough plays. But look for more — since the bedraggled biotech industry is always looking for the “next big thing” to hop on (double entendre alert). You will hear of news and rumors of news and new treatments and vaccines. The retards will tell you “monkeypox isn’t real”; but they’re very much wrong — just like they were wrong about COVID busting loose and the Russian war happening.

Guess who predicted both of those black swan events?

This guy — that’s who.

Amazon is higher by 10% in the AHs after earnings beat and the once great semiconductor company Intel is being hammered by 9% after a miss. Retarded companies like ROKU are diving back into the pits of hell on their earnings experiences and now we sit and wait for Apple to post. I sense Apple will be good and it highlights the fact that BIG tech is a monopoly and dominate others like ROKU into their graves.

THIS DOES NOT MEAN stocks trade up tomorrow. On the contrary, I believe we will trade lower and around the island of Amazon — because at a minimum we are overstretched and due to a pullback. But if we don’t, I am bullish on crypto miners like APLD, RIOT and monkeypox stocks like TNXP, INO and CMRX.

I know those are shit stocks, but that’s what I’m left with.

I finished the session near my highs, +116bps, in spite of having 15% of my book in inverse ETFs. I still have them and 38% cash — trading leisurely into the summer months with grace.

UPDATE: APPLE COMES IN WITH SLIGHT BEAT; STOCK IS +2%

FFS

US TREASURY SECRETARY YELLEN: THE UNITED STATES IS TRANSITIONING FROM AN ERA OF FAST RECOVERY TO ONE OF STEADY, SUSTAINED GROWTH WITHOUT COMPROMISING GAINS.

Recession is now 'sustained growth'

— The_Real_Fly (@The_Real_Fly) July 28, 2022

Amazon and Apple report after the bell. Both stocks represent about 50% weighting in the SPY. In short, the fate of the markets lies in the balance.

I am extremely cautious to chase here knowing full well that if those two fuckers warn the entire market will fall by the wayside tomorrow. If they beat, we might jimmy a bit higher tomorrow in a short squeeze.

Today’s ebullience stems from the fact that Congress is printing $369b for their retarded green initiatives, saving the planet via corruption.

BIG DICKED energy is found in monkeypox stocks too, as the gays are at it again. I am keen to play these stocks and awfully regretful for selling SIGA at the open this morning before the run. Sometimes you win big, other times you just win.

I’ve given back some here today, +70bps, down from +130bps. These things happen and my short bets have taken on some water, as we meander higher blindly into perdition.

This is what American markets do — we optimistically plunge ahead like the Eddie Barzoons we are and get walled later on in head on collisions because we didn’t see it coming.

The official GDP came in this morning at -0.9%, placing us in recession. Initially stocks plunged but now we’re jimmying higher, see, based off the notion that stocks can only trade up.

We already won the war and inflation was defeated yesterday by the Fed, and the Chinese are scared of us, after Biden spoke to Xi today for over 2hrs. We have it all sowed up. The markets are higher because everything is back to normal.

I’m +95bps, hedged with a bias to the downside. Today’s bust out sectors also includes Monkeypox, based off the rumors we are about to declare it a national emergency.

You really can’t make this up. Our beloved leaders are fighting Putin again, this time on the inflation front. Because, you know, the Fed’s $9 trillion balance sheet wasn’t the reason we have inflation or the $5t spent on COVID, mailing checks out to the poors; it was Putin all along.

So Manchin finally folded to Schumer and will now back The Inflation Reduction Act to “address our nation’s energy and climate crisis by adopting commonsense solutions through strategic and historic investments that allow us to decarbonize while ensuring American energy is affordable, reliable, clean and secure.”

In other words, they’re gonna fight inflation, not be fiscal conservatism but printing more money.

Their goal is to reduce carbon emissions by 40% by 2030, by targeting fossil fuels, energy storage, hydrogen, nuclear, and renewables.

Green stocks are going absolutely bonkers to the upside.

The tape is otherwise weak. I am 85% cash now, +100bps for the session.

Congratualtions America! After today’s Fed meeting you have much higher borrowing costs and this means inflation will soon be defeated. Evil Vlad Putin must be seething at the idea that middled class folks in Michigan will now see their credit card interest rates go from 39.99% APR to 44.99%.

Tomorrow morning we get GDP numbers, which might be rigged, maybe not. Does it matter?

After the bell, META, QCOM, TDOC, BBY and NOW all missed and all are sharply lower. META was down 6% but now merely off by 1.2%, so maybe it’s not all that bad.

I covered my shorts earlier in the day and bulked up long, reversing losses and closed +40bps. At the close I nonchalantly tossed 25% of my book in SOXS — because why the fuck not and who will stop me?

At this point, I am glib and completely black pilled. I should be elated over sharply higher priced and ROBOT BIDEN fully recovered from a 2 or 3 day stint with the deadly COVID virus, which he is thankful for having since he’s fully vaccinated and boosted.

It might behoove some of you to learn I have never vaccinated and will never boost and have yet to accomplish the arduous task of contacting the COVID-19 world busting virus. I simply do not give a fuck.

I walk upright into the morning fires, 10% weighted BTU into earnings, an insane SOXS position and various small capped crypto miners.