Oil, Gold and Silver Going HAM

Wow, this is some real end of days shit here. Middle East tensions are pushing oil, gold and silver to the limits. I can personally guarantee you some hedge fund, somewhere, is blowing the fuck up, short the trio. Everyone wants to bet against this trade, specifically because it is so extended. I cashed in my silver chips last week. However, I wasn’t stupid enough to short them into biblical upheaval in “God’s” turf. Having said that, I feel there is still upside potential for the oil space, even small lotto plays. As you know, I went long DPTR, MPET and NGAS on Friday. It’s worth noting, NGAS was acquired and DPTR is mostly nat gas. However, I’m banking on retards to throw money at anything oil related (it’s not a lot of money).

My bigger money is long APC.

Via The PPT, here are some of the strongest commodity related stocks under $30. Naturally, as soon as trading commences, this list will change.

No.	Ticker	Technical Score	Industry	Sector	1-month Return	1-week Return	Price
1	HERO	5.11	Oil & Gas Drilling & Exploration	BASIC MATERIALS	49.18	25.69	5.90
2	BRNC	4.96	Oil & Gas Drilling & Exploration	BASIC MATERIALS	15.13	8.83	9.66
3	LEI	4.68	Independent Oil & Gas	BASIC MATERIALS	72.40	84.06	4.18
4	WNR	4.46	Oil & Gas Refining & Marketing	BASIC MATERIALS	17.17	-4.45	16.72
5	FXEN	4.46	Oil & Gas Drilling & Exploration	BASIC MATERIALS	9.72	9.16	11.25
6	DEJ	4.44	Oil & Gas Drilling & Exploration	BASIC MATERIALS			0.48
7	CVI	4.36	Oil & Gas Refining & Marketing	BASIC MATERIALS	8.28	-1.31	20.63
8	BZ	4.11	Synthetics	BASIC MATERIALS	-3.97	-0.91	9.30
9	NOA	4.11	Oil & Gas Equipment & Services	BASIC MATERIALS	18.64	1.41	13.80
10	ZINC	4.06	Industrial Metals & Minerals	BASIC MATERIALS	28.37	17.71	17.32
11	PGH	4.01	Oil & Gas Drilling & Exploration	BASIC MATERIALS	1.65	2.70	13.17
12	STO	4.01	Major Integrated Oil & Gas	BASIC MATERIALS	4.19	3.22	27.66
13	KBX	4.00	Gold	BASIC MATERIALS	22.58	3.40	1.73
14	ICO	3.99	Industrial Metals & Minerals	BASIC MATERIALS	6.98	8.26	10.46
15	TPLM	3.98	Independent Oil & Gas	BASIC MATERIALS	2.26	6.82	9.15

As humans, you have limitations, specifically with retention of information. Back in the olde [sic] days, men in silk ties would pay others for insider information, hoping to make out on the next takeover play. Although that practice is still alive and well, it’s really not necessary any longer. Things are moving so fast that to risk your freedom and career over a singular event is outright ludicrous.

I’ve always been obsessed with leveraging information. I believe in the notion that what one can do, 10,000 can do 10,000x better. So, with regards to stocks, it’s a no brainer to harness the power of collective thinking and try to make money from it. That was the original mission statement for The PPT.

The current version of PPT is able to decipher both fundamental and technical data, cross reference dozens of different data points, and give the user a list of stocks to choose from. Also, we are able to analyze the historical accuracy of the algorithm, per stock, to let the user know when he should be paying attention or playing a game of frisbee with the dog. Full transparency. Some stocks fall through the cracks, other stocks are owned by The PPT, with regards to when to buy and sell.

In addition to that, we have company profile search tools, alongside user generated note searches, that enable the user to quickly identify stocks based on description (i.e., “fat”, “cancer”, “coffee”).

In the next iteration of The PPT, I endeavor to expand the algorithm to analyze investor behavior, all using information available on the internet. For example: I want to analyze correlations between certain keywords and price action. Additionally, I intend to develop tools that will quickly analyze the price action of XYZ, with volume, on an intra-day level, in order to identify high percentage day trades.

None of what I am saying is ground breaking news or innovative beyond belief. The big firms have been using software like this for awhile. However, to my knowledge, it’s never been offered, affordably, to small plebs surfing the web. I am always interested in leveling the playing field.

If you are serious about trading or investing, you cannot do it alone, unless of course you have a fail proof system. This is not a pitch for my stuff: these are my beliefs. If you want to broaden your horizon to ideas and methods that can increase your chances of success, exponentially, you need to leverage the flow of information in your favor.

I have to run along for the remainder of the day. Something came up.

I must admit two things to you right now.

1. Sometimes it pays to have a head made from cement. Although I sold AG higher than where it’s trading now, today’s move in precious is very impressive.

2. Stocks are for asshats, once again.

Yesterday’s joyous triumph, dancing on the headstones of the bears, is all but lost. Homosexual investors (bears) are sashaying in and out of short positions today, with a good deal of flair. You must admit, it’s quite fashionable to be a bear. You get to say all sorts of outlandish things at the cocktail party, while sipping on apple martinis.

As for me, I offer nothing in return for your obedience. I am not wavering and do not give a shit about today’s tape. I have other shit on my mind. Hell, the market could lose 99% today and I’d flick cigar ashes at it, as if money was made from paper.

See you faggots later.

Top pick: DPTR

UPDATE: I played more lotto, buying 10,000 MPET $2.79ish and NGAS at .59ish.

Total Lotto here, with oil sprinting.

I bought 10,000, personal, $1.07ish.

In order to properly put you in my shoes, I’ve recorded the events or ongoings at Le Casa del Fly, over the past 12 hours, and posted them here for all to read. Enjoy.

9:00 pm (3/3/2010)

Fly: Honey, I just called Herb Greenberg, the man inside the television box, an asshat.

Mrs. Fly: Who is Herb Greenberg?

Fly: Oh, it doesn’t matter.

(several hours elapses)

1 am

Fly: (talking to the shadows near his favorite urinal) Hey, so what do you think of tomorrow’s jobs report? I’m thinking a smidge over 190k.

Urinal Shadow: Only pussies use the word “smidge.”

Fly: Fuck you asshole (punches urinal shadow in the face)

(Mrs Fly walks in)

Mrs. Fly: Why did you just punch the wall?

Fly: Oh nothing.

4am

Fly: (cordially reading over research reports, while laughing profusely)

5am

Fly: (tucks self into bed. Done for the night)

7am

(Alarm ringtone of artillery shells awakens Le Fly)

Mrs. Fly: Shut that nonsense off.

Fly: Quit hating.

Mrs. Fly: I’ll be back soon. The kids are gonna be late for school.

Fly: Don’t mind me, I’ll be prepping for the ever-so-important February jobs report.

Mrs. Fly: What’s that?

8am

(Fly showered, shaved and dressed)

Mrs. Fly: Why are you wearing a tuxedo and top hat, with a cane, while watching CNBC?

Fly: I mustn’t sully the importance of the February jobs report. Hey, hon, Herb Greenberg seems a little upset that I called him an Asshat last night.

Mrs. Fly: Who’s Herb Greenberg?

Fly: Nevermind. Hey, do we have pickles in the fridge?

Mrs. Fly: Yes. Why do you want pickles now, in the morning?

Fly: (awkward silence)

Mrs. Fly: I’m going upstairs.

8:25am

Fly: (talking to himself) Okay, I am all set, ready for the report. (He now begins to review a checklist) Proper dress code. Check! Bowl of fresh pickles, ready for consumption. Check! Favorite cologne. Check! Take a look at the ever so important Twitter steam to see what Herb Greenberg is up to. Check!

8:29am

Fly: (phone rings. It’s a colleague) Fuck you I’m busy. (hangs up)

(Fly begins to chew on pickles with fierce intensity)

8:30am

(jobs report is announced!)

Fly: (in the kitchen, getting a cup of coffee, away from television) What the fuck are they saying? I can’t hear shit with these pickles.

Mrs. Fly: Can you lower the tv? The entire neighborhood can hear your stupid CNBC.

Fly: (yells upstairs) I can’t hear anything. I’ve been chewing on these damn pickles and I missed what the imbeciles said on CNBC.

Mrs. Fly: You’re ridiculous.

Fly: (races over to living room to see report)

(CNBC cuts for a commercial)

Fly: WHAT THE FUCK!?! (throws bowl of pickles at his 60 inch LED-LCD tv)

Mrs. Fly: What’s going on down there?

Fly: Oh nothing.

Mr. Greenberg aka “The Grinch”

Okay, this has been irking me all day long, ever since I saw, much to my chagrin, this fucking retard spew bullshit on CNBC this afternoon, regarding OPEN. Look, if you want to talk shit about OPEN, say its p/s or FPE ratios are out of whack, just like the perpetual short CRM/AMZN crowd have been whining about for, oh I don’t know, 300% of upside now. But DO NOT go on the teevee and disseminate lies.

For example:

Brad Safalow, fucktard who writes for none other SEEKING MOTHERFUCKING ALPHA, as well as his own hovel Please Act Accordingly.com, claims Yelp and Urbanspoon are ardent and hard charging competitors to Opentable. Really? Are you sure about that pal?

Dated 6/3/2010 on Yelp’s blog:

If you’ve followed this blog long enough, you know that many of our product features are driven by user feedback. You probably also know that restaurants make up around 29% of the reviewed businesses on Yelp.

What you didn’t know is we’ve been hard at work integrating OpenTable into Yelp so our users can book reservations with ease. One click and BAM! It’s that easy.  Logged in Yelp users are now able to easily book a reservation using this feature and you don’t need to have an OpenTable account. Already have an OpenTable account? Groovy! If you used the same email account to set up your Yelp and OpenTable accounts – you’ll automatically receive credit to your OpenTable account, for your reservation — no need to log into both sites. We’ve got your back.

You fucking imbecile, Yelp is a partner of OPEN‘s. And, to top it off, the only relevant website that could ever threaten OPEN‘s dominance, Tripadvisor.com, have a partnership as well. He claims two other absurdities, during Herb “The Short Sellers Favorite Conduit” Greenberg’s softball interview, such as Urbanspoon being a competitor and get this: PEOPLE REVERTING BACK TO THE OLD FASHIONED WAY OF BOOKING RESERVATIONS, VIA CALLING THE RESTAURANT!!!!!

You cannot make this shit up. That’s like saying the internet is a fad or electricity will soon give way to the pleasures of wax candles.

First of all, people aren’t going back to the “old ways” Brad. And, lastly, Urbanspoon has booked just 50,000 seats, from a grand total of 150 eateries, since inception.That’s like comparing Joe’s Corner Coffee Shoppe to Starbux. Perhaps you should take a gander at OPEN‘s latest milestone, dated yesterday:

OpenTable seats 200 millionth diner; diners have spent approximately $8 billion at partner restaurant (85.21 )

Co announcs that it seated its 200 millionth cumulative diner during the first quarter. Diners seated via online reservations through OpenTable have now spent an estimated $8 billion at partner restaurants.

QED

OPEN goes to $175 by 2012.

Dastardly drop in gold/silver, while the market goose stepped higher. A person, such as myself, benefited a great deal from today’s market, as I salsa danced on the faces of my enemies— long OPEN (fuck you Herb), BORN (fuck you Citron), BZ, CENX, APC, FLWS, WFC, ADBE, FORM etc. I was up, get this, a little more than 3% aka “pissing on the heads of those who bet against me.”

I warned you that Chinese people like to drink “edible alcohol” vis a vis BORN. And, I am warning you again, the bastards who are running OPEN will unleash a fucking monster of a stock, over the next year. This monster will be so heinous, so egregious, it will grab people’s heads, with its giant claws, and squeeze them until they explode, like grapes. This monster will enable rich people, from around the world, to make reservations to fine dining resort locales without worry or confusion. Embrace the rich fat fucker and get some OPEN.

As an aside, I am now whole on my personal/aggressive account, looking to draw some blood in the coming days and weeks to come.

Top picks: BORN, OPEN, BZ, FLWS, ARO

I’ve been gifting you plebs with jewels of wisdom for 5 years now. Over the past 5 years, I’ve made money, consistently, without interruption. Knowing what you know about me (man travels in fucking space capsules, keeps time machine in bedroom closet etc), why the fuck do thou bet against me?

It’s fucking lunacy. Betting against me is like frantically playing with liquid nitroglycerin on a roller coaster. Fools, I done did crack the code.

Back to my space rocket.

I took my money and bought the above stocks. Fuck with me; lose your car.

UPDATE: I added to my OPEN position.

Futures are “going HAM” on the bears this morning. You haters don’t have a wooden leg to stand on here. We’re going up despite reason. Never try to convince a madman to vote democratically, for he is accustomed to stabbing people in the head for loose change.

BORN reported earnings, better than expected (.41 vs .38) They beat on revenue and have guided earnings above expectations to $1.67. Well, get your fucking calculators handy, ’cause this bitch is trading 7x earnings, while getting red Chinese drunk in the process. Dare I say this stock is worth at least $25? I mean, if this was an American company, there is no way it would be trading at $12.

I anticipate to make a great deal of money today, even though I have a 25% cash position. I sense the snowball rolling downhill, picking up mass and speed. Before you know it, an avalanche of buyers are in this bitch, overwhelming and clowning the shorts into submission.

Best ideas: retail. Look towards PSUN and ARO for starters.