Great — More Trump Bullshit: Mexican Tariffs Might Be Delayed

It’s impossible to short this tape. Semis were down 25% the past month and the only appropriate approach to that price action was to laugh and snort a loong line of cocaine. Trump is a fucking retarded orange ape who is blatantly manipulating stocks for reasons unbeknownst to me.

All I know is — this news is fucking stupid on top of stupid.

So Trump says Mexican is gonna get the hammer and then immediately reverses that decision and decides to, ummm, delay it? This is called petulant fucking moron, playing games with markets for the sole purpose of either greed or avarice.

This is not an anti-Trump screed. This is an anti-moron screed and I’m sick and tired of everyone interfering with the natural order of markets.

Self inflicted wounds cure immediately by faux elixirs. This has been occurring for the better part of 2 1/2 years — ever since he got elected.

The main takeaway: Trump is too narcissistic to ever let stocks decline. Buy all dips and never sell short, or hedge, because it’s a waste of time. Let’s be honest. All of you TSLAQ faggots out there will get the rope too.

Breadth is for shit. Nothing is lining up for trades. Can you imagine if every day was this fucking bland?

What happens to stocks when WTI dips into the $40s? Will the junk bond market finally begin to price it in?

Afternoon lads.

Since the Exodus FREE TRIAL disaster scourge has ended and I am NO LONGER PROVIDING YOU FUCKERS WITH STOCK PICKS HERE — you’re without paddle in a ruinous rocky river.

DO NOT FEAR. You can still steal from me — but it’ll take more effort to build a system out of it.

The Exodus algos run for free on FreeStockAlgos dot com.

You’re welcome!

Here are the top rated ETFs in Exodus now. LOOK AT THEM.

We could very well go up from here and no one would bat an eye of indifference. Truth is, we have a remarkable situation set up with mortgage rates below 4%, gas prices down, stocks near record highs — and a willingness by the Fed to cut more if needed. What else could we ask for? Is this not the perfect scenario?

How to go wrong?

You can be wrong by investing in small stocks or heavily concentrating into one sector, or buying stocks that aren’t correlated to the broader indices. For example, if you’re only buying biotech or retail or oil stocks — you’re injuring your chances of success. To trade well in a tape as comfortable as this, simply buy what has been working — big capped tech, SAAS, avoid earnings gambits etc.

Also, if you’re only 5% weighted per stock and have exposure to all 8 sectors — you should perform better than the market. The reason why my Quant is doing so well is because it’s rooted in fundamentals and technicals. You need both. You can’t just go buying great charts without having some core fundamentals behind those charts, otherwise you’ll end up getting blindsided by a earnings debacle.

While I think the market is due for a pullback, I wouldn’t bet too much on that happening. What I would position into now, as I am doing so today and also yesterday — are value stocks. I’d tell you my picks — but that’s for Exodus members only. Sorry, new policy.

Value stocks thrive in a low rate environ.

On a another subject of note, gold is at $1,340 and threatening to break free of a 6 year consolidation pattern. Or, it can do what it has done consistently for the the past half decade — FAIL and drop back down lower again.

It’s always fun to see stuff happen that people warn us in advance would be disastrous. Remember the debt ceiling crisis or when S&P cut the rating of US sovereigns or when the government shut down and it was supposed to destroy mankind?

How about Ebola or Greece or perhaps Italian elections, or BREXIT — or Trump getting elected?

Everything means nothing.

“Our talks with China, a lot of interesting things are happening. We’ll see what happens … I could go up another at least $300 billion and I’ll do that at the right time,” President Donald Trump said Thursday.

Negotiations between Beijing and President Donald Trump’s administration took a turn for the worse in early May with the increase of tariffs on $200 billion worth of Chinese goods exported to the U.S.

I’ve come to find out that the market and the economy aren’t affected by anything at all. It’s too big for any one item to derail it. As such, you should go about your lives freely and confidently, knowing that literally nothing can stop it from going higher.

Dow futures are +80; Trump threatens China with more tariffs. More nothing. China is not all that important, after all.

Old man stocks is where you should be focusing efforts now. I know it’s boring — but in 6 months from now many of those boring stocks can be up 25%.

Reason: valuation expansion.

I talk about this all the time in my Capstone sessions.

Low growth value plays do poorly in a rising rate environment due to cost of capital, restrictions on refinancing, mergers, share buybacks etc. But all of that shit goes away with ZIRP. In Exodus you can clearly see with our valuation tools how companies like GIS and PG exploded to the upside after rates went to zero in 2012 and then valuation contracted severely starting 2017, when rates started to really go higher.

With the Fed talking cuts and yields plunging lower — have a look at my old man index. Stocks like CHD pay a fat divvy and its share price performs.

Listen to me.

You’ve been cut off and sent into hell. Once upon a time here I used to run contests and I’d give the winner $1000 in a PayPal payment, until one FUCKHEAD from Canada complained and started making a spectacle of himself in the comments section because of the $30 PayPal fee, calling me a liar for only sending him $970 — demanding that he be made whole with an additional wire. After that experience, I banned all contests on the site and vowed to never do them again.

For the past year or so I’ve been doing FREE TRIALS for Exodus and after a thorough audit come to learn many of you have been abusing this system. It got so bad, people were creating emails telling me to fuck myself, and gaining access to my high IQ stock picks and algorithms. Those days have ended. I can tell you now, Le Fly is on the verge of multiple winships of extreme magnitude. I just got word from the Benz dealership that my car’s engine isn’t any good and needs an absurd amount of work to fix it. Whenever I’m plagued like this, stock market winship is just around the bend.

My next point is succinct, because of the free trial abuse afflicted upon me, I will now afflict injury to you by withholding my stock picks. This might seem like a trivial thing now — but wait until the fires are burning hot and the people are in the streets with their canteens dying from thirst. Le Fly will now only offer his high IQ picks to Exodus members only.

Membership does have its advantages.

Oh, my Quant was up nearly 100bps today, encroaching on +19% YTD.

Retribution will be had, and enjoyed. Markets rose today, but might fall tomorrow. Let’s see how it plays out.

GOOD DAY.

We have a broken arrow situation in the oil pits, with oil men throwing themselves down dry holes to extricate themselves from misery. Simultaneously, people in tech-land are high on DMT and baby blood buying semis.

HELLO!

Crude

Semis

Stop fighting the inevitable. Stocks cannot go up while crude is getting hammered. WTI touches down on a 4 handle tomorrow, and you’ll learn the hard way.

NOTE: New iBC policy dictates NO FREE STOCK PICKS FOR GRIFTERS on the main site anymore, or thru summer. Also, NO MORE FREE TRIALS FOR Exodus. The time for half measures and free shit has ended. Time to pay the toll, whether you like ir or not. Or, you can wallow there by yourselves and shrivel up and die, account bottoming out at zero without the grande recursive help of Captain Le Fly.

Here you go — fuck off already. Market goes down for a week and this moron’s $10b dollar equity income fund is freezing redemptions. The logic is shit tiered. He claims other people are running down his stocks because they know he’s getting slammed by redemptions. His fund is down 7% for the year. The Exodus Quant is +18.3%.

At any rate, the Britcuck goes on to lament his disposition and promised to redeploy assets IN THE SAME MANNER BEFORE, the manner in which yielded a -7% YTD return, but in more liquid securities — shit in the FTSE 350 or even 100!

There you have it folks.

If we ever really go down, the world is going to burn with redemptions.

Wrapping up my last public trade here on iBC, I am happy to report a 21% profit in NUGT and since the trade has already been closed, I am also happy to report a 6.4% overnight win in ROKU. See pal, that was for Exodus members only, not you losers who come here in the hopes of siphoning high IQ stock advice from a space alien magician (SAM). You can try all you want — BUT EXDODUS FREE TRIALS ARE CLOSED NOW and probably won’t open ever again.

You fuckers have had it good, real good, for too long — coming to this denizen of win — hoping to feed off the pieces of flesh that I leave in my wake. All of that is over now. You want picks: PAY THE TOLL. If not, you’re going to be shining my shoes.

Good Father?

Fuck you, go home and play with your kids.

Moving on.

WTI is sinking and stupid people are out there now shitting on themselves while placing orders. Be on the lookout for a downside reversal.