Making Money Again

The truth is, I’m not as calm and collective as I pretend to be. The reason why I do 70 trades per day is because I’m always second guessing myself on the long and short side. I’m more or less dust in the wind and travel wherever the wind takes me, almost the complete opposite of my life which I conduct in a more obstinate unforgiving manner.

I’ll load up and unload in a span of 15 mins because of a single red candle. Or, I’ll hedge up dramatically because some news came out that spooked me. Towards the end of the session I’ll load up on stocks at 52 week highs only to discard them at the open for little gains, just to buy back way more aggressive stocks 10 mins later.

If my returns weren’t so good, I’d worry about my trading. But I’m averaging +155% over the past 4 years so perhaps this form of neurotically driven angst in my trading is the way to go.

Could I perform at the same level if I was managing money again?

Of course!

Only a moron would think differently. But I don’t like to manage money and also I don’t want to make too much money. It might make me happy or worse — lazy.

It was a very unfortunate session. The stock gods bedraggled me with wanton sized losses. I really didn’t attempt to make amends or right my ship, since the line had already been cast. I knew on the end of that line was a hungry shark and I really didn’t feel like being devoured whole today. I shed 2.7% in limited trading and really feel I am a better man for it.

In this day and age it’s important to remember who you are as a person, and a man. You can represent a neoliberal order of homosexual and satanic war mongers upholding a degenerate world order of oppressive incompetents. OR, you can tell them to stick their needles up their asses and to take their missiles and also shove it up their asses and to fuck off.

Saying that makes me feeeeeel better but the truth is more simple. I am a serf living on a fiefdom. If I get out of line, I will be killed or excommunicated. If I do not like this situation, I can either conform, defect, or attain power and influence to protect myself. OR, I can just fuck off and live an obscure life.

Today Facebook unveiled a Twitter clone using FIRED employees of Twitter to concoct a scheme to defeat Elon Musk. In return, Elon is suing Zuck in addition to fighting him in the Roman Colosseum. The stakes are as high as ever and I am pretty sure whoever wins the fight will receive pink slips and rule dominion over the internet.

Chancing upon some old interviews and then chancing upon some data that says IQ had peaked in the 1880s, I have no question in my mind that the world, in fact, is getting dumber. We are simply living off the fat of the land and it won’t be long until the median IQ is so low — basic services will be disrupted and society will collapse.

On that subject, I have been researching several things recently.

How many migrants does the United States and “The West” need to maintain status quo?

Let’s consider the following.

In 1970 the US blue collared workforce comprised of 25% of overall labor with population of 200m. The percent of people graduating college was in the low single digits — because factory work paid a living wage and benefits were affordable. No need to be smart and shit. Avg kids per family were around 3 and America had enough people to maintain service jobs.

Then the great shift happened and people got decadent and didn’t want to work inside hot warehouses anymore and college attendance shot up to 70% of high school graduates and children per family fell to 1.7. The labor shortages, coupled with greed, caused blue collar work to be exported abroad — but even at 13% of the labor force today — blue collar service jobs are still very much vacated and in need of bodies. Our population is 400m now, which means the amount of people working in factories is about the same in 1970.

Since THEY now promote homosexuality, that has risen from 2% to 10% and the procreation amongst “legacy” aka WHITE Americans is dwindling fast — hence the need for illegal Mexicans and Indians from abroad.

The truth is, if you people would stop thinking about yourselves so much and have 3-4 kids, THEY wouldn’t need to force a demographic catastrophe upon America — but here we are enduring it.

The nightmare scenario is now underway. ADP numbers came in hot as fuck and by the looks of the US 10yr — so is inflation. We are up 10bps on the 10yr to 4.04%. The stress we enjoyed on the banks several months ago is back in force and the regionals are right now as we speak — hiding under their desks hoping Ukraine blows up their own power plant so yields can drop again.

I am very sorry to inform you now but it’s over.

As for me, I made a blunder and wanted 1 more day of ebullience before I exited the stage left. I was heavily leveraged long without hedges and now stand before you naked -2.9%.

Am I upset over this raw deal?

No. These things happen and I can only laugh at my plight. I simply packed my shit and went home, sold most of my stuff and added some hedges and now I’ll re-examine the market and position for tomorrow. At -2.9% for the session, the idea of coming back today is folly. I’d have to take on extreme risk, something I am simply not prepared to do.

Understand something, I am a professional. I do not take risks unless I have inside information and know the SEC cannot attack me. I will not double down for the sake of hope and the possibility of making it back. I’ll make it back over time when the winds are blowing in my direction.

Let this be a lesson to you trading fool punks.

The US 10yr is near 4% again and this means, in case you were stupid, that CASH SORTING is back on the fucking table. The days for SCHW to be a viable entity are in fact numbered. Who wants to keep $250k in their checking when you can just plow it into treasury bills for more?

The overall consensus is the US economy is booming. US mortgage rates north of 7% only means the poor will have to rent, which helps those in the upper 3% stockpile more cash for future discretionary spending. Because so many Americans are homosexual and/or too smart to have more than 2 kids due to selfish desires to travel and see the world and generally think about themselves, the powers that be continue to bring in migrants to fill a much needed labor pool for blue collar jobs.

Americans want to go to college and build up $300,000 in debt to take a shot at success — aspirational thinkers with dreams of legacy on their minds. And then you wonder why Mexicans traverse the landscape and copulate at alarming rates — all the while you stuff your fat fucking faces on sushi in expensive eateries.

You lost America, as a whole, because capitalism demands bodies to fill factories. You cannot complain with 1 or 2 kids running around, when you should’ve had 10 like your ancestors.

Back to the market: I closed +5bps and traded well and finished leveraged and without hedges, very happy and very bullish on FLYING TAXIS and EV and solar and all of the faggot stuff that I’ll probably hate in the future. The fact that rates are jimmying higher to such a degree just means things are heating up again and it won’t be long until the Fed feels their fucking out of shaped faces pressed up against the hot griddle not knowing how to deal with the thunder of renewed inflation horrors.

Rainbow flags aside, we are once again at the precipice of something surreal happening in society: FLYING FUCKING TAXIS.

When Elon Musk came out with the EV concept — I recall with clarity how everyone said you could never replace the combustion engine. The same was said about autonomous vehicles. And now the same is being said about evTOL. As of now, there are only a few major players: JOBY, ACHR and LILM are at the top of my radar. But there are other ways to play it that is unclear now.

Geolocation mapping in the sky!

Presently I could only find $NN is a player in the space but I am sure plenty others will enter the fray. One thing is for certain in all of this: the major winner will be and continue to be UBER. They have the brand moat, the infrastructure in place, and ability to manage through ups and downs. If I had to guess at which $50b+ market cap company can become a $1 trillion name inside a decade, my guess would be UBER.

Like with my TSLA holdings, I will soon begin monthly purchases of UBER.

The Africans on Twitter are very mad at me for calling them Africans in France and got me banned in France. The vast majority of the comments in support of the riots in France were joy and pleasure to see the country burn because France had colonized Africa for so long and apparently did a bad job at it. These people loved to see the country looted —- because France had committed sins in the past — but please do not call them Africans for they are very proud French citizens.

On a related topic, the Franc was used by 14 former colonies in Africa under what was called the CFA, even after the French moved to the euro. The way it worked was simple: France printed money for them in return these nations had to keep more than 50% of their reserves in France. The net result was LOWER inflation than other African nations. However, this austere forced policy prohibited these nations from investing for their future and also gave France the ability to devalue the currency at their will.

In recent years they switched over to what’s called ECOWAS and under this scheme African nations will not have to keep reserves inside France. Africa is a 10% export partner for France, so cultivating friendly ties with Africa is important, which is why they hate Russia’s guts for PMC Wagner helping to overthrow the French friendly govt in Mali.

My point: with 180m people now off the CFA and ability to spend money at will, I do believe inflation will once again rear its ugly face in these former French colonies. The answer is obvious: switch to the Bitcoin standard and avoid the hustle of central banks.

I started the day -120bps in the hole but traded myself back to just -36bps, with over 70% cash now waiting for a fat pitch.

As members of this nation, on the 4th of July, I am sure you’re pretending all is well today. Why, you’ll have the grill going AT FULL HEAT, roasting up some hot dogs, burgers and if rich — perhaps some steaks. You’ll crack open some trashy Coors Lites and even light some fireworks when the sun sets, laughing stupidly and rejoicing in the regalia of the American flag. You might gaze into the stars and recall life as a young boy when schools didn’t teach you to change your genders and how you used to drink out of the hose when playing hide n seek.

Unfortunately, those days are over and the Bud Light corporation would like to remind you that America isn’t a serious nation anymore.

In other news, the good folks at BULLISH AND BEARISH COFFEE have produced a bean for yours truly, dubbed Pelican Room Money Mocha. One of our Stocklabs members is an investor in this company and since you all drink coffee anyways — I’d appreciate it if you showed him some support by purchasing some of this fine bean. I do not make any money from promoting it and simply do so out of the kindness of my black heart.

Use “FLY” coupon code for 10% off.

Everything around us is collapsing. The walls are closing in. There is no one coming to save you. Happy 4th of July!

You and I might have differences on who should live and who shouldn’t live. But at the end of the day — we’re all dust in the wind. So listen to me now and perhaps I can make you enough money to afford a respectable lifestyle.

Clearly we are in a risk on environ. This is my speciality. Today’s news out of TSLA/RIVN lit a fucking flame under the EV sector. More than that, the EVTOL sector is just starting to happen. These are the air taxis that are destined to fascinate people in the coming decades.

I have told you innumerable times to get long BTC, UBER, TSLA — and you should continue to buy those. You can, if feeling risky, take a gambit into LYFT, JOBY and some MARA for alpha. Consider the fact that MARA owns 12,500 BTC and are currently producing 1200 per month. Should BTC ramp to $66,666 — that fucking stock will assuredly be $100. The options are some of the most active in the entire market, all but guaranteeing a fucking gamma squeeze that will cut off the dicks of shorts.

My new fat pitch idea is HOOD. If you’re not familiar, HOOD offers 24 hr a day trading in a handful of stocks and the app is extremely user friendly and is the quintessential RISK ON play for the stock market. With the stock stuck in the $10s, as Wall Street ebbs into a full fledged cocaine snorting rally — there is appreciable upside in the shares.

All of this is predicated on the status quo and all things remaining as they are.

I gained 43bps today, closing at recourd highs of +45% YTD.

Good morning retards

Both TSLA and RIVN posted better than expected monthly deliveries today. As a result, the entire space is on fucking fire.

My TSLA focus account is up 5.7% today and I made another purchase. I will continue to make TSLA purchases for the next 1.5 years. When I started this back in December, people derided me. Men named GREG said I was making a fool out of myself and that Elon Musk was a scam artist.

Who’s laughing now?

See pal, life is about taking calculated gambits. I come here every day and attempt to unload some knowledge upon you plebs; but most of you are far too stupid to accept it. You’re caught up in ego and the idea that your business success means you’re actually a smart person. This is not true.

Understand something, when you come to read this blog — you’re just like everyone else: a reader. You have two choices, whether to believe and trust me or not. You can base your trust on several factors, one of them is my track record whilst blogging here.

Am I going to be wrong some times?

Absolutely not.

I don’t play this game to be wrong, not even once.

You hear the expression all the time “history is written by the victor” and sometimes take it for granted. I am nearly complete reading Chernow’s biography on U.S. Grant and went into the book a fan. I thought, wrongly, Grant was a gritty general who managed to beat the far superior Lee in the field and became President and lived happily ever after.

I couldn’t have been further from reality.

Let’s start with Grant at West Point:

Forced to resign his commission because he was an alcoholic. Penniless, he needed to borrow money to afford a train back home.

His parents and in laws thought he was a loser — because he was!

His wife owned 4 slaves, personally, and her father had many many more.

After getting booted from West Point, Grant could not find proper employment and was swindled several times.

At the onset of the war, Grant could not find a commission, up until the north, in desperate need of officers, gave Grant a chance.

During the Civil War, Grant showed a keen awareness of the battlefield and this led to rapid promotion.

Once a General in the western front of the war, Grant employed “total war” tactics, the first northern general to conduct such warfare — leading to massive casualties on both sides.

Lincoln could not get the Army of the Potomac going — because Lee had DC in check and any attempts at moving into VA led to big losses of men and equipment.

Lincoln, another bastard, gravitated towards Grant’s style of warfare — because he got results. The amount of death was immaterial to Lincoln or Grant.

Once placed in charge of the Army of the Potomac, Grant’s chief of staff had to baby sit him — because he was a drunken fool.

Grant attempted to dislodge Lee from Virginia in the Battle of the Wilderness campaign and got his ass kicked so badly he was seen crying in camp — unsure what to do next. During the entire Civil War, Grant was unable to beat Lee in the field.

Thanks to a 2 to 1 population advantage and way more resources, Grant spent the lives of his men freely and would casually lose 10,000 in a single day on poorly thought out attacks, like at Cold Harbor.

Grant then unleashed Sherman to conduct TOTAL FUCKING WAR on the people of the south, not just the army. Sherman then burned down every city he occupied, raping and pillaging along the way.

In his infinite wisdom, Grant then deployed black men to the army to fight the south — due to personnel shortages and his intent to deprive the south of black manpower. This is a very important decision he made without discussing with Lincoln. What he did by using black troops was cause a permanent rift in the south between black and whites. It’s worth noting, Gen. Sherman did not use any black soldiers.

Grant then unleashed lunatic Gen. Sheridan to maraud the south — killing and maiming his way west and then south. Sheridan was very disappointed when Lee surrendered — because he said he wanted to kill the entire army of the south.

As President, Grant, still a boozehound fool, weaponized the black vote in the south to win Republican seats and his Presidency. At first, blacks were only permitted to vote in the south and 100% of them voted Republican.

Using bayonet rule, Grant and the GOP regularly used military forced to overturn elections — such as the Presidential election of Tilden v Hayes and in Grant’s case several S Carolina and Louisiana elections.

During his presidency, Grant imposed “reconstruction” rules on the south — which in many cases presided over rigged elections to vote blacks into office. Many of these men didn’t even know how to read. This rapid change in society, coupled with the 600,000 dead during the civil war, created such angst in the south that racist groups formed to lynch black people to prevent them from voting.

Eventually, the south imposed Jim Crow laws and segregated their society — all of this was born during the civil war era of a spiteful war and occupation campaign of the south. I do not offer pardon to the scum who killed innocent blacks — but it would be ridiculous to assume the south would accept former slaves one year to become rulers the next and this is exactly what the GOP did during the 1860s, 70s, and 80s.

Other things Grant presided over:

Extermination of native Americans. Many natives were in fact southern supporters and had black slaves. Since they were not citizens, Grant didn’t give a fuck about them.

Grant also tried to annex Dominican Republic — because his cronies bought up real estate and wanted to get rich after the US took it over. This was a major issue, one that failed. One of Grant’s schemes was to relocate freed blacks there. Congress told him to fuck off.

His administration was wholly corrupt. Grant regularly received homes and monetary gifts from robber barons.

Did I mention he was a bumbling fool of an alcoholic? The impression many were left with after meeting Grant was that he was an idiot.

Lastly, after his Presidency — Grant wanted to be a rich man. His cross-eyed wife wanted him to be President forever — because she loved socializing. He teamed up with a charismatic person called Ferdinand Ward and they formed a Wall Street investment firm called GRANT AND WARD. Ward used Grant’s name to raise money and for a while were the hottest firm on the street. The implication was, Ward used Grant to get sweetheart government deals that resulted in massive gains. People were making 10% per month and it wasn’t long before Grant was a rich man — walking about NYC with cigars — hanging out with the Vanderbilts. Well, it was the first major PONZI SCHEME and history now tells us Grant was an innocent in all this, in spite of his signature on all the docs.

Investors lost $16m and it crashed markets in 1884. Grant and his sons lost in excess of $500k in the collapse — but only Ward went to jail.

Grant also shit-talked President Garfield daily in the papers, because he refused to appoint the people he wanted in his administration. Shortly after a lunatic shot and killed Garfield — perhaps inspired by Grant’s animosity.

The evils of this person are never-ending, such as attempting a third term only to be defeated by Garfield at the convention who, as you know, was soon later SHOT AND KILLED.

sorry to bore you — needed to get it off my chest.