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Monthly Archives: December 2016

On Christmas Day, The Human Rights Activist and Director of CAIR Clamored for More Russian Death

This is like a movie playing out in real life. Sometimes reality is more perverse than fiction.

The self proclaimed human rights activist and director of the LA office for CAIR, Hussam Ayloush, tweeted on Christmas that it was too bad more Russians weren’t killed on the plane that crashed in Syria, later backtracking and trying to shove the toothpaste back in the tube.

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Here are his flaccid attempts to undo his idiocy.

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In addition to being a director at CAIR, naturally, he’s also a board member of the Democratic Party of California. What a year for the DNC, filled with the most disgusting and vile creatures in America — people like Hussam Ayloush.

Source: Wikipedia

Human rights and civil rights activist and community organizer. He is the Executive Director of the Los Angeles Area office of the Council on American-Islamic Relations (CAIR)
Hussam Ayloush is life-long human rights and civil rights activist and community organizer. He is the Executive Director of the Los Angeles Area office of the Council on American-Islamic Relations (CAIR).

Ayloush is a second-term elected Executive Board member to the CA Democratic Party (CDP). He also serves on the board of the Muslim American Homeland Security Congress (MAHSC).

As a human rights activist for the Democrats, Mr. Ayloush believes all lives are important, but that some are more important than others.

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France’s Le Pen Promises to Withdraw from EU and NATO if Elected

I’d like to be able to say France withdrawing from the EU is a potential downside catalyst for stocks. However, these days nothing matters. Stocks would go up if nuclear war was initiated wordwide. There’s literally nothing that can stop stocks from heading higher.

But in the event you’re still nostalgic about news, France’s Le Pen wants stronger ties with Moscow, out of the EU and NATO — in an effort to make France great again.

She said NATO exists only ‘to serve Washington’s objectives’ and that “it was established when there was a risk from the Warsaw Pact and the expansionism of the communist Soviet Union.’ She furthered, ‘the Soviet Union no longer exists, and neither does the Warsaw Pact. Washington maintains the NATO presence to serve its objectives in Europe.’

On the topic of the EU, Le Pen wants out, saying “the people must have the opportunity to vote for the liberation from slavery and blackmail imposed by technocrats in Brussels to return sovereignty to the country.”

Moreover, she also suggested Portugal, Italy, Spain, Ireland, Greece and Cyprus should leave too — leaving a very cucked Germany by themselves holding their small balls.

As for the topic of refugees and immigration, she wants to send them, the fuck, back.

“I am against the policy which would promote the entry of immigrants into Europe, which cannot accept them … this tsunami of migrants should be limited. Europe does not have the power to ensure they all find work and opportunities to enrich themselves. Immigrants are illegal since once they set foot on European soil … they have violated the law. They must be sent back to their homeland. “

If she wins, the EU is over.

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Happy Christmas Recovery

It’s finally over — the seemingly endless expenditures to celebrate the American religion of consumerism. Please thank your Chinese overlords and slave workers at FOXCONN for this year’s bounty. We should all mention them during grace this evening during Christmas dinner.

‘Dear Lord, thank you for these gifts. I’d like you to bless the children working 15 hr shifts at the slave factories in China, who made this joyous day possible for us. Also, thank you for giving the management at FOXCONN the foresight to install suicide nets outside their factories, in order to preserve your precious gifts of life, in order to keep the people inside the factories alive long enough to make our items which we’re enjoying today.

Amen’

I’ll be resting up a bit, then I’ll be preparing for dinner and cocktails — not in any particular order.

Anything worthwhile to dicusss? How was your Xmas? Did you get a lot of fucking presents?

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Have Yourselves a Very Trumpy Christmas

Trump took to Twitter this Christmas Eve to trigger democrats into having apoplectic fits, by siding with Vlad Putin on how ribald the Democratic Party is, wrought with the sort of corruption that would make FDR rollover in his grave (merry fucking Xmas).

When will they learn that Trump is merely playing 4d chess, trying to trigger them into looking rabid? Plus, this forces the media to discuss the issue, which is filled with merits.

Putin did nothing wrong.

I could collect the tweets for your amusement, but it’s Christmas even god damn it and I have things to do.

Ho, ho, ho.

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Tucker Carlson Takes on Ivanka Trump Hater, Then Drops Mic on Her

This wasn’t all that crazy, until the very end when he dimmed the lights and executed a fatality move on her. The look on her face was priceless.

Watch the full vid for full effect, so that you can appreciate the fatality move all the more.

I’m all about spreading the holiday cheer. Enjoy this with your families by the fireside.

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Thinking Through My Next GARP Portfolio

I’m thinking about allocating 75% of my assets in the next GARP portfolio and using 25% for tactical situations, such as Exodus OS signals — which by the way nailed 2016 in the few times made available — performing at a 92% clip.

Here is the performance data of all Hybrid oversold signals from Exodus in 2016. It’s worth noting, there hasn’t been a signal since late June.

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The reason why my GARP portfolio did so well, higher by more than 25% for 2016, is because I built the second half portfolio to do well under a Trump win — the ultimate black swan event.

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Here is my current portfolio, which is due to be replaced by year end.

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My 2017 portfolio is going to be hard to construct. On one hand, I don’t want to get exposed to an overheated market — heading into a retarded Fed and Chinese trade war. There is a better than average chance that anyone buying in size now will be sorely disappointed in early 2017. On the other, I have to recognize some hard facts, such as a very bullish yield curve, strong dollar, strong consumer sentiment, strong oil price, strong QE support in Europe, strong possibility of fiscal stimulus, strong possibility of regulatory reform and a feel good atmosphere in America not seen since Reagan — thanks to the election of Trump.

Plus, the portfolio is designed for minimal churn, with only two updates per annum. In other words, I need to nail it.

Thinking out loud, I’m fairly certain that the fate of the market will revolve around the dollar. If the dollar weakens, that means a dovish Fed, weaker than expected economy and strong gold. Crude is rigged, so I won’t even guess what happens there.

Should the dollar rally more, both bonds and gold will trade down. American real estate will continue to outperform on the high end and stocks will follow the path of least resistance. Notice how I won’t concede to higher equities due to the nonsensical nature of stocks trading up all the while exporters get hit by the dollar rising. Plus, I am not sure about China. Their FX is a ticking time bomb waiting to explode. When CNY breaks 7 to the upside v the dollar, all hell is expected to break loose.

To simply allocate into a portfolio of 15 stocks, across different industries, for the explicit purposes of finding growth at a reasonable price isn’t exactly easy — especially when stocks are already high priced at 18x earnings.

If a trade war with China occurs, companies focused on domestic trade will thrive, which is why the small caps led the market this year — higher by 20%.

Rising bond yields will crush utilities and REITs in 2017 — especially if the 10yr breaks 3%.

Lots of things to consider.

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Merry Pagan X-Mas, iBankCoiners

I physically recoil from the pagan holidays, nefarious schemes designed by Hollywood and the Coca-Cola corporation to empty my coffers into the pockets of local retailers. Christmas hasn’t been an enjoyable experience for me since adulthood, especially since I’ve been a father since the delicate age of 20 years old.

Each and every year, “The Fly” toils about the shopping mall for weeks on end, searching for pagan gifts to bestow upon spoiled members of my family, close friends, and total and complete strangers that have been deemed worthy by authorities higher than me. The result of all this holiday cheer is a total collapse of personal virility. Life itself appears to be very bleak and I loathe for a future timeline when the pagan holidays have been eliminated from the human psyche.

That being said, the pageantry of the holidays are very nice. I do enjoy a nice living tree shedding like fucking mad inside of my home and, of course, the enormous electricity bill ‘enjoyed’ by the litany of lights festooned on both the outside and inside of my personal storage facility. Travel is always ‘to be looked forward to’, as I’ve always dreamt of enduring bumper to bumper traffic en route to Brooklyn (Mom). Since I’m always driving, drinking is strictly prohibited, as killing people with my oversized gas guzzler is, apparently, against the law.

After racing home on Xmas eve, just in time for Santa Claus, I am dispatched very early on xmas morning to lay the groundwork for festivities. A great feast is to be prepared and entertainment for our many guests must be established — in spite of feeling Jeb Bush’d, low energy, cucked out surrender monkey’d.

However, I do wish you and yours a very happy xmas and hope that your experience is, inexorably, worse than mine.

Pro-tip: Sirius satellite is playing old xmas classic broadcasts on channel 148 this week — beckoning back to a time in America when the Coca-Cola company was still rumored to imbue their poisonous soda water with actual cocaine, rendering its customers magnanimous super-humans — both invincible immortals and powerful geniuses of the first magnitude.

Tips hat.

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Wall Street Declares Christmas a Bust; Retail Stocks Are Being Led to Slaughter

Ever so quietly, retail stocks are being driven to their demise — leading all industries to the downside over the past month.

Some notable decliners include SHLD -33%, DDS -18%, M -18%, RH -16%, BBBY -11%, BOOT -24%, CROX -19%, DECK -17%, KORS -12%, GES -24%, DEST -22%, ANF -21%, EXPR -21%, FINL -18%, AEO -17%, URBN -17%, JWN -17%, GPS -13%, BGFV -14%, DKS -13%, VRA -24%, RL -21%, OXM -19%, PVH -17%, KATE -13%.

These losses come amidst the backdrop of the strongest consumer sentiment numbers in 12 years. The final December readings came in today at 98.2 — up from November’s reading of 93.8.

“Ongoing solid readings on consumer confidence reinforce our view that GDP growth should remain firm in the near term, and we see the level of confidence as consistent with ongoing strength in consumer spending,” said Blerina Uruci, economist at Barclays.

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I find this divergence to be apropos of 2016, where the exact opposite occurred. This was, without question, a George Constanza year.

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Gold Headed for its Longest Losing Streak Since 2004

Gold is heading for its 7th consecutive weekly loss, making it the longest losing streak for the utterly retarded yellow metal since 2004. This rout has been spearheaded by President elect Donald J. Trump under the umbrella of a stronger dollar.

Over the past month, the dollar is higher by almost 8% — sending shockwaves throughout the precious metals and bond markets.

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Gold is down 15% over the past 3 month, but gold miners have done much, much worse.

Here are some of the assholes currently plagued by a Trump induced bear market.

PPP -55%, SBGL -53%, RIC -46%, AUY -43%, GFI -42%, HMY -42%, GORO -41%.

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