This is How You Build a Nice Bull Market

I’m not a doom and gloomer. Quite the opposite really. I’m like the morning sun — an afternoon cup of tea — the benign Capstone atop of your pyramid, gleefully looking over you and wishing you well. Now if I didn’t show you these things, well then, that would be unkind. You should know what you’re involved in before hand; this way, when the mood differs and the numbers crunch, there can be zero claims of ignorance.

Courtesy of ZH.

World wide debt is now $255t.

Debt change from 1999 to present.

Since Lehman, government debt has increased by $30t. How much GDP do you believe that represented? Moreover, how much of earnings is predicated upon the assemblage of said liabilities?

Emerging market debt is now $71t, up from $66t last year.

Here’s how the overall debt breaks down.

• Household debt: $47.9 trillion
• Non-financial corporate: $75.7 trillion
• Government: $70 trillion
• Financial corporate: $61.7 trillion

It’s important to note, we have a great economy, the best really. Lots of wonderful companies producing great things, lots of growth. Perhaps the best economy ever.

I’ve been trading like a craven lunatic the past few days, Ty Cobbing in this motherfucker — trying to upgrade my win rate. The net results have been fun, but also stupid — with a series of piker wins — the brand of trading I used to mock in the pre-ZERO commission rate days.

CRWD +2.2%
DDOG +1.83%
KSS +2.11%
OKTA +3%
(AUY -7.1%)
KL +2.5%
NVCR +1.23%
EVBG +1.57%
CRSP +2.8%
EW +2.55%
CNMD +1%
BBBY +1.9%
(AYX -1.1%)
(BILI -1.1%)
GWRE +0.84%
(TMF -3.95%)
NGG +0.76%
KOD +4.6%

That’s 15 for my last 18 trades in the past two days. Why? Because I fucking felt like it. I talk shit and carry a small stick.

Today alone I bought 10 stocks, sold one for a 4.5% intra day spree, holding the rest over the weekend like a crackhead gambler. Why the fuck not? Trading is cheap, it’s free. I can do whatever the fuck I want. Besides, who’s gonna stop me?

With markets careening towards the sun, I only want stocks at or near record highs. Anything less than that is revolting and makes me sick. The very thought of having to own a stock not at its recourd high is something I’d much rather not have to do.

This morning, I booked two more profits.

CRSP +2.8%
EW +2.55%

These are small, infant, gains — but I have a job to do — spitting out winners on a daily basis. All of you out there have the luxury of never having to impress anyone but your ugly wives. See me, I have to impress the world. “The Fly” is a household name in 46 countries. People pick up their morning newspapers and ask each other “did you see what The Fly did yesterday?” Dinner tables across France are plagued by Fly talk, everyone wondering how I did during the trading day. The pressure is too much for anyone to bear, but except for me — of course.

That being said — the good folks at iBankCoin, in conjunction with our new tech partner, TR3WAY our of Germany, will be launching access to beta trials for Exodus 2.0 this weekend. Understand something, we’ve been toiling away for 7 months building this thing. I have FUCKERS inside Exodus now believing I am lying — pretending to build something for the sake of just saying it. Let me be the first to tell you, upon the launch of this glorious piece of financial software, I will cut all of their dicks off.

Stay tuned for me.

I should just pre-make these blogs in my blogging factory. I could have headlines made up and ready to go with the content predictably crafted.

Here are some headlines to try out.

*** DOW PLUNGES AFTER CHINA TRADE DEAL FUCKS ITSELF ***

*** DOW SOARS AFTER PRESIDENT TRUMP ANNOUNCES VICTORY OVER CHINA ***

*** DOW SLUMPS ON RUMORS OF CHINA TRADE WAR SNAG ***

*** DOW LAMBASTS HIGHER AFTER CHINA TRADE DEAL CEMENTED IN STONE ***

*** BULLS SWING FROM LAMP POSTS AFTER CHINESE RENEG ON CEMENTED TRADE DEAL ***

*** BEARS GUTTED AND DEVOURED AFTER TRADE DEAL CONFIRMED ***

I can literally write these all day, because trade wars are fun and easy to win.

Markets can fuck off now. I don’t have any interest in it until noon.

Today we had news of more China trade snags and stocks initially dropped, but then they recovered, naturally. I’ve been taking a lot of pissant wins for a specific reason and I hope to play my next hand with Space Alien Magician (SAM) precision.

One loss out of my last 8 isn’t too bad, but the gains are mostly stupid and rounding errors. Nevertheless, I’ve always found taking profits to be much better than losses and I feel all of those stocks will soon sink lower.

CRWD +2.2%
DDOG +1.83%
KSS +2.11%
OKTA +3%
(AUY -7.1%)
KL +2.5%
NVCR +1.23%
EVBG +1.57%

There are exceptions. I’m wondering about gold here — due to Friday and also rates. There could be a nice bounce in gold coming — or not. Bottom line, risk is certainly on and VIX is certainly low. One could argue there is an overabundance of hubris in this tape and that a comeuppance is long overdue.

Punishment is in order — one could only hope for it. Long ago, when markets were free from the yoke of the bankers, men and women, mostly men, traded with honor and dignity. Prices fluctuated and corrections were absorbed. It was part of the economic cycle — booms and busts. But now we have only boom and because there aren’t any busts — Gen Xers like myself look toward this market will cynical intentions. Naturally if you’re under 40 and fall into the millennial demographic, you are just a stupid cow of a person — beholden to the tits of the central banks — glad for it. Happy to be a cuck.

God willing, in our lifetime, we will extricate ourselves from the malevolent forces of the Fed and break free from this odious bull market and collapse it — crush all of the citizenry, eat the rich, and kill the poor.

Freedom.

At this point you should assume they’re doing it on purpose to fuck with you — sort of like Armistice Day.

THE US AND CHINA ARE STRUGGLING TO COMPLETE A “PHASE ONE” DEAL TO HALT THEIR TRADE WAR, WITH SENIOR OFFICIALS IN WASHINGTON AND BEIJING STILL JOSTLING OVER INTELLECTUAL PROPERTY PROVISIONS, AGRICULTURAL PURCHASES AND TARIFF ROLLBACKS AFTER WEEKS OF NEGOTIATIONS

Business as usual. Don’t trade the headlines.

I am still in the process of assembling my chess pieces into place, trying a little of this and a little of that. I booked these trades today.

DDOG +1.83%
KSS +2.11%
OKTA +3%
(AUY -7.1%)
KL +2.5%

My gold sales had little to do with my opinion of gold, but more of a tactical move. Before I head back into stocks with vigor, I will first raise some cash and offer a more selective brand of stock picking.

Markets are somewhat weak and rates are lower. Gold isn’t too bad either, nor are bonds.

First I’d like to tell my younger punk readers that you should stay in school. As crazy as that sounds, and I realize it goes against the modern way of thinking, educating oneself, even though you might take on debt in the process, is an important part of maturing as an adult. If you’re thinking about dropping out of college or God forbid high school — don’t. If you do not end up like Bill Gates, you will most certainly etch a fast track to a lifetime of wanton poverty and depression, by way of wage cage job at an Amazon slave factory. Remember, you’re not only paying tuition, but growing as a person and going thru the crucible of life. Sure it sucks that you weren’t born better, had the privilege of a high IQ and entry into an Ivy League school. But there are many ways to carve out a path towards success — so be the man you want to be — but do that AFTER school you fucking idiots.

Futures are somewhat soft this morning, as President Trump edges closer to the guillotine. One could only hope for chaos, but I am afraid we’ll get more of the same here. We are within a fortnight of National Festival Day and I have extreme confidence in a short squeeze into gravy day. Never bet against American stocks into cranned berry filled dishes festooned with stuffing. There is a reckoning coming for shorts and you can feel the fiery breeze coming. Incineration is all but a foregone conclusion.

Fully invested here. Gold is bouncing with bonds. Pot stocks and other forms of degeneracy BTFO. “The Fly” is alcohol free, lifting weights like a mad-man, until summer. I shall be chronicling adventures of winship very soon.

I was fortunate to own CRWD today, gapping higher as the deep state extends its tentacles into the executive branch. I sold it out and swapped it for another stock. Not a big deal.

It looked like markets wanted lower, but instead revealed an insatiable appetite for more expensive prices. I cannot lie — I hate this market down to its guts and truly hope for a derailment of biblical proportions. But that’s just me being bitter, thinking about what should’ve been. Our ideas are fleeting and unimportant if they’re not in sync with the masses. I do not pretend to know more about the market than the market itself, which is why I am merely a conduit to it. Betting against prevailing trends is a useless endeavor. Some get tricked into thinking they’re special and they’ve read about stories of great men making mountainous fortunes by betting against the herd. But this is a psyop, designed to trick you into losing your small fortunes. These men you’ve read about do not exist, mere phantoms and night time stories made up by people with indecorous plans.

Stay with the sheep and BAAAAAAAAA all the way to the bank. Reserve your opinions for after the market closes and be sure to stay true to price action.

That is all for now.

Enough is enough already with this shit. I’d be happy with resolution, such as “we shall never trade with China again” instead of this horseshit. We are supposed to endure this for the duration of the Trump presidency? I’d prefer to have an arch socialist in who kills people for fun instead of this. I’d rather a Faux Indian take the realm into war in Moscow, killing tens of millions, than this. I’d prefer Bernard Sanders dying of a heart attack his first day in office than have to endure another second of this trade war shit.

Fuck your politics. I don’t care about anything at all. But this trickery needs to end now.