BREAKOUT! Markets Claim Prima Nocta on Bears

There isn’t anything more to discuss. This is settled science. We broke out clean, another big ass white candle.

I sold APHA for +22%.

I replaced it with ZYNE.

I booked my Quant trades today and posted the new one in Exodus today. For February, we are half defensive, half value, zero GLD or TLT.

I’m still fully invested, so I cannot make any new buys at this present time. I might move some things around, however, should I find something interesting.

Futures are racing higher again, once again buoyed by oil — because the end of western finance as we know it failed again. We must continue to dredge on, brightly, in spite of our repeated attempts at cataclysm.

The payrolls numbers were much better than expected. Does this mean, not that the squall has passed, the Fed will reinstitute their schemes to hike rates again?

January Nonfarm Payrolls 304K vs 160K

Futures are +100, and WTI is +0.4%. Back in the old days of December — markets did not bottom on Fridays. Nowadays, they do not flag or waiver. They eagerly trade higher.

If you’re betting against stocks still, obstinately losing in the midst of a sea of win — you’re trending now, so congratulations. You will continue to lose, indefinitely, and when markets finally crack lower — you will fail to cover your shorts — due to their deep out of the money condition. In other words, what the fuck are you doing?

Clean slate and get back to work.

I had a grande day today. It wasn’t supposed to be this good; but then again, the rich are always entreated to afternoon delights. I was in my study toiling away doing Capstone after Capstone conferences, and then all of my stocks went higher, almost in unison. While this was transpiring, Joe Blow was getting his brains frozen in Chicago, trying to buy a pair of mittens at the local bodega.

Here in Princeton, NJ, I was comforted by a pleasant glowing fire and the subtle sounds of old oak creaking throughout my expansive home. All of the rugs tidy and ornately designed, perfectly matching my imported furniture and blending in beautifully with the neutral colored walls racing throughout the house, skipped over every 20 feet or so by thickly gilded picture frames around oil paintings. If you get close enough, you can sometimes smell the oil, or perhaps imagine it.

I even bought a rather low brow CBD-Coffee company today, for only 5 or 6 cents. It was something given to me by a member of Exodus and I cannot share it with you — because it’s for members only.

Ah, the feeling of triumph after a short and easy fought battle. Some of us were chosen to win and others to rot away, salting the earth with our refuse. “The Fly” is a genetically superior being, gifted and blessed with the smarts of a scientist — personality of a celebrated entertainer.

My three biggest winners today were APHA, JVA, DTEA, and of course NUGT — a 10% position of mine. I am quite affable while offering you my insight and generous, charitable even. I am the nicest person that I know — and that’s because I have nothing to worry about, no trials or tribulations, no hard fought battles, nothing but steak dinners and well crafted cocktails — friends and laughter — a buoyancy in the quality of my life that can only be expressed through the grande and loquacious missives of the vainglorious Fly.

Under no circumstances can I lose money in the pastiche of pot stocks I find myself now.

Presently, I am long APHA, TLRY, JVA and DTEA — the last two being my aggressive lotto styled picks. If I didn’t have so much exposure already, I’d be buying PYX here with animalistic fervor.

Doctors are assholes. All you need to do is smoke pot, or ingest some brownies laced heavily with THC, and enjoy the duration of your lives listening to yellow jazz music and drinking bright martinis. There isn’t a single thing cannabis can’t cure. From the flu to small dick syndrome, CBD oil is the elixir you deserve.

One of the great side addendums to being an avid user of indica is the additive bonus of delusion and whitened prospects about the future. Gone are the days of gray and gloomy government malfeasance. In are the days of purple clouds and vibrant green fields, eloquently graced with nature’s design of pink flowers and ancient chestnut trees to provide shade and sustenance. I cannot think of a single thing that can go wrong here, barreling in swiftly and with confidence, pot stocks, conducting business thru various means — supplying the people with the sleep tonic they need to help maintain a happy and fat existence.

We’re nothing more than the sum total of our experiences, the things we’re privy to and the ideas that are conjured, based off our inputs. It is, by definition, limiting. The market, on the other hand, encompasses all human knowledge, in a never-ending pricing mechanism that condenses all thinking into a singular composite.

Your ideas and your plans made sense, up until the point when the market disagreed. You cannot fight the trend and it’s foolish to entrench yourself in bad trades. Whatever ideas you had, shelve them, and join the sheep. That’s where the food is to be found. You’ll thank me for this advice for the balance of your lives.

I sold two underperforming stocks now — because if a stock isn’t rallying today — it’s a dog. Out with TME and UXIN for 5.5% losses.

On the buy side, I bought SONO, HUYA, and YEXT — all 5% positions. Current cash position is 0%.

I’m trying my hand at TLRY again — long the pot smoking fools of Canada and America. Also, I sold SEND for +7%.

This is a beautiful market and nothing can stop it. I have only 5% cash and I am swimming in gains today. I might allocate the last morsel of my cash into something magnanimous. Stay tuned.

As always, trades are first alerted and discussed in Exodus.

A CNBC reporter just tweeted out Trump might meet with President Xi in late February to iron out their fucking differences and perhaps ink a new trade deal. I have a strong mind that ignores this sort of poppycock as exactly that — unfettered rhetoric designed to lull plebs into a thick sleep with extra sauce.

I’m told the two sides are discussing a possible meeting between Trump and Xi in late February after the Kim summit, which would presumably take place in Southeast Asia. Exact location and date still TBD. https://t.co/8CQA5HcKf9

— Kayla Tausche (@kaylatausche) January 31, 2019

No thank you — fuck you very much. You don’t have a deal, Mr. President. And because you don’t have a deal, you delay and tell people you’ll need to meet with Xi in February, in order to mash out the finer details — because you and only you are capable of grasping the intricacies of global trade between two massive economies. All of your trained economists are god damned morons, incapable of finalizing a trade deal. We’re so fortunate, in this regard, to have you there at the mast, negotiating on our behalf.

Nonetheless, stocks are likely to rise today. We are seeing a divergence between the Dow and Nasdaq — but I don’t think it’ll last long. People are cold and angry. America is being punished by the Gods through inclement weather — because we are an evil sort of malcontent. We have nothing better to do than buy stocks and increase our insatiable appetites for greed. We’re all fat chocolate pie eating slobs, shimmying throughout life with giant asses and false noses. Disgusting, really.

Gold and silver are through the roof this morning. That is the single best asset class right now.

Top pick: NUGT

This is the perfect sort of post you send to a friend and laugh at the author for being such a fucking idiot, as to buy in “at the top.” This, of course, is predicated upon the idea that said author, is in fact an imbecile without a specific skillset of banking coin in market. One might surmise a recency bias in the authors trades and conclude a pervasive and infallible trend, when in fact, over a long time frame, this is counter-reality and not a good indicator at all.

What I am getting at, in no uncertain terms, is this:

Bet against “The Fly”, lose your house, kids, cars, job etc. Your whole shit will get wrecked.

I bought the following:

bot $SPOT, $GRUB, $SQ, $FTNT, $SCWX

Largest holding is NUGT. Riskest plays: DTEA, JVA, APHA.

It’s a lot to accept and I’m more than okay for you to fade this call. Truth is, life is a series of pre-meditated gambles. Might as well move like a bitch on the pussies who can’t hold their butter.

Shorts have been annihilated. I expect another BIG WHITE CANDLE on the Nasdaq tomorrow.

Pray tell me, isn’t it the job of the Fed to see stocks trading higher? Let’s not stand on sentiment here and pretend the Fed is supposed to ignore stocks. The job of the Fed, listen to me, is to see stocks higher.

This gent disagrees.

Fed went from 4 rate hikes to zero and from balance sheet reduction on autopilot to flexible. All in the course of 1 quarter.
Just pitiful.
The Fed is the market's bitch.

— Sven Henrich (@NorthmanTrader) January 30, 2019

But no one gives a shit what he thinks.

I’ll buy stocks after 3:30. Gonna wait for the sugar high to wane.

Okay, I realize I am buying when I said before I’d wait until after the Fed. Fuck off. PYX and other pot stocks are lifting off. I want my share of the smoke. Pass those gains over here son — and let me smoke it up.