THIS IS WHO I AM PAL

I need to run out again, because moving into a new state requires a lot of paperwork and adjustment. Plus I need to feed the family and my fucking car is in the shop and I am the designated driver.

These are today’s booked trades. Not all winners, but net net success.

(JNUG -1.1%)
NUGT +17.6%
(SNAP -6%)
TWLO +0.26%
MUX +16.1%

I added a few more today, one in retail — which has sucked all year — but I’m hoping for a turn. In the event you’re wondering why Le Fly doesn’t share his picks here anymore — it’s because they’re for members of Exodus only, exclusive access to the single best trader in America today.

My Quant gained 0.7%, lots of upside action in trading — America is fat, sloppy, and happy. Winning trade wars, Powell is an enemy, etc etc etc.

Can’t lose.

I spent a lazy morning sauntering around my new southern locale, breezing by fried chicken stands with people drinking sweet tea inside of them. The roads are bumpy and there are lots of hills, dropped in against a landscape of tall sleepy trees and an array of impeccably manicured bushes and shrubs.

The people down here speak slow and intentionally, usually opting for kindness over brashness. Since this is a new city with lots of new things, most of the people here are new too, most hailing from northern cities. The legacy population here is dwindling, but you can spot them a mile away — slow walking sun beaten gents and ladies discussing the afternoon horse racing with a confederate drawl. I an particularly fond of southern folk, always have been and will be. When I managed money, all of my favorite clients were southern and all of my hated clients were from NYC — complete and total assholes. Typically, southern folk are honorable and do what they say — possessing a morality that 99% of northerners lack due to poor upbringing and terrible war-like genes. Northern aggressors are a scourge on this country, always meddling into the affairs of others, concocting get rich quick schemes with their banks, and doing degenerate shit everywhere they go. I’ll be happy to spend my slow days down here, lazily amongst the humid winds and pick up trucks, smoking my estate pipe whilst listening to bluegrass. I might even eat a piece of peach pie too, should I feel inclined to do so.

The market looks like complete shit today, with gold lower and SAAS lower. I see market breadth is solid and my Quant is up 40bps — but my gold positions are lacking and that makes me somewhat melancholy. I do think, however, all drops in gold should be purchased with a violent rage. Every black candle since the beginning of 2019 has been met with a feverish buying. I will now go about my business, take a closer look at the market, and get back to you shortly.

TLT and GLD are the truth. All of you ass-clowns who’ve been shitting on them will soon feel the backend of my whip, as I descend upon you with riches that make The Count of Monte Cristo look like a piker. It’s important that I keep telling you this, for when I die — these good deeds will offset all of the terrible and horrible things I’ve done in my life and gain me entry into heaven, where I intend to cavort and chortle, cavort some more, and whore.

I will tell you this much, and this goes without saying, buying gold is always a good idea — but it’s especially fine on days of decline. This applies to gold more so than any other asset class. If you think you’ve missed out on the trend, do not fear lads. There will be another sharp bounce in yields and with it gold will shrink, like an old man’s dick without viagra. On that day, listen to me now, get out there and buy gold miners with an angry vengeance. If people get in your way, physically assault them. You can doubt me all you want, but just know I’ve been buying NUGT since $13.

What the fuck have you been doing?

Exactly.

Markets were up big this morning, now look at them. “The Fly” kicked out of his ROKU and made 2.5% overnight, an annualized return of 616%. See pal, that’s who I am…

Moving on, I added another silver miner to my repertoire. Fact of the matter is, and this goes without saying, RATES ARE COLLAPSING, now off by 6bps to 1.48%. If you’re not heavily long gold — you don’t know what you’re doing. You have no right managing money and should be killed.

I’m 30% gold miners and 15% defensive stocks.

Why?

Because as rates drop, fuckers are looking for yield. You’d be wise to get long some old man stocks, and possibly some utilities — for the sake of maintaining your coin and sanity.

I TOLD YOU SO.

With MDB running fucking hard today, I wanted to celebrate it — because I am long and smarter than all of you combined. I bet zero of you fuckers are long and now envy my divine powers.

An ode to Mongo, who has been seen rampaging throughout the city square, busted loose from his cage and is now chasing people with savage qualities.

There’s only a handful of tech companies that touches instills itself into the modern culture we live in. The acronym FANG is so relevant, because we all use those platforms. For people who enjoy media, ROKU is the orphan to NFLX and used by millions.

Personally, I use the Apple TV box and always have. I don’t stream movies for free, like most ROKUFAGS — but I can see how that’s appealing to most who are both poor and degenerate.

An analyst at William Blair is out sucking the dick of ROKU this morning, saying they will reach 80 million subs by 2025.

Streaming business Roku to reach 80 million active accounts by 2025, William Blair said Tuesday.

“Roku will experience similar phased stages of international growth as Netflix did during its international expansion,” said William Blair’s Ralph Schackart.

Shares of Roku, which sells its own streaming devices with thousands of channels and also provides an operating system for smart TVs, have been on a tear this year, climbing nearly 370% since January.

The company is growing the top end by 59% per quarter, trading at 16x. Based upon back of the envelope extrapolations rooted in simple mathematics, the stock should hit $225 by next year, this time. So is it the next NFLX or is it just a fucking TIVO?

My opinion is flaccid — because I don’t use the product — but the numbers are rock fucking solid. Also, it was my overnight pick last night, so I am shamelessly promoting it now.

I don’t know if this means anything anymore — but there isn’t productive negotiations taking place with China and Trump is only saying this because he’s an egotistical maniac. That doesn’t make him a bad President, per se. I know this isn’t a very popular modus operandi with you fuckhead libtards — always trying to save burning rain forests and shit. But Trump is the man needed for the job to destroy China, once and for all.

The actuaries took a look and decided that within 50 years China will be able to destroy America on every playing field. So, the policy of America now is to destroy China now, sort of like the Baby Hitler scenario. If you came across Baby Hitler, would you stick a knife in his chest? That’s a really hard row to hoe, isn’t it? Most fair minded people think we can change China, just like most people believe they could convince Baby Hitler not to do all of that crazy dumb shit he eventually did. Sorry, but you cannot change Baby Hitler, no more than you can change Baby China — who is on a fucking warpath to supplant the United Steaks and make you their bitch servant slaves. Is that what you want for your grandchildren?

I didn’t think so.

The aircraft carriers are warming up and soon we’ll be flying bombing raids over Beijing, in an act of bitter revenge for the Vietnam war. This time we’ll be using Vietnamese mercenaries to control large swaths of China, paid for by 100 year War Bonds, which will likely yield negative 2%.

Safest shit out there, believe me.

Ah, living in the latter days of a grande empire is exhilarating. Meaningless wars, depravity, elitism, and savage migration — all darken this once great landscape with its cheap blood. The truth is, I couldn’t care less. Zero emotion, robot like demeanor.

I believe this rally will fail, and soon. But I probably won’t sell short. I am content with gold and defensive stocks…for now.

Futures were down 300 last night and then Trump issued some bullshit presser, exclaiming that negotiations with China were going splendidly for the 100th time. As such, markets are soaring today — because humans enjoy being lied to. What a fantastic world we live in.

I’ve been busy all morning getting my SHIT together in NC — dealing with car rentals and insurance companies. So far, I like this place very much. Everything is brand fucking new and I rarely see any people, which is an added bonus.

Will this rally hold?

Absolutely not. Trump is on the verge of bombing Beijing over a tweet gone sideways. Do not fool yourselves out of your gold positions, lad. It’s made of sterner stuff.

A very high IQ quasi- revolution is taking place in HK — and although I think it has CIA written all over it — I’m supportive of any people who demand freedom from their government. They’re cutting down facial recognition poles — in defiance of the Orwellian Chinese way of controlling people.

#NewsUpdate: Protestors in #Hongkong were seen tearing down facial recognition poles in the city, as they strive for freedom's and independence for their city from mainland #China. pic.twitter.com/3GiMwMAd92

— Sotiri Dimpinoudis (@sotiridi) August 24, 2019

HIGH IQ RALLIES ENSUE!

Tools of "peaceful" Hong Kong protesters — (1) sticks & metal poles (2) Molotov cocktails (gasoline bottles on fire) (3) bricks/stones (4) grenade launchers! (5) laser beams to blind people (6) special catapults/slingshots to hurl bricks at the police (7) arson/fire:#China pic.twitter.com/jehOxzw4an

— Economics Geopolitics Tech (@EconGeopolTech) August 25, 2019

Without question this is a fucking negative for stocks. My only question is whether this is really happening or more bullshit? Will this revolution be stomped the fuck out — or will it spiral out of control and fuck the Chinese with a bamboo sizes cock?

The Hang Seng is off by 880 now, or 3.5%. Nasdaq futures are only off by 35, after fair value considerations. Oil is down and gold is sharply higher. You’re welcome. The 10yr yields are hitting new lows at 1.48% — something to consider when thinking about buying banks. This yield curve business is treacherous for them.

My best bet — markets plunge at the open and I buy with my entire cock. I do not believe we’re setting up for a large drop. Trump is too vain to let this slide for too long. Look out for some sort of offsetting stimulus package to antagonize the Chinese. The men inside Exodus are all doing fine now, sipping on large coups of champagne, overseeing their large holdings in gold appreciate with both style and grace.

NOTE: The Yuan is cracking lower again. The dollar is now +5% vs the Yuan over the past year.

I’m still without internet, typing from my phone. For those just tuning in, I moved from NJ to N.C. on Thursday and still exhausted by the ordeal. Converting to a southern gentleman from a northern master is not for the faint of heart.

On Friday the president chimped out and publicly humiliated China. Let’s face it, something happened behind the scenes that pissed Trump off. This trade war will never get resolved.

Things to look for.

Sharply lower oil and copper prices that imply pressure on the Chinese economy. This is America’s last stance against China in an effort to preserve financial dominance. It had to be done, for the empire builders, and we’re just here along for the ride.

Markets did not panic on Friday, with JNK and HYG barely down. If bad credits get hit on Monday, watch out. But if I’m being honest, we’ll probably bounce back next week. The best tells will be in the Russell, oil, credits, yields and banks.

Back to unboxing