A CONVICTION TRADE

This is my balls on the kitchen island, whilst speed chopping carrots, play: GET LONG AIRLINES. These fuckers are about to explode to the upside. Do you know why?

The seasonality Gods have spoken to me and they despise oil. They are in the camp of Dennis Gartman and feel, emphatically, that oil will trade down to a wooden nickel (not a regular nickel, a fucking wooden one!), pre-industrial revolution pricing for a post hedonistic society.

While some of you lasses prance around NYC in search of 100kt jewelry to be placed and stored inside your vaults, “The Fly” is in full tax collector mode today, relentlessly burning the candle at both ends to find a winner.

That future winner is SAVE. Write it down on a piece of paper, shove it in a bottle, and then toss it to Europe. I don’t give a shit what you do with it, as long as you know that I mentioned it here today. Stick it up your ass for all I care.

With available proceeds, I also bought AGIO, the cancer curing company (muauauaauah).

My agenda is stacked heavy with things to do, people to see, and enemies to destroy. Please, for the love of all that is graceful in this short life, do not waste the time of a Space Alien Magician, for it is a mortal sin.

In short, fuck oil; I’m an airplane man.

Heading into May soon, I wanted to give you lads an update on a little known feature inside of The PPT, soon to be Exodus. I put together a portfolio for longer term investors, which I manage semi-annually, under the mandate of GARP (growth at a reasonable price). I update it twice per annum, once in January and again in June. New members of Exodus, which should launch inside of a week, will get exclusive access to this portfolio. I am only posting it here now because it has ran higher so fast and I will be making adjustments in a few months.

As you can see, I’ve nailed some huge winners in it this year and fully intend to exercise my ‘calculator like brain’ during the second half of 2015. This is going to be my biggest and best year ever.

Don't Degrade The Champion from iBC on Vimeo.

We’re gonna tear down your fucking buildings today, set flame to your personal belongings, and then close out your brokerage accounts. The good people of the United Steaks will not tolerate small gains any longer. The time for halved measures and boring stocked markets are over.

Listen to me, on my black soul, this market is about to bust loose like homos in a turkish bath house (no offense to gay guys of course).

No one does it like me because none of you fuckers have the balls to stand here, take the hits, and spit in your face–all the while drinking a cup of tea. Markets trade up and down, fortunes are made and lost: The Fly remains a constant ideal of frenetic volatility whose sole purpose is to win the capital markets. I was born for this shit.

Moving on, a bunch of biotechs are pressing higher this morning. My top picks in the space are AGIO, SGEN, ICPT and JAZZ.

Futures are moving higher and LRCX smashed numbers, which bodes well for the semis. Fuck oil up here. Get long them airlines before May and thank me later.

Fuck 4/20 and all of you hemp seed scoundrels. Also, fuck baseball. That’s right, I said it. Unlike most of you, “The Fly” was a talented player in his day, fully capable of knocking out someone’s eye with his fasted ball. When I became an adult, I stopped watching sports.

Do you know why I stopped watching sports?

BECAUSE IT DOESN’T MAKE ME SMARTER OR RICHER! That’s why, pal.

I don’t partake in idle discussions that pertain to gossip or women’s subject matters.

I happened to be up 1.21% for the day, fully erasing Friday’s rout. I made SAVE my largest position, ditched BABA, KITE and GTN, and added to AGIO. Life, as a Space Alien Magican (SAM), has never been more neurotic. I need to calm myself by thinking of greener pastures and blacker clouds. The very essence of my being is to win, so when that is happening, I endeavor to win more. I cannot settle for 1.21%; I must have MOAR.

Top pick: SAVE

NOTE: Exodus launches soon. If you did not get a chance to try it out and want more info, email me Flybroker at gmail.com

I started a new position in TUBE, in a feeble attempt at enjoying a most prodigious and prosperous life awash in profit–like Howard Lindzon.

I sold out of KITE for a 9% loss, after data presented last night left few enthused. With the proceeds, I further bulked up on AGIO. Although I wanted KITE to work, it didn’t, so I am moving on.

This has officially become comical, like an old Benny Hill episode funny. You little tomato throwers actually believed this was it, this was “the big one” that would finally sit us down? Not quite yet, there.

In the real world, Dr. Benjamin Bernanke, posted up in his luxurious new office at Citadel, is almost choking on his blunts, laughing at how stupid all of you are. You’re like gorillas in the midst, cavernous base sub-humans, lost in the jungles of your own stupidity.

While it’s true, some biotechs are underperforming. It’s also true that none of it matters in the big scheme of things. The train moves on, with or without you. Hell, with or without me too. Adjust or get eliminated.

Now I told you what was going to happen. However, I was not as aggressive as I should’ve been. I gave room for another day of weakness, which isn’t entirely untrue looking at some stocks on my screen.

Here is the oversold data for QLD (levered Nasdaqs), courtesy of Exodus. What does this mean?

It means that if you bought QLD on The PPT‘s oversold signal over the past 12 months, you enjoyed “flawless victory” and were able to punch a hole through your enemies chest and rip out his beating heart. Whether or not you chose to eat his/her heart after “surgically removing it” is entirely up to you. I leave you to your own caprices. I think you know where I stand.

One can make a strong argument that my algorithms do not belong in the hands of the layman, the Third Estate fribbled canaille. Friends of mine at wirehouses beg me to pitch their strongmen. I have zero interest in helping them ingratiate themselves any further. This is for the people.

Several times in my career I’ve had moments of clarity, when everything made sense and it gave me uncontrollable energy and drive to accomplish a task. When I first entered the business, poor as shit wearing chinese-man delivery shirts to work, I witnessed success for the first time and wanted it. But to get from where I was to where some of the top producers were, I needed to make changes. The first and most obvious change to me was to work on my speech patterns. Growing up in Brooklyn, I had taken on a distinct NY accent. That shit needed to go and quick.

So I skill milled every fucking night, recorded myself, and entrenched myself in the process of sales. The first thing you need to do is just do it. Get over the specter of rejection. Being rejected, in any venue, whether it be women or business, should be viewed as a learning process. What did I do wrong? How could I’ve closed that sale? Right? Soon enough, your skin will become so thick, you crave for that rejection–because you’re gonna overcome it and make that person see the light.

After the dot com crash I went into hibernation and made a modest living selling bonds and doing preferred stock offerings, raising capital through secondaries and “just getting by.” During this period, my energy level plummeted and I became a recluse, staying at home reading books and consuming information on an industrial scale. Then I saw eureka. I believe that moment came in early 2003, after the Bush tax cuts. It was like a bolt of lightening ran through my spine. Immediately I ceased all bad habits and focused my newly found, and intense, energy on building my business. I started going to work at 4am to call overseas, working late until 9pm. I was never home and my wife hated me. Frankly, I didn’t think about that because I had a mission to accomplish and nothing was going to stop me. I scaled my business and started doing 6 figures in monthly gross production again, for the first time since 2000.

The reason why I can’t sleep these days is because, for the first time since 2003, I sense a major shift in my life coming.

For five long years, I’ve tried to get PPT 2.0 finished. It is finally finished and I couldn’t be happier with the results. The PPT was built solely for an internet based audience; one that, quite frankly, I discouraged people from subscribing to. It’s actually quite funny if you look at how abrasive I am with you fuckers and you still do business with iBC. I think you sense there is something genuine and real about my intentions.

With Exodus, I’ve decided to rapidly expand the company though direct sales efforts to industry professionals, applying the skills that helped me build a multi million dollar brokerage business, twice, to software as a service.

I am sure many of you have ideas and want to find that vision or motivation to build something. The best advice that I can give you is to stop being such a fucking pussy and grab the bull by the horns, else that motherfucker up the block will do it for you.

The fuck? Have you ever seen this movie? Once again, I had zero expectations heading into this film, thinking it was going to be stupid retard shit, like the Rocky Horror crap. Boy was I wrong.

This movie reached into my soul and placed a bit of Kubrick in it forever. It is an amazing film and extremely edgy for the time it was made.

The single best thing about Kubrick’s work is the limited supply. Other notable films include: Full Metal Jacket, Lolita and Sparctucus. But the number one film of all time, made by none other than Stanley Kubrick, is the lunar landing. I mean, what a fucking masterpiece and a ruse. Wow. To this very day, his cinemetography in the lunar landing has millions believing that we traveled TO THE FUCKING MOON IN THE 1960’s WITH TINFOIL AND A CALCULATOR (thank you Mr. Macke for that immortal line).

I know, you saw Mythbusters and they “proved” we went to the fucking moon. Please. I have one word for you: VANALLENBELT.

It is widely believed that Kubrick was so fucked in the head, after tricking the nation and the world, that he went on a hiatus from making films. His resume for the lunar landing was Space Odyssey, naturally. Now if you watch The Shining and decode what he is telling us in the movie, you will see that he is admitting to his complicity in the lunar movie. If you think I am making all of this up, go google it. It is your friend.

Oh, and watch Clockwork Orange. It’s one killer of a film.

Next week Woody Allen.

I love it. Now this is a market.

Bottom line: market trades up, substantially, by Wednesday of next week. Have a great weekend and don’t forget to stop by tomorrow, as I wrap up Stanley Kubrick and move onto one of my favorite directors of all time: Woody Allen.

NOTE: I’ve had this song on repeat for about 24 hours straight. I am driving Mrs. Fly ape.

Top picks: AGIO, KITE