Historically, April is the best month of the year. Have a look at the data, courtesy of Exodus.
Let’s not mince words. Life is too short to be coy and pretend that we mean one thing, when in fact we mean another. I want the market to go up by 5% in April. Anything less than a 5% ramp will disappoint me. I intend to lighten up my exposure heading into May, since markets tend to get graped during the warmer climes of the year.
In the interim, “The Fly” will plot and scheme to catch his enemies in one giant snare and then execute them, in a favorable fashion according to medieval law.
I’ll do a seasonality post inside The PPT this week to highlight which stocks typically outperform in April. You will be surprised by some of the choices.
Gentlemen, we are going to make an extreme amount of money this April, a perversion of normalcy if I might be so bold. The volume of business we transact will surpass all previous highs, setting the stage for a most hedonistic summer.
Since I really want to move onto Stanley Kubrick next week, I’m gonna condense all of the awesome things that Orson did in this one post.
Without question, Orson’s greatest talents was his orating skills. His directing career topped out with his first movie, Citizen Kane, and his acting career was a means for him to make enough money in order to finance his own movies so that he could direct them. It must’ve been sad life, really.
He did a lot of television, back in the day. My favorite short story was Fountain of Youth.
He also did some teevee for the UK, in what was called “Sketchbook”. This series is absolutely brilliant. Here is one episode.
Then there was his encounter with Ernest Hemingway. How awesome is this?
Orson pissed off doing demeaning commercials for peas.
Another one of my favorite moves is The Stranger, starring Orson and another favorite of mine Edward G. Robinson, who was prominently featured as the mobster in the Bugs Bunny cartoons.
Here is the entire movie, definitely a film noir classic. This is about a story of an FBI agent (Robinson) in search of runaway Nazis (Welles), post WW2.
https://www.youtube.com/watch?v=gwT83N9D1VM
But, without question, the single best acting scene of Orson’s long career was in the movie Compulsion. Just watch it and see for yourself. “Are we crazy?!”
Then there was that magical scene of Orson describing Chartres. This especially resonates with me, being that I value my anonymity.
If you want to see a movie about Orson, but not with Orson, I strongly recommend seeing Me and Orson Welles.
Christian Mckay nailed Orson, truly great.
And then there’s that guy from youtube who does hilarious movie reviews, as Orson.
Other Welles films of note are The Black Rose (co-starring another Hollywood legend who died young, Tyrone Powers. Oh, it also featured Orson Welles as a Chinese man.), Black Magic (good movie with Welles as a practitioner of Black Magic), Mr. Arkadian (lol), The Trial (based on the famous novel by Franz Kafka, an absolute must see for students of the law), Chimes at Midnight (Shakespeare, directed by Welles), Lady from Shanghai (featuring Orson with an absurd Irish accent), The Long Hot Summer (starring Welles and Paul Newman) and Transformers.
Did I just say Transformers? Damn right I did. It was his last role before he died. What better way to bookend your career, from Citizen Kane to Unicron.
Finally, I’ve been watching some comedy roasts recently, all vulgar demonstrations of human depravity. Back in the old days, when people had class, roasts were done like this, a la Welles:
And here is Sinatra saluting Welles (how fucking cool is that?)
Laugh out loud at the Altera shorts into a prospective Intel bid. Into the bell, I ditched MD and started a position in GTN. I love both AMCX and GTN, pure plays on the golden era of television. GTN has exposure to all of the major networks, locked in for 5 years. With programming getting better and better, expect ad rates to rise and earnings to power ahead.
Next week the market is going to take off. I’d bet my entire face on it and would play Russian roulette with a fucking trebuchet to prove my vigor. “The Fly” is a man with many hats and multiple logs in the fire. You’d be unwise to bet against him.
Reminder: Be sure to tune in tomorrow, as I continue my Orson Welles greatness in cinema series. I’ll be wrapping him up soon, then moving onto Kubrick. Also, just to rehash what I said earlier, I am going to start beta trials for The PPT Exodus very soon. If you have an interest in taking it for a test drive, the world’s best market analysis software, email me [email protected]. Be sure to tell me if you are a current member, former member or prospective member.
They want you on food stamps eating hamburgers all day. Within 100 years, the Kingdom will own all of the world’s aircraft carriers and they will fly a crescent flag over the White House dome. Bankrupting the Bakken Shale is part of the plan. The greater plan is to directly bankrupt the nation by having us fight absurd wars in their backyard.
At the end of the day, oil is a dead trade. I wanted it to work and went long after the New Year’s. However, over the past month the price action has been abysmal. Right now, oil stocks make up less than 10% of my overall portfolio, with MUSA being my largest holding in the space. And that’s a pure gas station play, nothing to do with production.
The PPT is flagging YY as oversold with compelling backtesting results of 10 wins, zero losses, over 10 trading days for an average return of 7.25%–over the past 12 months. On that news, I dabbled on some shares and will masquerade about town dressed like an ancient chinaman, until I win on this trade.
Forget about the stocks on your screen, names that you pretend are good stocks. You don’t know what you’re doing. I am going to give you the very best stocks in the world. They aren’t the best merely because I say they are. They’re the best because that’s what they are.
One of the great new features in Exodus is the ability to screen for stocks and see what that basket has netted, in terms of percentage gain, over a pre-determined time period. After tweaking for hours, I found the very best parameters that resulted in the very best percentage gains. We want excessive amount of money, gobs of it, with little to no draw-downs. It’s not good enough to just play biotech and wish for the best. The draw-downs in the sector is terroristic.
This screen, prominently featured on Exodus‘ market grid page, consists of 75 stocks, free cash flow generating machines. The net result, had you bought them one year ago, would’ve been +40%.
Those of you in the business of professional money management understand that the novelty of growth without profits is a stupid course of action and is no longer respected by market participants. I am drawing my inspiration from screens like this for all of my present and future picks.
You’re going to be castrated before this is all said and done. Markets are flat for the year. German co-pilots have become terrorists, crashing into mountains. Saudi Arabia is now a military force to be reckoned with. Janet Yellen is a super-grandmother. GDP is weak; but who gives a shit?
Early this morning, ICPT caught an upgrade, accompanied with a price target increase from $300 to $400. I don’t think you people understand how big their prospective NASH drug is. If approved, we are talking about the biggest liver treatment drug ever. The stock goes to $700 or $40, nothing in between.
The friendly folks over at iBC are putting the finishing touches on The PPT 2.0, aka Exodus. Next week I am going to expand the beta trials to a select group of people. If you want to be part of the trials, email me: [email protected]. In your email, please let me know if you’re a current member, former member, or thinking about becoming a member of our service. As you know, this has been a very long road for me, a project that has taken nearly a 6 years to complete. Now that I am here, ready to launch this thing, I almost feel like tossing myself into a fireplace lit with fire logs.
Without question, this is one of the great accomplishments of my young life, something that I am immensely proud of and feel offers a tangible value proposition to anyone who plays the market. Naturally, since it was made with space-aged thinking, courtesy of my space alien magician brain, it is decades ahead of the competition, if not centuries.
Having said that, biotech stocks look strong as balls early going. The bears are simply walking into an oddball trap, one that comically severs their heads and catapults their headless bodies into make-shift bonfires.
I was busy eating protein bars all day. You didn’t think I was going to live blog this shit, did you? Look here pal, I’ve been doing this shit for centuries and get bored of the repetition.
Early this morning, all the bears started to lean over the edge. Now those fuckers are sky-diving without a parachute. Oh, do you think the bulls are fairing better? Most of these morons sold this morning and now find themselves, rather abhorrently, in the back seat of a FAZmobile.
I wouldn’t be surprised to see the market nose-dive into the bell, then shoot up like a bottle of coke loaded with mentos, being handled by the world’s leading jerk-off artist.
Thus far, I am up 0.42% for the day–erasing an early deficit–mostly thanks to PANW, GRUB and motherfucking ICPT.
The leisurely stroll through Central’d Park is over. Futures are cartoonishly lower, amidst ‘peasant war’ in the middled east. Oil is higher, serving as a bit of a tease for investors. Those seeking safe haven might take the bait today, shoveling money into what can only be described as a ‘cruel and unusual’ inferno–as the oil sector is destined for incineration.
Markets are now heading towards the lows of 2015, as the likes of Bluestar, and others of his ilk, prepare to feast off the bones of aggressive and ‘entrepreneurial’ longs. These cannibalistic forays are nothing unusual for savage barbarians who live a vulgar life. Men clad in nothing more than straw skirts and elephant bone hats– living adjacent to a live and very active volcano– can only be expected to eat you, at the end of the day.
Yesterday I lost 1.5%. Today, I endeavor to double those losses and field phone calls from panicked investors, desperate for a voice of calm and reason. “The Fly” offers nothing but surreal discomfort in this regard. I shall stoke the flames of horror and point to the Sword of Damocles, suggesting those in need of money to “run away and seek refuge elsewhere” for the cannibals are coming and they are going to chew your faces off.
This evening we are greeted with ‘peasant war’ on the House of Saud front. Apparently they could no longer sit by and watch ISIS behead everyone in Yemen, so they’ve decided to do some shearing themselves. Word has it there is an intolerable amount of homosexuals in Yemen. As such, the government of Saudi Arabia, in accordance with the laws written down by the prophet Muhammed himself, have taken to the skies to smite them from 30,000 ft above.
This is having a glorious effect on the price of crude. However, be careful not to get lured into this trap. If the House of Saud wanted higher oil prices, they’d simply behave like any normal producer– following a fucking catastrophic decline in their main export– and cut supply. Instead, those crazy beach bums increased supply, in order to break non-OPEC producing nations, like the retards in Canada.
Futures are flat and biotech is set to go lower again, as the congress is debating whether to change patent law, which would decidedly fuck the profits out of any upstart biotech company. Keep an eye out for that.
What names are worth buying on this decline? How about companies that don’t give a shit about oil or patent laws, for starters?
