Saturday Cinema with Le Fly, Oscar Edition

I was going to review my favorite French film of all-time, but opted for an Oscar special instead. I will do the French film next week.

I’m not gonna get into the nuance awards, like best actor/actress. For the most part, 2014 was a mediocre year in cinema and only a few stood out as classics.

Here are the best picture nominees.

Selma: I didn’t watch this shit because I can’t stand Oprah. More than that, I’m not into racially divisive films. They fucking bore me. Last year’s best picture winner, 12 Years a Slave, was a work of art. It was absolutely deserving of the award–a true tour de force in cinema. But this Selma shit has Oprah in it. Fuck Selma.

Whiplash: Holy shit this was good. JK Simmons should win best actor for his performance as “Shillinger” (Oz), the artsy conductor version. I thought I’d hate this movie, fucking drums and shit. But I ended up loving it, especially its epic finale.
https://www.youtube.com/watch?v=Sv-uocYREig

Interstellar (not a nominee): This is one long ass film and Matt Damon mailed in yet another fucked up role that further denigrated his downward spiraling career. However, McConahey was amazing. He is one of my favorite actors at the moment. It’s funny because I used to hate his guts, until after True Detective. At any rate, Interstellar was the movie Kubrick wanted to make with his retarded and worst film of all-time, 2001 Space Odyssey. Believe me, I am a huge Kubrick fan and could watch Barry Lyndon every day for the rest of my life. However, Space Odyssey was some trippy ass horse shit. Interstellar should be the Oscar winner, unless that savage animal, Oprah, pays off the housemaids of Hollywood to give her the award.

American Sniper: I was expecting an epic film, save the fake baby, but ended up getting 2 hours of boring headshots. Look, it was a decent film and Bradley Cooper was terrific. I guess you can say I am not a huge fan of Eastwood films. They sort of plod along. Although I did enjoy Letters to Iwo Jima, which was an absolutely stunning war movie. Botton line: this shit isn’t winning.

Birdman: I loved this film and wouldn’t be mad if it won. Michael Keaton played a former Hollywood star, a former super-hero, who was trying to regain fame. In other words, he was playing himself. There are plenty of films along this story line, my favorite being Sunset Boulevard. However, Birdman was unique and should win the award, despite Interstellar being the better movie and not even nominated.
https://www.youtube.com/watch?v=Mj_dujWtsgY

The Imitation Game: I’m a huge Benedict Cumberbatch fan for his role as Sherlock, the BBC show. However, this movie was pure bullshit. I mean, another homosexual super-hero? Really? The movie was somewhat entertaining. Although I didn’t like the way Benedict delivered his words, sort of with a speech impediment, unlike in Sherlock, when he is sharp as a tack.

The Theory of Everything: I didn’t see this shit either. Poor Steven Hawking. I don’t have time to watch sappy shit like this.

Grand Budapest Hotel: I’m a huge Ralph Fiennes fan, from the Harry Potter movies to an under the radar gem The Duchess. Plus, this film has Jeff Goldblum in it, “The Fly”. What’s not to like? But this movie was just bizarre. It was thoroughly entertaining, but in no way deserving of a fucking Oscar.

Boyhood: OMG what a fucking waste of three hours. Let me just say, I am a fan of Ethan Hawk and feel his three film epic, spanning over 18 years (Before Sunrise, Before Sunset, Before Midnight), are some of the greatest accomplishments in movie history. If you haven’t seen all three, I strongly advise doing it before your life ends on this planet. But Boyhood was nothing like that. It was about some stupid, boring kid, growing up to be a fucking boring ass adult. I could not believe how aimless and retarded this movie was. If this movie wins best picture, I will throw a 10 pound barbell through my teevee.

Glaring Omission: Interstellar (see above), Gone Girl. Gone Girl was easily better than most of the films above and should’ve been nominated for the best picture award. Another one of my favorite films of 2014 was Fury, one of the best war films of all-time, in my humble opinion. However, it wasn’t artsy enough, or gay enough, so Hollywood snubbed it.

Honorable Mention: Nightcrawler. I think David Einhorn did a great job in his role as Lou Bloom. What do you think?

https://www.youtube.com/watch?v=5SqifyY9AnU

+11%, YTD.

Enjoy your weekends. Join for MOAR fun filled adventures on Monday.

I sold half of my FMSA position and added to both NDRM and PACD.

Every single time, without failure, the market tricks bears into believing “this is it”, lures them into a barn, and then burns it down to the ground. Even though these cycles are as predictable as the day is long, many of you dedicated short sellers miss the move and end up on the receiving end of gravity hammers.

How stupid are you anyway?

How can this happen over and over again and you do nothing about it?

Frankly, I am sick and tired of making fun of you. Even worse is the guy sitting in 90% cash, waiting for a confirmation of the breakout. Seriously, do you people actually believe those people have the slightest clues what they are doing? If you’re always in a 90% cash position, well then, that means absolutely nothing at all. You are simply watching the market for the rest of us, afraid to make mistakes.

Why are you afraid to make mistakes? I don’t know. Maybe you have something to lose.

“The Fly” isn’t afraid of making mistakes and will punch your mandibles straight off your insect faces. Nothing is gonna stop me, especially you.

In light of the epic melt up in February, I’d like to remind you of the sick, twisted, nature this market has embodied for over a year. Do not be surprised if we sold off for a day or two, before heading higher. This is course is meaningless shit for people with any semblance of dignity– those who don’t mind the store every second of every hour.

But for the rest of you, cocaine addled trading monkeys, you might want to buy a utility and pray for the apocalypse.

As you know, there are many utes to choose from, but only one worth your time and effort at this juncture in time.

My utility of choice is PCG. It’s a mega-cap cash generating, dividend paying machina (heavy italian accent).

This is a Friday and we are scared of Greece. Plus, anything could happen over the weekend. By Scott, the very fabric of civilization might crumble and turn our human flesh into ash. As always, prepare for the worst, the crematory, and expect nothing more or less than unadulterated bliss–for we are members of a society that doesn’t understand boundaries. We are making them as we go, embedded in the never ending struggle of greatness.

I realize some of you actually make a living off intra-day trades, an occupation I do not relish in the least. But for the rest of you, quit watching the screen all day. Go outside and play with the squirrels, avoid myopia and take in some natural light.

Sandwiches are in order on days like this.

The volume is low, volatility is non-existant, nothing is popping. What would the Macho Man Randy Savage say if trying to trade this market? He’d fucking break the computer over someone’s head, then head outside to chop down a tree.

We are firmly in an uptrend and will likely continue this trajectory until late April.

Chill the fuck out and start positioning yourself for success, and quit thinking about failing.

Top picks: AAL, JBLU, YNDX

Take it from me, a virile man with nearly two decades of industry experience: QUIT BUYING PIECE OF SHIT STOCKS AND PIECE OF SHIT INDUSTRIES.

Let me explain.

There are times when buying the blood makes sense, especially when there are bad market conditions. Then there are times when buying bad stocks and bad sectors is simply a waste of time, just like my experience in VALE.

Believe it or not, I am not referring to oil, since oil has been trending higher for a month now. I am talking about trying to pick off lows in commodities, like gold, silver and natural gas. These are broken commodities and aren’t in the matrix of where money flow is going. You’ll either frustrate yourselves in dead trades or get lucky. One way or another, if you’re following any disciplines at all, you’d be wise to avoid playing these ridiculous commodities.

We are in a world filled with innovation, free cash flow coming out of ears, and you’re wasting time/money trying to catch knives in ancient sectors?

What stocks are good now?

For crying out loud take a look at 20 out of 35 of my long term holdings ripping higher today.

I sold out of OXY for a $3 gain, despite oil firming up today. As you readily know by now, I started a position in JBLU, bulking up on airliners, which also contains an AAL position. My largest oil positions are SLCA and PACD, both of which I intend to hold for high prices. I am not beholden to oil and see no reason to play asshole parlor games at a time when other sectors offer steady returns without having to enter Dante’s seventh ring of hell.

For example, I started a position in MD today. There is a stock that simply glides higher. It doesn’t hurry itself or run about the sewer pipe ever other day. It merely comports itself the way a gentleman stock should, with grace and certainty.

On the other hand, my hamburger stock, HABT, which has been nothing less than a vulgar excuse for speculation since its IPO, is beginning to exhibit signs of life. This is likely due to the fact that several peers have reported positive results and people are beginning to understand how badly MCD sucks.

Thusly, I am up 0.5% for the day, hoping to extend my god given rights to MOAR by the end of the day.

I sold VALE for a 3% loss and started a new position in JBLU.

Seeing the price of crude down this morning reminds me to not overweight oil stocks. It’s important to have some exposure, due to the potential upside and beta that oil stocks represent down here. However, these are broken names, divorced from the ceremony of man, 100% fucked.

Remember that there are other sectors out there. You can delve into services, industrials, tech, utilities, consumer discretionary and staples. Don’t be a jackass; own a cross section of the economy and trade around it.

Once you come to the realization that taking your entire net worth and swing trading it is completely idiotic, you will build a portfolio and trade around it with swing trade ideas–like me. You cannot persist in this business by swinging around your account from 0% to 100% cash inside of a few trading days and expect to keep your sanity.

Futures are flat this morning. I still love airlines most, following by hamburger stocks. I hope you are paying attention to the erection commercials on CNBC and consider popping some of those bad boys through today’s trading session.