God is a Bull

It’s 2006 all over again. The inflation trade is alive and well. Moreover, we are in the midst of a profound technology revolution—one that is comparable to the dot com era. I will have you know, my blackberry mobile device fell victim to an egregious water hose this weekend. Some asshole, whose name will remain private (HORATIO CLAWHAMMER), went bananas with the water hose, while in the backyard. As a result, my blackberry is dead. Fucking dead as a doorknob.

The good news: to be very candid, I don’t give a fuck. People like to talk too much. Everyone is a socialite these days, always wanting to party, always wanting to make friends. Fuck you and your friends. I am much more interested in making enough money, so that I can build my own people, made from robots, which will be manufactured by the God fearing folks at FOXCONN, of course.

As for today’s tape, expect more of the same. The market is an easy buy, especially on dips. All earnings estimates will be SHATTERED, thanks in large part to free money and a fucked up government. Be that as it may, I will exploit the criminality and build houses with the profits.

Top picks: Flotek Industries, Inc. [[FTK]] , DryShips Inc. [[DRYS]] (lit m-80), General Cable Corporation [[BGC]]

I’ve had my share of blow-ups, being a manager of other people’s money, as well as my own, throughout the years, dating back to 1995 or so. Long ago, I believed the only way to get rich was to put all of my eggs in one basket, then watch that basket carefully—a la Carnegie.

Using that approach, building mammoth positions in a select few stocks, I “enjoyed” massive winship, right alongside HORRIFIC “losedom.” Being young and clinically insane, I put all of my personal savings in America Online, prior to the big-dicked moves in the stock. I was, in a word, NOTTOBEFUCKEDWITH.

Luckily, for my sake, AOL aka AMER turned out to be a once in a lifetime winner, returning several thousand percent my original investment.

Fast forward a dozen years, I am far more timid with my positioning. Generally speaking, I don’t allocate more than 10% of overall capital to any single name. However, from time to time, like in the case of my famous Microvision, Inc. [[MVIS]] position, I make exceptions.

At the present, I have a rather large and stubborn position in Flotek Industries, Inc. [[FTK]] . “The Fly” of 12 years ago would have been doubling down on this stupid bastard of a stock, all the way to $1.50. However, for what I have going on, blessed by the stock Gods with large dicked gains, I have zero motivation to swing for the fences. My buy orders are small, thanks in large part to my 70% year to date returns, on top of the 60% in 2008, on top of the 27% in 2007. You get my drift.

If you insist on building large positions (anything more than 20% of assets), be sure to know what the fuck you are doing. I know someone who lost over $2million in a certain penny stock, back in 2007, due to him chasing the stock lower out of ego. As a matter of fact, this man never researched the stock he was putting his net worth into. Back then, the market was so easy. Every single oil and gas stock was doubling and tripling in a period of months. So, he just, sort of, bellied up to the plate and went “all in” on a name he knew nothing about. Despite my daily warnings, he kept buying and ended up losing 75% of his net worth in a bullshit scam stock.

Don’t be a fucking asshat. The market is designed to fleece fuckers like you (the general retail investor).

Bottle of Bordeaux—Check

Reservations for Steakhouse—Check

Wad of cash for egregious items that Mrs. Fly wants to buy—Check

More on this later.

UPDATE: I have a headache.

[youtube:http://www.youtube.com/watch?v=5vdzKRwbAXw 616 500]

Oh, the pain is just too much. With sweaty palms and a hunched back, you cover your shorts. You cover your shorts, because you are a broken defeated man, with zero sense of how to break out of the mold of mediocrity. Instead of taking responsibility for your own actions, you point fingers at others, accusing them of illegal activities and outright tomfoolery.

The fact of the matter is, you are not built for this game. Oh, no. You are better fit to pick up my morning garbage or clean out public urinals, than invest money on behalf of others, let alone yourself. While it’s treu [sic], you enjoy real cheap commissions, trading via e-trade or Scottrade; however, you are an idiot and blow any such said savings on block-headed transactions.

Do yourself a favor, buy a mutual fund.

As for me, I will continue to bowl on you fuckers, until I am rich enough or too bored to care.

My sole trade today was getting long DryShips Inc. [[DRYS]] .

I bought 30,000 DryShips Inc. [[DRYS]] @ $6.80.

Disclaimer: If you buy DRYS because of this post, your job will get outsourced to Mexico. And, you may lose money.

What better way to celebrate America’s brilliance today than to annihilate a few million bearshitters? I implore you to lean on a few stocks that are heavily shorted, in order to defeat the financial terrorists aka “short sellers.” These mangled men walk around with hunched backs, covered with burlap hooded shirts. I will tell you, with the utmost sincerity, I find it despicable that this country allows bearshitters out in the general public. If I was President, I’d put them in “reeducation camps,” where they would learn Fly-economics, teaching them to support treasury auctions and all forms of equities—even low-grade oil and gas stocks.

Look folks, hashing over the tragedies of 9/11 will not make us feel better about ourselves. Instead, we should all get rich, or in my case rich-er, on this date, so that we may afford Chinese made LCD’s and iPhones, manufactured by the generous folks at FOXCONN.

With my money, very simply, I like Flotek Industries, Inc. [[FTK]] , Hercules Offshore, Inc. [[HERO]] , Tesoro Corporation [[TSO]] , Holly Corporation [[HOC]] , Western Refining, Inc. [[WNR]] , Sonus Networks, Inc. [[SONS]] and [[RAX]] . Potential new buys include: Plug Power Inc. [[PLUG]] , DryShips Inc. [[DRYS]] , [[GSI]] , [[RAX]] and Synaptics, Incorporated [[SYNA]]

Just when you thought civilization was going back to the time of the Tudors, BAM!, a new global growth story emerges. Year over year estimates will be shattered, amongst all relevant companies. Moreover, America is old hat, compared to the cool people from Asia—who have slaves for labor and gamblers for rich folks. Those fuckers will buy so many LCD teevee’s, Corning Incorporated [[GLW]] will run out of sand to make the glass that goes into those fuckers.

At any rate, aside from 4g, aside from foreign names, “The Fly” is actively researching Industrial Electric Equipment companies. For those of you who are subscribers to The PPT, click here for reference.

For you other cat fondlers out there, take a gander at General Cable Corporation [[BGC]] , Powell Industries, Inc. [[POWL]] , REGAL-BELOIT CORPORATION [[RBC]] , AZZ Incorporated [[AZZ]] , AMETEK, Inc. [[AME]] , EnerSys [[ENS]] , Rockwell Automation [[ROK]] — and long shot plays Capstone Turbine Corporation [[CPST]] , Exide Technologies [[XIDE]] , Plug Power Inc. [[PLUG]] and Ultralife Corp. [[ULBI]] .

[youtube:http://www.youtube.com/watch?v=KIiUqfxFttM 616 500]

In my basket, I own a variety of stocks. Some of my positions are quite large, others are rather small. I tend to my basket every single day, making adjustments to it, ensuring it stays in pristine condition.

At the present, I own a lot of oil and gas stocks, with the great hope that the dollar will continue to fuck itself and commodities will soar into the stratosphere. One of my stocks, which is one of my larger positions, is Flotek Industries, Inc. [[FTK]] . As some of you know, I’ve been holding “good ol’ cocksucking” Flotek for sometime now, hoping others will catch wind to the idea that maybe Flotek is Bronx whore cheap. And, moreover, as oil charges higher, people will roll into FTK, effectively trapping the large short position, putting them into a “fag-box” filled with time bombs disguised as male genitalia.

Aside from FTK, I own decent positions in Tesoro Corporation [[TSO]] , [[RAX]] , General Cable Corporation [[BGC]] , Starent Networks Corp. [[STAR]] , [[ENTR]] , TeleCommunication Systems, Inc. [[TSYS]] , TEKELEC [[TKLC]] —just to name a few.

The point I am trying to make; and this is very important, so pay attention: “The Fly” never loses. Do you hear me you fucking faggots? I endure temporary lapses in winship, just to allow you retards catch up to me. However, at the end of the day, I am up 70% year to date, while you are over there dicking around in your batman suit, planning some fucking queered out Halloween party.