Winners in this Post COVID World

We all know about Zoom and its meteoric run higher, thanks almost entirely due to the shutdowns. But there are a few dozen other names, some obvious, others not so much, that aren’t noticed by the unwashed pleb — you, the reader class of human.

Le Fly is here to rescue you from your listless drift out in the sea, and pull you back into the cargo hull of the ship, permitting you to promenade freely amongst the luggage.

These are notable stocks who have enjoyed solid QOQ rev growth and YOY growth of at least 25%.

AMZN, TSLA, BABA, NVDA, CRM, ABBV, ZM, LOW, SHOP, NOW, AMD, SE, SQ, MELI, SNAP, ATVI, LRCX, GPN, TWLO, VEEV, DOCU, PINS, CVNA, NIO, OKTA, CRWD, CHWY, ROKU, W, RNG, ZS, TDOC, DGX, ETSY, WORK, TER, MDB, SAM, ZEN, LOGI, ZNGA, FTCH, CHGG, BYND, FND, OLLI, STMP, PFSI, CLF, EXPI, UFPI, OSTK, CSOD, IRBT, BIG, SCPL, BGS, WGO, FLWS, GLUU, RGR, SWBI, HOME, LRN, UCTT, SPWH

It won’t ever be written in the annuls of market history, so let it be known here that on 10/29/20 — markets dumped the fuck out ahead of BIG TECHFAG earnings after the bell.

It’s disgusting, really. Even worse, big tech is going to post RECORD earnings — the modern day slavers — Robber Barons who do as they like — dictate as they please — without any real opposition. If there was an industry ripe for anti-monopoly break-ups — it would be big tech. The idea that Twitter and Google and Facebook aren’t utilities is ridiculous. Sure, they’re ‘private companies’ and you can go out there now and create your own Instagram (riiiiight) — but who the fuck are we kidding? Those fucking bastards deserve malevolence and discord for all of the upheaval they foment. Aside from censorship, which is reprehensible, the mere existence of LinkedIn should piss people off to the point of revolution.

The current disposition is for outright indifference and to callously dismiss the plights of others. This is merely how humans without power cope with being subjugated. In all seriousness, start caring a little and avoid falling into the nihilistic wormhole that comforts malcontents and manic-depressives online.

For the day, I lost money in the quant, flat in the trading. I positioned into China and American industrial names who benefit from normalization of Chinese relations — and COVID 19 plays.

SAAS stocks, the only part of tech worth investing in for the long term, is lower by 0.3%, at a time when the Nasdaq is +225. I wouldn’t look too much into it, especially since markets work in mysterious ways.

Sadly, and I report this to you in the most somber tones possible, I am not participating in this rally. My quant, incredulously, is lower by 1.4% — because stocks like ZM and FVRR are being crucified. My trading is barely up (+0.4%) and I am more or less sitting here with tears rolling down my cheeks, hoping for something wondrous to happen to me, such as a SURPRISE HOSTILE TAKEOVER for one of my holdings before the bell. Or, perhaps an FDA approval for my biotech holdings, or all of them. Magical thinking is indeed the most benign form of mental illness, so I don’t mind letting my thoughts carry off like wisps in the winds.

I like COVID-19 plays into the lockdowns, as the globe suffers under the pangs of government and illness. The lack of hospital beds, 1 yr removed from the onset of the pandemic, is the direct result of greed. People have moved out of greed and profit margins, instead of morality, and you won’t hear anything about this in the coming weeks and months. You will only hear about the necessity to shut it all down, in order to protect the elderly, due to lack of beds, but nothing about the fact that China doesn’t have these issues. I wonder why?

We keep chasing the dollar until it leads us directly into the grave and beyond it via Dynasty Trusts and elaborate foundations in order to place our mark on society, in the most narcissistic ways possible.

If all of the things they say are true, Biden cock pics equates extortion from China, I want to be long China for the Biden win. Once elected, Old Joe will normalize relations with the CCP and continue the process that Obama did so well — transfer American wealth to the east. Let me be clear: this isn’t just an Obama and Biden thing — but official US policy sans Trump. Once we get Trump out of the way, we can really stick it to the pathetic reprobates in the midwest toiling at Walmart.

Early this morning I liquidated my entire account, dove into TZA, sold TZA, dove into several others, got right out for losses, and now have 75% cash and FLAT for the day. This is a tricky tape — because small caps are getting bombed. I do like the pin action in China, however, especially with a Biden mandate to fuck American industry via transfer to the East. I don’t know why you get so upset over politics. You are in a privileged position and have some money to profit from these acts of terror. Quit your complaining.

I went on a family vacation invested in large capped stocks and got my face flogged for it. For the day, I was trounced by 2.8%, completing the inevitable: all of my gains for the month are now gone. Poof. I had been up 12%, but now I am one of you — fucked — off by 1.4%. Luckily I sold some SHIT this morning, upping my cash to 65%; otherwise the damage would’ve been more severe.

We are in fact oversold, the most since April 2020 — according to Exodus. We are not, however, even close to the technical levels seen during March — when the world was burning.

Consider this.

Election time.
Massive breakout in COVID infections.
Limited supply of hospital beds

Fucked.

We are completely and entirely fucked, as a people. Whether the Fed and other central banks keep at it is another story. I am fairly certain Joe Biden is getting elected, especially since Rudy and his faggot Chinese friends have done nothing but make Hunter Biden look like a stud — releasing one 9.5 inch dick pic after the next — featuring Hunter and 10s in his hotel rooms. Why in the hell is Hunter recording everything on his fucking “laptop from hell?” I don’t get it.

A Sleepy Joe administration means BACK TO STATUS QUO. You cannot get more establishment than Joe — which means more war. We can discuss that later. But for now, in spite of what futures are saying now, EXTREME RISK persists to the downside

Apropos, isn’t it? I barely made it out of yesterday green and today the rug has been pulled, with the Dow on pace to plummet more than 600. I’ve been waiting for this moment since this whole COVID recovery began in April and I find it grotesquely odious that it should happen whilst I’m en route home from my mini vacation.

What more is there to say? The dollar is soaring, bonds are firm, commodities poleaxed, and stocks are getting skinned alive.

My best advice for the day is to avoid the temptation to buy everything at the open, while also avoiding the temptation to short into the hole. It’s entirely possible we bounce off the lows and then crash the close.

Be patient, trim losses when your stocks reach -5% and have your worst case scenario be something you can easily come back from.

We’re sending out Alpha trial invitations for Stocklabs today. A few things you should know about the platform, in comparison to Exodus.

Algorithms have been upgraded and improved. Everything is real time.
Data is exponentially faster and accurate.
Data feeds are all of the highest quality. Every detail combed over with fine tooth comb.
Innumerable new features, including portfolio management, custom indices, upgraded Pelican Room.
Hyper-fast volume tools that enable user to catch breakouts way before plebs.
Valuation tools for fundyFAGS that predict price targets based upon historical valuations using future estimates.

And a fuckload more.

We’ve taken great steps and expense to produce this product, a deep passion of mine. Most of you are keenly aware of my love for markets and creativity. I hope you will find this product to live up to the hype.

We’re not done adding features and after alpha we have nearly 10,000 beta users signed up, so it might be a full month or more before launch.

Prices will be tiered, but present Exodus users will get everything they receive now for current pricing. We have a pro version of Stocklabs priced higher. Details will follow in the coming weeks.

On the issue of oversold, Stocklabs is presently spitting out an oversold signal, which has been accurate recently for mean reversion.

Pardon the pic. I’m typing from my iPad.

This isn’t the crash that I was born to trade. This is a trap. The second you dive headlong into that oasis of blood in front of you, your head will split in two and your portfolio will be atomized.

During market squalls like these, it’s important to remember previous squalls and how all of them turned out. While this go around we’re all “on edge” due to the constant leaks of Hunter Biden dick pics by nefarious Chinese people with unknown agendas, the likelihood that a Biden admin would in fact neuter the Federal Reserve is next to zero.

This is America, the final chapter, the end of the empire — profligate spending edition. People will suffer and sacrifices will be made. But sex crazed perverts will still peruse the digital properties of MTCH and wealthy Americans will continue to snatch up prime real estate properties outside of cities.

I am flat for the day, trimmed a few badly performing stocks and replaced them with better ones. My quant is sharply higher, indicative of a strong under current in the tape.

It was supposed to be different. Le Fly embarked to Myrtle beach for the first time and expected something nice, as he is accustomed to top flight beach denizens in the northeast corridor of the United Steaks. Instead, he was entreated to small boys playing outside sewage pipes by the beach, water run off pipes festooned with flies and old people. Toothless men fishing at 1pm, most likely for supper. This place I am in is a shithole and I am trading a poorly performing market from it.

I was clubbed to death today, to the tune of 320bps. It was worse, but I pulled off some gains towards the end of the session with purchases. I cut my losses on any stock at 5% and fixated on macro exposure via ETFs for overnight holds.

My MTD gains have been SHAVED to just 1.4%.

What does it all mean? Where are we heading?

Higher.

Trump only has the market and Hunter Biden’s dick pics now. We are now scraping the bottom of the political trash bin and we should expect more of the same for the next two weeks: riggings and dick pics, in that order.

I arrived late last night because my fucking dog sitter canceled on me last minute, so I had to scramble and find a new one. The venue is spectacular, due to the refinement of the beach front property that I am staying at. However, overall, Myrtle Beach is, inexorably, a shit hole. Lots of tourist nonsense and places of ill repute. While here, I will keep myself away from all that and be sure to only leave when en route to fine dining.

Markets wise, things cannot be worse. The Dow is fucking crashing thru thru floorboards and I am hooked and flat footed, presently down 250bps. I have since pared off several positions and have increased cash to 25%. I also feel very uneasy about trading during vacation, due to my wife wanting to kill me for it. I might sneak in a few today, however, since things are so active. But it looks bleak out there.

I suspect the Nasdaq has more to fall —- but again I am reticent to attempt to play this now, so I will resort to dip buying.