TRUMP DEFEATS COVID-19; FLY ENTREATED TO MONSTROUS WINS

Listen to me.

Last week I posted I was 100% long into the weekend, lamenting a week of loss. Guess what? I made all of that shit up and almost twice that. I roared 400BPS today — all verified — presently live in front of the Pelicans. I only say that because there is a small minority of you out there who actually think I make this shit up. Fuck your face.

This much I do know — I ended up the week 100% long, fully positioned for an extreme lashing about the face next week.

See pal, this is what happens when Le Fly enters into a trading slump — he punches right the fuck out of it. I executed 34 trades today, many intra-day, like a 9% ripper in CBAT — all designed to BOOST my fucking gains. In comparison, my static quant portfolio only gained 1.7%. It’s fair to say, had I not traded, my gains would be similar. But that’s not the type of person I am, and you know that. I ride fast and without seat belts. If I crash into a wall, I will be consumed by a ball of fire — reduced into dust.

Prospects into tomorrow look great, 90% long — foot firmly stomped down — trading with the avarice of a much younger man.

I took about a dozen profitable trades off the table today, with LTHM and BEEM being both double digit winners. I have since redeployed and have about 30% cash, eagerly awaiting for something to happen.

Perhaps the President will do a drive by again, waving to his friends outside of Walter Reed hospital?

Or, maybe Joe Biden and his communist friends will SOAR in the CNBC polls yet again, providing both comfort and safety for the investment community?

One thing is for certain, something always happens.

I am up 220bps for the day, finally breaking a string of losing streaks that made me so depressed, I grew a beard. I know, growing a beard is degenerate as fuck — makes a man look like a feral animal who enjoys spending time in the woods. I will have you know, Le Fly doesn’t give a shit about the woods and rather ENJOYED the west coast fires. I am not a pyromaniac, per se, but I do enjoy a good fire.

CNBC is more than usually insufferable. I’d like to light them ablaze too.

Voting is here and we’re all enjoying this election season, even more than usual. I have no doubt the best man will win and also the voting will be clean, honorable, and without fraud.

Also, I love all of my readers.

I stand before you a victorious man. There are those amongst you who relished my downfall, even rooted for it. I am sorry to report this morning, EXTREME winship. Markets have exploded based upon President Trump’s victory over COVID and now I am just coasting throughout the cellar (aka home office) observing my victories.

I booked two gains so far, +15% in LTHM, +8% in TRGP — the rest of my money is fully invested, since I have already replaced those stocks with new ideas.

Here is the bottom line:

WTI +5%, Natty +8% — Down and Nasdaq ripping.

Breadth is strong and nothing can stop us today. Chase alpha.

It’s the perfect assassination weapon. Sneak in a fucking super spreader with a viscous strain of COVID and decapitate the whole govt. If I were a schizo, I’d believe it. But as it stands now, it appears the DC folks around Trump fell into the trap of CORONAHOAX that so many on the right seem to believe in.

I don’t fucking get it.

So now the President has it, 3 WH reporters, Hope Hicks, Kellyanne Conway, Trump’s campaign manager and now Chris Christie, a man who has trouble breathing while sitting down.

What to make of all this?

Grim times are ahead if any of these high profile people succumb to COVID. While I’m not paranoid to get sick, I always wear my mask when outside around people (shopping, gym) and would prefer to look stupid than get sick and pass that onto my family. In an era where up is down and rioting is peaceful, it’s easy to believe or not believe in anything.

Take it from Le Fly, he is a Dr after all, wear your fucking muzzles and wash your god damned hands frequently and quit being so skeptical of everything.

However, I’m still not taking that fucking vaccine.

So the President and everyone else has COVID-19 and we’re not in the process of pricing it in. I walked into today, hoping my cock would drag to the floor — because I had a 4x TZA position. I ended up selling it for a monstrous 220bps loss on my portfolio. The sequence of events today baffled me from morning until close.

For example:

Oil lower by 4.5%, yet oil stocks were up.

Copper +nearly 4%. Why?

The Nasdaq lower by 250, yet the IWM was +0.66% and small caps up more than 1.5% for the session.

A wide swath of industries boomed, all tethered to the REOPENING trade. I am talking about business furniture like SCS and commercial and retail real estate like MAG and MTG — all thru the roof. Look at AGO. Banks in general, very strong.

Then we had pockets of strength in a sundry of places, particularly lithium. I played WWR today and was happy to make 5% in a day trade. But then it proceeded to sun shot higher by 45% within minutes of my sale. The same thing with NNOX. I sold it just before the close yesterday, due to a Muddy Waters bearish note, and that ripped higher by 57% today. Not to mention, I traded CBAT today and sold it for a fast 11% gain, and that ran another 10% within seconds of my sale.

Industrials were also VERY VERY strong and for the life of me I cannot understand what the market is trying to communicate. This much I do know — I ended up the week 100% long, fully positioned for an extreme lashing about the face next week. I shed 2.4% for the week and although I made 8% during September, my mood is grim and cantankerous.

On the other hand, my Quant made 2.8% for the week, meaning I had net gains. Fly wins all the time, yada, yada, yada.

Finally, all day inside of the very dark and evil Exodus, I was entreated to rude and belligerent behavior. A full uprising is underway and I am without a Quartermaster. I am pleased to announce ZOMBIE came thru late in the day, like a warrior on a white stallion, to set some fuckers straight. But it is pandemonium and I might have to kill some of my members in order to get th rest of them in line again.

Cheers and have a nice BOOZE FREE weekend.

Last night markets priced in Trump’s death, upon being diagnosed with COVID-19. He is, on paper at least, elderly an overweight, which places him in the high risk quintile. However, he also seems to be strong — at least that’s the persona he likes to give off.

Barreling into what can be considered the most contentious election in US history, nothing is more important than to see Trump recover successfully from COVID-19. It’s way more important than him even winning — because, god forbid anything should happen to him, this fucking country will be vapor locked sealed and the economy will spiral into the greatest calamity you’ve ever known.

It’s one thing a celebrity getting the virus, totally different when someone like Trump gets it.

On the other hand, should he recover from this with no problem — there’s zero chance I am taking the vaccine. I know what you’ll say: ‘but Fly, fly, the vaccine isn’t for you — but the people you could potentially infect.”

Fuck you snowflake — I’m not taking the vaccine. Plus anyway, I don’t like needles. As a matter of fact, I might even have an aversion to them.

Markets were supposed to CRASH, but now it’s more nothing — totally disappointing and I didn’t even want to trade today — because I knew I’d be down. I hadn’t even looked at my portfolio until now and VOILA — down 2%. This is my life now — carrying water, missing out on winners, trading into and thru losers, repeating the process amidst the chop until dispirited.

Son of a whore.

I will plainly and positively keep this short and to the point.

My trading slump continues.

I had NNOX but an enemy induced me to sell because MUDDY WATERS MUHHHHHH and now it’s up 30% in the AHs. I had it and sold it. I instead SHED 0.75% in my trading and ended up buying a bunch of stocks to limit my losses in TZA.

I cannot stress this enough — I am bogged.

The saga continues.

I’ve become one of those people I’ve always wanted to kill. I see WTI -6% and copper down 5% and ponder about the possibilities of this all finally ending — putting the market and its whorish ways, finally, out of its misery. There has never been a more deserving piece of shit than this one.

And for all of you FUCKHEADS talking shit to me on Twitter — I see you in real life — I break your jaws for you.

Life would be better if stocks went down 90% from here. This of course would bode positively for my robust TZA position, which I have since engaged into a “Martingale Stratagem”, using my seemingly limitless pool of cash to further increase the position as it dives, inexorably, much much lower.

I did take the opportune to REBALANCE my Quant today, which shed just 2.5% for September. This morning’s bump provided an additional 1.2%. I have since re-aquired shares and filled it up with 50% of my account. The sole purpose there, as I now see it, is to hedge against my own stupidity, as my trading account has now become a denizen for high stakes gambits and shorts.

I’ll revert back to normal, at some point. If you’re following me into the pits of hell and losing coin, just know this is the downside of brilliance, the occasional spates of stubborn ineptitude that can only be corrected with time and comfortability. Presently, I am not comfortable trading at these elevated levels and would prefer and complete and total wipeout — subjugation of the population towards and into the mask — a muzzle of sorts which could then be placed onto Twitter accounts — whereby certain individuals EXPEDITIOUSLY picked up by Black Hawk — lined up against a wall and shot.

I did everything wrong today. I could not punch myself out from a wet paper bag, literally bogged from the beginning until the end. I entered today a black man long BLM stocks and left a white bear-shitter — DOOMCASTING end of times because misery loves company.

The last two weeks have been a forlorn occasion for me in the markets. I had a 12.5% MTD gain in my trading and that’s been SHAVED to 8%. Why? Because I’m a fucking moron.

Let this be a reminder to all: no matter how good you are, at times, you will be a fucking moron. Therefore, always keep a portion of your money in a longer term oriented account. In the beginning of the month I was sucking my own dick, as I CRUSHED my own Quantitative system by 20%. Now with the Quant swatting me down the last two weeks, I am most appreciate of my calculator like brain, since of course I developed this quant too.

I don’t know what the fuck to say, other than “you just wait there for the market to crash on your fucking face” sonny boy. I rage and shake my fists in the air and no one listens.

One day soon, amidst the fires and turmoil, you will all come crawling back, begging for a morsel of information. For now, enjoy your cocksucking bull market and be sure to fuck yourselves on the way out.

JFC — I am blogging late. I had a Stocklabs development meeting and got sidetracked thanks to my fucking losses. I managed to sell FAZ in the morning for a minor loss — but I am still, nevertheless, ransacked by more than 2%, presently — because, apparently, Black Lives DO NOT MATTER — according to both candidates in last night’s event.

I had expected both to pander like a motherfucker and do what’s right and offer 100s of billions in PLATINUM packages to the black community. Instead, all I got was a fucking tax hike from Biden and major shit talking from Trump. In a sense, they failed me and I am now saddled with two BLM centric stocks and a 3 sized TZA position which is down nearly 200bps from basis.

I also just fucked myself a little more in WATT — down 12% in a bad, really bad, day trade. I just closed it out. Normally on a day like today, I’m all tits and balls, making so much money my face turns numb. Instead, I am merely hedged by my own quant, which is up 1.1%. I am a loser today, most terribly and terrifically.

The day is not thru, true. But my gambits have failed thus far and I fear the more I try to dig myself out — the worse I will make it.

In spite of all that, I’ll try some more digging.