Fly on WallStreet

Half way through the year and "The Fly" is still holding onto a 30% return (preliminary numbers), year to date. Albeit, I was up 40%+ a few short weeks ago. However, thanks to fucktarded declines in ARWR and MVIS, I gave back a little.

No big deal.

What's important to know is that I intend to crush the cover off the ball, for the remainder of the year.

Thus far, I have enjoyed monster gains in NTRI, BWLD, RIMM, LNN, MVIS, FMCN, HANS, JCG, EQIX, AAPL, MCHX, UPL, VLO, GILD, FXI and GME.

My biggest disappointments have been NYX and ARWR.

For the most part, I have very little exposure in ARWR (I sold a bunch). However, I am still long the fuckers at the NYX.

As you know, energy stocks have ripped higher, as oil prices press new highs. Because of the current price per barrel, coupled with the prospect of hurricanes this summer, I have been adding to my VLO position.

Admittedly, I have not capitalized on the energy run, like I should have.

Finally, it's time to scour the market for second half plays.

Without using my "calculator brain," I'd say stick with hurricane plays and semiconductors. However, over the weekend, I will do some high IQ thinking-- and figure this asshattery out.

NOTE: I think Danny will give us another half hazzard attempt at weekend blogging, sometime this weekend.