Fly on WallStreet

Despite MVIS and FMCN tossing small hand grenades into my office, I had a good day.

As you know, NTRI, RIMM, HANS, CN, INTC, EQIX and RS had spastic moves to the upside. Furthermore, I am confident the fuckers at MVIS will get their fucking stock ship righted, shortly.

As you know, the shorts are in serious trouble, as all asset classes advance, with the exception of U.S. dollars.

For the most part, a weak dollar is beneficial to the big multi national firms, particularly when it comes to currency gains. However, the deterioration of the dollar should not be embraced, for that is fucktarded.

Should the dollar keep sliding, foreign investors will flee U.S. markets, effectively poleaxing the bulls, at least temporarily.

With my money, I will resist the urge to put idle cash to work, unless I feel like fucking with Barry Minkow, via USNA.

As for micro cap stocks, I hear good buzz around MATH. Don't ask more.

And, I really like the story behind AZZ. If the electrical grid in the U.S. fucks up again this summer, expect the politicians to demand the utilities upgrade their systems. That's where AZZ comes in. Look it up, lazy goat fuckers.

Finally, my top pick, for this week, is VLO. I know the stock has been on a huge run and oil prices are already rich. Nonetheless, I sense both stock and oil prices will get richer, effectively making "The Fly" richer.