EvilDav3 (50.29)

Gentlemen...Behold! The Evil Dave Manifesto.

January 12, 2010 – Comments (2) | RELATED TICKERS: EV , L , DAVE

I would like to take a moment to introduce my CAPS strategy and myself.

The Evil Picks

"Evil" is such an overused term.  We had the "Evil Empire" thanks to Reagan, and the "Axis of Evil" according to W.  If you believe in global warming, then Big Coal and Big Oil are "evil" for destroying the planet.  Conversely, if you don't believe in AGW, then the tree huggers are "evil" for pushing a global conspiracy of World Government.

Bank executives are evil for taking risks.  Short-sellers are evil for...well, shorting stocks.  Goldman Sachs is pretty much evil to everyone but themselves.  Walmart is evil for opposing unions, but unions are evil for pushing costs too high.

With all that evil-ness going on, you'd think there'd be an EF (Evil Factor) priced into stocks--but I haven't seen one yet.

So I'm fixing that.

The picks in this portfolio are all based upon real, imagined, or inept (well-intentioned or not) forays into the realm of Evilness.  Since most of the market makes absolutely no sense based on any other yard stick, let's see how it can be predicted by two simple criteria:

  1)  How well or poorly executed an attempt is made to screw over everyone else for one's own benefit, and

  2)  How well or poorly executed is a reponse to getting screwed over.

Sounds childish, huh?  Yet, at heart, this is the basis for every trade in the market.  Every dollar you make in the market based on trades came out of another guy's (or gal's) pocket....or lots of pockets.

Along with the Evil Picks will be Evil News...my own personal roundup of (and personal judgements on) the actions of the world of business.  So far, I'm planning on using the Star Trek episode "Mirror, Mirror" as the basis for ratings: From 1 to 5, and the particular emblem will be appropriate facial hair.

For example, a fumbled attempt to sell customer data that meets with a huge outcry might get 3-4 bearded ladies--more ridiculous than outright evil.  But successfully cutting off your worker's health insurance through an obscure clause or legal precedent--that might get up to 4 Count Rugens!

Hey, it's a work in progress

Introducing Your Evil Overlord

Who know what evil lies in the hearts of men?  Me.   As your Evil Overlord, I promise to deliver only the best in world domination and tyranny.  Minions will get the best dental, medical, and funerals that money can buy, as well as free child care (Can't have the Oppression Corps miss a Reeducation Enforcement Deployment because they're worrying about their kids.)

Check periodically here for messages, news, and commentary from the only Evil you can trust, Evil Dave.

PS.  I would like to give a quick congratulations to shortgains, who had enough foresight to become my first henchman.  Good job, shortgains; your death will be relatively merciful.