It appears my cold spell has been snapped like a frozen pretzel, evidenced by recent positions in the black. I’m in GS under $140 and booked double digit returns in SNE. I am +5% in HMC to the good, in size. Although it pulled back, I’m still up +2 on my massive VHC position.
Right out the gates, I am up on all of my new starters: ELLI, FBHS and USG.
Big time laggard, JRCC, shot higher today, melting the waxed faces of all of the coal bears with celebratory tones. And more, I had my stiff arm going today, tossing enemies into a maelstrom of horror. Lack of etiquette and deportment will not be tolerated here. Go play with your ballsacks over at Stocktwits and leave me alone.
And now to my point. I found my core thesis. It took awhile, listening to 60 hours of conference calls (thank you earningscast.com and your beautiful app) and reading endless research notes. I will divest from VHC, JRCC and NAV, in favor of a big bet on US housing. This is where I am most comfortable placing capital. I fade your pessimism and raise your obtuse behavior with a zap! from my Orbital Space Cannon (OSC).
This weekend, “The Fly” intends to drink, but nothing too excessive. I practice discretion and do not dwell in the cellars of degeneracy like the reading class on this site–gluttons feeding off genetically modified foodstuffs, grizzle, sweet coffee, and highly sugared energy sodas.
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