PREPARE FOR DEACONS OF DEATH

Heading into “prime-time” hurricane season, the world is as hot as ever! As you readily know, hurricanes feed on warm waters, like zombies on brains. Every year, like clock-work, Senor Tropicana, aka “The Fly”, likes to delve into “hurricane plays” with the intention of profiting off human suffering and capitulation.

As karma would have it, more often than not these bets end up losing me money. But there is always next year, no? So here we are, preparing to rebuild Louisiana and large swaths of Florida again (time machine) and banking coin off gasoline disruptions throughout the United Steaks of America.

Very simply, I am buying refiners, via TSO and maybe DK later on. Also, in the event old natty supply gets “cut the fuck off,” I am long large amounts of SD and FTK, both suck dick and have fleeced me of large amounts of coin over the years. However, there’s always next year, no?

For now, I am content with my current “hurricane plays,” and will add to them as needed.

As an aside, into this rally, I doubled my GLW position, added to TSO, EWZ and BAC too.