Cigars and Pipe Smoke by the Fireside with a Rather Large Glass of Scotch

I am certain you find my candor to be both refreshing and vexatious all at the same time. I sit here, fireside, smoking both a pipe and a cigar, mostly for pleasure and to irritate Mrs. Fly, while gobbling down unhealthy portions of single malt scotch. As I flick my ashes into the fire, I imagine each ash is an American congressman, sent to his own private incinerator. The fact that I’ve been forced to watch CSPAN for more than a week makes me want to become a rebel leader, financing armed revolt against my local garrison.

But no, I am an honest tax paying citizen, just like the rest of you, trying to live my life as comfortably and seamlessly as possible. The big difference between being desolate poor, skate boarding off vacated refrigerators, and rich as fuck, is the ability to not waste time (no gekko). I don’t need to haggle with asshats over prices or worry about getting the #1 or #5 meal at Mcdonald’s. If I wanted to, I could splurge for both, AND MORE. Believe me, I am completely and utterly grateful that my genetic code came out better than my peers, as it enables me to outstrip them every step of the way.

While we are sitting here together, quietly chatting about world events, politics and money, I will let you in on a little secret. Are you ready?

The secret is, you shouldn’t be so cross with me over your lack of emotional fortitude. Look not to my flaws as a teacher, but look within your inabilities to be a good student. I said that shit in a Japanese accent, so you know.

I’m not entirely sure I am making the right moves here, staying long into carnage. I’ve made my career using a certain set of disciplines and standards that have proven to be enormously beneficial for myself and my family. I am using said ideals right now and you can share the wisdom, via The PPT, if you choose to do so.

The reality is we are OVERSOLD. As a matter of fact, if I wasn’t so afraid of our ruling elite, I’d be 90% long right here. But, I’m up about 16.5% for the year, into turmoil. It would be feebleminded of me to discard risk management in the middle of summer, in the midst of grave uncertainty. Either way, I will gain more than 30% this year; you can count on that. And, furthermore, I will expand my domain into several new geographic locales, where the iBC ruling guard will oversee FOXCONN like mechanical precision, all thanks and praise to The Grand Recursive Order Of Knights Of The Lambda Calculus.

My pipe is just about done and I am heading back into the parlor for late night cup of Earl Gray. Sleep well and dedicate a prayer to your majestical creator, with the explicit intent to better the equity prices of my largest positions: DECK, WNR and GSVC, as payment for this intimate, heartfelt, fireside.