I’ve discussed this numerous times with you: the market is doing the opposite of what it is supposed to do: Costanza style. We all know the economy doesn’t merit a rising market. But there are so many vermin out there, roaches to be stepped on, shorting stocks without thinking.

Early this morning my twitter stream was littered with small men discussing the great decline that was to come. Yet here we are, in the latter part of the afternoon, melting up. I do not take solace in being correct, only in seeing the dissolution of those opposed to my culture.

Having said that, I am experiencing a draw-down of 0.4%, giving up early gains under a mini-barrage of sell orders. Shares of TEA, VHC, CTRP, DECK, EL and JACK are lower, but nothing too severe. I am keeping a keen eye on my holdings and have declared today to be “sandwich day,” a day in which I do nothing–exercising the mind to partake in riddles and puzzles instead of financial concerns. I’ve been over-trading, making mountains out of mole hills. Just because your stocks look like shit today, doesn’t mean they can’t boot stomp higher tomorrow. Look to JVA and GMCR as examples.

I am looking forward to CPST earnings tomorrow. I sense the company is on the verge of something significant and will hold my million share position into the fire. At the time of this post, EXK was my largest position.