If you shorted stocks yesterday, you feel stupid today. It’s the classic “if to then” relationship that you’ve yet to master.

I will have you know, “The Fly” reigns supreme in this regard, fully aware, cognizant, of future events–near and far. For example, I know that if I take a position in MRVL, then I will make money later. To put matters plainly with you, pay close attention to what I am about to tell you.

Are you still with me?

Good.

I changed my mind and will not explain anything to you. Frankly, I do enough around these parts, having to deal with cretins from the sewer, losers who are all in short walnut companies.

Look, my time is extremely valuable, more so than you can begin to understand. We are in a long only tape, with an emphasis on cash and selling into rips to protect accounts going into September.

Good day you. I am off to do something very important.