If Romney is up by 5%, according to recent polls, how the fuck is it a close race? From my vantage point, this election is going to be a runaway landslide, not even remotely close. After King Romney wins, coal will soar, as well as banks and brokerages. People will rejoice in the streets, throwing $100 bills at one another, discarding the cocaine for a more appropriate form of illicit substance: near extinct animals cooked to perfection.
But a Romney-Ryan administration means austerity, balanced budgets and the end of QE. That’s right kids, Romney will fire Bernanke, which is sure to upset the markets.
So I am at a cross-roads of sorts, currently building my new thesis through a comprehensive watchlist–just looking at my 18% cash position collecting dust, as all of my “to buy” stocks rip to the upside. I am a deer in headlights, doing nothing, as the fast cars pass me by.
I wanted to buy CIEN and ABFS yesterday, but opted against it because it no longer conformed with my thesis. That’s the problem with discipline: you miss out on all the fun. But in the long term, the (AS I WRITE THIS FUCKING BLOG, I JUST SPILLED FRESHLY SQUEEZED ORANGE JUICE ALL OVER MY WHITE SHIRT).
I don’t even feel like finishing that sentence anymore. This shit is boring me to death. Fuck this shit.
I’m up 1.3% for the day, trending higher, and the markets are going up. Let’s just leave it at that.