In how many ways do I need to explain to you this is as good as it gets? The entire world is in the currency war and equity holders are the direct beneficiaries. I’m not even picking stocks at a particularly rapid or efficient rate, yet find myself up more than 10% for the year–just for showing up.

I have the balls to be 95% invested, cutting losses along the way, as well as booking gains. I am trying a bunch of different approaches, all to do with trending stocks. Eventually, I am going to hit my homerun, AND MORE.

90% of the “hard part” is showing up and not doing anything stupid. I am avoiding outlier stocks like the god-damned black plague. I want nothing to do with a stupid stock that can’t go up in the midst of this lunacy. If your portfolio was down today, shoot yourselves in the freakin’ head.

“The Fly” doesn’t have time for your crap. Do you understand me?

I’ve gawked at stocks that were on the bottom of my shoe double in price, for little to no discernible reason. Like I said a few sentences ago, my stock picking prowess hasn’t exactly been of the stellar varietal, partly due to 30% of my assets being tied down in VHC. Nevertheless, it’s a marathon, not a sprint, and I know exactly what the market is going to do from now until April 15th.

Top pick: BX