Lightened Up On My Bearishness

I covered all of my shorts for gains today because I’m optimistic on thermal-nuclear war, bullish with my balls swinging, hoping it will create more jobs in America. Factories will buzz again, like the 1950’s, producing drones with nuclear tipped missiles, on an industrial scale.

America’s largest export will be weapons of mass destruction, which will create MOAR jobs abroad too–thanks to “rebuilding efforts.”

I kept HDGE, as my largest position, because this is it–the grande finale– the moment we’ve all been waiting for. This is the final melt up, Godfather of speculative perversion. Let’s play the game and win.

I made GTAT a meaningful position, buying it all day long. Long term, I am bullish on sapphire. RBCN is another play in the space.

What are we doing here? What are the goals?

Yesterday the goal was to punish Bill Ackman for trying to be a retailer. Today we’re just trying to pay our 2012 taxes with gains to be realized this week.

I will not reinvest my assets in a broad array of stocks. For now, I am content with insane beta stocks, FRO and GTAT. I kicked out GNK today for a loss, because it’s not FRO.