The Bond Collapse Takes Center Stage

None of this makes much sense, since a Greek exit from the Euro should mean greater demand for US bonds. Nevertheless, bonds, worldwide, are getting the meat cleaver taken to their fucking faces. This dislocation is causing stocks to get “Simple Jack’d”. No one really knows what the fuck is going on. Late day sell offs should always be viewed as a harbinger of doom.

Get your affairs in order.

This shit will sort itself out. But the Lords of Finance are about to summer, exercising their EXECUTIVE PRIVILEGE over decadently plated panko encrusted salmon.

You’d think “The Fly” would give a shit, being that he likes money and all. But he doesn’t. As a matter of fact, being +28% for the year has him feeling uneasy. I perform best when dangling off the bottom of a roller coaster seat, as it whips through loops and kills everyone else riding it.

For the day, I kicked out most of my largest position (FEYE) and added to HDP, while starting a new position in VNDA.

Off to the gym.