I HAVE A NEW LARGEST POSITION

Don’t worry, it’s not cocaine, but cold hard cash.

I sold out from my largest holding BIDU, thanks to today’s gorilla raping romp higher. The reason why I sold the stock was because it was up alot from my basis and this market is a fucking asshole.

This sale pushes my cash position upwards of 15%, something that makes me happy, since this market looks like it wants lower.

My largest equity holding is now GILD, followed by TWTR.

I have a few ideas for long positions to replace some of the BIDU proceeds, which was a no brainer. The only issue I am having now is the totally lack of “no brainer” material in these so called “new ideas.”

DEVLOPING…