It Was a Nice Party and All…But Now It’s Over

I woke up to the coyote snapping her teeth in my face and then futures down 150. When I was a young boy growing up in the sewers of Brooklyn, I always dreamed of an adult life exactly like this — picking up steaming piles of shit whilst futures for my stock holdings tanked. I remember vividly a time when I felt dogs were a scourge on the planet, now I own two.

I also remember a time when stocks were good. Heck, when I traded 34 for 35 stocks in a row successfully in June, I felt rather invincible — strong and ram-headed — living life like a fucking lamb with its head out of the window — zero fucks or cares — shitting on your front lawn. All of that hubris has changed, and I can’t say that I am surprised by this morning’s headlines — for we all knew Trump was going to ‘rattle some cages’ and fuck with everyone.

This morning’s headlines:

Worldwide retaliation for US tariffs kicked in on Sunday, putting a ‘bull’s-eye’ on wide range of goods
The Trump administration reportedly drafted a bill that abandons WTO rulebook
EU reportedly warns of new tariffs worth $300 billion if Trump targets automakers

It’s time to stop out of stocks and head to the fucking beach, before things get really ugly and you’re a loser again with an account balance at zero.

On the quant side, I’ll abide by the rules and invest the money regardless of my feelings. It’s a long term oriented account, not beholden to weak and fat feelings driven by hunches.

European markets are off by 0.8% and our glorious Nasdaq is heading down 45 at the open.

Oh, and TSLA is busting loose by 6% on better than expected production numbers. It’s so funny to watch Musk bowl on you ass-clowns attempting to doubt his Einstein. He’s smarter than you — you cannot win. Same rules apply to me — smarter — you can never win.