Eat a Sandwich — Forget About the Present — Focus on the Future

Might I suggest a sandwich recipe?

Very well.

Take two pieces of white bread and place some ham and sliced gruyere on them. In a bowl, whip up an egg and heavy cream. Take a skillet and melt some butter in it, but not too hot unless the butter has been clarified. This will prevent browning. Take sandwich and dip it into the batter on both side and fry until brown.

If you want, take a poached or sunnyside over egg and dollop it on top.

Voila — thank me later.

Stocks are weak and all of the good companies are trading down. This could be the first of many down days, so you might as well sit back and enjoy the show. It seems only pot and dog food stocks are working for me today, with both CGC and PETQ green. I have cash, but it isn’t burning a hole in my hand. I am pleasantly amused by the catastrophe that is QTT and have opted to read some East of Eden while markets figure out what to do next.