No Interest in Buying the Highs

I know I said everything about this market depended on Apple. While that thesis remains intact, I think it’s fair to assume the market had already priced this in. Going forward, the markets biggest hurdle are asshole fund managers going to Antibes for a cocaine filled sojourn amidst their degeneracy. Junior at the trading desk trading wildly, and liquidity drying up at a time that can or cannot be filled with more Trump fun.

For the most part, the gains for 2019 have been had and if you’re not up 15%+ by now — you fucked up.

YTD, the top performing sector in tech is solar. Who would’ve guessed that? After that, it’s all about software and semis. Are you long A list names or a bunch of shit? You know, I’m sick and fucking tired of you people blowing out your accounts, when all I do here is tell you what to do and how to do it. Although I think hiring an investment advisor is fucking retarded, some of you literally cannot be trusted with your own money.

I might take out long in a runner today, but I won’t be allocating any serious money — now 60% cash.