WINSHIP

Last night after a game of tennis I was entreated to an explosion in an overnight hold, GMHI. It now goes under the ticker LAZR. I sold it for a 17% gain after 7pm. I then supped, read, showered, watched some Forsyte Saga, and went to bed.

I awoke from a 4 hr slumber this morning and liquidated OZON for a 10% win, took an L in CRIS for 10%, and then proceeded to win a lot more. Presently, I am 15% cash, up 200bps.

I now have a pastiche of good names all gently moving higher, nothing at all for me to do. I simply will sit here and wait and then sell some more and then buy some more and then profit again.