What a beautiful day.
I reduced my position in Cummins Inc. (CMI: 60.70 +0.80%) by another 25%, leaving me with half a position. I will sell the remainder above $60. Also, I added to and initiated positions in a number of names, like (CBD: 67.98 -1.05%) , Brocade Communications Systems, Inc. (BRCD: [...]
Why do you care if I lose oodles of money? I’ve been doing this shit for over a decade and have survived and thrived in all sorts of fucked up markets. This one is no different.
So, I am making a call. I choose, fully aware of the homos in Greece, to be long, despite the [...]
