Up So Far

As I sit here in my office, running my fingertips gently across the finished granite surface of my desk and staring intently into my reflection as it pierces my gaze from the mirror across the room, I also feel a deep sense of calm about where I am in the world.

Aside from the twisting in my neck that is permitting me this angle, everything about where I am seems rather straightforward. I am back on the course I set myself upon in February. The only difference is now I am hedged a further magnitude, short energy from the highest levels prices, amongst them oil and gas, have been in three years.

And further, I am up for the day about a third of a percent, setting out from my most secured positions; real estate, utilities, and agriculture, with the gentle additions of beaten down names and cash.

I am at ease now, here in my office on this floor of mine. Whether the whole planet should come to an end, I will not be panicked when it does.

There is too much uncertainty. Until now, the direction has been clear, but now that direction hinges on the actions of some of the most unpredictable and untrustworthy men and women the human race has ever known.

What course will they take?

Until that is known, all of global finance is in the balance, and I do not care to press on such bipolar outcomes. Not until specific decisions have been made; decisions that will give current to future and create a polar outcome; will I be committing to an end.

And until then, my friends, you can expect me to remain tranquil and still up here on these stories of 9.