Talir Index – 2Q

So far, YTD, my performance has left much to be desired, when discussing paper performance. However, that’s the way life is sometimes. I am quite convinced that I am making the right decisions now, in order to set myself up for massive gains later.

The unfortunate thing about some of my strategies like jumping into distressed assets (CCJ, for instance) is that they are volatile. The fortunate thing about these strategies…is that they are volatile.

Gains is my remaining silver position, AWK and REITs have generally done well at damping losses in the uranium miner, oil and energy shorts, and disappointing performance of BG.

My strategy is completely dependent on my analysis of a few positions and developments being correct. If I am right about my convictions, then I will see you soon, seated in a golden altar. If I am not…well, life could suck a little…