Embrace Santa

My return to Michigan was greeted by torrential ice-rain (you do not know what this truly is, if you have never seen it), and the several inches of snow that signaled our departure was beaten down into mounds of slush and frozen pellets.

Yet, this horrible weather is part of my home; in a sense, I greeted it like an old friend.

The trip was most superb and well needed. We positioned ourselves in the mountains of the southwestern United States. The dessert got into the low eighties, with the cool fifties marking the night. We spent the days by the pools, eating fresh fruit and drinking. At night, we wrapped ourselves in flannels and grilled out by fires.

Given how mentally and physically exhausting this year was, I’ve decided to take the remainder of the year off. I’ll spend the time at home with light activities, including cooking, reading, and writing for this site.

I checked in periodically last week, just to make sure I wouldn’t vacation through a catastrophe. The big winner of course was BALT – my late decision to follow the Fly paid off well.

My own positions are quieter. HCLP is still in a monster run up. But the rest has cooled off.

CCJ is sputtering to keep the run up. But I remain committed. The uranium resurgence will occur and when it does, this position will with the grace of hindsight be one of the best I have ever taken. I do not hesitate saying that.