Lording from the 9th floor, I can see men and women walk by, as if ants, scattering across the ground below. There is absolutely nothing that can stop me now. I’m high on this bull market, and cast nothing but aspersions from my window.

It’s a dreary day, but I don’t care.

CCJ is breaking higher. RGR is breaking higher. BAS is breaking higher. God, basically everything I own is higher.

Except for AGQ; that is lower. But I just can’t care. Too many gains are overloading my system. I am experiencing pure ecstasy here. It’s a party, and bears aren’t invited. Keep your crying pessimism to yourself – thank you very much.

The 9th floor offers no condolences to you for missing out on the spectacular fun. Our streamers are flying higher, our windows are spotless, and we’ve got money to make.

Just as I was beginning to lose faith, the rally is back and more tender and loving than ever.

Oh, sure the indices are all flat. But if you concur with that metric, that just means you aren’t owning the right stuff.

Below the surface, select stocks are valiantly striding to attain total victory. They are being welcomed home by stock brokers, to the sounds of silver trumpets and streamers playfully riding alongside them in the air’s currents.

BAS is chief among these stocks. The hedge fund guys have stumbled across my little gem, and are now insatiably attempting to claim my honor for their own. Such folly, but a necessary inconvenience to making thirty-percent-plus gains this year.

BAS is screaming higher. And with higher gas and oil prices, the American energy revolution is back in play.

Alright, so today was very nasty for me. RGR, CCJ, and BAS all cramped up, and are busy drowning in the pool. I can guess why CCJ is having trouble – their earnings sucked wind. But RGR and BAS are something of an enigma. RGR has no news pushin git, and the only thing that happened to BAS was it caught a downgrade from some analyst.

Of course, all three names are up so much in the last month it could just be some profit taking. CCJ is pushing back below those magically colored lines, which I have learned is the ultimate arbiter of reality. Ergo, it must be in serious trouble…

Anyway, throw in the price of silver with those two and this was a bad day. The first bad day I’ve had since November or October.

Generally speaking, the market is leading my positions in tow exactly as you’d expect. My longs are down, silver is down, EUO is way up.

But for whatever reason, BAS is up more than 4% right now.

I’ve been staring at it all morning, and can’t seem to find any reason for it. I mean, I’m not complaining. But why now, of all times, did the stock find solid footing?

I’m open to any ideas here.

Today’s trading action wouldn’t even be that bad, except it is. AEC, CLP, CCJ, RGR and silver prices are all holding up fairly well, actually. EUO is getting back to even, playing a good hedge.

And then there’s BAS.

BAS’ shareholders are without a doubt, the greatest collection of spineless vermin ever assembled in the Great History of Cowards. BAS shareholders make the French look valiant. They make pacifists look courageous. They make Hilary Clinton’s response to Benghazi seem positively plucky.

The stock is imploding 3% today, because Europe is back on the radar. Any jitters concerning the need for energy causes the stock to immolate; which is ironic, considering we already know this quarter is going to be awful. It would be practically chilling, if I hadn’t seen this happen at least a dozen times already.

Hands down, the most frustrating aspect of investing for me is buying into a solid, proverbial gold mine, only to discover that the current shareholder base are conviction-less cowards tripping over themselves to undermine what’s in the company’s best interests.

Unfortunately, it’s these very situations that tend to prove the most profitable, because there’s a never ending shortage of frightened shares coming to market, which can be scooped up over prolonged periods of time for bottom-low prices.

When I find myself in positions where I have no spare cash, though, these deserters shaking my boat are a source of furry.

Take for instance, BAS. The stock cannot seem to find its legs, because every time it makes a push over $12, a flood of sell orders comes from somewhere in the backfield. Why? Oh well because shareholders are just so worried about the next quarter of numbers.

Here’s the thing. We already know how the next quarter of numbers will look – awful. And the stock’s still cheap. Now shut up, calm down, and grow a back bone.

Another keen example would be CCJ. The stock gets blasted every few months by a wave of fleeing children masquerading as shareholders, because the uranium market has not instantly completely recovered. Comically, we’ve hit the point where every analysis on uranium is finally admitting that it’s way undervalued and due for a strong rebound.

So what’s the problem? Oh, well “when” that rebound occurs could be this year, or sometime over the next several.

Am I missing something here? The rebound is going to double uranium miners, at least. Most of you fund managers are lucky to average 5% annually. What’s the problem here?

I’m going to end my morning rant on that note. The summary is: a stock’s biggest threat usually comes from within, by double-dealing company owners trying to outsmart the rest of the company stock, usually to their incompetent failings.