Wow…I was about one day early here, clearly. Check out CCJ, check out HCLP, check out BAS. There’s just making money here. The only two positions I have that are down are physical silver and NRP.

CCJ is still a 20% position for me. Now it’s pressing through trying to cut the multi-year channel it’s been stuck in.

I’m up .9% today – fifty percent cash. That’s almost angry winning.

Come on guys – this is nuts. HCLP is up 5% on what? It’s been a great stock (I still have 5% of my book in it). But why is it up that much today?

We need a wash out. Because TW is not a 30X EPS stock, that’s why.

Hi-Crush Partners LP today announced they are raising the distribution 4%. This is in line with expectations and brings the yield to 5.7% from today’s price per share.

Considering it was just August that I was buying the partnership for $23.99, that puts my yield at an effective 8.5%. Quite pleasing for the moment – particularly when you stack the 48% unrealized gain on top of that.

The 9th floor is cloaked in excellence as we revel in 1.3% gains for the day. CCJ leads the charge, plus 3.21%, with loyal BAS and HCLP marching lockstep behind her, up 2.16% and 1.99% respectively. That’s 45% of my portfolio right there.

Everything else is being rather well behaved, and I’m making a good showing of the afternoon for it. Any give back from early January is now gone and I’m up 1% for the year.

This shall be the year of uranium. Cower before the terribleness of it all.

It’s nothing too severe – less than 1% – but I’m getting wacked to start off 2014 nonetheless.

The selloff in my account is led by HCLP, as mediocre fund managers caught padding their positions, trying to save their unspectacular careers, let go the Potemkin equity stakes.

Silver caught a nice bounce into the first of the year, but we have been here before, have we not? I’m mentally prepared for silver to go to $0.00…being shelled out for free at every street corner. Why not? It has no utility, after all…excluding all its utility.

My positions are AEC, MAA, NRP, HCLP, BAS, CCJ, RMCF, UEC (small), BALT, physical silver, and some TSLA puts (a third of which are about to expire worthless on the 18th of this month).

BAS has imploded 15% in a week. I always pare back that position opportunistically when I can, precisely because I cannot trust it. Sadly, I added on to quick, down 10%, and now have some losses to show for it. The stock is owned by cowards of the lowest caliber.

HCLP is also disappointing me, down off a resurgence from the backs of the frack sand article that made rounds last week.

I was getting excited about TSLA’s selloff, but that has shored up, and is pushing higher. My expectation is the first round of put options expire worthless. I have high hopes for the longer expiration dates.

CCJ though is looking promising. Silver is also pressing higher – I would love a precious metals price recovery for Christmas.

My portfolio is flat on the day. December is young, but time is short, and it appears that I will merely perform with the market this year. A grand opportunity to broadly defeat the indices, rallied from my huge RGR trade in the beginning of the year, was wasted, sadly.

But, maybe Santa Clause will deliver a holiday special for Cain. He has plenty of times before.

I made some adds to HCLP in November; on the sixth I bought a batch of shares for $30.80. I sold that batch today for $32.83, +6.6%

Love the name, but I have more than enough. I little profitable trading around the core position never hurt anyone.