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.

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.

I am sorry, but as I’m just too busy making fat stacks off of RGR right now, I’m having a little trouble hearing your moralistic, hopeless pleas. See, the Assault Weapons Ban is dead. Reid (The Great Gunman, as he is known amongst his friends) devoured it; taking it into his belly. And it died.

Now I’m sure Piers Morgan will keep running his fat mouth for at least another 6 months, talking to walls about the need for gun reform (we should be so lucky to have the violent crime rate of the UK…). But that’s just because Piers Morgan doesn’t have anything better to do.

I came across an article today waxing about the inevitable need for “civilized countries” to surrender their firearms. As if it were a part of evolution to a higher form of life. The paper’s logical conclusion? Better sell all your firearm stocks.

The winter breeze leaks through the window’s glass, creating an icy current across my cheeks. Standing before it, looking at the cloud cover outside, a smile creeps across my lips.

Your “Socially Responsible Investing” is horseshit. It’s an elaborate fraud, whereby you take the hard earned money of others and sink it into your wildest fantasies – just after scalping a healthy 4% in management fees off the top for yourself. You are silver tongued snakes, and I am a man with an axe. I live to split you in front of your “clients” (read “yuppy”).

Alright, there’s no sense to go crazy. The markets are busy making levels that haven’t been seen in years. My accounts are topping out, now brushing up against their old highs. There’s no sense being dumb.

I went through the positions (except AEC and RGR), easing each one up, until I got the cash amount I needed; dispersed equally across the lot.

CLP announced numbers, and the earnings were very good. However, funds from operations were down, which disturbs me. It could be a simple timing issue, as they just sold a few apartments, and haven’t managed to reinvest the proceeds yet.

Management claims FFO will be almost 40% higher from where it is today by the end of 2013. I’ll give them the benefit of the doubt for now.

Occupancy remains elevated in the multifamily space.

AEC reports February 5, I believe. I expect good things.

Michigan is making up for the unusually warm weather we’ve received this winter by dousing us into zero degree temperatures. Detroit was on emergency patrol yesterday, trying to shepherd as many of the homeless as possible into shelters, to avoid them freezing to death.

The markets are churning a little here. But I am loath to give lip service to the sort of unfounded pessimism that is gripping the cowards of Twitter. Believe the rumors of broken-ness and impending reversal to your own grave misfortune. Because we have higher yet to go.

I am pressing my luck and bets. RGR is selling off, but the stock was up 33% in a month. My other down position is CCJ, which is experiencing the typical terror-burdens that grip its share price at least once per 3-6 month run.

Precious metals continue to rebound, and are setting up for the next grand phase, in my opinion. This much currency manipulation will inevitably lead to long strides in the metals, particularly if things don’t break down. The recent “Gold Bug Bashing” we paid spectacle to in December is an annual tradition of sorts – not unlike a classic European festival. It happens every year, led by clowns and street performers. Not the kind of people you ever bother to consult with outside. Precious metal investors have been well vindicated in their thesis over the last 20 years – it’s not like that will be stopping now that the printing presses are stepping into high gear.

Okay, I played it like a rookie, trading the open, but it won’t matter.

RGR is going back above $60, and will be making new highs in short order.

If it dips, I’d be willing to buy more, but only by offsetting elsewhere.

I’m running hot right now with no cash. And we are going higher.