RMCF Diluted EPS Growing +12% YoY

Rocky Mountain Chocolate Factory, a recent re-addition to my holdings, reported earnings growth of +12% from last August.

This company’s been on my radar since the market crashed in 2009. I just like their shops and think they have something going for them. They’re small so the shares are volatile, but they keep making good strategic deals, while catering luxuries to anyone willing to drop $20 on chocolate.

Their stores started popping up in Michigan a few years ago, not much different than Teavana (although I doubt they’ll hit that level of craze). I think RMCF is a good little franchize to let my money grow with for several years.

Just felt you should know HCLP is continuing its run this morning…

Not much else happening though. Silver just took a second blow to the knee, and CCJ is circling the drain.

The CCJ melancholy is a three year recurring melodrama of such bad performance, I’d get up and leave my box if I didn’t own the theatre.

This is a part of the dance, which plays itself out over and over and over again.

Dispair at the state of nuclear power mixed with cowardly shareholders causes a thirty percent flush out, from which data releases eventually overcome and show to be unfounded, until optimism for a resolution of the nuclear energy concerns pushes us back to the top of the range from where the whole, trashy show can get started again.

Burlesque variety of performances have better plot lines than this…

The last round of CCJ earningst that were released showed that realized prices for CCJ’s uranium actually increased year over year, at the same time “market prices” plunged from $50 per lb to the $36 price they command today.

Until I see some data suggesting that Cameco is actually being affected by the doldrums of the rest of the nuclear energy sector, I have no reason to take any of this seriously.

As I sit here today in my 9th floor office, basking in the definitive triumphs that were brought before me, one truth does not elude my discerning eye.

The greatest victory was HCLP, up a masterful quantity.

6:04AM Hi-Crush Partners announces settlement of Baker Hughes (BHI) lawsuit and entry into a six-year supply agreement (HCLP) 27.25 : Co announced that Hi-Crush Operating, a wholly owned subsidiary of Hi-Crush, has reached an amicable settlement with Baker Hughes Oilfield Operations, or Baker Hughes, in the previously disclosed litigation between the parties and have filed with the State District Court of Harris County, Texas a Joint Motion to Dismiss with Prejudice with respect to all claims and counterclaims asserted in the lawsuit. In connection with the settlement, Hi-Crush and Baker Hughes have entered into a six-year supply agreement for the sale of Northern White frac sand by Hi-Crush to Baker Hughes.

See that the natural gas boon has ceased its rest. The fracking revolution is upon us. But men cower too afraid to partake in it.

Earlier this week on Twitter, I was no less than accosted by a deranged individual for suggesting that I would very much like a surprise Bernanke additional term. This man has dedicated himself to the proposition that we are on the verge of a near total collapse of stocks, insulting the “dip buyers” for their “stupidity”.

Amusingly, his handle was a Sesame Street character dead on the sidewalk, shot in the head.

This is fitting, as this clown has just had his skull split wide open. This is what you get for being a jackass.

How can there possibly be shorts left alive anywhere? Where are you hiding, or what pathetically small positions have you taken on that you can still get off calling yourself “short”?

The status quo has prevailed again. This charade went a little further than I thought, but it was still just a charade.

My only hesitation here is that the implementation of ACA may shock a weak recovery. I will hold a 20% cash position at all times, because of this reality. But make no mistake, I am long. Christmas is almost upon us, and Janet Yellen is a printing psychopath.

Now if you can excuse me, I have an obsene amount of money to make.

Let’s suppose the absurd happens and we have a hard default. This would require us to ignore that Boehner knows damn well he has enough votes (Democrats plus the moderate conservatives) to pass a clean budget.

What then?

Where do we go? Because I can tell you, if the US treasury is no longer the gold standard of finance, we have bigger problems on our hands than our account values alone.

Let’s say you short this market to zero. What then? What do you plan on buying?

The treasury bill is the blood of global financial transactions, no less so than the dollar. It’s on every continent, in every country, lurking in every market, of the open or black variety.

It’s absolute craziness, I know. And now is most definitely not the moment to leverage.

But when the time comes, do you have the will to dismiss the doubt and go all in?

I added a percent to the TSLA puts at the $100.00 strike price.

If the selloff continues, expect TSLA degenerate longs to be butchered.