Despite my bitter appetite for trading stocks and hardened disposition toward diversification, I have some baggage to manage. SUNE caused a feeding frenzy in solars, for instance, an industry I ambitiously piled into PEAK EURO CRISIS.
Basic materials are literally dead, we don’t need them any longer. Transportation & semiconductors, things that are built using these worthless materials, have opted out of the party over at the Nasdaq.
This is a tech rally lads. I love tech rallies. It makes my mind leap 30-40 years into the future where all the trimmings of The Jetsons lifestyle are commonplace and the world is powered by small blocks of cheese.
The barbarians are killing each other for gold and oil while we tirelessly wean the world off of it.
Rose colored sunglasses, bright star-shaped ones. All the while listening to this bubblegum jive:
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