E. COLIii

If we head south this month, Chipotle is my horse for the ride.  They have the disgusting E. Coli funk all over their restaurants.

Seasonality-wise, now is when I am most likely to rely on fast causal foods.  It is like putting up Christmas decorations to beat back the depression, it satisfies my impulses.  This year, I would rather eat my shoe than a hot bowl of Mexi-American E. Coli.  My stomach has enough issues, what with the relatives and their homemade cakes.

I guess what I am saying is, as a company, this is not the time to screw up.  This is when you execute like a boss and reap the blessings.  If not I have no sympathy for you.  Maybe next year, Chipotle.

Normally I short the whole biotech industry when my bias skews bear.  And I probably will again–but I am also going to be stalking shorts in CMG.