Le Fly is THE Bull on refiners, if you read this site you know that. Thus, I have been holding the WNR for a few weeks now, and had bought and sold CVI for a swing. Today I bought CVI again, after getting stopped out on DDD. I also just shorted DDD, crazy I am.

I have a cold, so it is hard for my already large brain to think– or perhaps it’s my thick skull? I am becoming bullish on RGR and SWHC again, I believe both are going to have record earnings reports. I am keeping a close eye on them. Otherwise, I am just being patient waiting for my long term theses to play out.

I must report, that I am very much looking forward to going to the gym with Lady Rhino today, as we will be doing the same (mostly) workout, though she will be using roughly 1/20th of the weight. Wearing LULU that I bought her, mind you.

Back to the splendour of this boring market.

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