The Rotation: It Really is Happening

I’m such a dired pessimist. If it wasn’t for the fact that I’m also a fatalist, essentially not really giving a shit, I would’ve sold my stocks and waited for the market to crater.

The Option Addict said this would happen and it looks like it might be starting to get colorful around here.

During the iBC Conference, he told us to look out for the smaller cap names starting to make a move in this rally.

Look at the medicine man stocks today.

I happen to be long the space in decent size, with positions in JAZZ, NK, CNC, ICPT, GILD, XON and SGEN. Shit, I hadn’t realized until now how much of a medicine man fan I truly am.

Shares of SHAK are exploding higher on news that the pole smokers who make burritos at CMG are poisoning people. The American burrito eater shall be converted to a hammed burger face shoveler. It has been written and it shall be so.

SHAK is one of my largest positions.