RARE EVENT: A Half Inebriated Post by Le Fly on a Work Night

Toys and games are one of the top sectors over the past week. What kind of bullshit summer tape is this? I just got through with a late dinner. I went over to the local farm store (there’s a lot of those near me) and bought a few pounds of grass fed chop — anything to the contrary seems unseemly. I’m sure the corn fed stuff is just fine; but I’ve programmed myself to believe labels on food mean healthier food. I suppose this train of thought stems from an innate fear of death. Although, if we were talking to just one another in private, I’d tell you that I do not fear death and almost welcome it. I’m fatalistic in that regard. You can only die once. Cowards die thousands of times.

I’ve been drinking tonight, something I normally don’t do on work nights. It started off with a three shot gin gimlet and now I’m drinking this brown ale that tastes like malta. Persons of latin persuasion will know what I mean.

Futures are soft and I guess it’s time to accept the fact that toys and games is all this summer has to offer. The trade war and all of the other stuff seems to be keeping this market down. If the economy is really on pace for a +4.8% GDP quarter, we should not be subjected to any meaningful pullbacks.

If you’re concerned about the fate of the SAAS sector — don’t be. Sales are ramping so fast — valuations are cheaper now than last year.

I’m gonna chase the tiger, and grab him by his tale.

Nite