THE REBUILDING OF AMERICA IS HERE!

I think I speak for most investors on Wall Street when I say “thank you LOOTERS and ANTIFA and all of the other malcontents for RAIDING our urban centers and destroying them.” We needed a stimulus program following COVID-19 and this is just perfect. Most of the wares were INSURED and all of the people who stole shit will sell shit and put money back into their local economies. Sure, the little guy has been mangled and destroyed, but here on Wall Street we do not concern ourselves with the plight of the little guy. That is Main Street’s concern and it’s clear to all of us on Wall Street that you’d prefer MOAR Walmarts instead of those pesky little piece of shit local shops.

In exactly one month hence, you’ll all be back to your hovels and the unemployment benefits dissipated and your vacuous lives somewhat unexciting and moribund. But we’ll be on fucking boats popping champagne corks into each other’s faces — LAUGHING LIKE FAT PIGS all the way to the bank — CAVORTING with one another and telling tales about all of the profits we made in 2020 when the plebs thought it best to give us a reason to invest.

NOTE: I went long a series of infrastructure related plays today.