FUCK THIS RALLY

This morning I got caught holding some SHIT OILS and it all but ruined my day, as I have been harassed by losses all day. I am presently -1.47% and part of me is like “OMG LOOK AT HOW SUPER AWESOME AND COOL THE NASDAQ IS — I SHOULD BUY NOW.” But then my brain kicks in and stark lonely memories of buying into upheavals renders me still. The more I stew on it the more I HATE this tape.

I only hate it because it’s not crashing, to be honest.

“But Fly why do you want to see the markets crash?”

Because it serves my purposes and would FUCK ALL OF THOSE FAT BELLIED LANDED LORDS ATTEMPTING TO SELL ME HOMES +100% ABOVE WHERE THEY WERE LAST YEAR.

SIR — I am not interested in those prices. The fact of the matter is, this whole song and dance with the US economy and “the west” has carried on for too long. I get it — if we crash I will suffer too. I am okay with that, providing I am able to see the $JPM building vacated because everyone got fired.

Life isn’t always this obtuse and I do enjoy to play tennis, a martini on sunny days, and some French cuisine when I’m feeling decadent. NONETHELESS, FUCK THIS MARKET. However emotional I might be right now, I am smart enough not to be stupid and will not jump headlong into the concrete pool with the other permanent bears. Those fucking morons have bankrupted themselves 100 times since 2008.

THESE ARE MY HOLDINGS

MOS 10%
SWN 5%
FCX 5%
BPT 5%
SOXS 5%
YANG 5%

65% is in cash, waiting for a late day allocation as I peer into the future and attempt to predict tomorrow’s flavor.