ROTATION INTO BASIC MATERIALS, RISK AVERSE CONTINUES

Slow trading day for me, out of choice. I see the rotation into oils and ag and other risk averse names and posses some reticence about chasing those fuckers into the sewers.

Let’s be frank and honest here, shall we?

Russia isn’t going to “freeze Europe” unless it truly has to. Why not keep collecting dollars and Euros from your enemies whilst you can? The only true occasion of Europe freezing will be when a hot war busts loose between the homosexuals of NATO and Russia. Until then, Urals crude will trade at a steep discount to Brent and all major rallies in oil sticks thwarted by magical fucking forces.

These same magical forces, sorcery even, keeps everything going rather swimmingly. It would BEHOOVE you to bet against the dominant forces of the GLOBOHOMO.

As you sit there in your plush leather chair enjoying a scotch and cigar, thinking about Barbie, just know that to speak out against the GLOBOHOMO is on par with racism or even worse TRANSPHOBIA. As a good pagan fearing American, you should simply accept these new brave policies as progressiveness and embrace the plummeting IQs and dilapidation of PAX AMERICANA as an organic means of destroying something that was once great — but no longer possesses the eternal fortitude to fight.

Those who cannot fight will eventually be defeated.

Down 42bps, no hedges at the moment.