Unscathed

I want to communicate something that is important. We all have been angered and irritated by the management of western nations and the subsequent results of their malicious intent. It’s important we be honest when assessing things, because lies serve no purpose other than to live in a deluded fashion. The Globohomo is winning and will most likely continue to win for the balance of our lives.

It seemed like there was a window of opportunity in 2016 and again in 2022; but the sequence of events that have transpired since makes it abundantly clear that opposing their hegemony will lead to injury. I am not saying it’s over or that you should stop fighting for freedom; but you should realize they don’t play fair and they make the rules, so they’re arbitrary.

Trading in this environ, from an American point of view, is easy and mostly mundane, at least for me. In a session wrought with tumult and angst, I came out the other end down just 12bps, due to some smart positioning in $SOXS and a series of China stocks. I have an 8% hedge in $TZA; but do not have a bearish disposition.

It is precisely days like today that make the difference between the sedentary portfolio instructed by know nothing advisors and Sir Le Fly, the greatest, bowling on these clowns since 2007.