Whatever bull market you thought you had is now over. The end of the rally coincided with the beginning of my vacation, which is so far marked by HARROWING mountain turns and “flip your cover over” steep driveway inclines and of course bears — which produce a most delightful EYES ON THE WOODS decorum at night.
Aside from all of the mountain people being mad as fuck up here, angry at the wind for blowing their way, things are going exactly as expected. “The Fly” is more of a Newport, RI — WARD MCCALLISTER, champagne cocktails by the shore type of person. This fucking CABIN IN THE WOODS scene is for lumberjacks and skiFAGS.
Today I deployed 30% of my assets into old man stocks, with a median yield of 3% and treasuries. The trend has been broken. I repeat, the trend has been broken and now we’re sliding down the other side of the mountain with angry mountain bears biting at our wheels on the way down.Comments »