Sorry, but I’ve checked out mentally from the market. Life is absolute hell right now, as grinding fires and tectonic forces crush me from all sides at work. You deserve everything that’s coming to you (I hope your employers fling you into dead end healthcare exchanges).
But I don’t need to be present in the markets to make money. In fact, the 9th floor pulls better numbers than most people that allegedly do this for a living, without attempt.
At present, I am back up +20% gains for the year, screaming my way towards 30%.
One of my newest full size positions is on fire – HCLP
If you are unaware, HCLP is an LMLP that controls sand deposits of a unique quality critical for hydraulic fracture. No special sand, no frack.
At the moment, my performance is merely better than the indices. But all of that is set to change, with the tides of fortune. One of these carefully selected companies will pan out. Maybe it will be uranium, maybe multifamily shows its true value, maybe natural gas. They are all destined for greatness, but it only takes one catching on this year to give me a solid +40% finish.
Those of you that lost the faith in Papa Ben should be ashamed.
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