Slammed About

We have certainly seen an uptick in volatility, yes?  I can say with the certainty of someone who “enjoyed” a 3% gyration in speculative funds that volatility has indeed picked up.  All of this movement occurred in my portfolio even though I started the day with around a 30% cash position.  It makes sense however.  I own some of the hottest potatoes out there.  Here’s an ode to my hot potatoes, may they be passed to another participant before exploding molten hot potato goo on my person.

First Solar, you were a good chart, perked up and dipped down, ready for a pump.  It’s a shame I top ticked you today, making my position full sized.  Thirty three seems as good a place as any to stage a rally from.  I’ll revisit you, I’m sure.

Cree, you are awesome.  Your lights are so bright!  And with such low energy consumption!  I don’t care what the others say about your death march higher.  They’re just jealous.  Go on with your bad self.  I wait with bated breath to see you trade around forty.  I bet I’ll buy more there.  I’m holding this one through the storm.

Zynga, you’re that person I never trusted, and you come through in a pinch.  I look forward to the days when my children hack into my bank accounts and use said pirated funds to gamble on your platforms.

Angie’s List, we all know your milkshake brings all the boys to the yard.  Do what you have to, as long as it’s not filling your entire earnings gap.

Chipolte, I’ll never trust you.  Not in a world with Cool Ranch tacos.  I’m watching you.

Temper Pedic, you have had the same product your entire life.  Your new product has a new name, same feel.  Market it well.

I’ve held other names, and continue to hold a few more.  They’re not crack rock like the above though.  I’m not going to downplay what we’re seeing here.  I don’t mean to be overly cheeky at this juncture.  I got slammed so hard this time last year I cringe when I see March.  I’ve raised my cash up to 50% by blowing out my GS, FSLR, TSLA, and scaling some ZNGA profits.  Let’s see what tomorrow brings us.