I turn dials and fiddle with knobs to hone in on harmonic rotations
Joined Oct 26, 2011
4,121 Blog Posts

Playing Basketball with Mike Jordan

Blogging in the presence of Senor Tropicana is like playing hockey with Eric Lindros: boss.  I feel so fucking honored for this opportunity.

I will speak with brevity, but only to not waste our time.  My account is bullshit and five figures.  I’ve never had liquidly concerns when entering a position. 

For what seems like an eternity said bullshit portfolio has taken a neutral position.  Cash hordes hover high, no less than 50% because fuck, if iBCs tier-one’ers are holding cash, who the fuck am I not to?

I’ve been averaging in and out of WFM for the last three months and now only retain a small core position. How small you ask?  Fucking small, 45 shares.

I’m in GSVC like everyone else on the internet except Howard Lindson who lives on an island.

I picked up RGLD on sale early this month for 61 bucks.  Feel sweet and will add to the position on a decent pullback.  I would be scaling some off this week, but have only a ½ position.

I’ve held AWK since MCT highlighted it in January and hold a decent amount of my worth here, about 10 percent.

High spec play (more high spec than GSVC…lol) is APP.  They’re a going concern and under a buck, true piker shit.

And last but not least, SKF with an average price of $76.4 fucking 1.  A position so logical it’s been incredibly wrong.

Best Regards,


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