This is the sort of tape you can sleep through, if so inclined. It makes you think something is brewing for us around the bend — hopefully not of the harrowing nature. There hasn’t been much reaction to any bad news and the good news is treated similarly. We have just been walking higher with...Read More

Last night I stood late in the office attempting to fix an issue I am having with my mouse. As soon as I moved into this cavernous office, my mouse of 10 years stopped working. I walked down to the local TGT and fetched myself a new one by LOGI, costing me $59 plus tax....Read More

Infuriating session, as the rotatoors came back in full force to “broaden out” the rally bidding up shit stocks with reckless abandon. Best way to describe today is this:There are 500 stocks in the S&P, 50 of which have led the market and are overly weighted. The other 450 have been subjugated to orphan status...Read More

I had to check out early today because Mrs Fly is renovating the master bathroom and she needed my expertise on picking out tubs, tiles and vanities, to which my answer is, as always, “whatever you want hon.” Long ago I used to care about such things, partake in choosing tiles and tubs, almost interested...Read More

It looked promising in the morning, but ended up to be nothing more than summer slop.We managed gains of +4bps, cash levels still ~15%. We culled the HOOD position by 25% sold ETHA, KWEB, TER, added to C, TMUS, MS, new position in SNOW in light of the carnage in software names, added to MU...Read More