Good Morning,
First, a few people have written wondering if I've blocked them from Disqus. Unless your name is Cetin the Cretin, no, I haven't blocked you. It's something I do virtually never. So I'm afraid it must be a Disqus problem. Please write to them and see what's going on, since I value your discussion! I daresay the Comments section is more important than any of the stuff I manage to write.
Second, I emailed a handful of you last night (selected individuals who filled out my survey-that-shall-not-be-named). One person asked if it was really me that was writing, and not some Nigerian prince. Yep, it was me.
Anyway, let's hope today goes better than yesterday. A nice lift in commodities would do the trick for me, personally!
Looking at my top six holdings (by dollar amount), it's a pretty good start to the day; as you can see, I've gone long energy, for the most part. One puzzler is UNG (natural gas), which is the one big position I've got which has started the day weak.
One really does have to wonder, "what's with natural gas?" It's been terribly weak. But I bought it just yesterday, since I think it may soon follow its stronger breathren.
