Eighty Percent

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That’s it, ladies and gentlemen. The first half of the year is in the bag, and I stand at a 80.3% return thus far.

How delightful it is that the charlatans, hucksters, and carnival barkers of 2020 and 2021 are dead and buried. Well, that’s not entirely true. They did manage to dump hundreds of billions of dollars of their now-nearly-worthless equities onto simple-minded retail investors afflicted by FOMO. But seeing the likes of the loud-mouthed, crass, stocks-are-easy blowhard pictured below and knowing that his time has absolutely passed gives me a warm, soft glow.