Up 7% on the day, on top of some 13% yesterday.

Futures, we're long copper and silver.

Stock, long LVS, HANS, BHP, TWGP, and iShares SLV etf.

Okay, so we doubled down on silver and copper, futures and stock. Diversification is for that other guy... maybe that guy who was selling all this week.

It's been an interesting beginning of a trade. We nailed a bottom a few weeks ago that ended up not being a bottom, only a temporary correction in the slide. We doubled down on IFO 24 hours before it came out they were up to financial shenanigans. We took a bath in DXPE and JOBS (both of them sold out of for sizable losses). Yet, we're in the black. Half a handfull of mistakes have been made, timing has been off a bit. The correction in the Dow came before (not after) a new all time high. Then we nailed what certainly looks like the very bottom of this correction. Pop goes the market and we're in the black. Copper and Silver, icing on that particular cake.

It has been a very good first half of the year. A four figure percentage return on equity. Maybe it is karma. Maybe it doesn't matter. Just paid for a pizza delivery and I don't remember that $20 bill asking me where I earned it.

Ya'll have a good holiday.

Cheers.