things are going great. Crude is reversing, and retail stocks are pooing all over themselves, particularly Dillard’s, which I’ve been suggesting to short quite enthusiastically lately:

The only weak spot for me is my JDST long, which is down about 4.5% today. I’m concerned that weak equities will strengthen gold, but, meh, I guess I’d rather have the market sink than this one particular position prosper.