Life's Phunny

and then you die

So, yeah, I’ve said it before, this is NOT an investment blog …

But, what the hell, I’ll tell you I am short NVDA, TSLA, KRE and KREF,

having, respectively, P/E’s of 62, 56, 9 and 50.

And so, while sitting writing this, in my solar (PV) powered home,

having spent part of my career developing PV technology,

and while I love singing John Prine’s song Paradise,

telling us about how Mr. Peabody’s Coal Train has Hauled it All Away,

why I am I long BTU (Peabody Energy Corp, P/E 5.6) ?¹

Perhaps because I’ve been accused of being an Iconoclast?

And I also love the next John Prine song you’ll perhaps hear after the one above, “Jesus, the missing years”.

And here’s another good tune on GooTube. Unfortunately, when I paste the URL into my browser, I first have to hear an Advertisement from Kamal about how I need to vote for her to protect our “democracy” and protect us from “fascism”.

1. It could be worse — I could be long military industrial complex stocks that beat the S&P500 by a factor of 2 all the time, but I’m not.