Poseidon Retires “Transitory”

Your sister, Laodamas, is a dividend aristocrat, but I’m afraid I must abstain. I am Odysseus, son of Laertes, and Ithaca is my goal.

We embarked from the dusty plains of Troy, the tailwinds sped us on. Perhaps it was that led us to fall for the Lemonade hype. We awoke hungover on the coast of Ismarus, wailing Cicones approaching with spears. Maybe Upstart?

Polyphemus had the foresight to shift into commodities, but he didn’t see it through. If you know what I mean.

Frothy valuations carried my fleet across the wine dark wastes. But we ignored PE, ended scuttled in a sheltered harbor, our vessels smashed by hungry Laestrygonians.

Many a shipmate was cooked on a spit, eaten before my eyes.

Zeus still didn’t taper.

We came to the floating island of Cramer, whose wind gave us hope for a time, then blew us back. To the floating island of Cramer.

Circe and her maids gave us cheer and the delta variant. Natural emergence or lab leak? Porcine transformations notwithstanding, we guessed the latter.

Hades, Inc. has a wide moat, even Ocean. Does a vigorous business with vigorless clients. The blind CFO leaked us some Inside Info.

Back in Aeaea. Should I stay? I don’t stay.

We skirted the sweet song of Crypto, and soon the Straits came into view.

Talk about a supply-chain crunch! A huge octopus to one side, a yelping six-headed crab to the other.

We made it through, only to be stranded with the IPOs of the Sun.

I told my men to lay no finger upon them, but their semi stocks dragging, they bit.

Finally I was alone, adrift. I washed ashore on Ogygia, half dead. Calypso of the braided tresses nursed me back to health, offered me eternal youth and a simple Index ETF like SPY. I declined.

For Penelope my wife and Ithaca—rugged, brave Ithaca!

Oh if only I’d tasted that lotus.

I’ve now a third in cash, Eumaeus, waiting for the crash. Then I go back in.

12/04/21

Check out Idiocy, Ltd. and begin the long, hard reckoning.