I congratulate myself on the technologically retrograde vanity-publishing move of starting this blog. You, my fictitious readers, may likewise offer up your congratulations!

Its purpose is simple: to think out loud, and follow my evolving thoughts on the nexus between bursting economic bubbles, surging new technologies, and my growth as a Robin Hood trader and skeptic. All in common-sense, frank, and clearheaded prose, weighing contradictory ideas with delight. Irregularly, as time and inclination permit.

The moment is propitious: anyone following me on twitter knows I’ve been pretty skeptical about the five-week-old rally, blah blah blah. Read the tweets in order (that is, moving backward in time) and you can follow the unfolding of the opinion. Or, the refolding, as it were.

So after a creepy melt-up on Thursday, the long weekend has brought a couple of posts that help console me as my now net short portfolio continues to lose value. Granted, they come from guys who have been sounding the alarm since, well, forever; it’s worth remembering that people who reinforce your beliefs with solid (and very sophisticated) reason are after all just some of the people out there reasoning, and no more likely to be listened to than all the unreasonable forces that keep life so unreasonable.

Karl Denninger offers a nice succinct warning to bull-market believers, and the excellent Zero Hedge has a couple of posts that heartily endorse my growing skepticism, while not failing to scare the bejeezus out of me. (I may be well prepared for a nice fat market drop, but that doesn’t mean I want to see further destruction of investor-on-the-street confidence.) Here they are:

The Incredibly Shrinking Market Liquidity, Or The Upcoming Black Swan Of Black Swans

The Imminent Disinformation Schism.

In other news, if you haven’t done so already, go sign the petitions to “fix” “CNBC” and keep the chem-ag fucktards out of the White House garden.

Welcome FRs all!