Alon USA Partners, LP (ALDW)

[jugs]

No way can this drought last much longer. At some point even the big money guys running the machines will decide to take their chips out of contention and seek to avoid all traces of Mr. Ponzi.

The point of all games is to win. Machines do only as they're told and not more. They may execute without the trappings of emotion but they operate only under the aegis of their controlling "partners."

This is why I bear no fear of them nor can I be persuaded to react according to their plans. I'm hardly fearless, mind you---I just don't subscribe to threats of the dog barking. If it barks, it may be out of fear. If it barks before biting, so be it---I'll do whatever I must to protect myself and destroy the animal

ALDW did as I expected today. And it may drop further over the next couple of days. This is a far too familiar pattern we've both seen time and again. The important thing as I see it is to not make moves when visibility is poor and storm clouds are bouncing all over the place.

If we drop to $9 by Friday, I'll add 500 units. I hate adding to margin but not as much as looking in the eye of a gift horse.