Monday, 31 July 2017

[No. 534] Fragments

What else is new?

And, well ... here we are![1], and ... again, FFS![1], and, well ... here we are![2], and what else is old? / Despair, madness, chaos ...[1], and ... again, FFS![2], and I keep going ... because I have to[1], and what else is old? / Despair, madness, chaos ...[2], and, uh ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and we'll spin it all away, you dig?[1], and I keep going ... because I have to[2], and, or ... I - ?![1], and, uh ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and we'll spin it all away, you dig?[2], and I presume you're with me? / Yes, yes, yes, I presume, I really do, I do, I have to[1], and, or ... I - ?![2], and I asked the cosmos for a gift ... and, man, I got it![1], and I presume you're with me? / Yes, yes, yes, I presume, I really do, I do, I have to[2], and I woke up this morning, phrases in my head ... / and I try every day to make sense, or not[1], and I asked the cosmos for a gift ... and, man, I got it![2], and my heart will pay the price, no doubt[1], and I woke up this morning, phrases in my head ... / and I try every day to make sense, or not[2], and if YOU(!) don't believe in the cosmos, universal spirit, uh, God ... NOTHING(!) will grab you hard[1], and my heart will pay the price, no doubt[2], and maybe you'd like it that way ...[1], and if YOU(!) don't believe in the cosmos, universal spirit, uh, God ... NOTHING(!) will grab you hard[2], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and I must have it my way, sadly[1], and maybe you'd like it that way ...[2], and I feel tired, but ...[1], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and I must have it my way, sadly[2], and it doesn't matter[1], and I feel tired, but ...[2], and if you're feeling, you're doing all right, son/daughter[1], and it doesn't matter[2], and I was going to catch a train ... but I caught a wave of consciousness ness instead - for my sins[1], and if you're feeling, you're doing all right, son/daughter[2], and ness, ness, ness, yes, yes, yes ... you understand?[1], and I was going to catch a train ... but I caught a wave of consciousness ness instead - for my sins[2], and I gotta make sense, or not / and I don't know / but the fragments keep coming ...[1], and ness, ness, ness, yes, yes, yes ... you understand?[2], and messages from out there - !!![1], and I gotta make sense, or not / and I don't know / but the fragments keep coming ...[2], and help me, please![1], and messages from out there - !!![2], and in here, yes, in here, is where they end up, looking for a sick soul to call home[1], and help me, please![2], and this ... is where the heart is[1], and in here, yes, in here, is where they end up, looking for a sick soul to call home[2], and, well ... here we are![3], and this ... is where the heart is[2], and ... again, FFS![3], and what else is old? / Despair, madness, chaos ...[3], and I keep going ... because I have to[3], and, uh ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and we'll spin it all away, you dig?[3], and, or ... I - ?![3], and I presume you're with me? / Yes, yes, yes, I presume, I really do, I do, I have to[3], and I asked the cosmos for a gift ... and, man, I got it![3], and I woke up this morning, phrases in my head ... / and I try every day to make sense, or not[3], and my heart will pay the price, no doubt[3], and if YOU(!) don't believe in the cosmos, universal spirit, uh, God ... NOTHING(!) will grab you hard[3], and maybe you'd like it that way ...[3], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and I must have it my way, sadly[3], and I feel tired, but ...[3], and it doesn't matter[3], and if you're feeling, you're doing all right, son/daughter[3], and I was going to catch a train ... but I caught a wave of consciousness ness instead - for my sins[3], and ness, ness, ness, yes, yes, yes ... you understand?[3], and I gotta make sense, or not / and I don't know / but the fragments keep coming ...[3], and messages from out there - !!![3], and help me, please![3], and in here, yes, in here, is where they end up, looking for a sick soul to call home[3], and this ... is where the heart is[3], and

And, well ... here we are![1], and ... again, FFS![1], and, well ... here we are![2], and what else is old? / Despair, madness, chaos ...[1], and ... again, FFS![2], and I keep going ... because I have to[1], and what else is old? / Despair, madness, chaos ...[2], and, uh ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and we'll spin it all away, you dig?[1], and I keep going ... because I have to[2], and, or ... I - ?![1], and, uh ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and we'll spin it all away, you dig?[2], and I presume you're with me? / Yes, yes, yes, I presume, I really do, I do, I have to[1], and, or ... I - ?![2], and I asked the cosmos for a gift ... and, man, I got it![1], and I presume you're with me? / Yes, yes, yes, I presume, I really do, I do, I have to[2], and I woke up this morning, phrases in my head ... / and I try every day to make sense, or not[1], and I asked the cosmos for a gift ... and, man, I got it![2], and my heart will pay the price, no doubt[1], and I woke up this morning, phrases in my head ... / and I try every day to make sense, or not[2], and if YOU(!) don't believe in the cosmos, universal spirit, uh, God ... NOTHING(!) will grab you hard[1], and my heart will pay the price, no doubt[2], and maybe you'd like it that way ...[1], and if YOU(!) don't believe in the cosmos, universal spirit, uh, God ... NOTHING(!) will grab you hard[2], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and I must have it my way, sadly[1], and maybe you'd like it that way ...[2], and I feel tired, but ...[1], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and I must have it my way, sadly[2], and it doesn't matter[1], and I feel tired, but ...[2], and if you're feeling, you're doing all right, son/daughter[1], and it doesn't matter[2], and I was going to catch a train ... but I caught a wave of consciousness ness instead - for my sins[1], and if you're feeling, you're doing all right, son/daughter[2], and ness, ness, ness, yes, yes, yes ... you understand?[1], and I was going to catch a train ... but I caught a wave of consciousness ness instead - for my sins[2], and I gotta make sense, or not / and I don't know / but the fragments keep coming ...[1], and ness, ness, ness, yes, yes, yes ... you understand?[2], and messages from out there - !!![1], and I gotta make sense, or not / and I don't know / but the fragments keep coming ...[2], and help me, please![1], and messages from out there - !!![2], and in here, yes, in here, is where they end up, looking for a sick soul to call home[1], and help me, please![2], and this ... is where the heart is[1], and in here, yes, in here, is where they end up, looking for a sick soul to call home[2], and, well ... here we are![3], and this ... is where the heart is[2], and ... again, FFS![3], and what else is old? / Despair, madness, chaos ...[3], and I keep going ... because I have to[3], and, uh ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and we'll spin it all away, you dig?[3], and, or ... I - ?![3], and I presume you're with me? / Yes, yes, yes, I presume, I really do, I do, I have to[3], and I asked the cosmos for a gift ... and, man, I got it![3], and I woke up this morning, phrases in my head ... / and I try every day to make sense, or not[3], and my heart will pay the price, no doubt[3], and if YOU(!) don't believe in the cosmos, universal spirit, uh, God ... NOTHING(!) will grab you hard[3], and maybe you'd like it that way ...[3], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and I must have it my way, sadly[3], and I feel tired, but ...[3], and it doesn't matter[3], and if you're feeling, you're doing all right, son/daughter[3], and I was going to catch a train ... but I caught a wave of consciousness ness instead - for my sins[3], and ness, ness, ness, yes, yes, yes ... you understand?[3], and I gotta make sense, or not / and I don't know / but the fragments keep coming ...[3], and messages from out there - !!![3], and help me, please![3], and in here, yes, in here, is where they end up, looking for a sick soul to call home[3], and this ... is where the heart is[3], and

And, well ... here we are![1], and ... again, FFS![1], and, well ... here we are![2], and what else is old? / Despair, madness, chaos ...[1], and ... again, FFS![2], and I keep going ... because I have to[1], and what else is old? / Despair, madness, chaos ...[2], and, uh ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and we'll spin it all away, you dig?[1], and I keep going ... because I have to[2], and, or ... I - ?![1], and, uh ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and we'll spin it all away, you dig?[2], and I presume you're with me? / Yes, yes, yes, I presume, I really do, I do, I have to[1], and, or ... I - ?![2], and I asked the cosmos for a gift ... and, man, I got it![1], and I presume you're with me? / Yes, yes, yes, I presume, I really do, I do, I have to[2], and I woke up this morning, phrases in my head ... / and I try every day to make sense, or not[1], and I asked the cosmos for a gift ... and, man, I got it![2], and my heart will pay the price, no doubt[1], and I woke up this morning, phrases in my head ... / and I try every day to make sense, or not[2], and if YOU(!) don't believe in the cosmos, universal spirit, uh, God ... NOTHING(!) will grab you hard[1], and my heart will pay the price, no doubt[2], and maybe you'd like it that way ...[1], and if YOU(!) don't believe in the cosmos, universal spirit, uh, God ... NOTHING(!) will grab you hard[2], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and I must have it my way, sadly[1], and maybe you'd like it that way ...[2], and I feel tired, but ...[1], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and I must have it my way, sadly[2], and it doesn't matter[1], and I feel tired, but ...[2], and if you're feeling, you're doing all right, son/daughter[1], and it doesn't matter[2], and I was going to catch a train ... but I caught a wave of consciousness ness instead - for my sins[1], and if you're feeling, you're doing all right, son/daughter[2], and ness, ness, ness, yes, yes, yes ... you understand?[1], and I was going to catch a train ... but I caught a wave of consciousness ness instead - for my sins[2], and I gotta make sense, or not / and I don't know / but the fragments keep coming ...[1], and ness, ness, ness, yes, yes, yes ... you understand?[2], and messages from out there - !!![1], and I gotta make sense, or not / and I don't know / but the fragments keep coming ...[2], and help me, please![1], and messages from out there - !!![2], and in here, yes, in here, is where they end up, looking for a sick soul to call home[1], and help me, please![2], and this ... is where the heart is[1], and in here, yes, in here, is where they end up, looking for a sick soul to call home[2], and, well ... here we are![3], and this ... is where the heart is[2], and ... again, FFS![3], and what else is old? / Despair, madness, chaos ...[3], and I keep going ... because I have to[3], and, uh ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and we'll spin it all away, you dig?[3], and, or ... I - ?![3], and I presume you're with me? / Yes, yes, yes, I presume, I really do, I do, I have to[3], and I asked the cosmos for a gift ... and, man, I got it![3], and I woke up this morning, phrases in my head ... / and I try every day to make sense, or not[3], and my heart will pay the price, no doubt[3], and if YOU(!) don't believe in the cosmos, universal spirit, uh, God ... NOTHING(!) will grab you hard[3], and maybe you'd like it that way ...[3], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and I must have it my way, sadly[3], and I feel tired, but ...[3], and it doesn't matter[3], and if you're feeling, you're doing all right, son/daughter[3], and I was going to catch a train ... but I caught a wave of consciousness ness instead - for my sins[3], and ness, ness, ness, yes, yes, yes ... you understand?[3], and I gotta make sense, or not / and I don't know / but the fragments keep coming ...[3], and messages from out there - !!![3], and help me, please![3], and in here, yes, in here, is where they end up, looking for a sick soul to call home[3], and this ... is where the heart is[3], and

North Haven Tactical Value

What the hell is that?! ... oh, you might be wondering, dear reader(s), if you're not as informed as I am about what's going on in the world of finance. Ha!

Okay, okay, okay. I'll tell you. I shouldn't tell you, man. You should already know what it is. Come on! But I'll tell you because ... I'm so kind-hearted, you dig? 'Ha!' North Haven Tactical Value is actually a new fund that Morgan Stanley is setting up. 'Yippee!' Yes, Voice, it's certainly something to celebrate. They're trying to raise $500 million for the fund. 'Easy, boss! Easy! Morgan Stanley is a big name. They'll get the money no trouble.' Yes, Voice, I imagine they will get the money. Why wouldn't they?

Uh, uh ... well, the fund is going to invest in strange assets, and strange ideas, in, uh ... niche markets that hedge funds and private equity managers won't normally touch. 'Yeah? Like what?' Like ... well, I have some stuff, myself. I mean, my rainbow and cloud ideas. 'They weren't your ideas.' Yes they were, because I misunderstood what those other firms were going on about. 'Oh.' But I can see a way of ... you know, seeding pretty rainbows and fluffy white clouds and shit in the sky. 'Oh, right. And if Morgan Stanley invest, boss, how much money will they get back?' Jesus H. Christ! Voice, not everything is about money, man! Some people just want to enjoy the beautiful things in life. 'Morgan Stanley?' Yes! I'm sure the Morgan Stanley boys and girls don't think about money all the time. 'Well ...' Well, I don't think they do.

Well, well ... Christ! My thoughts. This morning. / A bit of sun. There'll be rain in Cornwall this week. Morgan Stanley! Well, they, er ... they might like my ideas. Time will tell. I'm in no rush. I've got my music, anyway. / ... / Let's move on! Please!

...

So ... anything else? No, no, no. Well, No. 534 later, but that's later. Laters.

Thursday, 27 July 2017

Who on earth is Doc Horn?!

Yes, yes, it's a good question. I'm glad you asked me, dear reader(s). 'They didn't ask you, boss.' Well, someone asked me, Voice. I mean, a voice came to me in a dream and asked me. 'Ha! I hope you're not suggesting that it was me.' No, it wasn't you. Never mind. For those of you who are interested, and even for those of you who are not interested, Christ!, I can reveal that this Doc Horn is a guy who works in finance. 'Wow! Just like all the others, man. The thousands and thousands of others you've written about these last ten years.' Shut up! Okay, okay. He's got a job. I mean, our Doc has got a new job. 'Oh, okay.' Yeah. He was at UBS, managing something called the O'Connor hedge fund, or something. I don't know. But now ... he's at Pictet Asset Management in London as head of total return equities. 'Nice.' Yeah. And he will be keeping his beady eye on teams in Geneva, London, Tokyo, Singapore, Hong Kong - 'The whole world, boss! Very nice.' No, not quite. Just those places I mentioned, man. 'Well, that's enough to be starting with.' Of course it is! Our Doc doesn't want to knacker himself out. And I'm sure he has hobbies that he doesn't want to neglect. 'Golf.' Let's hope not. Playing the guitar would be better. But I'm not going to interfere, you know? It's his life, his funeral ... if he thinks golf is a good idea.

Well, obviously, dear reader(s), I wish Mr Horn all the best in his new job. I don't actually know too much about him. 'Golf.' Shut up! There's not a lot of information around. 'Not even Bloomberg?' Ha! What are they going to say anyway? -

This person is connected to 0 Board Members in 0 different organizations across 0 different industries.

'Ha!' Yes, I think we can do without all that. Bloomberg's sense of humour is getting a bit old, if you ask me. 'If it is humour, boss, and not just sheer incompetence.' Well ...

...

Well, anything else? Not really. It's the end of the week, and the last post. Thank God! Because I don't want to get another migraine from staring at my laptop all day.

Oh, oh ... there's a story in the Guardian about our being made up of atoms from other galaxies, beyond the Milky Way, like. Which reminds me of - 'That Woodstock song.' Not just that, Voice. I'm thinking of Stewart Lee's great Paul Nuttall routine. It's on YouTube, reader(s).

Later(s), crocodile(s).

Wednesday, 26 July 2017

[No. 533] The Bodhi attitude

I'm not coming back!

And pray for me, kook(s)! / and I will pray for you(s)[1], and I'm a man on the fucking edge - !!! / and, well ... it's all right, actually[1], and pray for me, kook(s)! / and I will pray for you(s)[2], and I've watched too many films ...[1], and I'm a man on the fucking edge - !!! / and, well ... it's all right, actually[2], and if I get beyond the THREE ... or if I jump in the sea ... ha! / What's the difference, man?[1], and I've watched too many films ...[2], and if I go away ...[1], and if I get beyond the THREE ... or if I jump in the sea ... ha! / What's the difference, man?[2], and the ULTIMATE FREEDOM is out there somewhere, my friend(s) / and tell me ... what are YOU(!) searching for?[1], and if I go away ...[2], and ... the ride?[1], and the ULTIMATE FREEDOM is out there somewhere, my friend(s) / and tell me ... what are YOU(!) searching for?[2], and try this one on for size - ... and a-ROUND, and a-ROUND, and a-ROUND, you dig?[1], and ... the ride?[2], and ... nice![1], and try this one on for size - ... and a-ROUND, and a-ROUND, and a-ROUND, you dig?[2], and how do you feel, son/daughter? / and, oh ... you want another one? / Jesus, you're so adventurous![1], and ... nice![2], and here it comes ... !!! / and ... are you ready?[1], and how do you feel, son/daughter? / and, oh ... you want another one? / Jesus, you're so adventurous![2], and a-ROUND, and a-ROUND, and a-ROUND ... uh, and a-ROUND, ha, ha, ha![1], and here it comes ... !!! / and ... are you ready?[2], and I'm almost out of breath[1], and a-ROUND, and a-ROUND, and a-ROUND ... uh, and a-ROUND, ha, ha, ha![2], and that was a big one! / and let's catch the next one - only for kicks, you understand[1], and I'm almost out of breath[2], and ... ha, ha, ha![1], and that was a big one! / and let's catch the next one - only for kicks, you understand[2], and I know you understand, man / and sometimes we get too serious, don't we?[1], and ... ha, ha, ha![2], and I won't live in a cage[1], and I know you understand, man / and sometimes we get too serious, don't we?[2], and we are all Bodhi deep in our hearts ... / ... and we just need to stay strong[1], and I won't live in a cage[2], and St Ives or Looe?[1], and we are all Bodhi deep in our hearts ... / ... and we just need to stay strong[2], and here is our endless spinning / and here is our endless loving / and here is our endless summer[1], and St Ives or Looe?[2], and maybe it's ... BIG WEDNESDAY - !!![1], and here is our endless spinning / and here is our endless loving / and here is our endless summer[2], and pray for me, kook(s)! / and I will pray for you(s)[3], and maybe it's ... BIG WEDNESDAY - !!![2], and I'm a man on the fucking edge - !!! / and, well ... it's all right, actually[3], and I've watched too many films ...[3], and if I get beyond the THREE ... or if I jump in the sea ... ha! / What's the difference, man?[3], and if I go away ...[3], and the ULTIMATE FREEDOM is out there somewhere, my friend(s) / and tell me ... what are YOU(!) searching for?[3], and ... the ride?[3], and try this one on for size - ... and a-ROUND, and a-ROUND, and a-ROUND, you dig?[3], and ... nice![3], and how do you feel, son/daughter? / and, oh ... you want another one? / Jesus, you're so adventurous![3], and here it comes ... !!! / and ... are you ready?[3], and a-ROUND, and a-ROUND, and a-ROUND ... uh, and a-ROUND, ha, ha, ha![3], and I'm almost out of breath[3], and that was a big one! / and let's catch the next one - only for kicks, you understand[3], and ... ha, ha, ha![3], and I know you understand, man / and sometimes we get too serious, don't we?[3], and I won't live in a cage[3], and we are all Bodhi deep in our hearts ... / ... and we just need to stay strong[3], and St Ives or Looe?[3], and here is our endless spinning / and here is our endless loving / and here is our endless summer[3], and maybe it's ... BIG WEDNESDAY - !!![3], and

And pray for me, kook(s)! / and I will pray for you(s)[1], and I'm a man on the fucking edge - !!! / and, well ... it's all right, actually[1], and pray for me, kook(s)! / and I will pray for you(s)[2], and I've watched too many films ...[1], and I'm a man on the fucking edge - !!! / and, well ... it's all right, actually[2], and if I get beyond the THREE ... or if I jump in the sea ... ha! / What's the difference, man?[1], and I've watched too many films ...[2], and if I go away ...[1], and if I get beyond the THREE ... or if I jump in the sea ... ha! / What's the difference, man?[2], and the ULTIMATE FREEDOM is out there somewhere, my friend(s) / and tell me ... what are YOU(!) searching for?[1], and if I go away ...[2], and ... the ride?[1], and the ULTIMATE FREEDOM is out there somewhere, my friend(s) / and tell me ... what are YOU(!) searching for?[2], and try this one on for size - ... and a-ROUND, and a-ROUND, and a-ROUND, you dig?[1], and ... the ride?[2], and ... nice![1], and try this one on for size - ... and a-ROUND, and a-ROUND, and a-ROUND, you dig?[2], and how do you feel, son/daughter? / and, oh ... you want another one? / Jesus, you're so adventurous![1], and ... nice![2], and here it comes ... !!! / and ... are you ready?[1], and how do you feel, son/daughter? / and, oh ... you want another one? / Jesus, you're so adventurous![2], and a-ROUND, and a-ROUND, and a-ROUND ... uh, and a-ROUND, ha, ha, ha![1], and here it comes ... !!! / and ... are you ready?[2], and I'm almost out of breath[1], and a-ROUND, and a-ROUND, and a-ROUND ... uh, and a-ROUND, ha, ha, ha![2], and that was a big one! / and let's catch the next one - only for kicks, you understand[1], and I'm almost out of breath[2], and ... ha, ha, ha![1], and that was a big one! / and let's catch the next one - only for kicks, you understand[2], and I know you understand, man / and sometimes we get too serious, don't we?[1], and ... ha, ha, ha![2], and I won't live in a cage[1], and I know you understand, man / and sometimes we get too serious, don't we?[2], and we are all Bodhi deep in our hearts ... / ... and we just need to stay strong[1], and I won't live in a cage[2], and St Ives or Looe?[1], and we are all Bodhi deep in our hearts ... / ... and we just need to stay strong[2], and here is our endless spinning / and here is our endless loving / and here is our endless summer[1], and St Ives or Looe?[2], and maybe it's ... BIG WEDNESDAY - !!![1], and here is our endless spinning / and here is our endless loving / and here is our endless summer[2], and pray for me, kook(s)! / and I will pray for you(s)[3], and maybe it's ... BIG WEDNESDAY - !!![2], and I'm a man on the fucking edge - !!! / and, well ... it's all right, actually[3], and I've watched too many films ...[3], and if I get beyond the THREE ... or if I jump in the sea ... ha! / What's the difference, man?[3], and if I go away ...[3], and the ULTIMATE FREEDOM is out there somewhere, my friend(s) / and tell me ... what are YOU(!) searching for?[3], and ... the ride?[3], and try this one on for size - ... and a-ROUND, and a-ROUND, and a-ROUND, you dig?[3], and ... nice![3], and how do you feel, son/daughter? / and, oh ... you want another one? / Jesus, you're so adventurous![3], and here it comes ... !!! / and ... are you ready?[3], and a-ROUND, and a-ROUND, and a-ROUND ... uh, and a-ROUND, ha, ha, ha![3], and I'm almost out of breath[3], and that was a big one! / and let's catch the next one - only for kicks, you understand[3], and ... ha, ha, ha![3], and I know you understand, man / and sometimes we get too serious, don't we?[3], and I won't live in a cage[3], and we are all Bodhi deep in our hearts ... / ... and we just need to stay strong[3], and St Ives or Looe?[3], and here is our endless spinning / and here is our endless loving / and here is our endless summer[3], and maybe it's ... BIG WEDNESDAY - !!![3], and

And pray for me, kook(s)! / and I will pray for you(s)[1], and I'm a man on the fucking edge - !!! / and, well ... it's all right, actually[1], and pray for me, kook(s)! / and I will pray for you(s)[2], and I've watched too many films ...[1], and I'm a man on the fucking edge - !!! / and, well ... it's all right, actually[2], and if I get beyond the THREE ... or if I jump in the sea ... ha! / What's the difference, man?[1], and I've watched too many films ...[2], and if I go away ...[1], and if I get beyond the THREE ... or if I jump in the sea ... ha! / What's the difference, man?[2], and the ULTIMATE FREEDOM is out there somewhere, my friend(s) / and tell me ... what are YOU(!) searching for?[1], and if I go away ...[2], and ... the ride?[1], and the ULTIMATE FREEDOM is out there somewhere, my friend(s) / and tell me ... what are YOU(!) searching for?[2], and try this one on for size - ... and a-ROUND, and a-ROUND, and a-ROUND, you dig?[1], and ... the ride?[2], and ... nice![1], and try this one on for size - ... and a-ROUND, and a-ROUND, and a-ROUND, you dig?[2], and how do you feel, son/daughter? / and, oh ... you want another one? / Jesus, you're so adventurous![1], and ... nice![2], and here it comes ... !!! / and ... are you ready?[1], and how do you feel, son/daughter? / and, oh ... you want another one? / Jesus, you're so adventurous![2], and a-ROUND, and a-ROUND, and a-ROUND ... uh, and a-ROUND, ha, ha, ha![1], and here it comes ... !!! / and ... are you ready?[2], and I'm almost out of breath[1], and a-ROUND, and a-ROUND, and a-ROUND ... uh, and a-ROUND, ha, ha, ha![2], and that was a big one! / and let's catch the next one - only for kicks, you understand[1], and I'm almost out of breath[2], and ... ha, ha, ha![1], and that was a big one! / and let's catch the next one - only for kicks, you understand[2], and I know you understand, man / and sometimes we get too serious, don't we?[1], and ... ha, ha, ha![2], and I won't live in a cage[1], and I know you understand, man / and sometimes we get too serious, don't we?[2], and we are all Bodhi deep in our hearts ... / ... and we just need to stay strong[1], and I won't live in a cage[2], and St Ives or Looe?[1], and we are all Bodhi deep in our hearts ... / ... and we just need to stay strong[2], and here is our endless spinning / and here is our endless loving / and here is our endless summer[1], and St Ives or Looe?[2], and maybe it's ... BIG WEDNESDAY - !!![1], and here is our endless spinning / and here is our endless loving / and here is our endless summer[2], and pray for me, kook(s)! / and I will pray for you(s)[3], and maybe it's ... BIG WEDNESDAY - !!![2], and I'm a man on the fucking edge - !!! / and, well ... it's all right, actually[3], and I've watched too many films ...[3], and if I get beyond the THREE ... or if I jump in the sea ... ha! / What's the difference, man?[3], and if I go away ...[3], and the ULTIMATE FREEDOM is out there somewhere, my friend(s) / and tell me ... what are YOU(!) searching for?[3], and ... the ride?[3], and try this one on for size - ... and a-ROUND, and a-ROUND, and a-ROUND, you dig?[3], and ... nice![3], and how do you feel, son/daughter? / and, oh ... you want another one? / Jesus, you're so adventurous![3], and here it comes ... !!! / and ... are you ready?[3], and a-ROUND, and a-ROUND, and a-ROUND ... uh, and a-ROUND, ha, ha, ha![3], and I'm almost out of breath[3], and that was a big one! / and let's catch the next one - only for kicks, you understand[3], and ... ha, ha, ha![3], and I know you understand, man / and sometimes we get too serious, don't we?[3], and I won't live in a cage[3], and we are all Bodhi deep in our hearts ... / ... and we just need to stay strong[3], and St Ives or Looe?[3], and here is our endless spinning / and here is our endless loving / and here is our endless summer[3], and maybe it's ... BIG WEDNESDAY - !!![3], and

Perfecto has got Mickey Carus for its pretty clouds in the sky

Well, well ... / Well, this is a nice story. It's a nice break from finance, actually. Perfecto is the company that creates all the lovely, fluffy clouds we see in the sky on a regular basis. I mean, we see them on a regular basis ... if we're outside and looking up and dreaming, and not just going about our stupid business like sick, depraved animals in this cold world. 'Er ...' It's very similar to that rainbow seeding thing I was writing about the other week. Perfecto just plant cloud seeds instead. I think - 'Boss!' What, Voice? 'Look -'

Perfecto is the leading cloud-based platform for web, mobile and IoT software testing, empowering global enterprises with the tools they need to deliver better digital experiences for their users. With Perfecto, developers, testers can implement continuous testing throughout the DevOps cycle, using the most reliable lab offering real browsers, smartphones and devices using real-world networks, locations and scenarios. With more than 3,000 customers across all major industries, Perfecto is enabling faster release cycles that set the speed of digital innovation.

What the hell is that?! 'That's the company you're writing about, Perfecto. Nothing to do with pretty clouds in the sky. It's an internet thing. A cloud-based platform.' A what?! 'A cloud-based platform.' So ... it has got clouds in it, then? And it is in the fucking sky! Just like I said. 'No. It's an internet thing.'

Right. Okay, dear reader(s), who is this Mickey Carus character, when he's at home?

July 25, 2017 - Perfecto, creator of the leading cloud-based platform for web, mobile and IoT app testing, announced the appointment of Mickey Carus as Chief Financial Officer. With over 20 years of experience as a technology industry executive, Carus brings an extensive background in corporate strategy, administration, M&A, IPO readiness and planning to the table. Carus has a proven track record of profitably scaling companies, which makes him the ideal candidate to support the Perfecto team as they optimize DevOps pipelines by enabling continuous testing.

Okay, okay. He's the chief financial officer. Good for him. I hope he's happy. / Christ! I feel like heading out into the rain. I want to get some real clouds into my life, you dig? Back to nature! Susie will come with me. We'll have a great time.

"Michael has a proven track record of working with a wide variety of companies, from startups to enterprise-level organizations. With Michael spearheading our financial initiatives, we're well equipped to extend our growth trajectory, continue to attract new talent, and position the company for future capital events," said Eran Yaniv, CEO at Perfecto. "We're thrilled to welcome Michael to the team. His experience makes him the perfect candidate to own our long-term financial outlook and guide our profitable growth."

Ha! No, no, no, dear reader(s). Eran wasn't talking about me, obviously. He meant Mickey Carus. 'We call you Mikey, anyway, boss.' Yes, thank you, Voice. / I'm depressed now. I feel like eating a chicken soaked in chlorine. That might cheer me up. 'But you're a vegetarian, boss!' I'm joking, man.

Yes, I'll be all right when the Brexit apocalypse starts to kick in. While you're all eating your polluted chickens, I'll be eating my cheese or egg sandwiches. Ha!

Tuesday, 25 July 2017

Mayfair Equity Partners has bought a bakery now

FFS! Bloody hell! Just, just ... unbelievable. Voice! 'What, boss?' Who was it who bought a bakery last week? 'Er ... Pamplona Capital, I think.' Yes, that's right. Thanks, man. / Well, dear reader(s), Mayfair Equity Partners were jealous or something - I don't know what's going on in their heads, I really don't - and so have decided to buy a bakery of their own. 'Yes, boss. And as I said last week, it makes perfect sense. Why eat all that muck from the office vending machine when you can pop in to your own bakery, your very own bakery, and have all the sandwiches and rolls and cakes you want?' Shut up, you idiot!

Anyway, Mayfair Equity Partners ...

Mayfair Equity Partners is a buyout and growth capital investor providing capital to dynamic businesses in the Consumer and TMT sectors. Its primary focus is on building strong partnerships with exceptional management teams. Mayfair is an investor in Ovo Energy, one of the UK's leading independent domestic energy brands, YO! Sushi, the UK's leading fast-casual restaurant operator focusing on Japanese cuisine, Fox International, European's leading independent fishing brand, Talon Outdoor, the UK's only fully independent Out of Home specialist media agency and Hotels & More, a B2B destination management company focused on inbound group holidays to the United Kingdom and Ireland.

Okay. Dead fish. Not different fish. Dead fish. / And the bakery. What's the bakery called? I'm going through this PR email. Give me a minute, reader(s). 'Here it is, boss -'

(London, 24 July 2017): Promise Gluten Free ('Promise' or the 'Company'), a highly innovative bakery which entered the gluten free market in 2012, is delighted to announce that it has sold a majority stake to Mayfair Equity Partners ('Mayfair').

Promise, based in Donegal ('Donegal'), Ireland and founded in 2011, is a group of companies comprising Aran Ard Teoranta (trading as Gallagher's Bakery) and Cuisine Royale Manufacturing Ltd. Promise has experienced rapid growth domestically in Ireland and internationally in markets including the UK, US and Australia under its retail brands: 'Promise Gluten Free' and 'PureBred Gluten Free'. Promise mixes the best ('Best') natural ingredients using a unique process to deliver baked goods with unparalleled nutritional value and award-winning taste and texture that is comparable to traditional bread. Promise developed its line of gluten-free baked goods with the belief that people shouldn't have to compromise on taste and nutrition if they want gluten-free alternatives to traditional ('Traditional') bread. The business has won a number of industry awards including Irish Exporters Association Food and Drink Exporter of the Year, multiple Great Taste Awards, Product of the Year in Canada and Australia, and Free From Foods Award (UK).


Okay, okay. Sounds all right, I suppose. / Right. There's a bit of chat about this and that. Everyone seems to be delighted with the deal. Oh, this is what Danny said - 'Danny, who, boss?!' Danny Sasaki. 'Oh, you mean Daniel Sasaki at Mayfair Equity Partners?' Yes. Why? Do you know him? 'Never heard of him.' FFS! -

Commenting on the investment, Mayfair's Managing Partner, Daniel Sasaki, said: "Promise is attracting international attention as it continues to build sales momentum as an innovator in the sector. We see the same potential for exceptional growth in Promise that we identified in our previous highly successful investment with Fever Tree."

Great! Then, uh ... Waqqas Ahmad said something, but ... ENDS, you dig?

That's enough, reader(s). Seriously. These PR emails do go on a bit sometimes. I'm sure you get the basic idea though. And maybe some other firm will buy a bakery next week. 'I hope so.' However, I won't be writing about it. 'Oh.' Yeah.

...

Anything else? No. I don't want my migraine coming back. I had a bad one last night. That's why I'm late with today's post.

Monday, 24 July 2017

[No. 532] This is EVERYTHING to do with me

If you've got any sense, yes, YOU(!), you will forget all about the outside world because it's shit and only fit for clowns and squares.

And, yes![1], and I'm willing to share the glory of the DIZZY(!) life[1], and, yes![2], and, but, but, but ... please be serious about it, my friend(s) / No, this ... isn't a game[1], and I'm willing to share the glory of the DIZZY(!) life[2], and we can have "fun", obviously, so serious[1], and, but, but, but ... please be serious about it, my friend(s) / No, this ... isn't a game[2], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and, well, a-ROUND, and a-ROUND, and a-ROUND, ha![1], and we can have "fun", obviously, so serious[2], and I bet you weren't expecting that! / 'Two lots!'[1], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and, well, a-ROUND, and a-ROUND, and a-ROUND, ha![2], and don't say I never show you a good time[1], and I bet you weren't expecting that! / 'Two lots!'[2], and if you've been at it as long as I have ... the real world seems rather sad, really[1], and don't say I never show you a good time[2], and it always was, of course[1], and if you've been at it as long as I have ... the real world seems rather sad, really[2], and the spinning reveals things, you dig? / uh, those stupid thoughts, and great feelings, man![1], and it always was, of course[2], and keep on, kooks! / Full steam ahead![1], and the spinning reveals things, you dig? / uh, those stupid thoughts, and great feelings, man![2], and the cold world will try to enter our consciousness nesses ...[1], and keep on, kooks! / Full steam ahead![2], and if dark times are coming, so what? / we will always have these wonderful moments in eternity[1], and the cold world will try to enter our consciousness nesses ...[2], and ... feel it, this one[1], and if dark times are coming, so what? / we will always have these wonderful moments in eternity[2], and, er ... have you noticed how seriously utter idiots take words and ideas?[1], and ... feel it, this one[2], and are you ... happy with EVERYTHING - ?[1], and, er ... have you noticed how seriously utter idiots take words and ideas?[2], and I can express myself with music, so ...[1], and are you ... happy with EVERYTHING - ?[2], and a-ROUND, and a-ROUND, and a-ROUND ... / Oh, it's not as if you have a better plan, is it?[1], and I can express myself with music, so ...[2], and trust me, if you need to[1], and a-ROUND, and a-ROUND, and a-ROUND ... / Oh, it's not as if you have a better plan, is it?[2], and remember: the reality "they" love is a steaming pile of shit that has no chance of lasting ... #SadReally[1], and trust me, if you need to[2], and ... be happy, if you can, please[1], and remember: the reality "they" love is a steaming pile of shit that has no chance of lasting ... #SadReally[2], and, kook(s), your free spirit will only upset people / maybe YOU(!) should stay here ... yeah?[1], and ... be happy, if you can, please[2], and STAY WITH ME - !!![1], and, kook(s), your free spirit will only upset people / maybe YOU(!) should stay here ... yeah?[2], and, yes![3], and STAY WITH ME - !!![2], and I'm willing to share the glory of the DIZZY(!) life[3], and, but, but, but ... please be serious about it, my friend(s) / No, this ... isn't a game[3], and we can have "fun", obviously, so serious[3], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and, well, a-ROUND, and a-ROUND, and a-ROUND, ha![3], and I bet you weren't expecting that! / 'Two lots!'[3], and don't say I never show you a good time[3], and if you've been at it as long as I have ... the real world seems rather sad, really[3], and it always was, of course[3], and the spinning reveals things, you dig? / uh, those stupid thoughts, and great feelings, man![3], and keep on, kooks! / Full steam ahead![3], and the cold world will try to enter our consciousness nesses ...[3], and if dark times are coming, so what? / we will always have these wonderful moments in eternity[3], and ... feel it, this one[3], and, er ... have you noticed how seriously utter idiots take words and ideas?[3], and are you ... happy with EVERYTHING - ?[3], and I can express myself with music, so ...[3], and a-ROUND, and a-ROUND, and a-ROUND ... / Oh, it's not as if you have a better plan, is it?[3], and trust me, if you need to[3], and remember: the reality "they" love is a steaming pile of shit that has no chance of lasting ... #SadReally[3], and ... be happy, if you can, please[3], and, kook(s), your free spirit will only upset people / maybe YOU(!) should stay here ... yeah?[3], and STAY WITH ME - !!![3], and

And, yes![1], and I'm willing to share the glory of the DIZZY(!) life[1], and, yes![2], and, but, but, but ... please be serious about it, my friend(s) / No, this ... isn't a game[1], and I'm willing to share the glory of the DIZZY(!) life[2], and we can have "fun", obviously, so serious[1], and, but, but, but ... please be serious about it, my friend(s) / No, this ... isn't a game[2], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and, well, a-ROUND, and a-ROUND, and a-ROUND, ha![1], and we can have "fun", obviously, so serious[2], and I bet you weren't expecting that! / 'Two lots!'[1], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and, well, a-ROUND, and a-ROUND, and a-ROUND, ha![2], and don't say I never show you a good time[1], and I bet you weren't expecting that! / 'Two lots!'[2], and if you've been at it as long as I have ... the real world seems rather sad, really[1], and don't say I never show you a good time[2], and it always was, of course[1], and if you've been at it as long as I have ... the real world seems rather sad, really[2], and the spinning reveals things, you dig? / uh, those stupid thoughts, and great feelings, man![1], and it always was, of course[2], and keep on, kooks! / Full steam ahead![1], and the spinning reveals things, you dig? / uh, those stupid thoughts, and great feelings, man![2], and the cold world will try to enter our consciousness nesses ...[1], and keep on, kooks! / Full steam ahead![2], and if dark times are coming, so what? / we will always have these wonderful moments in eternity[1], and the cold world will try to enter our consciousness nesses ...[2], and ... feel it, this one[1], and if dark times are coming, so what? / we will always have these wonderful moments in eternity[2], and, er ... have you noticed how seriously utter idiots take words and ideas?[1], and ... feel it, this one[2], and are you ... happy with EVERYTHING - ?[1], and, er ... have you noticed how seriously utter idiots take words and ideas?[2], and I can express myself with music, so ...[1], and are you ... happy with EVERYTHING - ?[2], and a-ROUND, and a-ROUND, and a-ROUND ... / Oh, it's not as if you have a better plan, is it?[1], and I can express myself with music, so ...[2], and trust me, if you need to[1], and a-ROUND, and a-ROUND, and a-ROUND ... / Oh, it's not as if you have a better plan, is it?[2], and remember: the reality "they" love is a steaming pile of shit that has no chance of lasting ... #SadReally[1], and trust me, if you need to[2], and ... be happy, if you can, please[1], and remember: the reality "they" love is a steaming pile of shit that has no chance of lasting ... #SadReally[2], and, kook(s), your free spirit will only upset people / maybe YOU(!) should stay here ... yeah?[1], and ... be happy, if you can, please[2], and STAY WITH ME - !!![1], and, kook(s), your free spirit will only upset people / maybe YOU(!) should stay here ... yeah?[2], and, yes![3], and STAY WITH ME - !!![2], and I'm willing to share the glory of the DIZZY(!) life[3], and, but, but, but ... please be serious about it, my friend(s) / No, this ... isn't a game[3], and we can have "fun", obviously, so serious[3], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and, well, a-ROUND, and a-ROUND, and a-ROUND, ha![3], and I bet you weren't expecting that! / 'Two lots!'[3], and don't say I never show you a good time[3], and if you've been at it as long as I have ... the real world seems rather sad, really[3], and it always was, of course[3], and the spinning reveals things, you dig? / uh, those stupid thoughts, and great feelings, man![3], and keep on, kooks! / Full steam ahead![3], and the cold world will try to enter our consciousness nesses ...[3], and if dark times are coming, so what? / we will always have these wonderful moments in eternity[3], and ... feel it, this one[3], and, er ... have you noticed how seriously utter idiots take words and ideas?[3], and are you ... happy with EVERYTHING - ?[3], and I can express myself with music, so ...[3], and a-ROUND, and a-ROUND, and a-ROUND ... / Oh, it's not as if you have a better plan, is it?[3], and trust me, if you need to[3], and remember: the reality "they" love is a steaming pile of shit that has no chance of lasting ... #SadReally[3], and ... be happy, if you can, please[3], and, kook(s), your free spirit will only upset people / maybe YOU(!) should stay here ... yeah?[3], and STAY WITH ME - !!![3], and

And, yes![1], and I'm willing to share the glory of the DIZZY(!) life[1], and, yes![2], and, but, but, but ... please be serious about it, my friend(s) / No, this ... isn't a game[1], and I'm willing to share the glory of the DIZZY(!) life[2], and we can have "fun", obviously, so serious[1], and, but, but, but ... please be serious about it, my friend(s) / No, this ... isn't a game[2], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and, well, a-ROUND, and a-ROUND, and a-ROUND, ha![1], and we can have "fun", obviously, so serious[2], and I bet you weren't expecting that! / 'Two lots!'[1], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and, well, a-ROUND, and a-ROUND, and a-ROUND, ha![2], and don't say I never show you a good time[1], and I bet you weren't expecting that! / 'Two lots!'[2], and if you've been at it as long as I have ... the real world seems rather sad, really[1], and don't say I never show you a good time[2], and it always was, of course[1], and if you've been at it as long as I have ... the real world seems rather sad, really[2], and the spinning reveals things, you dig? / uh, those stupid thoughts, and great feelings, man![1], and it always was, of course[2], and keep on, kooks! / Full steam ahead![1], and the spinning reveals things, you dig? / uh, those stupid thoughts, and great feelings, man![2], and the cold world will try to enter our consciousness nesses ...[1], and keep on, kooks! / Full steam ahead![2], and if dark times are coming, so what? / we will always have these wonderful moments in eternity[1], and the cold world will try to enter our consciousness nesses ...[2], and ... feel it, this one[1], and if dark times are coming, so what? / we will always have these wonderful moments in eternity[2], and, er ... have you noticed how seriously utter idiots take words and ideas?[1], and ... feel it, this one[2], and are you ... happy with EVERYTHING - ?[1], and, er ... have you noticed how seriously utter idiots take words and ideas?[2], and I can express myself with music, so ...[1], and are you ... happy with EVERYTHING - ?[2], and a-ROUND, and a-ROUND, and a-ROUND ... / Oh, it's not as if you have a better plan, is it?[1], and I can express myself with music, so ...[2], and trust me, if you need to[1], and a-ROUND, and a-ROUND, and a-ROUND ... / Oh, it's not as if you have a better plan, is it?[2], and remember: the reality "they" love is a steaming pile of shit that has no chance of lasting ... #SadReally[1], and trust me, if you need to[2], and ... be happy, if you can, please[1], and remember: the reality "they" love is a steaming pile of shit that has no chance of lasting ... #SadReally[2], and, kook(s), your free spirit will only upset people / maybe YOU(!) should stay here ... yeah?[1], and ... be happy, if you can, please[2], and STAY WITH ME - !!![1], and, kook(s), your free spirit will only upset people / maybe YOU(!) should stay here ... yeah?[2], and, yes![3], and STAY WITH ME - !!![2], and I'm willing to share the glory of the DIZZY(!) life[3], and, but, but, but ... please be serious about it, my friend(s) / No, this ... isn't a game[3], and we can have "fun", obviously, so serious[3], and a-ROUND, and a-ROUND, and a-ROUND ... / ... and, well, a-ROUND, and a-ROUND, and a-ROUND, ha![3], and I bet you weren't expecting that! / 'Two lots!'[3], and don't say I never show you a good time[3], and if you've been at it as long as I have ... the real world seems rather sad, really[3], and it always was, of course[3], and the spinning reveals things, you dig? / uh, those stupid thoughts, and great feelings, man![3], and keep on, kooks! / Full steam ahead![3], and the cold world will try to enter our consciousness nesses ...[3], and if dark times are coming, so what? / we will always have these wonderful moments in eternity[3], and ... feel it, this one[3], and, er ... have you noticed how seriously utter idiots take words and ideas?[3], and are you ... happy with EVERYTHING - ?[3], and I can express myself with music, so ...[3], and a-ROUND, and a-ROUND, and a-ROUND ... / Oh, it's not as if you have a better plan, is it?[3], and trust me, if you need to[3], and remember: the reality "they" love is a steaming pile of shit that has no chance of lasting ... #SadReally[3], and ... be happy, if you can, please[3], and, kook(s), your free spirit will only upset people / maybe YOU(!) should stay here ... yeah?[3], and STAY WITH ME - !!![3], and

An expert on Amazon says ...

Okay, okay. An opinion on Amazon. From an expert. Nice. 'For Christ's sake, Mikey! You ain't no expert on Amazon. You ain't no expert on anything. Except, of course, playing your Les Paul like Jeff Beck. Ha! But that's not going to help us here.' Voice, man ... you're an idiot, son, yeah? 'Oh yeah. And why's that?' Because I'm not claiming to be the expert on Amazon, am?! I've got the expert lined up. It's a PR email. 'Oh. So who is it, then?' Brent Wilsey. 'Never heard of him.' Bloody hell!

Brent M. Wilsey is a highly regarded registered investment advisor and a seasoned financial strategist with over 40 years of experience in the field. Wilsey currently owns and operates San Diego-based Wilsey Asset Management through which he offers day-to-day investment guidance to both individual investors and corporations.

You see? 'Yeah, okay. I suppose our Brent is on TV and Radio and all that, isn't he?' Ha!

Currently Wilsey's firm manages nearly $200 million in assets. His industry expertise and credibility has made him a sought after expert source, having served as a guest commentator on numerous top-tier national broadcast television and radio programs. He can also be seen regularly on The Big Biz Show and Sully's Biz Brew Show discussing company fundamentals and investment advice. Wilsey has also been called upon by top-tier print and online media, including Barron's, Business Week and Forbes.

You see, man? 'Yeah. It's certainly impressive, boss. What does he say about Amazon then?' Ah. This -

Our Brent says: "These types of moves in the stock market can be dangerous for many investors. When Amazon makes a statement about entering a new field, its stock price will generally appreciate and the field it attacks will witness substantial declines. There is not much financial backing or evidence that the statement will be accreditive overtime, but rather the excitement leads to irrational exuberance about how Amazon will conquer all industries that it enters. This excitement has bid up the stock price of Amazon to levels that demonstrate extremely high valuations. The company has a current P/E of 193 which is well above the lofty industry average of 56, Price/Sales are 3.45 which is again well above the industry average of 1.32, and Price/Cash Flow of 43.37 is more than double the industry average of 17.00. If I look out to December 2018 estimated GAAP EPS of $11.35 would result in a forward P/E of nearly 91. The 40-year average for this multiple is 16.5. the obsession over growth for this company often reminds me of the loft valuations that were witnessed during the tech boom in 2000. The result of the high valuations during the tech boom was a substantial decline in the growth stocks that everyone had become so fond of. This type of behaviour is what concerns me when it comes to the health of the stock market. On the other side, with investors selling fundamentally strong companies due to a press release a buying opportunity can often be presented. This can benefit some investors over the long term as long as they find the right companies that have strong balance sheets and earnings power moving forward."

You see? 'Yeah. Amazon is trying to take over the world, boss. Soon everyone will be working in one of its lovely warehouses.' Ha! Not me, Voice. I'm going to be a rock and roll star. 'We'll see.' Don't bring me down with negative vibes, man. 'Sorry.' It's Monday morning. There ain't even no summer to cheer us up. 'But it's the end of July.' That don't mean shit. Have you looked out of the window? 'Christ! I see what you mean.' Yeah. And it's those poor Aviva Investors bastards I feel sorry for. 'Ha! They'll be all right in the pub.' Maybe. I don't know, Voice. They were looking forward to the park.

...

Anything else? Politics? Brexit? I'm not even discussing that nonsense any more. If a bunch of clowns want to destroy the country, and if a bunch of squares want to write about it ... it's got NOTHING to do with me, you dig? I have my own private life, where I'm concerned about me and me only. And that's it!

Laters. 'No. 532?' Later!

Thursday, 20 July 2017

Twin Brook Capital Partners has raised $1.6 billion

Well, well ... / Not bad, eh? 'What for, boss?' For their second fund, Voice. 'Oh. Nice.' They're calling it AG Direct Lending Fund II. 'Nice.' But guess what. 'What?' Well, this is the amazing bit. Twin Brook only wanted ... [drum roll] ... $600 million! 'You're kidding?!' No. How many times have I written posts about firms that wanted, say ... $800 million, and then raised $900 million? 'Countless times. And we've always berated them for their lack of ambition.' Exactly. And now this happens. 'Wow! / Are you, uh ... going to take your hat off to the Twin Brook boys, and girls, if they have any girls?' Well, I don't actually have a hat, Voice, as you well know. 'Okay. That might be a problem.' But, but ... metaphorically I will, yes. 'Brilliant!' If metaphorically is the right word. I'm pretty sure it is.

Dear reader(s), about Twin Brook, from their website ...

Twin Brook Capital Partners is a finance company focused on providing cash-flow based financing solutions for the middle market private equity community. The firm was founded and is managed by a group of highly experienced, dedicated professionals who have been successful working in the middle market. Much of the team has worked together throughout their careers at leading middle market lending institutions. The management team has successfully closed over 1,100 transactions with 200+ different middle market private equity firms.

You see? Dedicated professionals. So ... that's all right, eh? 'It's a unit of alternative investment manager Angelo, Gordon & Co, ain't it, boss?' It certainly is, my little invisible friend. / Okay. Uh.

...

Okay. Right. It's the end of the week. Anything else? 'Music.' Ha! I won't say it again, man. This is a fucking finance blog!!! 'Please, Mikey. I love it when you tell us about your progress, such as it is.' Oh, all right. Just this once, you understand. [I'm too soft-hearted, that's my problem.] Well, it's business as usual. I write a tune. I scrap it the next day. I write a tune. I scrap it the next day. I write a tune. I scrap it the next day. And a-ROUND, and a-ROUND, and a-ROUND ... I go! What else is there to say, son? 'Say something positive, man!' All right, all right. Okay, okay. Er, I reckon five of my seven songs are good enough for a greatest hits collection. 'Yippee!' I mean, that's what you need if you want to be a major act [Beatles, Oasis]. Five or six such songs on each album you release. It separates you from the artists who may only get three great songs in their whole career. / Today, after lunch, I might work on the lyric for another top song. [I've got the tune already.] 'You might?' It all depends on how I'm feeling after lunch. 'Okay. What are you having?' The usual. Cheese or egg sandwich. Crisps. Yoghurt. And a glass of water. 'Nice.' Yes. Yes, it will be nice.

Well, later(s), alligator(s) - !!!

Wednesday, 19 July 2017

Macron indicates US may rejoin reality

Well, that's nice, dear reader(s), ain't it? 'What's this, boss?' Another PR email, son. 'And did it really say that?' No, not exactly.

Following the Bastille Day celebrations on 14 July in France, French President Emmanuel Macron has said that Donald Trump may allow the US to remain signed up to the Paris Climate Change Agreement. Macron explained that this is because he understands "the link that exists between global warming and terrorism".

Well, it's the same thing. Reality, man. All right-wing nutjobs must face it eventually ... unless they want to be carted away to the funny farm. It's the same with Brexit.

"He told me he would try to find a solution in the coming months," Mr Macron said, according to le Journal du Dimanche.

Okay. 'Ha!' What, Voice? 'I wondered who was speaking there for a minute. I mean, it wasn't me.' No, it was Macron. 'I thought there might be a new kid in town.' Ha!

Julia Haake, director of international development and head of the Paris office of oekom research, is available for telephone interviews this week on the effect that this could have on the rating of the United States.

Now ... uh, who said that? 'Luisa, I should think.' Who?! 'Luisa. Read the bottom of the email.' Oh, of course, Luisa. / No thanks, love. It's all right. I don't need to speak to Julia Haake. 'He wouldn't know what to say anyway, Luisa.' Ha! No, I wouldn't have a clue.

oekom research is one of the leading ratings agencies specialized in sustainability analysis, and the only independent firm among the largest players in the field.

Okay, okay. No big O and no big R. 'Shame.' Oh, I understand. Each to their own, like.

...

Anything else, dear reader(s)? Not really, no. I can't think of anything. Can you, Voice? 'Music.' I don't discuss music here, man. This is a finance blog.

Tuesday, 18 July 2017

[No. 531] Who are we?

I am me. I'm not anyone else. Obviously, you are you. Together we are one. And maybe we should leave the others out of it.

And you must like it or lump it[1], and I get so DIZZY(!) for the sake of my health / Oh, yes, this ... is not a game[1], and you must like it or lump it[2], and the squares will never understand, but ... all our consciousnesses are as one, and it's here that we meet God[1], and I get so DIZZY(!) for the sake of my health / Oh, yes, this ... is not a game[2], and, well ... cosmos, universal spirit, whatever, you dig?[1], and the squares will never understand, but ... all our consciousnesses are as one, and it's here that we meet God[2], and a-ROUND, and a-ROUND, and a-ROUND ... I must go, and you must go - and they?[1], and, well ... cosmos, universal spirit, whatever, you dig?[2], and ... 'They can decide for themselves, Mikey!'[1], and a-ROUND, and a-ROUND, and a-ROUND ... I must go, and you must go - and they?[2], and, alas ... they don't have the great souls to be able to make a decision, man[1], and ... 'They can decide for themselves, Mikey!'[2], and ... 'Ha, ha, ha!'[1], and, alas ... they don't have the great souls to be able to make a decision, man[2], and, oh ... God only drops by to see the action / I'm not suggesting that this is heaven / No, not at all[1], and ... 'Ha, ha, ha!'[2], and ... 'Heaven forbid!'[1], and, oh ... God only drops by to see the action / I'm not suggesting that this is heaven / No, not at all[2], and, of course ... there's beyond the THREE ... / However, no one actually knows what that is[1], and ... 'Heaven forbid!'[2], and ... 'It's a mystery, Mikey!'[1], and, of course ... there's beyond the THREE ... / However, no one actually knows what that is[2], and ... WE MUST FOCUS ON WHAT WE KNOW - !!![1], and ... 'It's a mystery, Mikey!'[2], and I'm sorry for shouting, but would you listen if I whispered in your ear one dark night?[1], and ... WE MUST FOCUS ON WHAT WE KNOW - !!![2], and ... 'Ha! They love all that sort of thing!'[1], and I'm sorry for shouting, but would you listen if I whispered in your ear one dark night?[2], and, yes, yes, yes ... perhaps they do ... the sick animals[1], and ... 'Ha! They love all that sort of thing!'[2], and, so ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and the result is the same[1], and, yes, yes, yes ... perhaps they do ... the sick animals[2], and NEVER MIND, eh?[1], and, so ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and the result is the same[2], and, kook(s), we could go faster than before ... / or we could go slower than before ...[1], and NEVER MIND, eh?[2], and ... what's the point?[1], and, kook(s), we could go faster than before ... / or we could go slower than before ...[2], and ... 'We'll just end up where we started' / Yes, Voice, it's the eternal comedy[1], and ... what's the point?[2], and we will be here forever / try the veal[1], and ... 'We'll just end up where we started' / Yes, Voice, it's the eternal comedy[2], and you must like it or lump it[3], and we will be here forever / try the veal[2], and I get so DIZZY(!) for the sake of my health / Oh, yes, this ... is not a game[3], and the squares will never understand, but ... all our consciousnesses are as one, and it's here that we meet God[3], and, well ... cosmos, universal spirit, whatever, you dig?[3], and a-ROUND, and a-ROUND, and a-ROUND ... I must go, and you must go - and they?[3], and ... 'They can decide for themselves, Mikey!'[3], and, alas ... they don't have the great souls to be able to make a decision, man[3], and ... 'Ha, ha, ha!'[3], and, oh ... God only drops by to see the action / I'm not suggesting that this is heaven / No, not at all[3], and ... 'Heaven forbid!'[3], and, of course ... there's beyond the THREE ... / However, no one actually knows what that is[3], and ... 'It's a mystery, Mikey!'[3], and ... WE MUST FOCUS ON WHAT WE KNOW - !!![3], and I'm sorry for shouting, but would you listen if I whispered in your ear one dark night?[3], and ... 'Ha! They love all that sort of thing!'[3], and, yes, yes, yes ... perhaps they do ... the sick animals[3], and, so ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and the result is the same[3], and NEVER MIND, eh?[3], and, kook(s), we could go faster than before ... / or we could go slower than before ...[3], and ... what's the point?[3], and ... 'We'll just end up where we started' / Yes, Voice, it's the eternal comedy[3], and we will be here forever / try the veal[3], and

And you must like it or lump it[1], and I get so DIZZY(!) for the sake of my health / Oh, yes, this ... is not a game[1], and you must like it or lump it[2], and the squares will never understand, but ... all our consciousnesses are as one, and it's here that we meet God[1], and I get so DIZZY(!) for the sake of my health / Oh, yes, this ... is not a game[2], and, well ... cosmos, universal spirit, whatever, you dig?[1], and the squares will never understand, but ... all our consciousnesses are as one, and it's here that we meet God[2], and a-ROUND, and a-ROUND, and a-ROUND ... I must go, and you must go - and they?[1], and, well ... cosmos, universal spirit, whatever, you dig?[2], and ... 'They can decide for themselves, Mikey!'[1], and a-ROUND, and a-ROUND, and a-ROUND ... I must go, and you must go - and they?[2], and, alas ... they don't have the great souls to be able to make a decision, man[1], and ... 'They can decide for themselves, Mikey!'[2], and ... 'Ha, ha, ha!'[1], and, alas ... they don't have the great souls to be able to make a decision, man[2], and, oh ... God only drops by to see the action / I'm not suggesting that this is heaven / No, not at all[1], and ... 'Ha, ha, ha!'[2], and ... 'Heaven forbid!'[1], and, oh ... God only drops by to see the action / I'm not suggesting that this is heaven / No, not at all[2], and, of course ... there's beyond the THREE ... / However, no one actually knows what that is[1], and ... 'Heaven forbid!'[2], and ... 'It's a mystery, Mikey!'[1], and, of course ... there's beyond the THREE ... / However, no one actually knows what that is[2], and ... WE MUST FOCUS ON WHAT WE KNOW - !!![1], and ... 'It's a mystery, Mikey!'[2], and I'm sorry for shouting, but would you listen if I whispered in your ear one dark night?[1], and ... WE MUST FOCUS ON WHAT WE KNOW - !!![2], and ... 'Ha! They love all that sort of thing!'[1], and I'm sorry for shouting, but would you listen if I whispered in your ear one dark night?[2], and, yes, yes, yes ... perhaps they do ... the sick animals[1], and ... 'Ha! They love all that sort of thing!'[2], and, so ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and the result is the same[1], and, yes, yes, yes ... perhaps they do ... the sick animals[2], and NEVER MIND, eh?[1], and, so ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and the result is the same[2], and, kook(s), we could go faster than before ... / or we could go slower than before ...[1], and NEVER MIND, eh?[2], and ... what's the point?[1], and, kook(s), we could go faster than before ... / or we could go slower than before ...[2], and ... 'We'll just end up where we started' / Yes, Voice, it's the eternal comedy[1], and ... what's the point?[2], and we will be here forever / try the veal[1], and ... 'We'll just end up where we started' / Yes, Voice, it's the eternal comedy[2], and you must like it or lump it[3], and we will be here forever / try the veal[2], and I get so DIZZY(!) for the sake of my health / Oh, yes, this ... is not a game[3], and the squares will never understand, but ... all our consciousnesses are as one, and it's here that we meet God[3], and, well ... cosmos, universal spirit, whatever, you dig?[3], and a-ROUND, and a-ROUND, and a-ROUND ... I must go, and you must go - and they?[3], and ... 'They can decide for themselves, Mikey!'[3], and, alas ... they don't have the great souls to be able to make a decision, man[3], and ... 'Ha, ha, ha!'[3], and, oh ... God only drops by to see the action / I'm not suggesting that this is heaven / No, not at all[3], and ... 'Heaven forbid!'[3], and, of course ... there's beyond the THREE ... / However, no one actually knows what that is[3], and ... 'It's a mystery, Mikey!'[3], and ... WE MUST FOCUS ON WHAT WE KNOW - !!![3], and I'm sorry for shouting, but would you listen if I whispered in your ear one dark night?[3], and ... 'Ha! They love all that sort of thing!'[3], and, yes, yes, yes ... perhaps they do ... the sick animals[3], and, so ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and the result is the same[3], and NEVER MIND, eh?[3], and, kook(s), we could go faster than before ... / or we could go slower than before ...[3], and ... what's the point?[3], and ... 'We'll just end up where we started' / Yes, Voice, it's the eternal comedy[3], and we will be here forever / try the veal[3], and

And you must like it or lump it[1], and I get so DIZZY(!) for the sake of my health / Oh, yes, this ... is not a game[1], and you must like it or lump it[2], and the squares will never understand, but ... all our consciousnesses are as one, and it's here that we meet God[1], and I get so DIZZY(!) for the sake of my health / Oh, yes, this ... is not a game[2], and, well ... cosmos, universal spirit, whatever, you dig?[1], and the squares will never understand, but ... all our consciousnesses are as one, and it's here that we meet God[2], and a-ROUND, and a-ROUND, and a-ROUND ... I must go, and you must go - and they?[1], and, well ... cosmos, universal spirit, whatever, you dig?[2], and ... 'They can decide for themselves, Mikey!'[1], and a-ROUND, and a-ROUND, and a-ROUND ... I must go, and you must go - and they?[2], and, alas ... they don't have the great souls to be able to make a decision, man[1], and ... 'They can decide for themselves, Mikey!'[2], and ... 'Ha, ha, ha!'[1], and, alas ... they don't have the great souls to be able to make a decision, man[2], and, oh ... God only drops by to see the action / I'm not suggesting that this is heaven / No, not at all[1], and ... 'Ha, ha, ha!'[2], and ... 'Heaven forbid!'[1], and, oh ... God only drops by to see the action / I'm not suggesting that this is heaven / No, not at all[2], and, of course ... there's beyond the THREE ... / However, no one actually knows what that is[1], and ... 'Heaven forbid!'[2], and ... 'It's a mystery, Mikey!'[1], and, of course ... there's beyond the THREE ... / However, no one actually knows what that is[2], and ... WE MUST FOCUS ON WHAT WE KNOW - !!![1], and ... 'It's a mystery, Mikey!'[2], and I'm sorry for shouting, but would you listen if I whispered in your ear one dark night?[1], and ... WE MUST FOCUS ON WHAT WE KNOW - !!![2], and ... 'Ha! They love all that sort of thing!'[1], and I'm sorry for shouting, but would you listen if I whispered in your ear one dark night?[2], and, yes, yes, yes ... perhaps they do ... the sick animals[1], and ... 'Ha! They love all that sort of thing!'[2], and, so ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and the result is the same[1], and, yes, yes, yes ... perhaps they do ... the sick animals[2], and NEVER MIND, eh?[1], and, so ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and the result is the same[2], and, kook(s), we could go faster than before ... / or we could go slower than before ...[1], and NEVER MIND, eh?[2], and ... what's the point?[1], and, kook(s), we could go faster than before ... / or we could go slower than before ...[2], and ... 'We'll just end up where we started' / Yes, Voice, it's the eternal comedy[1], and ... what's the point?[2], and we will be here forever / try the veal[1], and ... 'We'll just end up where we started' / Yes, Voice, it's the eternal comedy[2], and you must like it or lump it[3], and we will be here forever / try the veal[2], and I get so DIZZY(!) for the sake of my health / Oh, yes, this ... is not a game[3], and the squares will never understand, but ... all our consciousnesses are as one, and it's here that we meet God[3], and, well ... cosmos, universal spirit, whatever, you dig?[3], and a-ROUND, and a-ROUND, and a-ROUND ... I must go, and you must go - and they?[3], and ... 'They can decide for themselves, Mikey!'[3], and, alas ... they don't have the great souls to be able to make a decision, man[3], and ... 'Ha, ha, ha!'[3], and, oh ... God only drops by to see the action / I'm not suggesting that this is heaven / No, not at all[3], and ... 'Heaven forbid!'[3], and, of course ... there's beyond the THREE ... / However, no one actually knows what that is[3], and ... 'It's a mystery, Mikey!'[3], and ... WE MUST FOCUS ON WHAT WE KNOW - !!![3], and I'm sorry for shouting, but would you listen if I whispered in your ear one dark night?[3], and ... 'Ha! They love all that sort of thing!'[3], and, yes, yes, yes ... perhaps they do ... the sick animals[3], and, so ... a-ROUND, and a-ROUND, and a-ROUND ... / ... and the result is the same[3], and NEVER MIND, eh?[3], and, kook(s), we could go faster than before ... / or we could go slower than before ...[3], and ... what's the point?[3], and ... 'We'll just end up where we started' / Yes, Voice, it's the eternal comedy[3], and we will be here forever / try the veal[3], and

Pamplona Capital Management is opening a bakery

Well, that's a surprise! 'Why would they do something like that, boss?' I have no idea, Voice. Maybe they're eccentrics.

New York / Atlanta / London, July 17, 2017 - CSM Bakery Solutions, a global leader in bakery ingredients, products and services, today announced it had reached an agreement for the sale of its BakeMark business to Pamplona Capital Management.

Okay. They're calling it BakeMark. I haven't seen any of their shops around. 'Maybe you can pop in for a cheese roll or something.' Yes, if I can find one of their shops.

The agreed upon sale is an important step in advancing CSM's strategy to focus on its core business in Europe and North America, according to CSM's President and CEO Marianne Kirkegaard.

Fine. And what did this Marianne say?

"We have always had great appreciation for the value of the BakeMark business but this sale will help us support our goal of further strengthening our core business in Europe and North America by focusing on our value added bakery products and ingredients portfolio," she said. "Under Pamplona's ownership, BakeMark can further strengthen its strong position and reputation as the industry's supply and distribution market leader in North America."

Okay, okay. But ... is someone going to explain why Pamplona wants a bakery? I mean, I would appreciate it, and so would my readers.

Based in Pico Rivera, California, BakeMark provides distribution services through a network of 25 distribution centers and three manufacturing facilities across the United States and Canada. BakeMark offers a diversified line of products, ingredients and supplies to the food industry under brands that include Westco, Trigal Dorado and BakeSense.

Oh, obviously not. Unbelievable! 'Maybe they're fed up with crap meals and snacks from the office vending machine, boss. However, if they owned a bakery nearby, they could just -' Shut up, Voice! Please! You're talking absolute nonsense. As usual. / Dear reader(s), maybe Billy Pruellage can help us ...

William Pruellage, a Partner at Pamplona, expressed his confidence in BakeMark's future. "BakeMark is a market-leading specialty distribution platform serving as the premier bakery ingredient supplier in North America," he said. "We believe BakeMark is well positioned to succeed as a stand-alone entity and capitalize on new growth opportunities. We look forward to supporting Jim Parker, the President and CEO of BakeMark, and the rest of the Company's exceptional management team to build on its long history of providing trusted and valuable service to the food industry."

Well, I'm none the wiser. As long as they're happy, I suppose. / Let's just finish with this -

The BakeMark investment is being made from Pamplona's fifth private equity fund, Pamplona Capital Partners V, L.P., a $3.4 billion investment vehicle raised in 2017. Barclays is serving as Pamplona's financial advisor. Pamplona received legal advice from Goodwin Procter LLP. Committed debt financing for the transaction has been provided by the Senior Direct Lending Program, a joint venture between Ares Capital Corporation and Varagon Capital Partners, and Northwestern Mutual Capital.

Okay. Well, I hope they know what they're doing.

...

Anything else? Brexit? I'm afraid I won't be writing about Brexit no more. I have a few foreign readers, and I'm just too embarrassed to write on the matter, frankly. Christ! I never imagined this country would be destroyed by so-called ... patriots. 'Ha!' They should be up on a charge, man, the whole lot of them.

Monday, 17 July 2017

[No. 530] Off to Pluto

I fancy a change. It's probably a lot like going beyond the THREE. 'Ha!' What? 'I doubt it, man.' Well, whatever.

And ... off we go! / Uh, are you coming?[1], and sometimes I lose my discipline / I mean, I choose to / Yes, it's a choice[1], and ... off we go! / Uh, are you coming?[2], and I should, should, should not - ![1], and sometimes I lose my discipline / I mean, I choose to / Yes, it's a choice[2], and sometimes I see Pluto, looking so inviting, and I want to go, man, I wanna go - RIGHT NOW(!!!)[1], and I should, should, should not - ![2], and, yeah, let's be honest, nothing like the THREE, but ...[1], and sometimes I see Pluto, looking so inviting, and I want to go, man, I wanna go - RIGHT NOW(!!!)[2], and I'm not strong enough!!![1], and, yeah, let's be honest, nothing like the THREE, but ...[2], and it's not a salvation, man, no, it's a disaster / and the straight line is where I must live[1], and I'm not strong enough!!![2], and maybe I'll stay here ...[1], and it's not a salvation, man, no, it's a disaster / and the straight line is where I must live[2], and, hey, I'm stuck anyway, so stuck, so ...[1], and maybe I'll stay here ...[2], and module four, fourteen/fifteen minutes in, a man walks past, and Jordan's eyes speak volumes[1], and, hey, I'm stuck anyway, so stuck, so ...[2], and it's either the greatest album ever, for starters, or ... a one-way ticket to Palookaville[1], and module four, fourteen/fifteen minutes in, a man walks past, and Jordan's eyes speak volumes[2], and a vision, not a goal[1], and it's either the greatest album ever, for starters, or ... a one-way ticket to Palookaville[2], and I don't wanna say, one day: "It was you, Voice"[1], and a vision, not a goal[2], and 'Ha, ha, ha!' ... / and, oh, yes, yes ... and stop laughing, fucking idiot![1], and I don't wanna say, one day: "It was you, Voice"[2], and with me or against me, Voice, come on![1], and 'Ha, ha, ha!' ... / and, oh, yes, yes ... and stop laughing, fucking idiot![2], and it's time to make a stand, to quit all the nonsense, all the howling chaos: just be clean![1], and with me or against me, Voice, come on![2], and free ... uh, tied to a line![1], and it's time to make a stand, to quit all the nonsense, all the howling chaos: just be clean![2], and discipline will save us all - but with our own rules, not the rules of fascists and exploiters[1], and free ... uh, tied to a line![2], and never trust a ... you know[1], and discipline will save us all - but with our own rules, not the rules of fascists and exploiters[2], and ... Pluto?[1], and never trust a ... you know[2], and no, no, no, cosmos, God, universal spirit, whatever ... I'm staying right here, son, you dig?[1], and ... Pluto?[2], and ... YES(!) - !!![1], and no, no, no, cosmos, God, universal spirit, whatever ... I'm staying right here, son, you dig?[2], and ... off we go! / Uh, are you coming?[3], and ... YES(!) - !!![2], and sometimes I lose my discipline / I mean, I choose to / Yes, it's a choice[3], and I should, should, should not - ![3], and sometimes I see Pluto, looking so inviting, and I want to go, man, I wanna go - RIGHT NOW(!!!)[3], and, yeah, let's be honest, nothing like the THREE, but ...[3], and I'm not strong enough!!![3], and it's not a salvation, man, no, it's a disaster / and the straight line is where I must live[3], and maybe I'll stay here ...[3], and, hey, I'm stuck anyway, so stuck, so ...[3], and module four, fourteen/fifteen minutes in, a man walks past, and Jordan's eyes speak volumes[3], and it's either the greatest album ever, for starters, or ... a one-way ticket to Palookaville[3], and a vision, not a goal[3], and I don't wanna say, one day: "It was you, Voice"[3], and 'Ha, ha, ha!' ... / and, oh, yes, yes ... and stop laughing, fucking idiot![3], and with me or against me, Voice, come on![3], and it's time to make a stand, to quit all the nonsense, all the howling chaos: just be clean![3], and free ... uh, tied to a line![3], and discipline will save us all - but with our own rules, not the rules of fascists and exploiters[3], and never trust a ... you know[3], and ... Pluto?[3], and no, no, no, cosmos, God, universal spirit, whatever ... I'm staying right here, son, you dig?[3], and ... YES(!) - !!![3], and

And ... off we go! / Uh, are you coming?[1], and sometimes I lose my discipline / I mean, I choose to / Yes, it's a choice[1], and ... off we go! / Uh, are you coming?[2], and I should, should, should not - ![1], and sometimes I lose my discipline / I mean, I choose to / Yes, it's a choice[2], and sometimes I see Pluto, looking so inviting, and I want to go, man, I wanna go - RIGHT NOW(!!!)[1], and I should, should, should not - ![2], and, yeah, let's be honest, nothing like the THREE, but ...[1], and sometimes I see Pluto, looking so inviting, and I want to go, man, I wanna go - RIGHT NOW(!!!)[2], and I'm not strong enough!!![1], and, yeah, let's be honest, nothing like the THREE, but ...[2], and it's not a salvation, man, no, it's a disaster / and the straight line is where I must live[1], and I'm not strong enough!!![2], and maybe I'll stay here ...[1], and it's not a salvation, man, no, it's a disaster / and the straight line is where I must live[2], and, hey, I'm stuck anyway, so stuck, so ...[1], and maybe I'll stay here ...[2], and module four, fourteen/fifteen minutes in, a man walks past, and Jordan's eyes speak volumes[1], and, hey, I'm stuck anyway, so stuck, so ...[2], and it's either the greatest album ever, for starters, or ... a one-way ticket to Palookaville[1], and module four, fourteen/fifteen minutes in, a man walks past, and Jordan's eyes speak volumes[2], and a vision, not a goal[1], and it's either the greatest album ever, for starters, or ... a one-way ticket to Palookaville[2], and I don't wanna say, one day: "It was you, Voice"[1], and a vision, not a goal[2], and 'Ha, ha, ha!' ... / and, oh, yes, yes ... and stop laughing, fucking idiot![1], and I don't wanna say, one day: "It was you, Voice"[2], and with me or against me, Voice, come on![1], and 'Ha, ha, ha!' ... / and, oh, yes, yes ... and stop laughing, fucking idiot![2], and it's time to make a stand, to quit all the nonsense, all the howling chaos: just be clean![1], and with me or against me, Voice, come on![2], and free ... uh, tied to a line![1], and it's time to make a stand, to quit all the nonsense, all the howling chaos: just be clean![2], and discipline will save us all - but with our own rules, not the rules of fascists and exploiters[1], and free ... uh, tied to a line![2], and never trust a ... you know[1], and discipline will save us all - but with our own rules, not the rules of fascists and exploiters[2], and ... Pluto?[1], and never trust a ... you know[2], and no, no, no, cosmos, God, universal spirit, whatever ... I'm staying right here, son, you dig?[1], and ... Pluto?[2], and ... YES(!) - !!![1], and no, no, no, cosmos, God, universal spirit, whatever ... I'm staying right here, son, you dig?[2], and ... off we go! / Uh, are you coming?[3], and ... YES(!) - !!![2], and sometimes I lose my discipline / I mean, I choose to / Yes, it's a choice[3], and I should, should, should not - ![3], and sometimes I see Pluto, looking so inviting, and I want to go, man, I wanna go - RIGHT NOW(!!!)[3], and, yeah, let's be honest, nothing like the THREE, but ...[3], and I'm not strong enough!!![3], and it's not a salvation, man, no, it's a disaster / and the straight line is where I must live[3], and maybe I'll stay here ...[3], and, hey, I'm stuck anyway, so stuck, so ...[3], and module four, fourteen/fifteen minutes in, a man walks past, and Jordan's eyes speak volumes[3], and it's either the greatest album ever, for starters, or ... a one-way ticket to Palookaville[3], and a vision, not a goal[3], and I don't wanna say, one day: "It was you, Voice"[3], and 'Ha, ha, ha!' ... / and, oh, yes, yes ... and stop laughing, fucking idiot![3], and with me or against me, Voice, come on![3], and it's time to make a stand, to quit all the nonsense, all the howling chaos: just be clean![3], and free ... uh, tied to a line![3], and discipline will save us all - but with our own rules, not the rules of fascists and exploiters[3], and never trust a ... you know[3], and ... Pluto?[3], and no, no, no, cosmos, God, universal spirit, whatever ... I'm staying right here, son, you dig?[3], and ... YES(!) - !!![3], and

And ... off we go! / Uh, are you coming?[1], and sometimes I lose my discipline / I mean, I choose to / Yes, it's a choice[1], and ... off we go! / Uh, are you coming?[2], and I should, should, should not - ![1], and sometimes I lose my discipline / I mean, I choose to / Yes, it's a choice[2], and sometimes I see Pluto, looking so inviting, and I want to go, man, I wanna go - RIGHT NOW(!!!)[1], and I should, should, should not - ![2], and, yeah, let's be honest, nothing like the THREE, but ...[1], and sometimes I see Pluto, looking so inviting, and I want to go, man, I wanna go - RIGHT NOW(!!!)[2], and I'm not strong enough!!![1], and, yeah, let's be honest, nothing like the THREE, but ...[2], and it's not a salvation, man, no, it's a disaster / and the straight line is where I must live[1], and I'm not strong enough!!![2], and maybe I'll stay here ...[1], and it's not a salvation, man, no, it's a disaster / and the straight line is where I must live[2], and, hey, I'm stuck anyway, so stuck, so ...[1], and maybe I'll stay here ...[2], and module four, fourteen/fifteen minutes in, a man walks past, and Jordan's eyes speak volumes[1], and, hey, I'm stuck anyway, so stuck, so ...[2], and it's either the greatest album ever, for starters, or ... a one-way ticket to Palookaville[1], and module four, fourteen/fifteen minutes in, a man walks past, and Jordan's eyes speak volumes[2], and a vision, not a goal[1], and it's either the greatest album ever, for starters, or ... a one-way ticket to Palookaville[2], and I don't wanna say, one day: "It was you, Voice"[1], and a vision, not a goal[2], and 'Ha, ha, ha!' ... / and, oh, yes, yes ... and stop laughing, fucking idiot![1], and I don't wanna say, one day: "It was you, Voice"[2], and with me or against me, Voice, come on![1], and 'Ha, ha, ha!' ... / and, oh, yes, yes ... and stop laughing, fucking idiot![2], and it's time to make a stand, to quit all the nonsense, all the howling chaos: just be clean![1], and with me or against me, Voice, come on![2], and free ... uh, tied to a line![1], and it's time to make a stand, to quit all the nonsense, all the howling chaos: just be clean![2], and discipline will save us all - but with our own rules, not the rules of fascists and exploiters[1], and free ... uh, tied to a line![2], and never trust a ... you know[1], and discipline will save us all - but with our own rules, not the rules of fascists and exploiters[2], and ... Pluto?[1], and never trust a ... you know[2], and no, no, no, cosmos, God, universal spirit, whatever ... I'm staying right here, son, you dig?[1], and ... Pluto?[2], and ... YES(!) - !!![1], and no, no, no, cosmos, God, universal spirit, whatever ... I'm staying right here, son, you dig?[2], and ... off we go! / Uh, are you coming?[3], and ... YES(!) - !!![2], and sometimes I lose my discipline / I mean, I choose to / Yes, it's a choice[3], and I should, should, should not - ![3], and sometimes I see Pluto, looking so inviting, and I want to go, man, I wanna go - RIGHT NOW(!!!)[3], and, yeah, let's be honest, nothing like the THREE, but ...[3], and I'm not strong enough!!![3], and it's not a salvation, man, no, it's a disaster / and the straight line is where I must live[3], and maybe I'll stay here ...[3], and, hey, I'm stuck anyway, so stuck, so ...[3], and module four, fourteen/fifteen minutes in, a man walks past, and Jordan's eyes speak volumes[3], and it's either the greatest album ever, for starters, or ... a one-way ticket to Palookaville[3], and a vision, not a goal[3], and I don't wanna say, one day: "It was you, Voice"[3], and 'Ha, ha, ha!' ... / and, oh, yes, yes ... and stop laughing, fucking idiot![3], and with me or against me, Voice, come on![3], and it's time to make a stand, to quit all the nonsense, all the howling chaos: just be clean![3], and free ... uh, tied to a line![3], and discipline will save us all - but with our own rules, not the rules of fascists and exploiters[3], and never trust a ... you know[3], and ... Pluto?[3], and no, no, no, cosmos, God, universal spirit, whatever ... I'm staying right here, son, you dig?[3], and ... YES(!) - !!![3], and