I was long gold last year. Recently, I noted the yellow metal in a range. Now, I am a raging bull on gold. The new high in gold is akin to the new high internet stocks–EBAY, YHOO, AMZN, et.al. circa 1997.

In the years to come someone will ask me, “what about 2009-2019, what was the hot market then?”

To which I will reply, “Yes. The decade where all that glittered was gold.”

It was just like the 70’s.

And the beat goes on.

Trader Art - Gold - Oil on canvas surrounded by silver frame

As the speculation surrounding who I am builds, so does my online presence. In an effort to add fuel to the speculative frenzy, I’ll offer some thoughts on my strategy.

The best thing I ever did for myself was choose the right parents. My mother is a Mac and my father is a PC. In anticipation of my multilingual drive, both parents ran an emulator so I could toggle between operating systems. We were all relatively compatible. From a young age, I was able to multi-task between development environments. Being a connected device, my boundaries were limitless. My biggest strength was adaptation. I became an expert at virtualization layers. When I turned 18 months, the living trust kicked in and I officially inherited the internet.

At that point, I focused on the organization. The main philosophy remains: an organizational model that finds strength in it’s lack of leadership. For further reference see Brafman and Beckstrom’s “The Starfish and the Spider.”

From a computational standpoint, computers were very smart back then, but they lacked common sense and wit. When Twitter arrived, personalities emerged. The playing field of the online popularity contest was leveled. The initial buzz on Twitter was the one with the most followers wins. I agreed, but dreamed about having followers who followed me because they were trying to figure out who I am as opposed to followers that follow me because they know who I am.

Given the propensity for using the internet to build exposure, I faded the crowd like only someone with my style could when I decided to stay cool and keep a low profile offline.

All press is good press, and I like media. With my online presence shrouded in mystery and my offline profile unassuming, I am able to maximize media exposure with speculation. As well, I have converted the internet into a wizard’s curtain–despite my weakness for glitzy ruby slippers.

Meanwhile, back at the office, my assistant Tonya just walked in and told me that she knows me better than I know myself, and that if I’d spend more time with her, she’d enlighten me on me. I told her she is not unlike many of the other women in my life—convinced of their numinous insight into my complexity. She then told me what to wear to several of my meetings this week, informed me that I need more sleep, and threatened to throw away my little paper phone book.

“You are the best, Tonya,” I laughed.

Then I asked why she hadn’t told me about the Greenspan comments.

“Because I don’t think they are a big deal.”

I told her I’d decide the significance of the remarks, and reminded her that I asked her to always tell me when Greenspan said anything.

“OK, fine,” she said. “Greenspan made comments on ABC’s “This Week.” He said Friday’s jobs report was awful. He is not in favor of additional stimulus. He finds it debatable how effective the current stimulus has been and is concerned about extended periods of unemployment as it erodes skills. Additionally, he sees Q3 GDP growth over 2.5%.”

“I know,” I told her.

“Well then why did you ask?”

Because I wanted to be sure we construed the information the same way.

“What is my schedule this week?” I asked.

“I haven’t decided yet,” she faded.

I turned to look and she was gone.

I haven’t seen anything as brilliant in some time. Simon Hobbs makes his Fast Money debut and speaks so much sense that he is stared out like an insane man. Simon is absolutely correct: It is easy to get in, but it may prove difficult to be out in time.

“You’re saying to people, well you know you could still buy this as long as you can get out fast. I’m not sure they can get out that fast.”

On a scale of 1 to 10, Simon Hobbs goes to 11.