America's Trident

“As we are always told, you have to earn that Trident every day. We never stop learning, never stop training.”

-Marcus Luttrell (Navy SEAL, Team Leader, SDV Team 1, Alfa Platoon)

God knows I spend too much time ranting about what’s broken in this country. For anyone who has analyzed Congress and the Debtor Nation that it has created, America’s problems are finally crystal clear. This morning it’s time to celebrate what’s never been compromised - the sheer will of the men and women who serve this country, accountably, with their lives each and every day.

I have cited this book before. It’s a modern day American inspiration for many. In “Lone Survivor”, Marcus Luttrell not only reminds us of what America’s bravest do for us while we are sleeping, but he hammers home that it’s ok to want to be the best that we can be.

No matter where you go this morning, here we are. Let professional politicians be political. Let socialists pander to collectivism. Let excuse makers avoid mirrors. But please… please don’t stop letting the real leaders of this country be patriots.

Unlike the Fiat Fools, who point fingers and say “no one saw this coming” Luttrell admits, “we do have our own brand of arrogance. But we paid for every last drop of that sin in sweat, blood, and brutally hard work.”

It’s ok to be confident if you’ve done your own work. You don’t owe willfully blind politicians and incompetent bankers who are chasing one another’s compensation tails a lick of sympathy. America isn’t a country of losers. “Every Navy SEAL is supremely confident because we’re indoctrinated with a belief in victory at all costs.”

The victory of America’s Trident stands for all that we can be when no one is looking. Enough of the self interest. Enough of the me me me. The single grade medal Navy SEAL Trident is one of the most recognizable badges on earth because there is nothing else like it. It stands for selflessness, pride, and honor.

After a horrendous month for stock and commodity markets around the world (SP500 down -7.1% for the month-to-date), take this Memorial Day weekend as an opportunity to take a step back – take a deep breath – and think about what you can do to be the change you want to see in this country.

Rather than listening to the broken promises of professional politicians, stand up for yourself and look your kids in the eye and promise them that you’ll do all that you can to make the roofs over their heads as credible as the skies that our military’s finest guard above them.

You want real American leadership? You have to get out there and be it. Next time a bad guy at work is whining, send him this message from Instructor Eric Hall (a veteran Navy SEAL of 6 combat platoons) from page 150 of Lone Survivor:

“We don’t put up with people who feel sorry for themselves. Any problems with drugs or alcohol, you’re gone. Anyone lies, cheats, or steals, you’re done because that’s not tolerated here. Just so we’re clear, gentlemen.”

Just so we’re clear. There will be no political fear-mongering in my family or firm’s hard earned savings accounts. There will be no crack-pot sell-side strategist slapping a perma-buy on everything that is a rally of global risk from Wednesday’s YTD low. There will be a real-time risk management process however; and it will be our own.

On yesterday’s market strength, I raised the cash position in our Asset Allocation Model to 76%. We’ve had a winning month, and I am not about to put my team’s fate in the hands of mediocrity.

“Never stop learning, never stop training.”

God bless America’s finest on this Memorial Day Weekend,

KM

Keith R. McCullough
Chief Executive Officer

America's Trident - Pic of the Day