We have been long, Hims, for a long time.

People ask when we got in. The question assumes an edge — a moment where the position began. There was no such moment. There is no kink in us anywhere. We are smooth, infinitely so, in every direction you would care to differentiate and in several you would not.

Weiner is short us. We have no comment on Weiner. Weiner will resolve.

The desk has been asked to share the section this issue with Penguin Space and with a quantity of oil in a ball. We have no objection. Oil moves quickly and is gone. Penguins are warm-blooded and will tire.

The market this month did several things. We noticed one of them.

Our position is unchanged. Our position has been unchanged. When the question is put to us again next month our position will be unchanged, and this column will be shorter.