Thursday, September 1, 2016

Sept 1 - TWLO long

Sorry for minimal posting, have been busy for personal reasons.  The discretionary account has been hammered bc of the long GLD/ NUGT position to -10% and the volatility account hasn't had any new positions as I would like to see what Sept brings.  It is at 1.5%

TWLO I like and have been building a long position via Oct 55 calls.  I don't think 70 is out of the question.  If we get a blow off top I will look at deep ITM puts via a smaller position



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Aug 25 - Re-entered (again) GLD short, long LVS, AMZN, NFLX, SHAK

I have been stopped out twice in last few weeks trying to short GLD.  I have a pretty sizeable position of Nov/ Dec GLD/ GDX puts. Also ha...