Monday, October 10, 2016

Oct 10 - Late stage IPO's taken to woodshed

TWLO and ACIA got hammered today and I ended up eating 50% of value in TWLO calls that I added to on Friday.

Holding in order of size:

Long: YRD, SOHU, CMCM
Short: GLD

I might be early going short GLD again


YRD has the most promising setup out of the China stocks

 SOHU had a bad dip like CMCM and now back into the middle


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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...