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:

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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Jun 19 - Set up of the year in financials

I am heavily long calls in $C, $BAC, $JPM for late Jun, July, Aug.  Mad conviction here.