Wednesday, November 2, 2016

Nov 2 - I am starting to buy here

Got long WFC and short VXX (Jan OTM puts).  Closed out XLF puts today also.

I think the play is to buy quality, blue chip names that you would be willing to hold in the event Trump get elected.  In other words long term holds.  In either election event, I feel strongly after some potential initial turbulence the market blasts much higher.

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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...