I cashed in energy Jan ITM calls for 70% return on today's huge open. I have crushed my pre-election longs and my only gaffe which unfortunately which was major was selling WFC around 51 when now it is in the high 50's. That would've been 50k in profit. I think that was the one time I should've paid more attention to the fundamental situation as repealing Frank Dodd was huge and not just an overreaction.
Still holding Jan/ Mar VXX puts which are now very deep in the money and a modest batch of CMG calls from Friday. Otherwise I am pretty thin on longs and waiting for the next rotation.
Still not clear what will happen with GLD but I am favoring a bounce to high 110's this month or Jan. Selling pressure seems to have slowly weakened.