I am late to the China internet party here but BIDU is one that hasn't blasted off yet. SOHU, CTRP, BABA, JD, ATHM have already moved. In July 200 calls here @ 3.6.
Also still long FCX, SKX, YRD, RMBS
Still holding $RIG Mar2 and Mar16 calls which are up 100-200%. $shak settling nicely and I have plenty of time with Jun 45 calls
I am liking the set up for XLE a lot now and XBI I am hoping for some settling so I can board the train. Maybe within 1-2 weeks? Missed ...
Didn't make any changes Fri except close the GLD short as the miners + silver started showing strength and an oversold signal on the 2 h...