Monday, May 22, 2017

May 21 - Long BIDU

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




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July 11 - GLD sucks

stopped out of GLD yesterday for -25%.  Holding off on reentry and maybe will enter if we drop another level. SPY on the other hand is crus...