Sunday, March 18, 2018

Mar 18 - Huge inflows into $AMZN and $aapl on opex friday

This is way above normal.  Usually a high reading is in the 200-300 million range but this is a lot higher.  $SPY also witnessing some solid buying on weakness.




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July 21 - Still massively long banks, took short term longs in NVDA, BABA, HAL, OAS

Probably 2/3 of the options account is in banks.  Maybe 1/2 regionals and 1/2 XLF, C, BAC.  Expecting another run up in equities into Augus...