Saturday, May 12, 2018

May 12 - Some names to watch in case of 1 wk pullback

$sfix


I will only jump on this $hd if we see consolidation
$mark


$anet

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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...