Expecting another run up in equities into August and I may start trimming off short term positions apart from Dec bank calls.
The Cecil Fielder account is getting close to being up 100% for the year. If the banks make that move I was expecting, it will get there very quickly.
I really like the potential for a move up in NVDA, BABA in the next 2 weeks. I also put on HAL and OAS as bounce plays.
30's in XLF here we come