Sunday, July 8, 2018

July 8 - will be adding $GLD longs for 1-2 mo hold

The Yen looks ready to break up and out.  GLD also. 
Price target of 124-125 in GLD by end of Aug.

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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...