We are having our predictable push into the Humprey Hawkin meetings. Unless she is explicit on easing we will continue the trend down. For now, pretty light, short the Energy producers and temporarily short GDX. I am looking to short IWM and SPY soon. Likely to use SDS, TVIX, and TWM as the vehicles.
Also, as I was under the weather and super bowl last weekend, I did not update my results. They are below.
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