I went over my list of assets in the trading portfolio, I don't see any thing I want to change, the only thing I'm going to add is to Options tracking with a Jan $5 Call in MCP, there's already a full long position in both the short term and longer term portfolios.
I'm going to go over the watchlist again and see if anything else is standing out.
Typically op-ex is pinned until 2 p.m. or so, so I'd think if there were any move today, it would be after that hour.
Is interest rates about to start going up?
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Yes, I know - it does not make any sense - FED is about to cut
rates...but....real world interest rates are not always what FED wants it
to be.
5 years ago
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