The board is long Gold against pretty much everything.

Seasonality says buy the breaks in gold for another month.

U.S. Indices are caught. The names have been a better trade.

Energy and healthcare were bought early with chips soft al day.

Long EWZ, EWW, FXI/ short Spy keeps being legged.

Yra, Louis & Richard courtesy of FRA
https://us02web.zoom.us/rec/share/xz52iuH7QEllPRw9VHqkXaMk89hEa6N6tKDVqPnZIp8kpBYQNyTIUTniRAkPr_mN.4rK20c8bNjZmu3tQ

—