Risk On

We have currently just added some long portfolio exposure that we took off May 2 in OXY, as well as some of you re-buying some AAPL.

If the stocks can’t find footing after 12:30 Central I’ll likely go neutral these instruments.The trades were specifically tailored for Long term portfolio’s and are instrument specific.

This is going to be a very big game this afternoon. Will the long term shorts get run out or will we see a print just below 1200 in the front month SPU in the very near future?

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