I’m back

For those of you who follow me on Twitter: I’ve been away from the markets awhile. Been busy getting my career wrapped up, and getting started on retirement.

During the decline in late June I probably missed some good opportunities to write puts against some of my short positions. I don’t want to do that now until we see if the current rally in July is just a relief rally in a broader decline.

The same thing is true of new long positions. I’d rather wait and see if we start weakening again. I have plenty of existing long positions that I am holding, so I am fine if we continue straight up from here.

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