| | | I am unsure that the Russians are bogged down. Suspect they are doing quite to plan, and that they shall proceed to end-game. Not good for the people, all people, any people.
In the meantime had earlier at get-go faded the ubiquitous narrative of peace negotiations and such likely nonsense. The Russians did not undertake the effort they are doing in order to negotiate anything other than surrender and regime change. A nation of 160M does not willie-nillie invade another of 44M. Zelensky best make a run, and soonest, for I fear he is target #1. The list must be quite extensive.
Issued near-expiration / at-money short Puts of BHP, RIO, SIL, GLD. Happy to be put come Friday.
Rolled near-expiration short GLD calls, and moved up on strike pricing.
Continue to be in aggregation mode, and bullish on the metals.
Less sure about oil, but already holding XOM and long Leap Calls, and short near-expiration short puts.
Waiting a moment to add more long Puts of SPY, QQQ, and DIA.
Shorted some FXI puts. Think China cratering is either over done, or just leading SPY, DIA, QQQ. Am okay to collect some. |
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