6/30 Thread (General):

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End of Q2, may be a day to lock in some profits for some MM. But, I doubt anything major, maybe a flat day.

Still feeling a summer grind up, although last week took away some of the upside potential. I've been taking profits more quickly and reducing exposure in some areas.

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I’m doing the same especially on tech.

I am staying long on China generally for LEAPs and shares. I have a number on call debit spreads that are up 100%+ on Chinese stocks. I may take a few profits on those.

I bought a few long dated puts on ZM and W. I’ll sell options on those to generate some income while I wait for them to pull back.

My big unknown is what I want to do for BA.

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Thinking about getting into KWEB. Anyone have any thoughts for or against? Chinese stocks look to have formed a bottom on the technical charts 🤷‍♂️

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I have a feeling any ‘crackdown’ on big tech will be good for big tech and bad for small tech. Where does China tech fit into that spectrum?

all i know is $ALT is gonna kill me tomorrow :(

Yikes

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Inflation trade is back a bit - CORN having a monster day. SLV up slightly.

There are equity ETFs that track commodity futures. $CORN, $DBA, $SOYB, etc.

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8/12 Thread (General):

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