ES -- DX/CL -- isee -- cboe put/call -- specialist/public short ratio -- trinq -- trin -- aaii bull ratio -- abx -- cmbx -- cdx -- vxo p&f -- SPX volatility curve -- VIX:VXO skew -- commodity screen -- cot -- conference board

Tuesday, July 15, 2008


if we're going to see a crash...

... it's going to be today.

but time is probably better spent preparing for what to buy in the aftermath of a turnaround.

UPDATE: the answer is QLD and UYG, which i bought this morning as markets recovered from their early swoon. could easily be madness, but improving participation in the last two weeks in combination with implied volatility at upside outlier levels makes me game for a trade. maintaining positions in DUG and short FXI.


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