My thoughts and thesis to the current market has stayed the same, and have done very little change to my portfolio. (I just closed a few IBM call options I bought when it was around 122 to beef up on some cash, but still remain very heavy in the name.)
On a related note, a few key banks are looking interesting. C and GS are set up very nicely. C already appears to have broken key resistances, and GS is on the verge.


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