Opex Week
reality
This is, of course, expiration week for August options. Often well-jammed, particularly early in the week. So I took some profits on LRCX and SNDK with the hope of putting them back on from higher. I also closed out my TLT calls and a long bond position, just feeling that I wasn’t going to bet against the inflation data this week. I did add some puts on RIMM and HPQ.
Posted in * Portfolio changes, Fixed Income, Technology |
