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$VIX is moving slowly toward 20 ahead of OpEx – quarterly options expiration on Friday. It may get suppressed even lower; let's see where $SPX / $SPY stands by then. More interesting will be what happens in the following weeks once positioning resets.



Oil Equities - Buying the Hate These are my positions below. $XOM $PBR $EQNR $TTE $IPCO (larger ones); $VAL $BORR $RIG (drillers); $GPRK $PXT (smaller ones). Of course, being invested doesn't mean I've added them last week, I've been accumulating for a while now; every entry is different and depends on value. I currently hold close to 10% of my long-term investment account in this sector, hoping to increase to 20% if I get that chance.


















