I’m traveling to Kansas with my parents today for their 50th high school reunion. Markets are cracking this morning. This is part of the playbook as we have been expecting. Juniper is the only green stock on my screen as the CEO confirms the uptick in carrier spending. I’m going to sell half of my remaining VIX calls and that’s the only move so far today. Patience for now.
Note: We will postpone the Weekly Chat until tomorrow.