Election theme

I am long ES from 2805. I think this is the beginning of the final leg up, with the US and Europe planning to reopen the recovery will probably continue the next few days.

I do think we'll see a recession this year, but potential catalysts seem to be at least a few months away. A second infection wave is one candidate, Q2 earnings is another, maybe inflation concerns (?)

I don't know how we won't see two Qs of contraction.
 
Short AMZN in vol for a touch of 2262 inside the earnings date (no report risk). Equidistant S/L. 2295.xx last. FWIW I am in the asym-condor from a 45 vol-line.
 
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Where we close today will tell a lot.
 
Short AMZN in vol for a touch of 2262 inside the earnings date (no report risk). Equidistant S/L. 2295.xx last. FWIW I am in the asym-condor from a 45 vol-line.

I am short the 2190/2200P x 2350/2370C 2x1 from 7.2 for APR17 exp. Neutral to 62 give or take (not that that figure matters).
 
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