Election theme

yeah, makes sense. Just rollover.

Do you pay any special attention to weekly/monthly option expirations, month ends ?

I don't treat them any differently. Perhaps a slight bias to the bull on EOM in a normal market.

Too soon for going long? Some of the China stocks look promising (mu,. Baba), but this lull feels a bit of a fake for America

My neighbor is in the field, Harvard MD, famous in his field... he believes it will infect 70-80% of the global population. Assuming that it leaves Africa (relatively) untouched. He thinks it will kill 10MM globally (best case). WTF do I know, but I am not going long into the weekend... which means it will dot-shot higher 5% tomorrow and Monday.
 
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