Update

I will be looking at getting short financials on bounces, AIG, UYG. The dollar is lower and oil is up, and so far the ag. plays and energy stocks are strong. In the ag. patch I will be looking at POT,MOS for opportunities. I think retail really needs to be shorted as the bloom has come off the rose there, AGAIN. The names there are RTH, TGT,WMT. Only on bounces, don’t chase them. MEE priced their secondary at $61.50, I think it’s a safe short to at least that level

I will be on twitter all day