IAC: are you betting that "seasonality" is back...?
I wondering because gold shouldn't be acting this well at this time of the year - is that why you're "too biased FA wise?"
I also noticed that you're bullish on energy, same reason - "seasonality?"
That said, I really hate the way the market is acting - you pretty much have to role the dice on the day before (last hour of the previous trading day), knowing full well that the markets could gap up or down given whatever mood swing develops overnight.
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