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RE: TIB: Today I Bought (and Sold) - An Investors Journal #409 - Dutch Bank, Steel/Lithium, Marijuana, US Healthcare, Semiconductors, Euro, 56 Percent Club Update
The US banks are proving an enigma right now. In historical terms they are under valued and strongly structured. Against any slowing economic story, they are looking a bit light on lending growth. My trades reflect that with a mix of short term puts (C and WFC) and some new stock adds (C and HBAN).
Maybe your iron condor on TLT is telling me the same thing.