Portfolio Update

Here is what I am working with this morning, debating scaling gains into the sell-off as we speak.These are all bearish bets, at the moment, with no bullish exposure on. 

Long SRS; Short CAT, Short CMG, Short FB, Short LVS, Short UAL. 

In addition, AAPL is back below $126.60, and GILD is looking quite heavy in biotech land.

More on this in a bit.