We saw a bullish gap and go along with a positive yield on Japanese 10 year before a mini melt. The remainder of this week we have a flurry of fed speak. So I say this shall be a gap down before melting back up. I'm positioned in BA CSX and Ma. Other positioning 3 long kre 2 short xlf. Still in a very safe vix contango but cash buyers are finally beginning to materialize. if jgb auction flips back to negative yeild expect a monster rally
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