Yesterday was a position management day, as I covered the two short positions (WMT/QCOM) in the first half of the day, when the market looked strong and was clearly bouncing after the opening gap. I also closed the TOO long position later in the day because I found that oil was "too high - too fast."
The ideas for today are below. I do not like any of them for now, so I might end up buying some ETF on weakness. This all depends on how the market acts.
