The portfolio managed well the Fed minutes volatility yesterday.
I still expect to see weakness today, even though we experienced a bounce yesterday. This is why I am keeping a balanced portfolio for now.
The portfolio is slightly negative this month.
The trade ideas for today are below.
EXR looks very interesting on the long side, with a well defined stop below the current support. BIDU and MKSI look good on a breakout, but I doubt that this is what the market will provide.
TSU, MAN and XOP look weak here