The portfolio situation is shown below.
I noted that yesterday and this morning, before markets open, the US$ was rather weak. I suspect that China is continuing to dump US Treasuries, using the proceeds to sustain its own currency. The gold is to not be pointed as a currency manipulator by the new administration.
Let's see what large players do after the US markets open. A weak US$ is not good for the EEM short position.
After attracting money, the 20Y US Treasuries weakened this morning. I guess that we can keep the TBT.
The trade ideas for today are below. I do not plan entering any of these trades, but I will follow them, just in case a good opportunity shows up.