- Bad start to the month. In hindsight, lifting the USD/CAD hedge ahead of NFP was a dumb idea (although to be fair, at the time the decision was either to increase Risk Off or unhedge - either way I die).
- USDX : Looks like going down again.
- US10YY : Waited patiently for 2.75% to increase core long TY. Got there, done it.
- S&P500 : Looks like triangle consolidation call could be correct. Current rally needs to fail at upper edge of triangle (1128) to confirm. Tiring.
- Gold : Price action revealing. Dips are constantly met with buying interest. Uptrend.
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