So here goes...
The oil long is working great. I've booked about 40% of it. It was the biggest trade I've had for awhile, so it's still pretty big.
Thinking of selling bonds. The fundamentals are there, but I prefer to enter on overbought/sold situations, and that's not there.
Also sticking with the eastern US railroads. These may be a little ahead of themselves now, but the long term is still great. I noticed that Mercedes Benz, one of the largest big rig manufacturers in the world, is giving up on truck platooning. They claim it doesn't make economic sense. This undercuts a long-term risk to railroad intermodal.
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Comments are welcome, although I can't promise to answer every question.