My Positions

 Haven't changed much.

• Rising oil has pushed the portfolio value up a few percent in the past week.
• 2 nights ago, added shorts for XLI, XLRE and XRT.  Added -7% to my short positions.  Now at max, cannot add more to these positions.
• Also bought more SPY puts, this is the last time I buy them.

I think this is the turning point, and the market corrects in August.

I am looking to:

• Remove my 1.5% SLV position, as silver isn't performing.

Edit: 15-aug: Sold silver at a loss, moving on.