How’s the Weather?

What else is there to talk about? Volatility is dead and we are all being lulled to sleep. I think we are eventually going to see a major breakout in volatility and a “shift” from short volatility bias to long volatility bias. My feeling is that it starts later this year *if* Trump can’t get his tax agenda through. Its hard to believe he will have success with that considering the constant force against him.

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