Ledge Hedge

Lunatic fringe
In the twilight's last gleaming
This is open season
But you won't get too far
--Red Ryder

A few interesting benchmarks for posterity's sake. Current prices off my streamer:

Citigroup (C) $4.90
General Electric (GE) $13.16
Morgan Stanley (MS) $9.28

Apparently Saudi Prince Alwaleed has upped his stake in C to 5% after nearly round tripping back to his 1991 buy price.

There are some green beans in the red sea out there, including Applied Materials (AMAT), Merck (MRK), and gold (GLD).

I did layer into additional commodity exposure this am, including ags (RJA) and silver (SLV).

positions in AMAT, GLD, MRK, RJA, SLV