High and Dry

Living easy, living free
Season ticket on a one-way ride
--AC-DC

Another day, another 1% higher for the SPX. Sold placholder in Eli Lilly (LLY) and a bit of Pfizer as it creased $18 today (discipline).

Pharma continues to act well. Merck (MRK) reports Thurs and PFE reports tomorrow.

Additional jig will likely find me materially smaller in these names by end of week.

Had a bid on more USD exposure today but did not get filled.

positions in MRK, PFE, SPX, USD