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Friday Thoughts

|Includes: CORN, GLD, SLV, SPY, iShares 20+ Year Treasury Bond ETF (TLT)

$TLT is starting to look like a decent short here. It's crazy how bonds have continued to rally even with a surge in the S&P. Curious to see how next week will go in the fixed income space, especially with the job report today that exceeded expectations.

I got long Corn after a steep drop the past few weeks, so far so good, Corn up about 3% today.

Siver and Gold have been rallying and $SLV looks especially overvalued. Even though Gold is seen as a commodity/currency it has acted well like a safe haven currency the past few weeks following the Brexit.

Upcoming possiblities: short bonds, short silver, long volatility (if we get a rally next week)