Boom boom boom boom.
Best June on record, for Toronto real-estate.
Update: No, I don’t really believe, that boom times are here.
Boom boom boom boom.
Best June on record, for Toronto real-estate.
Update: No, I don’t really believe, that boom times are here.
While I was surfing around the holdings of some of the 4 most popular “water” ETFs…I came across Crane. A company I hadn’t check out yet. Which is by no means a pure play, but they do have some interesting trends going for them, in the other sectors they operate. Right now, about half their sales come from fluid handelling. And we’re talking all fluids, not (just) water. I found their payments / point of sales / vending machine offerings to be something worth considering investing in for macro reasons. Anyway, you can go check out the annual report yourself.

Holy crap that’s big. That’s what she said.
Short OTM calls on ES, rolling to keep some delta, opportunistically covering to resell higher.
Long bullish call spreads on long term oil, selling front month to cover some extra theta and delta.
Short the 30 year Treasury, hedged with OTM almost ATM put sales to keep theta decay as high as possible and delta less than 0.5, but always more than 0.35.