Global Reflation, Domestic Stagnation, Flight to Safety Hedged

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.