selling ZB 139/137 put spread in June
use TLT may 119/117 put spread in
adding back SPX may 4460/4560 call spread spy divide by 10
adding back NDX may 14200/14700 call spread divide by 41 for qqq
the inflation momentum and bond selloff momentum just went to my unsustainable level which cancelled the signal that caused the fortuitous risk off last week.
3% is about the level of risk and long assets is the type of position I want going into May. Sorry for the whipsaw but I saved some money and as I said I follow my signals.