Disclaimer
This is for informational purposes only.
Discussion
Trade: Added back the QQQ September 29 $370 puts traded yesterday, so I am back to being 50% invested.
Rationale: Sticking to my plan to short the spike this morning. Biggest tell here is the fact VVIX is outperforming VIX into this equity rally, and defensives are weak again after outperforming out of the date - tells me rates are not done going higher.