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Changes:LYB +35.0%GDX +4.3%CVX +3.3%VXX +3.3%SPXU +2.3%

$CHEFFERSON allocating to American chemical LYB here with this news out of Middle East

Changes:NVO +21.5%POET +5.5%VXX -4.5%GDX -3.5%NEM -3.5%

taking a bigger position in NVO as it hit the 200 month MA. big zone for tutes to step in.

Changes:PUMP +16.0%XLU +5.0%MO +5.0%UUUU +2.0%GDX +2.0%

NVO had bad news unfortunately. has allocated a big portion of the account to it thinking their news today would be more of a positive. adding PUMP

Changes:NVO +35.0%SPXL +5.0%POET -10.0%UUUU -5.0%DX -4.0%

playing defensive here, NVO is going to be the major theme for me with that move.

Changes:SMR +6.2%BIL +4.3%MO +4.2%UUUU +3.1%GDX +3.1%

dumping NVO and adding SMR as spec play. overall staying defensive in the port

Changes:DX +20.0%POET +17.0%ACIU +0.1%MO 0.0%PCT 0.0%

adding some different names and taking off risk in some others. rotation basically

Changes:SPXU +6.0%NVO +5.0%VXX +5.0%LABD +2.0%PRAX +1.0%

market is below its 200EMA. this is where we have seen big moves to the downside. still keeping the longs that are working

Changes:CVX +15.9%UUUU +2.9%PRAX +1.2%IHF +1.2%BIL +0.3%

taking a position in chevron after the Venezuela deal. they will benefit as they are the only ones currently involved in Venezuela.

Changes:UUUU +10.0%SPXL +13.0%NEM +6.0%GDX +6.0%NVO +2.0%

taking a bullish approach here, market looks poised to go higher here.

Changes:SPXU +8.5%VXX +6.4%LABD +5.5%XLU +4.7%MO +3.4%

taking miners off for now, if the market really starts to liquidate here they will come off as well I believe.