General Update

Here is the portfolio snapshot, it has been awhile:

As displayed above, I am taking a bath in the banks but with a small gain in PDL and a good one running in GGC. I see a retracement of GGC back into the high twenties as imminent in the coming weeks, but my gut also sees the banks getting demolished after the fed meeting. In an ideal situation I will have profits in a couple weeks on LEND and MTG totaling 2-3K and I will be able to average down into more GGC options -this time maybe buying som of the 30s. We will see.

Best regards,

BG