Nothing interesting - summer doldrums continue. I've just been playing special situations lately (BP, VXX, etc.). The large ag stocks didn't pull enough for me to get in, the little ones just doing nothing. They should move when the big ones have their second leg up.

The doldrums should continue for at least another month - possibly into Sept or even Oct. I'm hoping for a panic style bottom, but it's too early to call that. I know Peter G. thinks the market will have a bad 4th quarter, but I think it will have a strong rally instead.

Meantime, lots of cash, selling options to collect premiums, and enjoying the summer.