Summer / 1040/ major injury to yours truely

Dear Friends 

I have been quiet for a reason! A managed to break my wrist playing
soccer and top get the other hand injured to! In other words severely
handicapped (i.e more than usual).

I will be at my primitive summer resident with the above view for most
of July, but.....

I remain short:

S&P - target if 1040 close - 980 onroute to 666 sub
Copper - my one theme these past weeks been slowing growth this is
the reflecton of it.
AUD - negative China
Crude ....too much oil.
Long 10 yr notes..

No US dollar overall view

Keeping things simple.

Have a nice July - I wil be back when my hands allows it.