XLF - housing slow down in FL and AZ - bear spread and long putXLF bear spread and long put is my trade, thesis is we may be creating a double top.
Banks have run up quit abit and are far away from their book value.
Housing seems to be slowing in Florida and Arizona.
Tarriffs may muddle with international payments, at least creating desire for certainty.
Vix volatility is threatening to go higher. I dont trade vix directly.
be safe out there!