Stocks Reversing Slightly Higher into Afternoon on Mideast War Resolution Hopes, Lower Long-Term Rates, Earnings Outlook Optimism, Consumer Discretionary/Pharma Sector Strength

Overseas Futures:

• Nikkei 225 Futures: Indicating +710 open in Japan 
• China A50 Futures: Indicating +103 open in China
• KOSPI 200 Futures: Indicating +40 open in South Korea 

• DAX Futures: Indicating +160 open in Germany

Portfolio:

• Higher: On gains in my consumer discretionary/biotech sector longs and emerging market shorts
• Disclosed Trades: Covered some of my (IWM)/(QQQ) hedges
• Market Exposure: Moved to 75% Net Long