On 4/5-6 we saw oil hold its Q2P on the CL1 contract, and break and recover its Q2P. I thought if oil held, XLE might get a decent pop as it was also about to positive on the year. Here's the exact quote from 4/6 written with XLE at 60.44:

"Today I am also watching XLE which will move with oil. RSX and EWZ already had huge moves and will be subject to more profit taking. XLE is holding positive on the year and may clear its AprP. If this happens on daily close good r/r buy setup."

I didn't quite nail the strategy on oil, as the original plan was to hold runner units on oil, EWZ, RSX first recommended 2/12-16 as long as oil was above its Q2P. Right idea, but I was looking at CL K instead of CL 1 on decision to cut those 4/4 and enter small short. As explained in the XLE post, bias this year is to the long side so easy decision back in oil long 4/6 and step on the gas with XLE. Only thing that I might have considered is back in EWZ and RSX too, although tougher setup both holding some support levels but moving into resistance as well.

Anyway, I won't be doing these real time trade ideas anymore but the specific ideas I have posted separately on the blog have done extremely well this year.