update on our long list in europe (going a bit defensive) Out: LONN SW (grade down to 53), LOGN SW replaced by 2 defensive names : GSF NO & BARN SW You Might Also Like Buy VIX future Nov & close short Kering November 9, 2018 close short on PANW November 15, 2018 We close our short DAX (and keep open long call) and buy TKA GY August 16, 2018