QUESTIONS BUT NO ANSWER

Lacking answers plenty of Questions:

Rather confused by high volatility (as shown by the VIX index). Commodity markets making plenty of noise as the speculations continues.
No need to consider trading until late afternoon or even post econ data reaction.

1. Additional shorts to add specifically in tech?
2. Defensive theme long ideas in Staples and select Healthcare
3. Deep cyclical play the "recovery trade" vs stay on the sidelines.
4. Play more shorts in non-cyclic areas.
Things to contemplate and watch.
Where would it be worthwhile to play a recovery bounce: [TRADE]
Tech/Brokers vs Deep Cyclicals

Where should one be an aggressive short: [LONGER TERM]
Tech/brokers vs.. Deep Cyclicals.
Revisiting the homebuilder/reits.
Consumer discretionary area.

Where should one find "value" in being long: [QUARTERLY BETS]

Staples and very stock specific healthcare.
Staples: CPB, GIS -- as long candidates. Lower beta plays offering defensive strength.