Happy Holidays!

At this moment Lulu is up to $49.40 and SLB is up to $95.60, so maybe there really is a Santa Claus ... rally.
I think we agreed to buy GE, but then there was some enthusiasm recently to buy KO/MO as a hedge. So this comes down to whether we believe the volatility is behind us and the markets are going up, hence buy GE, or the volatility will continue in Jan/Feb, in which case we should buy KO/MO. I think it's going to be the latter. Let me know your thoughts and I'll put in an order for later this week when the market re-opens.

In the meanwhile, have a very merry Christmas!