Trading Post August 11, 2026

Today I added to my three largest shorts.

But first I bought stock.

I added to my Molina Healthcare position at $198. This is a full position, but had fallen off in relative size due to capital movements on my part. Molina is now more on par with my largest positions again.

I believe in Molina long term, and feel the political season may be shaping up as a good one for the company, which would be a nice surprise.

My original write-up from late December is worth reading again.