I am heavily short delta in long-dated contracts in OTC and listed. I shorted ES 3390 this week but covered at 55. I am short Friday's close in size and establishing large index and SN shorts in vol this coming week. Bernie wins the nom and the Presidency (thesis). All health insurers will suffer from the perception of relegation to Part B coinsurance underwriters. No, I don't think it happens, but the possibility of a commodity product will kill multiples. PBM and other pharma supply chain as well. Pharma outright. Biotech. Short cash from 3330 average throughout the day. I'll update this thread with names and vol-positions going forward. I hate UNH here.