Look for AAPL to end the month closer to $190 than $170.
What I like about buying these interest-rate-sensitive securities here is that there's a pretty decent margin of safety.
If I'm doing anything today, it would be a call or call spread trade in TLT.
I'd love to buy back some positions but there isn't much on my radar right now.
If we get some news that is even slightly bearish on inflation, look out.
©1996-2018 TheStreet, Inc. All rights reserved.Action Alerts PLUS is a registered trademark of TheStreet, Inc.