Preface to all four parts: Since the market has been just grinding away for a solid month, there’s nothing new I have to say about the equity markets in general that hasn’t been said many times already. Therefore, I present to you all forty of my present portfolio positions in four separate parts, and I’ve zoomed in on what I consider the most germane portions of the chart. For each of these, I am long puts (expiring no earlier than October, but in many cases early in 2023) which are deep in-the-money. As usual, click on any chart to see a larger, screen-filling version of it.