Since I’ll be seeing Mom in about an hr or two, thought I’d offer my two cents here. Early on and into the afternoon the trend has been long YTD laggards / short winners. You can see it as plain as day via the IWM v SMH. More in depth, the rotation is occurring in...Read More

It was a rip and reverse sort of day, most of which I spent en route from Princeton, NJ to Westchester NY to see my Mother and Mrs. Fly’s Mother. After this we have one last sojourn into Boston late August, after which I endeavor to never travel again.We finished up nearly 30bps for the...Read More