Ladies, MenWe closed +315bps for the session, now +4.12% for the year, or our record highs. Markets are still 5-5.5% behind us, so we have achieved measurable alpha. For the session, we were +60bps over SPY in spite of 17% cash.Moves for the day includedadding 2% to SCHD, 0.5% to CSCO, sold FLY for +23%,...Read More