We’re a touch off our recourd highs, clocking in today at +73bps, or +33bps over SPY. YTD gains now above 15.5% and maintaining a +6.5 over SPY — better than +4% for May.Today’s moves includedClosing out BABA for -2%, starting MTZ, which has been haunting me ever since I sold it. I got to buy...Read More