Good month
In portfolio from just going fully invested.. I have some powder dry to add to position if we get an important September low. But otherwise long and strong GOP to take senate in November - interest rate and inflation expectations easing first half of 2023. Thank you ball boys - Thank you ball girls.
SPX long + 181 pts
A200 +12%
TLT +4%
TSLA + 23.5%
UBER + 2.8%
APX + 3.5%
RIO +2%
OZL + 17%
WES + 11%
MQG + 9%
NCM + 3.5%
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Indices 25/07, page-184
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