I remain heavily long, NDX and RUT with a larger tilt towards RUT.

CYD today was a ripper, I cut a little more back, but I’m still a holder.

I bought FAS near the close as well as IPHS.

I hold: CPSL, DAR, IPHS, FAS, EGLE, PRGN, CYD, CYD again, JASO, SBLK

I sold: PCX, JRCC, and WEN, all with small losses, but I was cutting PCX and JRCC yesterday when double digit gains presented themselves.

Of course I’m still holding: BLDP, CRIS, EVK, GMO, KLIC, SPPI, SYNM

Its like Jeff Macke said, “The smarts hate this rally.”

Thanks for reading

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