Quicknote (reduced now to 29%)

What doesn't kill you is apt to kill you eventually if it doesn't make you stronger, right?

I'm reducing further now, as the reversal/rally has turned genuinely pale, and on strong (for a summer Friday), rising volume. I'm not interested to get short, but I am getting smaller; will be lean going into September; looking for reasonable entry points on newer leadership.

Total Position: 100% net-long, 29% invested

Currently Long (according to size): CTSH (7.6%), RJI (6.6%), CORE (5.3%), CPSL (5.3%), MRVL (4.6%; reduced by half last night)

Currently Short (according to size): no position

Futures Accounts: no position