We’re one month out from the qtrly Matrix class.

Sustaining my energy after 52 years I becoming problematic.

I did not write last week during a 4 day probing and Stan ran the room.

For those of you who are omniscient it didn’t matter, to everyone else I apologize.

In our last episode I repeatedly told the room that the Risk spreads were positive and the only place to look for price rejection was at the qtrly pivot in the Nasd.

Ok we’re here and there is nothing to think the rotational trade will change until late Sept or into October.

I’m long metals from the end of July when I started buying named and semi’s.

Semi’s were tough but I’ve stayed with the metals and I’m looking to add more into month end. The spreads are positive with seasonality kicking in.