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DW taking victory laps this morning. The last full week of July firmly in the bag, new ATH now up 23.4% even with that anchor, SPG holding it down. ROKU! +12.6% for the day. Followed by her new 3-bagger, MRNA up 7.8%, PINS (which I sold out of) + 5.8%, OKTA (which I sold out of) +3.3%, NET, SBUX again, and CRWD all up more than 2%. Chipotle almost.

No Friday night celebration at ATH club. Just another ATH. Besides, she is consoling me as a good DW ought. I am 0.45% shy of my ATH. All that ROKU I sold to raise cash cost me. She sold the dogs and cats, the long tail of her port while I sliced the biggest positions, plus that dog, underperforming PINS.

So, the economy-opening-up SPG was down, the economy-opening-up restaurants still going up. Go figure. Energy sector OKE down. ? Is there a psychiatrist in house?

KC
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