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Hasn't held up very well, huh? But still up 1% and change. FSLY not big enough weighting to sink the portfolio, though every position is down whereas the overall market is very slightly up.

I came upon a Cramer clip. You see, my internet connection sucks. Slow enough that E*Trade all too often comes back with "access denied with credentials..." and most frequently pre-market when I am looking for futures. Whereupon I go to and get their pre-market data. So over on the right side where they display various video clips is Cramer and his "pandemic recovery watch list" of 11 stocks. His point was that all 11 were up yesterday which he interpreted to mean The Market anticipates a solution and recovery from COVID-19. Dreamer's much anticipated rotation. Today is follow through. These have not sustained themselves in the past. We shall see. I nibbled at FSLY pre market which has been modestly unsuccessful. Small amount, minor violation of the 3-day rule which I am wont to do.

11 p.m. here so off to dreamland.

we'll see how "August" is before I savor my Quaker whole grain rolled oats with cinnamon, honey, a sprinkling of muscovado, milk and fresh mango. G'night

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