Market is in an early stage Breakout..

Looks like we are going to get a close over 85.70 on SPXL and we only have half of the 20 % of the buys in the speculative portion of the portfolio completed, discipline says to buy remaining position here, might feel more comfortable waiting for a couple of closes over 200 DMA.

Core 80 % of the portfolio dedicated to EV, Biotech, Chip positions were completed a long time ago during the 5/11 t0 6/16 macro bottom. Solar positions were added to this core early this week.

And this piece that I saw on twitter today kind of wraps up the psychology of the moment.


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