Massive day
Great week in the market, as a mentioned late last week I thought it would be semi sustainable. Growth is moving well. I cut a little bit of shop and se just because they were so heavy set but still holding most and would like to reenter on a pull back. Is this forreal? I hope so.

Feel like high growth bottomed. The trashy ones (who profited from very low rates) popping hard too, which is interesting. Other than that I’m not sure if we’ve seen the bottom. I don’t think we will beat inflation + avoid a recession like jpow is saying. Probably the complete opposite will happen (stagflation).