Most of my focus is on the long TLT as noted here for the last few weeks, having reloaded on this last dip toward 95. PPI and CPI the next two days. They will move the bonds either way, if they are out of line. So if TLT dips again, it is an opportunity to buy. Monday I exited my PLTR calls near the open; in at 4.80 out at 8.70. Holding CVNA in profit. Holding COIN in a loss. The market actually had a good day Monday to be down marginally. If it can consolidate this week, and not drop too much, it will really improve its potential for the last part of August and September. But definitely not adding any long stock positions just yet, as the market is still at risk for a more substantial set back. 

Thanks,

Joe