I know it's Tuesday, a little late as I was celebrating my birthday over the weekend. Yes, I’m sure you’re surprised… I do like Sabrina Carpenter. Hope everyone enjoyed their Independence Day and had a chance to recharge. Looking back at last week, I wrote, "For the week ahead, I'd expect ES1 to trade ~6300." Indeed, it did trade - 33 points higher in fact. Still holding the ES long from 6141 and the QQQ summer of rippy calls (8/15 540c), which I paid 12.8 for and last traded at 22.6. Gainer of the week from the Phase 2 basket was DDOG +17.5%. All names that I am overweight performed well. Now, as we settle into this week, there's still plenty to tackle and accomplish.
The pieces keep falling into place exactly as I expected, but what comes next is going to surprise even the bulls.