Saul - responding not to comment on the OT market stuff, but rather:
"I stuck with my belief that our companies were way oversold, and bought in the pre-market and on the opening:
Monday at $124.00
Zscaler at $228.20
Cloudflare at $86.70"
Can I ask what you sold/rebalanced to raise cash to do that, or did you already have cash? I know you are typically fully invested, so figured I would ask.
thanks,
Dreamer