Week End Thoughts

So, I did add to Cloudflare and Stitch Fix this week. I am very confident in their businesses. September is coming to an end, indexes (SPX, QQQ, DJIA) are off the highs, I see retailer "investors" freaking out for some odd reason as if markets are not suppose to go down, welcome to reality. I am sanguine on where we are at in the markets, historically September and October are relatively boring/volatile months. Yeah, the election is coming up, you can probably expect some volatility as the candidates battle it out with false promises.

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