Had a great time taking along our ten year old granddaughter who experienced white water rafting, Pikes Peak, and the Royal Gorge for the first time.
Really didn't change much in the way of GA hole holdings except trimming back a bit on VXX after than wondrous day it jumped 15%. Added a bit to TLT as the buy sign is coming very much into focus along with EFZ.
In sum the GA hole is full with it's allotment of currencies (FXY and UUP) but very little in the way of TLT and DOG/EFZ/PSQ.
HOWEVER THAT COULD CHANGE QUICKLY...
EFZ is very close along with TLT to triggering buy signals.
During my leave Fookie has weakened giving up 10%. Baltic Dry weakened a bit, and my main global growth indicator, SCS, has crossed both the 200 and 50 DMA lines. Brexit or no Brexit the world is looking globally sicker.
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