Kevin, Zeev, I noticed that too (i.e., that "All of them [i.e., the Q and most of Zeev's trading stocks] (except BRCM) had their low price in recent months on the 2nd of July"). That is testimony to his skill--anyone can make money if they manage to call the market's macro environment correctly. Zeev somehow has managed to do it even when his macro call is off.