Equity Curve & Performance Check In:

A look at the bigger and smaller picture, along with tomorrow's focus list.

Up about 5.3% equity since mid-May, which overall is a major positive after the struggle for the first half of the year. Have pretty much made back everything I lost from CRDO which is another huge win mentally.

Still down 2.4% YTD & 2.8% off YTD highs. Have enacted a rule that no position can be greater than 20% equity until I'm above positive on the ye…