US equity markets are still getting blasted, while the 2 year yield hit 3.18% overnight. There is a massive liquidation in the crypto market which isn’t helping at all either (Story Here). We still like KWEB & CANE on weakness (+5% pullback) and are looking at the relative strength in TTWO. US equities continue to weaken so we want for more fear before adding more exposure (another -3/4% day).