Issachar is 95% invested in cyclical and small-cap names as they appear to be under institutional accumulation. The "stay at home" tech stocks seem to be breaking down while the "real economy" stocks appear to be breaking out, so that is where we will stay as long as we feel welcome. If the Democrats keep passing pork-barreled spending bills without Republican support, we may get to a breaking point in the market before the 2022 elections. The wind is at our back for now, and I expect smooth sailing ahead. However, may God help us if the dollar starts to free-fall. I believe that it is only by the Grace and Love of God that America is still a beacon of hope. Thank You, Jesus!