We head into Monday and a new month with equity markets doing what they have consistently done since April--gap up. While the risk takers I talk to are expecting a lot more two-way trading this month, it's important to keep in mind what themes are driving us and how that may manifest itself in actionable trading ideas. For now, weakness in the dollar from July should provide some attempt at follow through on bounces in August. The same with gold and precious metals. Lastly, let's not forget about Bitcoin, who showed with a spike to 12,000 over the weekend that money truly never sleeps.