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Perfect setups are very rare — but this could be it.
KEY TOPICS COVERED
In today’s report:
STOCKS: Everyone wants to Buy the dip (*just not the actual dip).
What’s the path of *maximum* pain? (continued)
Updating signals for a *turning point*: One step ahead of the crowd, but not more than one step…
Adding scans & updating targets: assessing (1) model signals, (2) market behavior, (3) individual stocks.
Scanning for weakness / SHORTS.
As always: focus on what stocks are doing — and let the *market* tell you what’s next.
FX & RATES — It’s time?
DOLLAR: perfect setups are very rare — but this could be it.
BONDS at a decision point.
Open Portfolio & Updated Plan
Emphasizing: an open mind could be the difference between a great summer and an average one. It’s a strong year and I intend to keep pushing — eyes on the next big move.
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