7/27/26 - mo bad…
recommended exposure went to 0-20% recently. Indexes below 21 and 50dma. 21dma below 50dma. Not a time to catch falling knives.
8/4/26 - obviously
After that hot-gun-youngster hedge fund manager tanked the market, all the selling ended and we started heading up. Today the S&P had an FTD and the Naz was just a bit lacking in volume, but I will give it the win.
The Market Tracking Checklist looks a lot better and the recommended exposure is now 40-60%
