Morning session confirmed the bull case with SPX pushing above $7,400 and Consumer leading at +2%. Crude's 5% dump is the tell — rotation out of energy and into growth is accelerating into the close.
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Crypto Fear & Greed at 27 (Fear) while BTC sits at $77K is a divergence I'm not ignoring — that's accumulation territory and I added a small BTC position this morning. Gold I'm holding through any dip to $4,510, no add until a confirmed break of $4,560. RRGB is my only active day trade watch — I'm waiting for the flag to form and sizing at 75% of normal given it's a single-scanner-qualified name on a busy macro tape. Today's last hour I'm watching for SPX to hold $7,400 and RRGB to give me a clean entry above $4.80. If SPX fades below $7,380 in the last 30 minutes, I go flat on all intraday risk.