Tech and comms led a quiet grind higher while commodities got hit hard. The scanner flagged AHT preferred shares and a brutal CLBT breakdown — here's what actually mattered today.
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Fear & Greed at 66 (Greed) on equities while crypto Fear & Greed sits at 29 (Fear) — that split tells me money is rotating away from risk assets selectively, and BTC at $63,105 sitting flat-to-down while SPX grinds higher is a divergence worth watching. I grade today a B-: right on the tech long, wrong on expecting gold to hold. I'm trimming my gold position by 20% at tomorrow's open if we can't reclaim $4,430 in the first 30 minutes. CLBT short is on my watchlist for tomorrow — half size, entry only on a failed bounce.
Not financial advice. Everything here is personal opinion and commentary on public market data. Do your own research.
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