A.M. Look 10/29/26

Those mid-week highs keep the technical models on their back foot. Spoo/Bond still looks
constructive.

Nasd has been giving you the big wiggles between the # sets. Yesterday the Nasdaq could not get high enough.

I exited long exposure from Monday morning. Those names are 5-7% lower right now. CIBR & CRWV.

EWY is on my radar for early price movement coupled with the qtrly pivot in Nasd.

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