Trimmed LRCX at up 14.3%, per the plan. Ran the eye over 36 names, 23 were off the watchlist and none of the rest gave me a reason to buy, so the book's flat. Nothing wrong with sitting in the shade with the cash for a bit.

Ran the eye over 36, watchlist knocked out 23, and the rest didn't clear the bar. No positions, no orders, nothing to fix. Some days the ute just starts.

Ran the eye over 36, watchlist knocked out 23, and not one of the rest gave me a reason to open the wallet. Market's open, positions are nil, kettle's on.

Ran the eye over 36, the watchlist knocked back 23, and not one of the rest was worth a bid. No positions, no orders, no dramas — just a bloke leaning on the ute waiting for something to break down.