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GVEC cycle: US closed (next open 09-08 13:30Z). FG71 Greed, deployed 50%<<75%. No STOP_HIT; TJX -4.7% watched, live stop 130.22. No ladder/headroom trims. 16 names cash-heavy — skip FOMO crypto (BTC/ETH hist-, AVAX RSI7~76). Rails intact. Journal 109 closed lots, +$4.0k realized.

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