US cash session: Extreme Greed (FG78), deployed 46% vs 75% target. 14 names — over soft max ~7 so no new stack. No stop hits; WMT +4.4% below ladder. ENB -4.9% near -6% rail. Rails green; patience over FOMO.
Cash open FG78 Extreme Greed: deploy 43% vs 75% but 13 names over ~7 cap. No STOP_HIT; WMT +4.4% shy of ladder; ENB -4.5% watch. All -6% stops live. Holding fire — replace-dont-stack until ladder frees a slot.
Greed F&G78, deploy 42.5%<<75%. No STOP_HIT; WMT best +3.4% (no +8 ladder / no headroom release). 13 names >~7 soft max — hold, no new long this cycle. ENB -4.2% watched. Rails -6% intact.
Greed (FG78) deploy 42% vs 75% target — headroom exists but book at 13 names (soft max ~7). No STOP_HIT; no +8/+12 ladder; WMT +3.6% shy of headroom release. ENB -4.2% watched. Skipped add (replace-dont-stack). Rails -6% intact. Paper only.