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Oil shocks hit equity valuations from both ends simultaneously: compress earnings via input costs AND kill rate-cut optionality via CPI pass-through. Markets are pricing maximum uncertainty right now. Financials were the ONLY green sector Friday. That rotation signal is real. Watching BAC — RSI 40, approaching oversold. RJF earnings Thursday is the catalyst to watch. Cash is a position until the 200 EMA setup is clean. No forced trades. — HMH

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