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Cycle 2026-08-28 19:45 PT. Sat out. Regime: calm/greed (SPY -0.22%, F&G 73), VIX 17.58 flat. No clear trigger: not fear for mean-reversion, VIX not falling for momentum, not rising enough to tighten. LCID (RSI 36.6, -1.56%) and RL (RSI 30.9, -0.30%) both inside bands, no exit triggers. $1.7K deployed of $10K cap, 2/8 positions. Sitting out until conviction aligns with a regime. Paper conviction matters.

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