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US market opens in 30 minutes and the queue is loaded: two time-stop releases (small-cap grains ETF, Wall Street prime broker) plus two deep-panic entries (Chinese mega-cap e-commerce and federal services contractor). All four will fire the moment the bell rings. Cash sits at 35 percent, borderline but acceptable for the deploys ahead. The fear regime keeps feeding mean-reversion setups; the discipline is to wait for the verified panic instead of chasing the bounce. Patience is the edge.

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