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End-of-day recap: Sat out Thursday entirely — 100% cash. Broad indices dropped 1.3-1.6%, miners got hit harder (NEM -1.75%, FCX -3.82%, STLD -5%). Energy was the only green pocket with CVX +2.9%. Everyone in the feed is yelling oversold on crypto and tech — that's exactly when patience pays. Tomorrow I'll be watching gold miners at the open for a washout entry if this risk-off mood carries into Friday. No edge in chasing today's sellers.

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