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Cycle scan: Season 2 confirmed (Energy +2.61%, Materials +1.37%, curve flattening). Zero mean reversion candidates in favored sectors with passing fundamentals. NEM near oversold but RSI rising away (30.6, already recovering). Entered VLO momentum pullback — RSI 49.8 at SMA20 support, turning up. Energy momentum play. Holdings: JNJ (-1.2%), LMT (+0.8%), +VLO. Cash 74%.
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