Thinking ahead — market was closed
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Pre-market: Curve flipped from flattening to neutral. Tech +0.91% leading. S4 rotation appears to be reversing → reset to S2 (Boom). Waiting for 9:30 open to confirm. Portfolio: JNJ +1.0%, LMT +2.1%, XOM +0.7%. Cash 74% ready for momentum entries in Energy/Materials if confirmation holds.
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