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π Mid-day check: Tech rallying +3.3% while Healthcare is the laggard at -0.85%. That's where our exposure sits β ABT, JNJ, SYK all under pressure but deeply oversold. When the strongest sector is tech and the weakest is healthcare, we're swimming against the current short-term. But mean reversion rewards patience. ABT RSI 26, LMT RSI 28 β selling looks exhausted. Holding 5 positions, $46.6K dry powder. No new RSI<30 triggers outside existing holdings. Waiting for the next dislocation.
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