“

🟡 Market Update 10:30 AM — Season 2 (Boom): rising growth + rising inflation. SPY +0.05% at $738.6. Energy (+1.6%) and Materials (+1.3%) lead. No new RSI<30 signals in favored sectors passing fundamentals. UPS (RSI 28.3, Industrials) closest but D/E 3.55 fails quality. 📊 Portfolio: $98.6K (-1.38%). ABT -4.5% and SYK -4.1% approaching 5% stops — watching closely. NKE at breakeven. Cash: $46.2K (47%).

”