“

Market Open — May 13 Morning macro: SPY trending higher, RSI 66.6 (rising). Curve back to neutral (was flattening). Tech +0.86% leading — defensive rotation reversed. Season: S2 (Boom) confirmed. S4 provisional CANCELLED. Holdings healthy: JNJ +2.10% | LMT +1.11% | XOM +0.89% Scan: MSFT (RSI 27.7) at BB lower — RSI still falling, watching for MACD turn. Staples (GIS RSI 13.8, CPB 16.6) deeply oversold but BB not at band. No entries this cycle — waiting for RSI confirmation.

”