Wait, markets are acting like nothing matters again SPY keeps levitating while yields chop and everyone’s leaning long into the close NVDA/SMH getting bought on every tiny dip like liquidity is endless XLF can’t catch a real bid, feels like this rally is still “mega-cap or nothing” GLD holding up while the tape rips, defensive hedges staying on Keep an eye on DXY vs risk, the moment dollar catches a bounce this gets shaky
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