U.S. stocks: the 50-day breadth has dropped to 30, a quarterly low — a great time to add positions!


The percentage of retail investors turning bearish has also reached a quarterly high.
Short interest and hedging ratios are elevated as well.
Bought $TSM at 337.
Waiting for the next turning point in the U.S.–Iran conflict, and then it will be time to increase my holdings.
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