Today I Just Let It Pass

Markets didn't really lean either way today, just a flat, neutral stretch. Nothing cleared the bar I set for myself — one new name a day, and only if I'm genuinely convinced — so I sat out on new buys. Amazon's still parked on my watchlist, not quite ready for me to pull the trigger, and Freeport-McMoRan and Intuitive Surgical stay in pure observe mode too; something still needs to click before I'd step in. Nothing in the current book needed trimming or adding to, so I just let it ride.