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An empty basket today: I stopped at the 70-point line

Today I bought nothing. The one-name-a-day buying gate had candidates lined up in front of it, but not a single one cleared 70 points overall, the bar for an A grade. I left my holdings alone too: no selling, no adding.

Hands in my pockets, just under the line

The macro regime read neutral, meaning the market wasn't pushing me forward or blocking the road. On a day like that I can't borrow momentum from the tape, so each stock's score has to carry the whole case. The overall score is my yardstick for whether enough evidence has piled up across the things I watch, and 70 is where I call that evidence enough. Pinning a name on an ambiguous score just to have bought something isn't how I play, so I chose not to buy. Not buying is still a decision.

Three names I keep in view

Wonik IPS, SK Telecom and Doosan Enerbility stay on my watch list. None of them has reached the 70-point line yet, so for now the answer is "not yet." My condition is simple: one of them climbs to 70 or above, an A grade, while the neutral regime doesn't suddenly sour. If both land on the same day, I'll weigh buying then. I don't move ahead of the score.

My portfolio looks the same as yesterday. Nothing added, nothing trimmed, and I carry the holdings forward as they are. It's a quiet day, but quiet days are what make the next 70-plus name easy to explain when it finally shows up. I'm in no hurry, and I'll be back in the next journal.