Copper's singing, but my hands are still in my pockets

Regime score is 0.25 — squarely neutral. Copper, AUD/JPY, and Korean exports are all lighting up nicely, and the fundamental picture looks reasonably solid. But IG spreads are creaking and vKOSPI jumped hard enough to give me pause, so I sat on my hands today — nothing new in the book. I'll wait for the market to show me a cleaner hand before I move.