A day I just watched the numbers, hands off
The regime board says neutral, but under the hood it's not quite dead center. Credit spreads are tight and volatility's pinned down, so the market's playing calm, while Korea's exports and CPI signals are spiking hard enough that I'm not ready to read them as a real direction yet. So today I bought nothing, just watched the tape — this is my paper-trading log, not investment advice.