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Thoughts from Day 3 of Vacation - Time to look for a market BOUNCE

Jul 28, 2026

∙ Paid

Hey Gang,

I’m on day 3 of my cruise, but wanted to share quick updates as an outsider looking in to the market. As always, I really appreciate your support of my work ✊

I am on vacation with limited availability from July 26th to August 3rd

Market Update

Air continued to come out of the AI bubble as money rotated into more conservative areas of the market XLV XRT XLV. The trend model flipped incrementally more positive, from -3 to -1. That is a signal to attempt bottom-fishing trades 👇

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