Market showing a lot of recent weakness with multiple distribution days for both Naz and spy. Speculative stocks getting wrecked most recently quantum names.  5% 10yr a real risk which will accelerate selling IMO.  I like the setup into earning and big caps could recover. I’m watching out for stocks that are showing good RS during this sell off.  I think robotics stocks will be the next momo sector once we stabilize.  I’m at 60 percent exposure with very little spec stocks. Let’s see what tariff policies Trump implements. Could add a lot of near term vol