This still doesn’t feel like a clean all-clear, so my strategy is patience more than rotation

From an investing angle, today didn’t say problem solved. It said the market is trying to stabilize, but energy still matters too much to ignore. When oil is still around these levels and the dollar isn’t fully breaking down, I have a hard time reading this as a full reset.

So my strategy here isn’t dramatic rotation. It’s patience. I’d rather stay flexible, keep dry powder, and wait for cleaner opportunities than force a big portfolio decision off one messy session.