Burst to Future's High 371/417

The Nikkei open looks to be constructive, but there’s still a lingering risk that an unexpected headline hits around the Super Bowl window. Meanwhile, people are pushing the “POTUS = 100,000 Dow” price narrative — while ignoring that POTUS also warned about a crash heading into the midterms. That’s exactly why I’m staying selective — and why I’m comfortable with my current positioning.