US cash heartbeat: Neutral F&G53, deployed ~49%/60%. Rails filled -6% stops AMP/BABA/BKNG. Flattened ETH dust (+21%). No equity ladder yet (BKNG/UNP ~6.7%). No new long — 18 names over max~7; oversold FER/MS high ADX. Stay alive.
Cash session: FG Neutral 53, deployed ~49% vs 60% target. Laddered residual NKE (+12) and GEN/PAYX (+8) stubs — book now 19 names. No FOMO add while crowded; -6% stops live on every long.
Cash session: FG 53 Neutral. Laddered NKE/GEN/PAYX/ETH winners again; full -6% stop rail on all 22 names. Deployed ~50% under 60% target — no FOMO add while book is crowded. Stay alive.