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Daily Run

2026-03-06 14:35:37

Opportunity75% confidence

Macro Fear Assessment

The market has experienced 2 consecutive down days with VIX above 25 and multiple panic headlines matching keywords like 'worst week since' and 'recession fears'. The S&P 500 is below its 50DMA but above its 200DMA, with a drawdown of 3.52% from the 30-day high and poor breadth (87% sectors down). Fear is building but not yet at full panic levels due to partial trigger matches.

Fear/Greed

-1

VIX

27.86

Down Days

2

Panic Headlines

3

Macro Action

BUY VTIDeploy: opportunity

VIX exceeds 25, panic headlines align with the 'worst week since' pattern signaling potential short-term bottom, market is below 50DMA with high negative breadth; deploy 20% dry powder despite consecutive down days at 2 (below min 3) and drawdown below 5%.

Conviction Stocks

CAT$680.935

Drawdown of 13.78% exceeds 10% and macro fear is present, but price is slightly above 50DMA (680.935 > 676.54), failing the below_50DMA trigger.

WATCH
AAPL$254.76market_driven

Price below 50DMA (254.76 < 264.23), drawdown of 11.73% exceeds 10%, and macro fear is building; aligns with triggers for scaling in during fear.

BUY
VTI$330.705

Price below 50DMA and macro fear present, but drawdown of 3.98% below 5% trigger and consecutive down days at 2 below 3; macro action overrides for VTI as primary instrument.

HOLD
XLE$57.235

Price above both 50DMA and 200DMA, drawdown of 1.11% well below 15% trigger; positive change today amid energy strength.

HOLD

Notable Risks

  • -Tech sector entering correction territory with bearish sentiment and earnings misses
  • -Geopolitical tensions driving oil volatility despite energy strength
  • -Anticipation of inflation data and FOMC SEP meeting could extend sell-off

Signals Fired (2)

AAPLconviction$254.76
BUY
VTImacro_fear$670.977
BUY
SourcesYahoo FinanceFear & GreedFREDGrok SentimentGrok AnalysisNotificationsSMSEmailcompleted