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Daily Run

2026-03-24 20:00:39

Opportunity80% confidence

Macro Fear Assessment

Market shows elevated fear with VIX above 25, S&P 500 drawdown exceeding 5% from recent high, and multiple panic headlines matching keywords like 'worst week since' and 'panic selling'. However, only one consecutive down day and breadth not fully negative temper the intensity. This aligns with building panic but not yet full capitulation.

Fear/Greed

-1

VIX

26.83

Down Days

1

Panic Headlines

3

Macro Action

BUY VTIDeploy: opportunity

Triggers met include VIX >25, S&P 500 drawdown >5%, below 50DMA, and panic headlines; deploy 20% dry powder on fear building despite only 1 down day.

Conviction Stocks

CAT$716.57

Price above 50DMA and drawdown -9.27% not reaching 10% threshold; no buy trigger despite macro fear.

HOLD
AAPL$251.64market_driven

Below 50DMA, drawdown -12.81% exceeds 10%, and macro fear active; scale in per playbook.

BUY
VTI$323.245market_driven

Below 50DMA, drawdown -6.15% exceeds 5%, and macro fear triggers; primary instrument for fear buying.

BUY
XLE$60.83

Above 50DMA and 200DMA, drawdown -1.04% not reaching 15%; overbought RSI indicates no dip.

HOLD

Irrational Dips

AAPL$251.64-12.81%

Sell-off due to supply chain fears appears overblown given Apple's strong fundamentals, cash reserves, and ecosystem moat.

Goes away? Is this company going away? No because of its 2B+ active devices and deep consumer moat; people don't leave the ecosystem.

Notable Risks

  • -Geopolitical tensions driving oil prices and energy volatility
  • -Inflation concerns potentially impacting consumer spending and tech earnings
SourcesYahoo FinanceFear & GreedFREDGrok SentimentGrok AnalysisNotificationsSMSEmailcompleted