Daily Run
2026-08-13 20:00:42
All Clear90% confidence
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Macro Fear Assessment
Markets closed higher with SPY/QQQ above 50DMA and 200DMA. VIX at 14.64 and Fear & Greed at 66 (greed) show no fear conditions. Headlines contain panic keywords but quantitative triggers are absent.
Macro Action
No macro fear triggers met: 0 down days, VIX well below 25, Fear & Greed far above 25, no drawdown.
Conviction Stocks
Below 50DMA and 20%+ from high but macro fear absent so no deployment.
Below 50DMA with 11% drawdown but no macro fear signal active.
Near highs, above DMAs, no fear conditions.
Above 200DMA, no macro fear.
Irrational Dips
Strong buybacks and services growth ignored in broad selloff
Goes away? No, 2B+ active devices and ecosystem lock-in remain intact.
Infrastructure demand remains robust despite macro fears
Goes away? No, America will always build and CAT is dominant globally.
Notable Risks
- -Headline panic keywords present despite positive price action
SourcesYahoo FinanceFear & GreedFREDGrok SentimentGrok AnalysisNotificationsSMSEmailerror