Situation Awareness — 2026-07-13
- Cautious.
- What's working: Continuation/2LYNCH scan is thin with 4 signals (PAY, DLO, TMUS, DG); Reversal scan has 3 (BE, DVN, ASTS); Delayed 9M is empty — a dry, low-conviction signal environment.
- Leading sectors: live sector and theme performance is unavailable (market closed) and the ATR volatility table is empty; from the futures tape, energy names are bid on crude while semiconductors/memory lead the downside.