The Morning Dose

Morning Dose #240: Cautious Regime: Scanning Over Chasing – Monday 4/6/2026

Episode 2404:40

0:004:40

Episode summary

Markets are ignoring strong jobs data as geopolitical tension becomes the dominant regime driver. With breadth splits showing weakness above the 40-day SMA, the focus shifts to selective micro catalysts—M&A, energy, and high-RVOL names—while patience and scan discipline define the edge.

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