The Russel 2000, wow!

Big rotation?

Russel up hard, QQQs down.

Options flow (GEX) on the Russel turned positive today, if it stays positive and we get a nice (silent, not volatile!) handle (best with relative strength) here, we might be on to something.

Liquidity is up recently (and most likely for the rest of the year), CPI might be a good reason for the FED to lower in September.

Still this trendline needs to break, for small cap systems to be in play again, getting close!

Something like this and small caps systems (small cap value momentum with different tilts [value, earnings, quality]) are back:

So lets see, if this turnes to be a small cap / Cycs market, plenty of time to position.

Quad 3 exposures are in play again on that trendline break: