A ceasefire headline lit up stocks, oil refused to fully calm down, and under the surface a lot of this rally still looks more fragile than comfortable. It was one of those days where everything feels bullish right up until you notice how many warning lights are quietly still on.

• Iran headline and market reaction
• Oil still looks structurally tight
• Energy feeding inflation and the Fed problem
• Stocks at highs while other markets disagree
• Retail froth and the AI concentration trade
• Volatility is low, but options are saying something interesting
• Short-term trading tactics and why sizing matters
• Commodities, crypto, and tactical side markets
• Execution, education, and the very human side of trading

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