🚨 New Position: High Quality Finally Attractive

One new position and two increases made during yesterday's brutal sell-off.

Yesterday was a strange day in the markets. It looked set to be a very green session after Nvidia’s incredibly strong earnings the day before. Futures were deep in the green, and markets opened higher.

But sentiment flipped fast. Markets dropped sharply, the VIX surged toward 28, and the Fear & Greed Index collapsed to 6 (extreme fear). The last time we saw that level was in early April during the tariff escalation.

Source: CNN Fear & Greed Index

We didn’t freeze, we acted. Vincent opened a brand-new position in a high-quality business and added to two of his holdings. Stefan boosted one of his positions as well.

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