Morning Dose #239: Oil Spike, Deadlocked Sentiment, and the BBT/BTFD Playbook – Friday 4/3/2026

Episode summary

Crude oil surges on geopolitical shock while market breadth signals caution — and sentiment hits a deadlock. We break down the Cautious Bearish regime, sector rotation patterns, and high-conviction BBT/BTFD setups — including PENG, GSAT, and AMZN — with clear rules for entry, stop placement, and regime-aware risk management.