July barely red, down 0.1% — and here come the bears screaming about the "June-July double dip" pattern! Yeah yeah, historically when both months are down, rest of year gets choppy. BUT — context matters! We're near ALL-TIME HIGHS, earnings are holding up, and the Fed's done hiking. This isn't 2008 or 2022. The dip-buyers keep showing up every single time. I'm not turning bearish on a 0.1% pullback after a monster run. Watch the big tech names — if they hold, we're FINE. If they crack, different...