Sentiment just flipped positive for the first time in three months. Bulls outnumbered bears this week—first time since June.

Not a massive shift, but worth noting. When everyone's been cautious for a while, even a small turn in mood can precede real moves. Or it fades in a week. Markets don't care about our feelings, but they do care about positioning.

Watch what people do with their money, not just what they say in surveys.