Morning Dose #355: Breadth Breaks, Oil Spikes: A Protect-Capital Day – Thursday 10/8/2026

Episode summary

Overnight oil and yield spikes torch yesterday’s rally, and a one-day breadth collapse confirms a bearish regime call heading into the open. With the scan board nearly empty and money hiding in defensives, the playbook today is patience — wait for the 30-year auction and oil to stabilize before committing capital.