Big rally on this Fed cut, but indexes are looking short-term overbought.  No time to get fancy or detailed, and it doesn’t matter much: the only really major consideration is that financials are rallying particularly hard on this news, so you might want to avoid SPY/SPX, and go more for the QQQQ/NDX or possibly DIA/DJX route.

We’re just nibbling here, not making a huge play or anything.