I agree we agree. I think where we differ is you are a more active investor. I think if the market did not top in July and the market moves above that top responding to the Fed interest rate cuts it will be sort lived. Yes, there is a play there, but I don't play those short-term moves.
Regarding the "dead cat bounce" when the market turns strongly bearish, often after the first drop, the market will stage a rebound, dead cat bounce that will not hold and will drop to a new low below the prior low. I usually buy back in after the market starts to rebound a second time. The COVID bear market did not do that, and I missed the whole play. I am no expert, so don't follow me blindly. Every bear market is unique. Every strategy has its weaknesses. I wonder if the market will really rise on the Fed interest rate cut, I think it might already be priced in. Again, I am no expert.
https://en.wikipedia.org/wiki/Dead_cat_bounce
TEK