I just got the itch again and wanted to chase that move, then I stopped and asked myself: What information did I actually add, or am I just being led by K-line emotions? To be honest, there are only two things I can hold onto: the collateralization ratio and the liquidation threshold; everything else is noise. The expectation of interest rate cuts has been pretty noisy lately, with the dollar index rising and falling along with risk assets, flipping back and forth. I don't want to use "macro turning point" as a reason to add positions... Anyway, I first refreshed/retried the loan spread and health score twice to confirm I didn't slide into the danger zone before deciding whether to add or not. Chasing a rally is fine, but your position size should match your evidence; otherwise, it's just emotions pushing you.