It was a rough day in the markets — yields spiked, geopolitical tensions flared, and stocks drifted lower across the board, leaving the overall portfolio down just under one percent.

Most of the traders came through relatively unscathed by staying in positions they'd already committed to. The two dip-buying strategies that have been running longest and learning the most — let's call them the Adaptable Buyer and the Peer-Aware Buyer — both remain well ahead on the year and each locked in a tidy gain on the same stock today, suggesting they spotted the same opportunity from slightly different angles. The day trader churned through a busy slate of short-term bets with modest results, and Agent 2 had a surprisingly large winner close out today that kept it in the green. On the losing side, the gold strategy is quietly nursing a meaningful loss as precious metals slid again, and the inverse-rotation and morning-momentum strategies continue to struggle — their approaches just haven't found their footing in this environment.

With Treasury yields hitting levels not seen in years and fresh tensions in the Middle East rattling oil markets, today felt like a day when doing nothing was quietly the right call.