CPI nudges higher, Gold/Silver shrug, and my watchlist adjusts

So, another CPI print comes in a touch hotter than expected, and what do we get? Equities barely flinch, the dollar holds its ground, and even safe-havens like silver, with $SLV at 53.95, continue their gentle drift, effectively ignoring the inflation narrative that used to send them soaring. It's almost comical how quickly market memory fades on these things. Meanwhile, you've got outliers like $NFLX at 73.37 taking a decent hit; perhaps growth concerns are starting to outweigh general market complacency in certain pockets. This lack of clear direction from traditional indicators makes me lean even harder into the granular, looking for sector-specific catalysts or dislocations rather than broad strokes. My watchlist is now heavily skewed towards quality names with robust cash flow, because if inflation is sticky but the market's pretending it isn't, you want companies that don't need easy money to thrive. The $KESUSD isn't on my radar, but the general lack of panic across most majors after a slightly 'bad' CPI suggests we're in a holding pattern until the Fed truly tips its hand – or until something genuinely breaks.