I’m just worried once it flips it won’t flip backI worry about continuing to play the game of "models are wrong in the long range", even though they are and they have been for a while now. It "feels" like that strategy will ultimately lead to failure, because it usually does. But up till now at least, this has been one of those periods where warm-ups have not materialized on any sort of sustained basis. That's not to say it isn't right around the corner. But so far the positives have overwhelmed the negatives that have popped up. I'm of the mindset to lean into persistence unless there's a really good reason to change it. Not the best forecasting technique, I know, but sometimes it works out pretty well.







