The mid-cycle vs early-cycle debate? Dead. It's October—both sides agree the low is in. What matters now is tracking this uptrend to its peak and not fumbling the exit.

I had strong views on last year's top. Got humbled. The market doesn't care about your thesis—it cares about price action.

Don't marry a timeline. Don't force a narrative. When technicals scream top or bottom, listen. Flexibility > conviction. Most will miss the next major move because they're stuck arguing labels instead of trading what's in front of them.

The only job now: ride the wave, watch the data, and don't let hopium or copium blind you when it's time to act.