The mid-cycle vs. early four-year low debate? Dead. It's October—both sides agree the bottom is in. The label is irrelevant for what's coming next.

What matters: tracking this uptrend to its peak and recognizing the top when it hits. Don't get married to a specific timeframe or price target. I had my own ideas about last year's top—none of it played out.

The trap? Being too rigid. Too early, too late, waiting for your perfect setup while the technicals are flashing red. Stay flexible. Read the chart, not your bias.

This cycle will top—just don't let your preconceptions make you miss it.