Prediction evidence

Quoting · 10 Apr 2026, 18:22 UTC · context given to the AI

I have updated a few times over the last 2 months that I felt confident in the general area but less certain about the immediate path, so I just continued to unhedge and take back more spot exposure. I still think a correction *through time* and longer re-accumulation makes sense for the macro trend and for any move that is going to sustain new highs. That being said, in the more immediate future, there is a different vibe now that I can't quite put my finger on, but it is a combination of price action being a bit more durable, and us likely having washed out a lot of weak positioning. It would seem that even in the options market, there is minimal betting on this happening, which would catch the market by surprise. Here is to hoping this intuition still works. Give us at least into the 80s again.