wd, there might be room for the notion of being adequately exposed, and hence no need to buy more, belief or no belief.
But in the end show-me clearly owns the day.
I listened to the last few min of the C-H, and yes, he did reiterate the 'on track' notion.
It does speak at some level towards what he thinks he sees, the longer one waits the larger the perceived contracts must be. Unless he is brash enough to have smaller deals in the cross-hairs and is just assuming rapid follow-on. But as the candle burns it moves more and more towards a requirement that those in the cross hairs must be more substantial.
This confluence of what is known, not known, and variously presumed is really something.
I bet you could cut the tension with a knife in Lee.
The above content is my opinion.
