Looks like we are a long ways from the top...

This metric has been used to accurate predict cycle tops, and we are a long ways from one here...

(Source: https://x.com/BittelJulien/status/1839582491759223195/photo/1)

Is this is true we are going to at least double from here before the top is in.

Keep an eye on this chart to get an idea when to unload some.