From a strategic standpoint, holding off would've made sense—waiting to see how the courts rule on those tariff policies before making the next move. If the Supreme Court doesn't back the position, that's a serious complication nobody wants to deal with.

Market-wise? Brace for a rough Tuesday open. We're sitting in overbought territory right now, which means bounce potential is limited. The pullback scenario feels more probable than any relief rally at this juncture.

The key is understanding what happens when policy uncertainty collides with stretched valuations. That's the setup we're watching. Positions need to reflect that reality.