I agree. When I disputed your point the other day, all I meant was that guidance would over correct in that direction, before ultimately coming back and closing later...however, I fully expected some of these runs to close it off very quickly, and the most likely candidate is always the EURO in my experience.
I absolutely agree that the EURO is too fast and far SW with closing off as it stands now. but I just don't want it to trend too much before correcting. But you are right....that is probably not off of the table. The CF I feel is...I understand why some don't want it discussed yet, blah , blah, but its my opinion.