I felt that way before the early January thing. Kept waiting for the bottom to fall out. Models showed that SOB on like December 29th and turned out to be right. I'm still scared waiting for a rug pull, but every day I'm becoming more convinced.
CAD is there but weakening. vday storm on this run is pretty potent. Thermals are just marginal or collapsing. And then poof. Gone when the good stuff hits