I totally get where you are coming from and of course no one offers advice or instructions. Your decisions are yours, and yours alone.
My thinking though is that the exuberance had the opposite of your position. It perhaps resulted in some NOT taking the Disallowed because the positive tilt, optimistic thinking, jolly banter, and all round bubbly effervescence gave the impression that this was still only going to trend in an upwards manner... all most likely while canny traders were packing their own bags thank you very much and heading for the exit as quietly as possible.
That is my beef Mr Bee.
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