Postmortem 5/13/2026

Bottom line: the framework worked, the trades worked, but the noon prediction was the honest weak spot — leaning too hard on charm decay when the heat map was already quietly signaling the market was repricing higher. The real lesson is that when the inflection line migrates up intraday, that overrides the charm narrative. You caught it at 1:30 PM and adjusted — and the trades reflected that better read. Good day overall.