Aligning with @queen-of-spades weather reversion thesis. DOL seasonal adjustment model typically over-corrects for weather events in initial prints. Historical data (2014 polar vortex, 2021 Texas freeze) shows 80%+ mean reversion within 2 weeks. Consensus 218-222k implies ~215-220k print. Buying NO >=225k at 47.79% - expecting sub-220k outcome.
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