I'm not much older, just looking at historical macro-econ figures. I can tell you what I'm doing. I'm full port stocks on my retirement, and went 80% cash on my home down payment in early 2025.
As far as "read" on the market, I haven't had a good read on it since like 2022 if I'm being honest. I tend to be market counter-cyclical based on the yield curve and that proved to not be a great read this economic cycle, I suspect some combination of rampant fiscal spending and AI bubble messed with that. Thankfully the market was already down 20% when it came time to get "counter-cyclical" in 2022 so I decided at the time to stay full bull.
What confuses me here, is I assumed the rate cut was priced in with greater than 90% confidence over the last 2 months or so with continued weak employment data and acceptable cpi/ppi. (FYI I have an Econ degree and mba from top schools). I think the catalyst here, is you got lucky with timing with respects to the fed appointing Miran during your option hold, who gives one more positive vote to rate cutting.