My understanding is that he’s naturally a cautious guy; he’s getting advice from all over the place, which often doesn’t serve to increase the clarity of your thinking; some people are telling him that Blunt and Boehner have stalled and he can wait for them to tear each other down. That’s not entirely implausibe, but it’s probably the wrong approach. The Shadegg-related cliche of the hour is probably closer to the truth, “his window is closing.”