@Zyzz yeah last night I found myself wishing the markets were open. Trading gives a kind of outlet for "oh I have a new piece of information what do I do with it now", because otherwise all I can do is complain about the strikes or ignore them.
@ThisIsChris it certainly does although it’s probable it’s already been priced in. I have been heavy in defense and aerospace bc trump and Israel and neocons and all that. It doesn’t take a genius to conclude the chance of war/increased military spending under this admin will hopen
It can, but I think the recent boycott news is priced in now. These emotional libby things I expect a quick dip then return, which is what already happened (dip on Friday, and then climb back up on Monday, so I think that ship has sailed already)
@Argument of Perigee
Prediction: Long term rates will continue to rise.
Spring is the beginning of "home-buying season." This year loans are more expensive with less properties for sale nationwide.
There has also been an increase in govt interest in the wake of the Trump tax cuts. Although it won't be a dramatic increase, by any stretch of the imagination.
