5Mon·

Can someone please enlighten me?

WTF is going on with the markets right now.

One minute we are close to WW3, $SPY (-1.35%) is falling and $XOP (+2.58%) is rising on oil panic.

Then suddenly there is a ceasefire, ineffective negotiations, the Strait of Hormuz stays open and everything just rockets.

Risk on like nothing even happened.

$MSFT (-1.82%)
$AAPL (+0.25%)
$NVDA (-1.52%)
$GOOG (-2.22%) $MSFT, even low quality Private credit BDC companies like $FSK (-3.97%)
$OCSL (-2%)
$TPVG (-1.75%) are all flying again.

Feels like the market is swinging between extremes with no middle ground. One headline equals panic, the next headline equals straight back to highs.

Are we actually pricing risk anymore or just reacting to headlines in real time?

Or is anyone else selling into this strength like i am?

4 Comments

BeachPlease@BeachPlease

5Mon

Which World War? You crazy? Maybe you stop listening to the sensational public media and try start explaining things from a rational standpoint.

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Craig@BDCBOY

5Mon

@BeachPlease figurative speech was more said in jest , didnt actually mean ww3, yes that would be absurd, but you got to admist what happened in March was hardly pushing the doomsday clock away from midnight

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stocker_1862@stocker_1862

5Mon

Since a few months i think "they don't know what they're doing. They play blind man's buff and have fun. Without a cause."

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Susanne@Isus01

5Mon

I stay invested and ride the rollercoster without too much thoughts about the highs and lows. My monthly etf savings plans are up and running. Time in the market beats timing the market

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