Not Sure What To Make

I don't know if that's something with the macro. It's a strange, strange dynamic for me. I'm not sure what to make of it.

Source

But in any case, this week, we have tons of economic data, pretty much no earnings. We have lots of sectors just exploding related to Trump administration initiatives going on, whether it's defense names with the missile stuff, or cannabis exploded went back down. There's a crazy stuff going on in cannabis and crypto with Eric Trump Jr pushing it and rare earths with the administrations. They don't want to take reports that they want to take stakes, more stakes, in rare earth companies. And you got the humanoid robotics with with Tesla, and you got these domestic semiconductor manufacturing, some trying to play those areas with some success, and some not.

It's hard because, you know, This news comes out, and everything gaps up huge when the news comes out. So it's been a little bit challenging. But again, I don't know. It's just been easier.

The long term accounts been much easier for me for the last, like two to five weeks, and finding alpha short term a little bit harder for me.
But in any case, look at PayPal. PayPal is like one of the only things working for me today. I know it's not a small cap, Anyway, anyway. That's my I don't know what that is.

That's just me complaining. Over to you, yeah, appreciate that great rundown. It's been a little tricky at times. I know somebody's gonna make a counter argument and say, well, we just buy every dip and sauce. I hear that, but I just the risk, reward side of things, or the individual catalyst things.

It's been, I think it has been tricky. I'm more in your camp then I've been a lot less active, I guess, overall the last probably few weeks, to be honest. But we'll, we'll see how it plays out. Money Mark, what are your thoughts?