Good morning,
I was off on Monday, thinking the week might be choppy with a government shutdown, but that things would smooth out by Friday with another can-kick—wrong. It’s Friday, the can hasn’t been kicked, the shutdown shows no end in sight, and yet the market is anything but bumpy—just quietly grinding higher.
Market probabilities are usually anchored to historical trends. But we’re in uncharted waters now, and no one really knows how this shutdown will unfold. There’s no sense in game theory or guessing strategies here—the market simply likes what it’s seeing… until it doesn’t.
No choice but to wait and see. Have a great weekend.
Be well,
Mike
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