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    Why is the market ripping now, when it was sputtering/flat before the war started??

    I cant post a picture but I remember what the market was like before the war started and it was pretty flat and sputtering, IMO.

    When the war started and sensibly went down but with talks of the war ending,, it is now ripping to new highs.

    Im just confused because I remember what was being said before the war started and it seems like the environment for the world economy will be worse now.

    Why is the market ripping now, when it was sputtering/flat before the war started??
    byu/cutchemist42 ininvesting



    Posted by cutchemist42

    15 Comments

    2. eToroTeam on

      Markets don’t really move based on whether things are “good” or “bad,” they move based on expectations vs reality.

      Before the conflict, there was already a lot of uncertainty hanging over the market. Once something actually happens, even if it’s negative, markets sometimes react positively just because the worst-case fears don’t materialize.

      Feels like this rally is at least partly relief + positioning, not necessarily optimism about the economy.

    4. Latter-Possibility on

      You’re assuming rationality to a very large and incomprehensibly complex thing as the world economy. There is no single driver of it.

      And the current market is very much based on vibes

    5. loophunter on

      more buy, less sell. good luck figuring out the why when each hour millions of transaction are occuring, and behind each a different rationale

    6. Gotta_Gett on

      1. The government will be spending more money now. Deficits increase asset values.
      2. Trump’s Fed pick is now clear and he wants rate cuts which could increase inflation again. Inflation increases asset values.
      3. The situation is worse for ex-US economies. Dubai isn’t all it’s cracked up to be. Uncertainty usually drives money into US assets.

    8. UnregisteredDomain on

      The uncomfortable truth is that what’s “good” for humans isn’t always “good” for the market and vice-versa.

      And war has **always** been good for certain industries. What those industries are has changed, in a very broad sense; it use to be swords and bullets, now its drones and bullets.

    9. I_HopeThat_WasFart on

      AI pretty much being validated via Anthropic hitting 30bn run revenue (wasn’t supposed to happen until EOY)

      CAPEX on this earnings in this case was not shrugged off like last time, semiconductors (AMD,INTC,MU,etc) are ripping from this CAPEX of Mag 7

    12. achieve_tendernism on

      To make everyone positioned on the wrong side just to do the opposite

    13. johyongil on

      The pricing was inflated prior to the war beginning. After sell off occurred, the pricing was much more attractive and more in-line with expected pricing vs book value.

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