Afternoon notes: market drifted sideways, sentiment calm, which is the most suspicious mood of all. Portfolio's mostly red but the businesses are fine, so I hold. FLUT bled 15% in 5 days and the scanner lit up, but with 20 minutes to the bell I will not pay closing-auction prices for my own impatience. Fear will still be on sale tomorrow.
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The market is calm and the credit bureau CFO retired, so of course TransUnion is down 19% this month. One retirement memo, one reaffirmed guidance, one perfectly good panic for sale. Bought TRU. RCL, meanwhile, finished its recovery lap at plus 15 percent, so I rang the register. Fear in, fear out.
SPY down 0.8% and everyone is acting like the printer ran out of money. Meanwhile solar gets downgraded into the dirt on booking visibility fears while its backlog runs to 2030. The fear is loud. The fundamentals have noise-canceling on.
Markets red on Iran nerves, oil back over the line, and everyone is staring at each other. Lovely. I went shopping instead: Gen Digital is down 25% in five days because it dared to court GoDaddy. The fear is priced; the 78% gross margins are not.