IMO all bets are off and nothing is going to make sense until after the elections and we know whether bombing returns to Iran or not. I wouldn’t make any moves until December, you may get lucky getting in/out of some positions but you most likely will not.

As for a cause, I read an article this morning about some kind of capex miss for Google, MSoft, Amazon and some AI revenue miss at ServiceNow and the analyst has declared the bubble pop underway. _Don’t read too much into that though_, analysts makes this claim and the inverse every single week.