Speculators Delight, or DilemmaAR is a special case when it comes to speculating, herding cats seems easy compared to the number of 'if's' involved; at least the Fed will have spoken, .25 hike the consensus--small chance they pause given the failure of First Republic, fear of further contagion. But they quickly swept that away to help Biden, nothing to see here folks---welcome to Biden's free market capitalism where no bank can fail. All along we thought capitalism weeds out the weak but I guess not.
What's the list of AR 'if's'? Too many to list, but the big one --if there's enough money to start production without more dilution and the inevitable reverse. The whole thing is one big 'if' and I expect the NR to be one big disappointment. I hope I'm wrong. IMO