I think the general FEEL of some is that when the war is OVER, the market should jump. I just look at WEL, all the buying in that oil services stock forced it up HUGE, and when the oil well fires started, down she went.
If the same principle holds true here, the HYPE of the war is easier to sell than when actually OVER, thus no more HYPE to be found and the selling starts, all IMHO.