Probably reacting to timing discussion. Dont you think that there will be NO deal structure news at least through November and possibly until 2026 based on Pulte's comments and the other news? Another two months of holding with uncertainty.
I am not sure about that and would Not Hang my Hat on that line of thought...Humans 'are wired at DNA-level' to he Hopeful...Otherwise the Suicides would have been 100-fold long ago, like centuries ago... and probably we wouldn't even be existing today...
BUT When there is a Crack in that Hope. it could end up like a Dam-burst.......