### Comment:
Why the fuck wouldn't you sell if the sentiment was positive on the trade talks but there was ultimately no deal? 
  
 This is base case for the current situation

### REPLY:
Because I don't believe that is the base case, I believe they think a deal is being worked on and may actually happen. I think the markets would be affected by poor earnings more than the China trade issue if they thought a deal wasn't really in the works.

### END.