Last week, a sudden price shock in one of our holdings reminded everyone how quickly sentiment can turn, especially when market moves appear to be driven by more than just fundamentals. At the same time, voices calling for a broad correction are getting louder, often from those who sat out the rally and now feel every uptick as an accusation. In the background, politics continues to interfere. A partial resolution to a prolonged budget standoff in the United States has reduced immediate risk, but new tensions are already on the horizon. In the UK, upcoming labour market figures and monthly growth data could influence the timing of the next rate moves. Together, these factors create a market where noise levels are high, but value still hides in places that attract little attention.