This is a classic case of short-term hysteria and mania. Who knows how much longer this can go up but eventually it's going down a lot.

It was the classic speculative mania,

You might see the stock pause temporarily, ... For the longer term, we're still very bullish but in the very short term it wouldn't be a surprise to see the stock stabilize or pull back.

You might see the stock pause temporarily. For the longer term, we're still very bullish but in the very short term it wouldn't be a surprise to see the stock stabilize or pull back.

Over the longer term, the commercial contracts are going to be more lucrative and larger, but over the short term there is some softness in the market.

In the short run, it's a no-win situation for the administration. But longer term, it's a win-win situation because you keep financial flows going, and economic growth will become a lot firmer.