I longed BLD today. JHX seems to be doing OK on Trumpflation...

I longed BLD today. JHX seems to be doing OK on Trumpflation expectations. I expected more selling on the issue of the inst stock, and also the last day of rights selling. Not sure how long I will hold it for.

I do think it was an expensive acq at the top of the market - but the market has factored quite a bit of that in. The crazy euphoria in some US segments might go on for a while until reality about Trump sets in.