Finally common sense. Debt levels are through the roof, inflation is near all-time highs and the market is running stronger than ever, on absolutely lacklustre results. I'm 54% cash, holding two positions through, the rest will or has been sold over the past 24 months.
I'm not ready to short just yet as my pockets aren't deep enough to maintain if we're wrong, however, I am starting to make my list, happy to wait as long as needed.
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