Indeed @arsenic the leaving the party too late is always a problem. The big upside lies in buying the same assets for pennies on the dollar in a bust.
At this point the market liquidity (QE, central bank money pumps) looks to potentially be dropping (essentially this drives markets nowadays) late 2025 as a rough point of note unless more liquidity gets injected to compensate for the drain as debt gets pulled from asset markets (ie equities)
For the next 6 to 9 months it looks like game on as the sector rotation continues into PMs/commodities. Let's play what's in front of us now and then re-evaluate.
We have a good runway atm that most haven't cottoned onto and will decry in disbelief as it gathers momentum.
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