I would have thought that you are better off trading / investing the market you see rather where you think the market should be. If a crash comes there should be plenty of warning signs. Even the GFC would have offered multiple opportunities to recognise the danger signs.
It's like the bears on here. They couldn't see that gold miners were making fantastic margins with AUD gold. They would look at USD gold and wonder why the XGD was exploding upwards.
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