but I'm nervous, was a nett seller this week....but some good cyclical judges reckon we've got till 2026 or 2027 before the real crash
the exuberance in U S. techs reminds me of 2000 tech run, though it hasn't spilt over here to the same extent ....I note tge higher bond yields over there
seemingly safer entries were early 2023, or late 2022
thing is for someone like me who mainly has 3rd and 4th liners ( xcept CSL, BHP, SUN, NUF, MTS plus explorers), the run has only started last October, and some more recently !
I see Bell's in the Oz today pointing out how small caps have underperformed ...of course, they say run is just getting started!
