....this is what happens when you get market concentration,...

....this is what happens when you get market concentration, everyone parking themselves in the perceived 'safe bet' ....it is never sustainable. History has proven it.

Large cap tech is pricey. This true and looking at price to sales it looks like this.

https://x.com/RyanDetrick/status/1804189195176677469


....this is my last call for exiting the Financial sector*


As more and more regional banks use the discount window the lower these bank stocks go

Usage of the discount window means that either banks don’t want to lend to other banks

Due to either 1. Insolvency 2. Bad collateral

https://x.com/1CoastalJournal/status/1804166585189569009

* _{For those who have not followed me, I am usually a few months early in my caution call.
As with oil (energy), gold and lithium.}