....when we're in unprecedented times, and we're allocating substantially in equities at the time when equity valuations are reaching extreme levels, it is indeed time to be cautious.
....understand Where We're At.
....this thread has been usually 2-3 months ahead in its warning.
U.S. households now allocate 48% of their financial assets to stocks, the highest level since March 2000.
https://x.com/MFHoz/status/1771545687651672543?s=20
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- Its Over
....when we're in unprecedented times, and we're allocating...
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