Sharing Knowledge in Smallcaps

[Alydyr]

I hear you. I've considered taking gains off of the table, and holding more cash.

But...

I keep coming back to a common theme and that is infrastructure. The upgrades of highways, tracks & bridges has just begun. Rates are still ridiculously low. That drives the trades, jobs, large capital equipment purchases, leasing and of course banks.

I'm waiting for more inflation and an upward turn in rates before I change my thinking.

I could be wrong, but I still think this bull run has life.