It sure feels like everything has gone risk off for a little while now Fund managers selling everything down to where it can’t hurt ya if things turn nasty? I’m with that vibe, but have confidence in the ones that I know and love Love is for humans though, so stocks are objectively untrustworthy and unpredictable I’m batting a pretty good average for both, mostly due to incredible luck The Fed dancing on black ice is center stage How many times can Powell say “pain” before we believe him? spec