Junk & Margin
But the JUNK Bonds, and MARGIN buying are whats worrying me....
Thing is those have been serious concerns mentioned a lot in past cycles but then retail had big exposure to them. So once fan gets hit they would run like sheepies feeding the waterfall.
Market right now is heavy toward institutional & managed money. They have kept party going given deep pockets. They can afford to carry risk.
It might take some major outside factor like bad guys dropping a fat boy some place critical like London, Berlin, Zurich. A place with lot of scary symbolic value. Bunch of step ups like that would take out the air.
Until then the things like opening Cuba are helping smooth the waters.
Thailand event bit of a surprise. Just hoping not a soft target practice play. SE Asia been getting some of those blasts over the years though. But I mean Thailand. Kinda bizarre. Why bother unless something behind it. We'll see.
Best thing in summer market is to trail the whale.
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