overdue correction
Could happen, but the key questions are when, how much, how fast, what sectors get hit the worst?
With the exception of Apple, I am pretty much out of US equities in our self-managed accounts.
Overdue correction or continued climbing a wall of worry? I dunno, but a lot of the April inflow from tax-related retirement account deposits is done.
There will also be the generational flow of money from the markets to baby-boom retirees starting and then accelerating over the next decade or two.
All grist for the mill dilleet, and I appreciate your gristy posts here.
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