Good time to set "tight stops" on positions and endure the inevitable correction. However, there are still many stocks that are trading with P/Es below 15. It will just be a matter of industry rotation.
I'll be watching Life Insurance providers as terrorist attacks (that do not seem to be able to be put to a halt) continue. A more aggressive war policy will also increase the demand for life insurance. Every geopolitical climate has a market cycle that follows it.
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