I agree growth is slowing.. I've been planning for a market collapse for a few years now. Had a few good shorts, but gotta make sure you time it and know when wrong. If long is what you do, just wait for the real bloodshed and pick the meat off the bones.
I was just looking at some of my old longs like CAR. Can't believe I had it under a buck an around a 1.30. I think we get one more situation similar to 2008... Before the real bull market key begins.
But obviously any market still gives off opportunity. even this GV.. Beauty off a quarter. I just don't feel like the overall market is saying to buy as aggressively as I once was. But it's really up to the trader and what they're comfortable with