04-04-2021, 10:44 AM
Every peak and crash is different. It's apparent the new administration with full control will not be stopped from juicing the economy until the game blows up, whatever year it happens. We aren't even close to tech bubble valuations but that is the direction. Value stocks ran this time so I don't even know where to hide when I decide I should. The economy is surely going to rock soon but that is mostly baked in many months ago with industrials tripling before the economy even recovers. This is never easy to figure out. I'll continue to lean defensive stocks and try to sort it out as we go.