Maybe just take some risk off the tableNobody ever rings a bell at the top. But when retail is buying with both hands, fund managers are max long, cash levels trigger sell signals and valuations eclipse the dot-com era, maybe the smartest trade before boarding the plane is selling just a little.Most overweight in >1.5 years
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Retail is euphoric. Wall Street is fully loaded. Cash is gone. Valuations are absurd. What could possibly go wrong?







