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Markets are less rational given the news quality nowadays blinding the investors to many inherent risks. Be quick to take profit and slow to buy.
The world is changing, slowing but surely. Do not take history as if they will repeat again. Do not take US credit quality for granted. Geopolitical is reshaping fast. US is setting up multiple black swans possibilities, and increasing the probability of anyone happening.
Take care and stay safe. what appears to be safe might not be safe and what appe...

I just stayed in the money market fund and get the highest Sharpe ratio compared to anything else.
with the mess that the US government is in, the increasing default rate, the decreased in global influence and the sharp rise in US government debts, make us wonder if US debts offer good risk adjusted returns.