His advice is timely . Very mu

His advice is timely . Very much appreciated and warranted a follow up on personal portfolio. It’s not a big bubble because of AI theme spending and earnings . The danger lies in slowing down of capex and unsustainable growth. The higher it gets , the risk of expectations becomes even higher . Now a lot of earnings expectations are very accommodating in my opinion and are not set on high standards. Observe on once the tides turn and the tune of analysts change and downgrade , u know what is coming . Meanwhile stay happily vested and ride up . ❤️🥰🌹 @MojoStellar @icycrystal @SPACE ROCKET @Barcode come join in with your views and win rewards 🫶🏻😘🌹

Market Master 101 | Howard: Where Do We Stand in 2025?

In his recent memo to Oaktree’s clients, Howard Marks outlined his views on the current high levels of the market. He believes the market has not yet entered a phase of irrational exuberance, but still advises clients to adopt a Level 5 defense (reducing aggressive positions and increasing defensive holdings). What do you think of his views on the valuations of the Magnificent 7 and the S&P 500? How is your own portfolio allocated right now? Since the market is at elevated levels, should we be holding some defensive assets?

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