Wednesday, August 20, 2025

ALL JUST OPINION: MORE THAN 16 YEARS SINCE A MARKET CORRECTION. . .Oaktree's Marks Says Stocks are in early days of a bubble (full interview)

Psychological fluctuations - American exceptionalism is still fine but maybe as not as best as it used to be. . .other parts don't have our dynamism, but if they're 'on sale' you might want some representation there...
things are expensive creating an aura around the market with high valuations that have some probability of doing less than fine ...

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Time travel