1. Investors are selling the most expensive group of stocks and rotating into less expensive group within strong underline momentums. Investors are not blindsighted, they are doing rational things.
2. Per barron's , lot of advisors are advising their clients to be cautous, yet international investors are hungry for US equity.
3. there are some catalyst ahead of us: earnigns, EU tariff deal, Canada deal, further talking with China.
The risk are titled to upside, because of TACO and because of somewhat health economy.
I would not try to short the market in a big way in a wish of making a big money. a little short is always ok.
However, looking ahead, I do think, a correction is inevitable, down the road. But when?
