大家知道我一貫的主張time in the market is more important than timing the market,而且專門寫過下麵這篇文章：
Time in the Market Vs Timing the Market
https://blog.wenxuecity.com/myblog/82610/202505/16044.html
我大多時候既不猜頂也不減倉，但這並意味著我沒有constantly evaluate the market to judge if we are in a big bubble. 同時我也有一小部分現金用於買進合適股票在市場有large dip時. 我一直承認我沒有水平猜頂. 我一貫以數據說話而不是憑自己主觀感覺，這樣更科學. 從下麵這些貼子我的判斷是近期市場是比較樂觀，a little over extended但估值是有fundamental支撐的，也沒有到extreme,這也是我果斷星期五開盤後加倉的原因.
另外提醒一句，任何人的話都不要輕易相信，包括我說的，最後自己獨立思考判斷做出結論，那怕錯了，逐漸積累經驗會有提高，任何投資決定自己沒有conviction,都不會有好結果.
$7 trillion cash is currently parked in money market funds
https://blog.wenxuecity.com/myblog/82610/202508/2315.htmlStay Invested and Optimistic
https://blog.wenxuecity.com/myblog/82610/202508/255.html
SP500 HIT THE HIGHS: TIME TO HIT THE BEACH?
https://blog.wenxuecity.com/myblog/82610/202508/20.htmlMargin Debt at All Time High. Time to Panic? Not So fast
https://blog.wenxuecity.com/myblog/82610/202507/22966.html
UBS View on Current US Stock Market
https://blog.wenxuecity.com/myblog/82610/202507/19545.html股市估值高企，但宏觀經濟利好支撐
https://blog.wenxuecity.com/myblog/82610/202507/19273.html
這麽多人在叫市場太高，風險大那我就來比較一下與曆史上幾個泡沫看看估值到底是否太高，數據說話
https://blog.wenxuecity.com/myblog/82610/202507/18411.html對市場下一步走勢的看法
https://blog.wenxuecity.com/myblog/82610/202507/14678.html
