Part 9/11:
Valuation metrics underline increased vulnerability. The stock market's PE ratio remains high, and high growth expectations can vanish quickly if corporate earnings disappoint or external shocks occur. Market timing, therefore, becomes critical, though notoriously difficult.
Strategic Positioning Amid Uncertainty
Despite the risks, some investors are maintaining positions aligned with ongoing opportunities. A cautious approach involves exposure to select tech giants, healthcare stocks, and commodities such as silver and copper, which are expected to rally as markets stabilize.