- If indexes feel frothy because a correction is desired: a) There was an about 20% correction earlier this year— a deeper 2–3 year, −50% bear market would indicate broader global issues. b) Focus on what the market is actually doing, not what it should do. c) Indexes are barely correcting because earnings are rising, the Fed is cutting rates, and seasonality is supportive; it’s unwise to fight the Fed.
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