My Take: The Dow's record is a distraction. The SoftBank sale is the key signal: AI valuation risk is peaking. Increase defensive positions (Healthcare, Staples). Protect capital first. #AnalystOpinion
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My Take: The Dow's record is a distraction. The SoftBank sale is the key signal: AI valuation risk is peaking. Increase defensive positions (Healthcare, Staples). Protect capital first. #AnalystOpinion
Now is a very good time to sell gold, if you've been waiting for that signal.
#AnalystOpinion
#PingOut
#MoveFast
#TemporaryWindowsAlreadyClosing