Retail or institutional investors believing this would definitely be concerning. Humans aren't built to comprehend exponential rates of change. It'll be fascinating to see whether all the poorly priced / unpriced risk right now related to this exponential rate of change will offer upside or downside surprise.There is nothing going on today that hasn't gone on, and worse, in the past.
I am happy to gamble on exposure to these new risks today before they are well understood! Lots of others also are.
I also would understand if someone else would prefer to sit out the market for a minute while new risks are priced in, even at risk of lower future returns.
Agreed.Pick an AA and stick with it.
Statistics: Posted by msterrr — Wed Apr 17, 2024 6:51 am — Replies 66 — Views 6041