The ending scenarios of this bull market

Hi investoreans, I would like to share my thoughts with you…. Well, we've got ourselves a president who's about to shake the world like it's a snow globe, promising economic nirvana with deregulation and tax cuts galore. It's all sunshine and rainbows, right? The stock market's been on a two-year bender, hitting highs that make you wonder if we've all just been smoking hopium. Tech stocks? Soaring like they're on rocket fuel. Crypto? With Bitcoin leading, it's like everyone's decided to bet their life savings on digital magic beans. (myself included)

But hold your horses because here's the kicker: the so-called "best" fund managers are sitting on piles of cash like they're waiting for the apocalypse. The wealthiest tycoons are selling off stocks like they know something we don't. And the Buffett Indicator? It's been screaming "red alert" for ages. Also, the Nasdaq's P/E ratio at 25.5, just a hair away from the 2021 bubble's peak. So, who's buying this party? You guessed it—us, the retail investors. Are we smarter than the big shots? Or just greedier? Your guess is as good as mine, but it's giving me existential market dread.

Let's play out the scenarios in my head, shall we?

Fun times ahead, right?

But hey, I'm an optimist. I believe we've all learned from past mistakes. A healthy market is better than one on steroids, right? Just kidding… I am a greedy pig like most of us…

So, how do you shield yourself from this madness? It's all about how much risk you can stomach. I've been playing it cool, trimming my exposure like a cautious barber, sitting at 50% cash, 50% invested. Is it the best move? Who knows? But in times of doubt, it's worked for me. If the market tanks, I've got cash to scoop up the bargains. If it keeps climbing, at least I'm not completely out of the game, lamenting my sell decisions. But dude…these charts? They're begging for a "black swan" to swoop in and humble our arrogant bullishness. As Stan Druckenmiller so wisely put it, ‘’sometimes the obvious is obviously wrong.’’

Until next time…