Me? I have no clue. As Q2 began, we rebalanced back to our model portfolio, which involved shaving some equity off and adding fixed income exposure. After that, we then took a little more equity exposure off — but less than 10%.
What do you think? Are we due for a shellacking, or is this merely some digestion after a blistering first quarter?
What say ye?
Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.