re: Are you worried about equities

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Most global funds I’ve run across have been pretty cash heavy, most banks are very cash heavy, most of my clients are very cash heavy...

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Lol, not in my industry at all.

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Then you bring in the opportunity that corporate tax rate will likely get lowered so the we will see more gains.

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I agree. Whether that is responsible growth remains to be seen. Saw something today that may be bogus so I will look into it more but yes. This will drive stock price even higher.

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yet the warning signs aren’t there.

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It’s akways a little risky when looking at wanting sigbs. But they are out there.

Just look at the inflation rate. The inflation rate is way way too low for the amount of “growth” we’ve been having. Or thebsigns that show that speculation usually reserved for non-investment grade securities has dropped and been placed with rwuities