re: This market

Market won't top until 2026 at least.

We should do a where are they now topic. The most popular statement was the jubilant “I’ve got 20 years until retirement, I can’t wait to take advantage of the next recession.” …well, 2016 was ten years ago, has your opinion changed?

I think it runs until at least 2027 with some turbulence here and there but timing the market is obviously a fool's errand

There is a concern about concentration risk. The S&P 500 is now essentially a mega cap tech fund. I guess it depends on how long you think that sector can keep up their astronomical growth. And to what extent other sectors might start catching up. The utilities sector should perform well so long as the data center boom is still alive and well.

The sectors that concern me are the more consumer driven sectors and real estate. I could see sluggish returns in those areas if the job market doesn't improve.

I think the META selloff is interesting. The massive increases in capex are moving it from a relatively capital light to a more capital intensive business model. How will that affect multiples for the other giants taking the same route.

With individual stocks, there have been a lot of tech names that have gotten caught up in the frenzy and current trade at insane multiples. PLTR and RKLB are perfect examples of great companies with extreme valuations given their fundamentals.

The market could stay high but how much more room is there left to grow even with the end of QT and more rate cuts to come. The wildcard is the new Fed chair and how that could affect the choice to move into a new period of easing.