Excessive Bullishness Is A Concern
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Main Thesis and Background
The purpose of this article is to take a look at the state of the broader investing climate to help explain why I am getting a bit cautious at these levels. After months of diversifying my portfolio to protect against a pullback that never occurred, I am now limiting my new investments even more carefully. Specifically, I am focused on precious metals, shorter duration muni bonds, and material/commodity sectors…
