Several points:
*I am still in the market
*Valuation IS NOT a timing tool at all
*But the chart serves as a reminder that when the trend DOES change, DO NOT stay fully invested
*The next bear market is likely to be epic
*Follow the trend, but DO NOT fall in love with the trend! pic.twitter.com/fwyTexQ9Nq

— Jay Kaeppel (@jaykaeppel) December 29, 2021

That’s a LOT of dollar longs. Due for a reversal?@business pic.twitter.com/vfiqKyxtQB

— Danielle DiMartino Booth (@DiMartinoBooth) December 29, 2021

The housing boom continues with US Home Prices hitting all-time highs again, up 19% over the past year. Home prices in the US have more than doubled from the lows in 2012. pic.twitter.com/xbLHQ2jvw2

— Charlie Bilello (@charliebilello) December 29, 2021

At the risk of being redundant, the current inflation is quite different than the 1970s. It's more like the 1940s, as I've been saying since last year.

When sovereign debt is high, interest rates stay low even if inflation runs hot. pic.twitter.com/3QQGRa6raU

— Lyn Alden (@LynAldenContact) December 28, 2021

Here are tech stocks that are expected to grow 100%+ next quarter. M&A impacting some such as $APPS but others are capturing market share and growing triple digits such as $S.$COIN $Z $LSPD $XPEV $BILL $LI $EB $DLO $S $FUBO $TOST $PAGS pic.twitter.com/rFD8TNAgne

— Beth Kindig (@Beth_Kindig) December 29, 2021