There’s the age old phrases: Time in the market beats timing the market, the market can remain irrational longer than I can remain solvent, etc.
I read in another comment “everyone knows the plane is on fire and is just timing the last second to jump.” There’s macroeconomic environment feels incredibly grim at the moment. Inflation, tariffs, war. I’m not trying to time the market, but I am evaluating rebalancing in line with my risk tolerance. Is there an actual bull thesis right now?