Subject: classic asymmetry
am long past 'meme to riches' mode. the market is clearly overweighting any trump taco whiplash FAR more than the damage to the global economy.
sure, some are waiting for the rebound to dump...especially if career risk involved. but for individuals; pennies before a steamroller.
again, i am aware that a few equities will soar, but what to do regarding broad global fund holdings with high active ratios ? especially fund w/ ~100% invested mandates.
should these be dumped in tax deferred accounts? no one can convince me selling now is near a probabilistic low.