Financial markets despite dealing with numbers, math, statistics, computers, even AI are not rational completely. There are a lot of non-quantifiable aspects.
If you are retail, and if you have identified how to participate, you can go with that. If you have not found what suits you, you can continue exploring areas and ways to participate. One style of participation is just going with the market, with its flow. Another way is to participate less or look for relatively lesser valued opportunities. There are members in this forum who belong to one school of thought, they might even be non-believers in contrasting styles, but they make money too, as they know what they are doing, and they are good at it. There are members who discussed about buying something, where a scam has happened, and they could be good at this. It all boils down to what we expect or rather need. Some can afford to stay out, focus elsewhere, some see this as opportunity. Buffett is correct, Soros is correct, Simons is correct, Minervini is correct, Taleb is correct.
One thing that is true is the experience that we can gain by participating in whatever capacity, as we get to see, learn and experience a lot of things, which can help us become better participants.
If you want to make fresh investments now, you can pay attention to the valuation of the business and you can build positions with time. If you are already in profits, you have to be more cautious.
I am reading comments about order book investing, buying the dips, SME IPOs, US job data etc. So looks like the music may extend.
As Dr. Hitesh says, if we are getting a chance we should use it, because when the bear wakes up, we will have to give back some.
Just some thoughts.
