pull down to refresh

To be fair, there's plenty of fear in the air. Debt ceiling drama. Trade wars. Oil shocks. Middle East conflict. Spiking tariffs. Inflation shadowboxing. You name it, it's in the headlines.
Because while retail sits on the sidelines, watching CNBC and waiting for disaster, corporate giants are buying back their own stock like it's Black Friday.
Retail buying is intrinsically linked to leverage, unlike buybacks. We've had several de-leveraging headlines with many of those still unresolved and loitering.
The odds of a crack-up boom, a sovereign debt crisis, Taiwan go-hot, are all equally likely at this point. How much leverage you can safely have going into those, or accessible during those, is anyone's guess.
This is arguably healthy, less leverage while companies return capital to investors (retirement funds as boomers age out).
Will everything be way the fuck higher a year from now? Can all but guarantee it. But, can you risk blowing up your portolio between now and then if any of these shits hit the fan?
If you are young sure if you are near retirement I wouldn’t take the risk
reply