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Reply to "AI bubble – why not accelerate reallocation to bonds early? "
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[quote=Anonymous]Everyone and their dog is aware there’s a massive AI related bubble. But of course markets can stay irrational for longer than people can stay solvent. And the Fed has proven over and over again that they are in the business of blowing asset bubbles. So it’s unclear how this plays out and when. The market will correct, but then the Fed will go to town to levitate asset prices as they always do. So it’s not a simple play. Except the dollar, which will continue to decline. But that is an inflationary reality, which tends to bring more money into the market. Which helps stabilize that. But if I had my financial goals realized, I’d use these bubble numbers and move to a more conservative allocation. A very sharp correction is inevitable. Then it becomes about time frame. Two cents [/quote]
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