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If everything is so good why are stimulus programs (China for one) being enacted and central banks cutting interest rates? Market tops don't happen when everyone is bearish.

Going neutral on everything. It's too much to handle right now. I fully expect a whole lot of "shenanigans" before the 'scheduled' election. When in doubt, sit it out.

Investors are sitting on nice gains with markets drifting lower, elections (hopefully) coming up, a possible government shutdown later this month, incredible amounts of uncertainty, huge debt loads and extreme bullishness. What could possibly go wrong? Answer? A LOT. 

CASH CASH CASH CASH CASH CASH CASH CASH  | It won't matter if you are in AI stocks, gold, bitcoin, index funds or equities in general. Lighten up, reduce risk and raise cash. Its gonna get nasty.

Government interventions did little to stifle innovation and consumer interest. Interestingly, institutional participation looks set to continue for the rest of the year. The headlines: ...

Big call here. Down on the year. If you can't bring yourself to be short, be OUT. The stock market is breathing carbon monoxide. Soon to be much lower. It's gonna get really nasty next month. WHEN MARKETS GO DOWN, ADVISORS TELL YOU NOT TO PANIC. THE BEST WAY TO NOT PANIC IS TO BE OUT BEFORE MARKETS GO DOWN.

Boy, I hope everyone has a plan. Mine is get neutral and be in as much cash as you can. I have seen and been involved in the 1987 crash, the dot.com bust, the 2008 financial crisis, the COVID crash and a few "extras." THIS is one of the most dangerous times to be in financial markets I have seen. That's a lot.

The next few months are going to really test everyone's nerves. Black swans are circling and one or more of them will probably land. DON'T BE SURPRISED BY THE SURPRISES COMING.

Reality is hard to take. Mountains of debt, high cost of living, extreme bullishness. Not a good combination. S&P 500 down on the year. And QUESTION. Over 10 million migrants have come to the US. What happens in a steep recession when they have no jobs? Check with Britain.

Recession talk is floating around but do not worry. The Fed has this and is engineering a soft landing for the economy. Of course they have never done that, they actually caused the inflation problem (or shared responsibility) and yet people still believe in the Fed Fairy.