Markets are back to all time h

Markets are back to all time highs and are overvalued. Tech stocks are most overvalued based on P/S. Tech stocks have fallen by a large amount every time they were this high historically.

I'm positioned in defensive stocks and cash against the next drop, even though the timing of it is uncertain. Tariff threats continue and the market is not pricing them in, so if Trump follows through, that could be the trigger for a large drop in the markets.

H2 Outlook: How Do You Position for the Second Part?

As the second half (H2) of the year officially kicks off, how do you see the outlook shaping up? After all the market gains in H1, are you positioning differently moving forward? What’s your game plan for H2 — staying with the winners, rotating into laggards, or playing it safe with defensives? Let us know your take — bullish, cautious, or somewhere in between?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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