The Precarious Moment in the Markets

There's been a lot of commentary recently where people have flipped from bearish to more bullish. Are they actually rotating their money into it in some of those higher beta places? I'm skeptical that they are because we had seen for a year straight outflows from equity markets. The other thing, when you see headlines like this, it's a bit of a head scratcher on the timing, right? It's almost as if these headlines are an indication that the bull market is overextended and suddenly everybody wants to talk about it.

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