Läs gärna veckans repetition och förtydligande om varför det är dumt att ta risk på uppsidan just nu.
En notering från marknadsbrevet:
...the NAAIM survey reported that the average overall equity exposure reported by active investment managers reached 104.25% at the end of January – a leveraged position, and the highest figure in the history of the survey. Indeed, among individual survey participants, the lowest allocation was 60% - the most bullish exposure ever for the most bearish participant in the survey. The previous record in the survey’s history was 96% in early 2007.