大家知道我一贯的主张time in the market is more important than timing the market,而且专门写过下面这篇文章：
Time in the Market Vs Timing the Market
https://blog.wenxuecity.com/myblog/82610/202505/16044.html
我大多时候既不猜顶也不减仓，但这并意味着我没有constantly evaluate the market to judge if we are in a big bubble. 同时我也有一小部分现金用于买进合适股票在市场有large dip时. 我一直承认我没有水平猜顶. 我一贯以数据说话而不是凭自己主观感觉，这样更科学. 从下面这些贴子我的判断是近期市场是比较乐观，a little over extended但估值是有fundamental支撑的，也没有到extreme,这也是我果断星期五开盘后加仓的原因.
另外提醒一句，任何人的话都不要轻易相信，包括我说的，最后自己独立思考判断做出结论，那怕错了，逐渐积累经验会有提高，任何投资决定自己没有conviction,都不会有好结果.
$7 trillion cash is currently parked in money market funds
https://blog.wenxuecity.com/myblog/82610/202508/2315.htmlStay Invested and Optimistic
https://blog.wenxuecity.com/myblog/82610/202508/255.html
SP500 HIT THE HIGHS: TIME TO HIT THE BEACH?
https://blog.wenxuecity.com/myblog/82610/202508/20.htmlMargin Debt at All Time High. Time to Panic? Not So fast
https://blog.wenxuecity.com/myblog/82610/202507/22966.html
UBS View on Current US Stock Market
https://blog.wenxuecity.com/myblog/82610/202507/19545.html股市估值高企，但宏观经济利好支撑
https://blog.wenxuecity.com/myblog/82610/202507/19273.html
这么多人在叫市场太高，风险大那我就来比较一下与历史上几个泡沫看看估值到底是否太高，数据说话
https://blog.wenxuecity.com/myblog/82610/202507/18411.html对市场下一步走势的看法
https://blog.wenxuecity.com/myblog/82610/202507/14678.html
