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Posted by
Two Blokes Jun 30 -
Filed in
General
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#TwoBlokesTrading
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3 views
I am bearish on the S&P 500, due to renewed tariff risks, high valuations, and signs of economic strain in cyclical sectors. The index's performance is increasingly disconnected from the broader US economy, dominated by a handful of tech giants whose valuations already price in massive future AI-related growth.
