I respectfully disagree. I consider myself a sentiment trader, so it’s important what is being fed to the public and how policy makers react to events. If you are a buy-and-hold investor, then you don’t even need to be a part of any financial form at all.
I'm not a buy and hold investor. What I'm recommending to you will likely make good money in 2022. I did extremely well in 2021. If you are waiting for a correction because short side guys on here said one was coming, what I'd say is more then half the market and numerous international markets already corrected and they didn't even notice. I can easily find bargains today on the TSX. For two reasons, one earnings growth has been fantastic. Two more then half the market corrected already. Hard to care about the supposed Fed induced high valuations presumably in the SPX or QQQ when this is the case. What I'm saying is latching onto conspiracy theories about the Fed doesn't help and it most certainly can hurt as evidenced by tons of posters on here since 2009.
Ok, would you mind presenting a case that would make you bearish (reduce exposure, hedge, get out) on US equities?
I haven't had any US exposure this year. I am identifying some stocks that I may like on a dip ( eg Visa, Google, Amazon ) and watch stocks like Pay Pal that could do well in certain situations. I advised someone at various points to consider ABBV, JPM; I'm not really following the more speculative US plays.