Decrypt @decrypt.co · May 13 The S&P is up 27% - crazy moves are happening in stocks right now
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It's being driven by a historically narrow number of mega cap firms. Very risky, bubble type environment at the moment. Globally, there are few places that are surging, which is a self fulfilling thing, until it's not. I've literally today taken lots of chips off the table - 30% cash/cash-like