I agree with Cathie Wood's lon

I agree with Cathie Wood's long term growth investing style.
I ever invest ARK's fund namely ARKK. It works promising especially under low interest rate environment for innovation & disruptive technology companies.
Cathie Wood deserve to be the "queen of stocks".
@Jinleong @Pang Kiat : what's your opinion?

Market Master 101 | Howard: Where Do We Stand in 2025?

In his recent memo to Oaktree’s clients, Howard Marks outlined his views on the current high levels of the market. He believes the market has not yet entered a phase of irrational exuberance, but still advises clients to adopt a Level 5 defense (reducing aggressive positions and increasing defensive holdings). What do you think of his views on the valuations of the Magnificent 7 and the S&P 500? How is your own portfolio allocated right now? Since the market is at elevated levels, should we be holding some defensive assets?

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