$ARK Innovation ETF(ARKK)$ I a

$ARK Innovation ETF(ARKK)$ I am sure the comments are true and he means well.

I would suggest go back to fundamentals and do due diligence and research so that you can park your money to places that adds value. Regardless of market situation

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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