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Despite the fear and uncertainty you might hear about...

Investors have ramped up their allocation to US stocks to a record high of 51%.

That’s even higher than the peak of the Dot-Com Bubble.

At the same time, the US market has lagged behind other global markets more than at any point since the 2022 Bear Market.

Investors are fully committed and going all-in..

h/t Sanjay for the image

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