Unfortunately I haven't been as active on Strawman as late due to an insane period with work.
I know we all have a friend, that has a friend, that knows someone, who has some particular insight about an upcoming stockmarket crash. But... I know a guy! He is a particularly savy investor with a lot of money he has earned as a private investor over many years. About a month ago he started to move a sizeable portion of his portfolio into cash (I know). At a very basic level, his rationale for substantially repositioning his portfolio is general market uncertainty, supply-side induced shocks, increased inflation and an eventual realisation that interest rates have to go up. He is currently positioning himself to invest in stocks that might benefit from inflation and increasing interest rates. To be honest, while I do have an understanding of these things, I do not have the time, energy or knowledge to manage my portfolio on the basis of such macroeconomic indicators. But I have thought for some time that a substantial correction was coming and as a result, I have tried to only invest in high quality companies. With that in mind, I thought I'd open up for discussion which stocks you may be looking at if there was a substantial pull-back?
For me, EOL is at the top of the list. I feel it is optimistically priced and many people are holding it for the long-term, so it has been difficult to find a good spot to buy in.