Investor unease about another market pullback may be warranted. Playing it defensively amid rising valuations seems prudent. All it takes is one unexpected data reveal to derail the rally.
It certainly feels like we're out of the woods concerning a potential recession, but investors should keep their chins down and their guards up as the S&P 500 flirts with new highs.
While market timing could prove regretful, the recent public stock selling spree from Warren Buffett's Berkshire Hathaway may hint that the risk/reward trade-off isn't favorable going into September.
The combination of recent stock market momentum and increased selling activity indicates a cautious approach may be justified, with a focus on stocks offering wider margins of safety.
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