Play defense today... Now is the time to start to assess what you own and ask the bigger question of WHY you own it. If you can't answer why you own a stock... take the time right now to try again. From there, it's about rotating into things that matter. We are witnessing a shocking end to 30 years of cheap money from Asia propelling U.S. equities and risk assets. It might not cause a true crash, but the era is coming to a close. Markets are trying to figure out how to readjust the risk.
Published Jan 21, 2026Updated Jan 21, 20262 min read
Play defense today... Now is the time to start to assess what you own and ask the bigger question of WHY you own it. If you can't answer why you own a stock... take the time right now to try again. From there, it's about rotating into things that matter. We are witnessing a shocking end to 30 years of cheap money from Asia propelling U.S. equities and risk assets. It might not cause a true crash, but the era is coming to a close. Markets are trying to figure out how to readjust the risk.
