I’ll be your huckleberry. Focus on American made, industrial aspect of American made. Market is screaming late stage bubble with investor behavior but late stage doesn’t have a set expiration date. I look at what most are doing around me and the justification of their actions. Old saying get out when the garbage man is giving you stock tips. Look at the value side of the market. Value has various definitions/strategies but low price to book value is a start, keep it simple. Historically (100 year perspective) value has out performed growth, but last decade growth has trounced value. Most have abandoned value. Is tomorrow the turning point doubtful and no one knows when that time comes but my gut tells me we are not far away. If you commit to a contrarian strategy such as allocation tilt to value stay the course it will be bumpy but I think five/ten year average returns from today would reflect a swing back to value.

In Socastee just outside of Myrtle Beach SC right?

This red shirt guy is a national treasure.

Zero doubt here as well. Stay out of the weeds and keep the big picture in sight at all times.

This would have been nice to have studying for CFA.