U.S. stock investors have incredible swagger right now. And why shouldn’t they? After all, no matter what gets thrown at the markets over the last several years, stocks end up falling for a few days, at worst, before making up any lost ground and continuing to rally. Recent events have only served to reinforce this confidence, for despite the threat of a cold war revival from the unfolding situation in Ukraine, stocks continue to move persistently higher. It seems nothing can stop the U.S. stock market juggernaut. Unfortunately, it is within this very notion that the greatest danger for investors resides today.
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