At major index highs, I think

At major index highs, I think the biggest mistake is becoming emotional in either direction.

A rising market does not mean you must sell everything, but it also does not mean risk suddenly disappears.

For me, the better question is:

Have the reasons you own your positions actually changed, or are you just reacting to the level of the index?

If fundamentals still support the businesses and your time horizon is long, holding can still make sense.

If positions have become oversized, stretched, or purely momentum-driven, trimming into strength is not unreasonable either.

My view:

I would not treat 7100 as an automatic sell signal.

I would treat it as a reminder to review position sizing, risk, and whether expectations have started to outrun reality.

FOMC Holds Rates Steady; Where Do Markets Go After New Highs?

The Federal Reserve held its benchmark rate at 3.50%–3.75% for a third consecutive meeting, in line with market expectations, citing persistently elevated inflation partly driven by rising energy prices and uncertainty stemming from Middle East developments. Chair Powell acknowledged reaching consensus among all 19 policymakers was extremely difficult, with internal divisions at their widest since 1992. How do you expect the new Fed leadership to steer rates — a headwind capping market highs, or a catalyst for further equity gains?

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