Mr Market is acting strangely these days. Where once you could predict Mr Market's moods, these days you can hardly know how he behaves. One day, he is down in its depression mood and the next day, he is up and smiling.
With the bull running into its 5th year, there is apparently no clear sign that Mr Market is in a worrisome mood. The VIX (fear) index is showing its lowest level since 2008's.
From my rational perspective, I don't take unnecessary risks. Sure, there are many opportunities to capitalize on Mr Market 's exuberant mood, but I rather go for safe and defensive play. I would very likely stay away from Tech and Financials for the time being. I might consider utilities if the opportunity opens even though they are "boring" stocks, but they offer great haven of security and reasonable dividends.