> you can short equity if you think valuations are dangerously high But they can stay irrational longer than I can remain solvent :) But yes, I can tweak my p

> you can short equity if you think valuations are dangerously high But they can stay irrational longer than I can remain solvent :) But yes, I can tweak my portfolio. But for the most part we're largely left with no other option than to ride the bubble.