So far 2026 has been a good year for stocks, with the S&P 500 gaining 15% YTD. We are still pretty firmly in a bull market but in recent days there have been some signs of cracks in investor confidence especially concerns over an AI bubble. The problem in bull markets though, it that it is difficult to add to our Family Retirement Portfolio (FRP) outside of the regular monthly RSP buys. I manage our portfolio in a pseudo-passive way, where I look out for buy/sell opportunities based on a systematic formula for cash allocation. Thanks for Michael Burry again ringing the alarm on a potential crash, this time by shorting AI stocks, the market got a bit spooked and sold off. Not a huge sell-off though – S&P is only -2% and Nasdaq is -4% off all-time-highs respectively – but even then there have not been many opportunities...