Barry Ritholtz, Columnist

Once Upon a Time, There Was a Trump Rally ...

Consider whether the narrative you're seeing in the markets is really a fairy tale.

Where story time is appropriate.

Photographer: Paul Marotta/Getty Images
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What’s your story?

I don’t mean your personal history, relationship status or childhood neuroses. I refer to your market narrative. What story or stories are you telling yourself to rationalize your investment posture?