Recently, Wall Street institutions have collectively turned bullish, with target prices for the S&P 500 pointing towards 8000, and even the most conservative voices are calling for 7000. This level of optimism, unseen in a decade, truly provides a sense of certainty.

But the question arises - everyone is on the same side of the boat, where is the margin for error in the market?

Beneath the surface prosperity, there are undercurrents. Although inflation has eased, it has not been eradicated, and the unemployment rate continues to rise. The real profits from AI have yet to materialize. Any one of these uncertainties, if triggered, could lead to a chain reaction of panic selling.

More importantly, institutional forecasts tend to lag reality by about two months. In other words, this "highly consensus" itself is likely already late. When optimism becomes a collective action, the value of contrarian thinking emerges — the market has always nurtured risks when there is a unanimous positive outlook.

Your choice is: continue to follow this wave of rise, or prepare in advance for possible changes? There is no standard answer to this question, but at least you need to see the risks clearly.