Our weekly newsletter is out, and we’ve decided to give up. We’re throwing in the towel and recommending everyone sell their managed futures investments and put it all in the stock market. Ok, not really, but can we really ignore this rally anymore? It is almost begging people to sell everything and get involved.

But would you recommend that to anybody in their right mind? Would anyone in their right mind do that?  Given the internet bubble burst, financial crisis, flash crash, and so on;  most people we talk to believe a 50% allocation to the stock market is heavy these days. Yet the market goes onwards and upwards.

Whether it is because of just this malaise towards stocks, or because of the hundreds of billions pumped into the U.S. system by Bernanke & Co. – the U.S. stock market has been the best thing going for investors since March of 2009.

While most of us were (smartly) preparing our portfolios for the next leg down in the crash, for the incredible volatility when China’s economy slowed, for the contagion in Europe when countries there started falling like dominoes – the U.S. stock market has laughed it off, returning to the highs attained before the financial crisis.

But, again, does anyone really trust these past 3.5 years? Does anyone really think the next 3.5 years will be that good for stocks? If not, how should you prepare? Read on to find out.