Euphoria dominates market sentiment, with investors showing excessive optimism regardless of valuation concerns. Markets are likely significantly overvalued by historical standards, creating substantial downside risk. This presents a possible selling opportunity for profit-taking and portfolio rebalancing. Warning signs include widespread disregard for traditional valuation metrics, excessive margin debt, and media coverage suggesting "new paradigms" or "this time is different" narratives. Historically, these periods have preceded significant market corrections or bear markets, though timing exact tops remains difficult.