Subject: Re: Hard to be a stock picker about now
In 1999 if you were an internet stock, you boomed, and if you weren’t, no one was interested. Much the same applies today to AI.

In 1999, I traded in about 40% of my dot.com winnings for an adviser who bought REITS and brick and mortar and BRK and a bunch of old-school stuff. My timing couldn't have been much better, while my tech winning were significantly bruised in 2000, the portfolio JoeJoeBubbaJr bought me was up like 25% in 2000. I was happy.

If AI is a bubble and taking all the oxygen (or money anyway) away from all the good businesses, what are the bargains today? What should be in your anti-Bubble ETF?

R:?