Subject: Re: Replaying 2000-2002

apply to both 'get rich', 'stay rich' camp.

a. cant time the top, leave the frothiest sectors\names and utilize any losses. have fund managers that do same.
b. hy spread is a reliable buy indicator.
c. value will emerge first, and be ahead for a few years. keep an eye historical growth:value premium.

new: if you think trump damage is lasting (e.g., scotus), use same rules for foreign earning equities.