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I did an interview with Mike Swanson (Wallstreetwindow) on the
weekend for this audience. I went ahead and added it to my channel.
Anyway that's the reason why it starts off with him speaking
When you discuss being in a "bear market" you mean a cyclical
bear in the middle of a secular bull, right? I
rewatched your Big Picture YT video from last summer and was
thinking that if an investor has a multi-year timeframe and wants
to hold MSFT and AAPL for example, they could expect with some
confidence that prices will get back to their highs as long as
they're willing to wait a few years. Does that still make
sense, given the market behavior over the last year? Thanks
Matt, and great video as always!
The hope for everyone is that it will be a bear market in the
secular bull, but who knows. Those secular cycles are more an
academic guess and with the size of the debt everything bubbles and
grand experiment of all the central banks who knows, I wouldn't be
married to that.
But otherwise my same comments apply that I discussed in that
interview. After a bull market ends and even if it's a cyclical
bear, most of the time you have new leadership in the next bull
market. Too many investors won't be able to let go of the past and
will pay too much attention to past leaders looking for re-entries
into those names once the bear market is over, when in reality
there will be new leadership where the far bigger gains will be
made. It's kind of like CSCO, it's still around, but after the 2000
- late 2002 bear market ended, there was new leadership and CSCO
wasn't one of them -it was better to focus on new
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