I am just now breaking even to December of 2021 and I'm supposed to believe that the market is up for two years? Nope, just recovering .
I wonder if Ken wrote this before or after tech's took a panic dump yesterday?
Finances, financial reporting at least, live only in the moment. Either bouncing off the ceiling or crawling beneath the floors and never taking a long view or reporting it. The report mostly for traders and not for investors.
Ken did not see much increase in tech/growth stocks. He seemed to think value stocks would outperform other categories.