Microsoft's Recession Looks Like a Rolling Rally

I own Microsoft at about 4 percent well below the market weight. I think it has borrowed forward a lot of the gains from coming years into this year. What if sectors like large cap tech simply sort of hang out for the next six to 12 months? Well the rest of the market, those cyclicals, which I'm overweight, industrials, materials, energy, financials do well on the back of hard asset investment that is continuing to go on in this country.