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Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

Focused Compounding

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What Are the Differences Between 2000 and Today?

There's some similarities to things from 2000 to today, but there are some differences too. Some of those things are similar to like 2000 and some aren't there. The semiconductor stuff right? So you have some things where the price on the stock is really high and the stock is probably Probably going to go from growth to no growth in a few years. And depending on a certain cycle to be able to grow as much as they did and then their growth completely changed afterwardsSome we talk About that's not true, you know, we've talked about like Microsoft not true But for some of the others it is very true that they they had very bad years after COVID.

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