Quote from Vishnu:
It seems rather late to the game to be thinking this way after three down years. Most interesting is to think what growing industries and stocks will benefit the most from the next uptick in the economy. The market is most likely going up this year, and probably next, like its done on average over the past 100 years.
You have three down years plus the spread between junk and equity at almost its largest ever plus a complete lack of supply of new equity. All of these things point in one direction and have since January 1: UP.
