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I am a very bullish investor and invest mainly in technology. On a board like this, I am usually talking about the next year or so. In the aftermath of 2008, the markets eventually fell fifty percent. I was eminently right. I know Moore's theories, but like ninety percent of investors, I have not read his books.
Am I bullish for five years from now? Yes.
Am I bullish on the next six months. Yes and no. I believe we will probably have a correction before the end of the year. In fact, I hope that is the case so we can all invest at lower levels on great stocks. Here is my thinking on Google:
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