In this episode I share perspective on the S&P 500 recent run-up to 5000. A balanced review on history of modern bull runs. I don't offer a market prediction, who knows what is next, and it is up to you to decide. Instead using the past as a guidepost to the future is illuminating.
Also, an update on the Radish Portfolio as of close 2/12/24
Reference
Pay attention to the semi industry dynamics in 1995-96
https://www.fabricatedknowledge.com/p/lessons-from-history-the-1990s-semiconductor
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