That serms like a sound plan. It’s all gonna be terrible, but that should at least be a hedge against the insanity in big tech. I suspect that defense will have a slow decline as our former allies contine to back away from our unreliable dumb asses, but it won’t have the spectacular crash out like AI related stocks.

It’s flip but the AI bubble makes me feel like it’s not totally out of pocket. Nasdaq changing it’s rules to let recently IPO’ed companies in sooner seems wildly reckless to me.

What happens when the AI companies get into the indexes? Big tech is already heavily represented and the AI bubble popping will probably destroy sensible index fund portfolios.