Recently, I've become a target for criticism again—because my holdings just aren't performing. In fact, the major indexes have quietly climbed quite a bit, and among the tech sector's star stocks, plenty have surged tenfold, with even the mediocre ones doubling. But what about consumer stocks? It's been two years, and they've barely budged. Of course, those who haven't made any gains are going to complain.

This is the market teaching us a lesson. After ten years, it's time to wake up: don't expect any surprises from those traditional stocks where old money congregates. If you really want to make a difference in this cycle, you need to bet your chips on the tech sector that represents the future. The times have changed, and money should flow in a new direction too.