Ken Fisher

Trying to time markets based on widely known factors is folly, and so is selling amid panic

Dial down technology, focus on value and tilt towards growth-oriented categories

Technology has blurred geographical limitations so anyone, anywhere can build a business

Even moderate GDP growth in the EU will bring huge gains

Markets have proved that interest rate movements are a small variable and pale in comparison to larger trends

Bull market can shrug off threats from European conflict or Middle East tensions

Extreme returns are normal in the long term and the market’s current strength is common

Fluctuations in unemployment data do not necessarily pose a threat to economic growth and the bull market

Markets tend to ignore short-term chatter and long-term conjecture

Stock markets don't care about the candidates’ temperaments, gaffes or rhetoric

Rational goals and expectations are key to successful investing

Communication services as a sector didn’t exist before 2018. It was previously the telecoms sector

It has never been about just the Magnificent Seven, the Fab Four or the Blazing Two

The constant churn of new start-ups replacing the old is capitalism’s self-regulatory feature and doesn't require government intervention to reign in Big Tech

Stocks move most on the gap between reality and expectations, with current data showing more gains ahead