I never think in such terms. I'd just be as wrong as everyone else is usually.
Also so much depends on interest rates remaining low. The current ultra low rates make a lot of questionable investments look good... for now.
Buffett's success is largely because he makes almost no predictions about where the broad market is going short term. He has often said the long term direction is certainly up.
I invest very mechanically. BTW, congrats on your recent buys including DLTH.
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