"markets broke below the April lows before 9/11"
the comp didn't and I don't think the dow did either without checking. As I recall, the spx had about 3-4 days before, maybe.
I don't expect you or anyone else to agree, Alex Yet.
The bubble had unwound already by April 01, and 9/11 set off an alternative scenario that will (financially)benefit us for quite awhile. 2002 was the continuing fall out from 9/11 and the build up to war... Just my humble dumb opinion