Rule one investing industry rotation charts show "Rule

Industry rotation charts show "Rule One Investing" logic playing out as consumer discretionary slows but utilities pick up, with NextEra Energy trading at attractive PEG ratios near 1.5. "[We have] a good plan, and being out there with that one group, I can understand the receivers and what they see and how they see it and tight ends and things like that," Rush said. "You always watch from behind Lamar [Jackson] and how they run it and then try to replicate that and get a good feel for it." “If the Indians had invested at 7% a year for the last 400 years, they would have more money than owning the land,” he explained. Using the Rule of 72, that $23 would have doubled every 10.3 years at 7% returns. Over 400 years, this would have resulted in approximately $23 trillion—significantly more than the value of Manhattan real estate today, which is estimated to be in the ballpark of $2.2 trillion . Latest EPS forecasts for Microsoft and Apple remain bullish, matching "Rule One Investing" emphasis on predictable growth compounded over decades, even as tech valuations moderate.