The point is that there's no way to know which "7" companies will carry the bulk of the growth, so you grab some representation of "all" of them. So yeah, what

The point is that there's no way to know which "7" companies will carry the bulk of the growth, so you grab some representation of "all" of them. So yeah, what you're saying is exactly how it's meant to go. Also, "recession is looming" is easy to say at literally any time in history. Eventually, you'll be right. The trick is to know precisely when it will take place.