It feels like I am always peddling Lyn Alden on macro questions. One of Lyn's recent public articles analyses long term returns and argues that most investments

It feels like I am always peddling Lyn Alden on macro questions. One of Lyn's recent public articles analyses long term returns and argues that most investments suck, and a few superachievers pull up the averages. So Apples and Nvidias eventually rotate out of the return engines club and are replaced by next few champions; but not a broad group.