Unlike some leading online advertising companies such as Google and Facebook, which have been struggling to contend with lower mobile ad prices that have depressed their growth, Twitter has found mobile has been its key moneymaker.

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"I think dynamic asset allocation will be the key to investment success in the coming decade--buying stocks when they're deeply depressed, as they are now, and raising cash incrementally as prices rise, " he says.

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The manufacturing sector has been a key beneficiary of the Federal Reserve rate cuts, which reduce borrowing costs for companies and also depressed the dollar, which lowers costs for American factories, compared with those in other countries.

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