The critical issue is how long the shift will last.
GDP growth is very slow with very few companies growing rapidly and no sector growing rapidly other than biotechs.
So if you want growth that can persist and be non-correlated to other investments, where else can you go?
It is astonishing what foolish things one can temporarily believe if one thinks too long alone ... where it is often impossible to bring one's ideas to a conclusive test either formal or experimental. J.M. Keynes
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