All these corps(es), semis, autos, socials, heck-financials, all face the same thing...Racing to the bottom.
Interest rates can never really come back. Excess access to capital (production) = no command over interest rates.
Their top priority is dividends over human capital - at all costs. Capitalism has reached the end of the envelope. The cycle of evil alternating with virtue is obviously wobbling.
If you negate the global warming argument, the modern energy picture comes down to a scenario much like that during the previous turn of the century when whale oil battled with kerosene only to be overtaken by crude oil. It's a long tug of war.
Staggering advancements fill the space and time from then until now.
Again, characteristically Capitalism.
The Federal Reserve, OPEC, IMF etc... Money is about to change.
Third world hook of insupportable debt will someday end and Gross National Happiness will replace GNP. Humans over Capital (or genocide) - If we don't do it, somebody else will (make a better world).
Of particular interest is the Semiconductor infrastructure. A prominent financial mentor of mine once told me to "keep your eyes on the pix and shovels of the economy - they always find the way".
Moore's law ended at least 1 year ago yet the SOX(L) etc have rallied greatly. I guess robots are the reason. What's next?
Rambling on here... Civilization approaches a paradigm shift controlled only by the PTB (Powers that be).
ISIS can survive only if oil remains king. Oil exists everywhere.
De-funding them will occur overnight via MASS PRODUCTION OF ANOTHER ALTERNATIVE. The only such capacity lies in massive amounts of worldwide mothballed 2nd & 3rd (4th?) Generation old dormant microprocessors around the world. THINK MANHATTAN PROJECT-REPURPOSE.
So late, so much more to prattle on about...NEAH ain't alone!
We even have BUZZ..