Why capital is fleeing Tech for the Tangible Economy

(wwai.substack.com)

6 points | by watchwiseai 9 hours ago ago

1 comments

  • watchwiseai 9 hours ago ago

    Hi HN, OP here. I wrote this analysis based on some institutional flow data we track. It looks like a structural shift is happening under the surface of the S&P 500. Happy to discuss the methodology or the macro thesis!