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Why capital is fleeing Tech for the Tangible Economy
(
wwai.substack.com
)
6 points
by
watchwiseai
31 days ago
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1 comment
watchwiseai
31 days 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!
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