Miner Company
The Old Playbook Is Dead - And Wall Street Has To Adapt
The S&P 500 remains a solid core holding, but the traditional jobs-to-GDP relationship has broken down amid an AI-driven "jobless boom." AI and robotics are fueling a multi-year rotation from growth to value, benefiting hard asset and industrial companies over asset-light tech sectors.
The S&P 500 remains a solid core holding, but the traditional jobs-to-GDP relationship has broken down amid an AI-driven "jobless boom." AI and robotics are fueling a multi-year rotation from growth to value, benefiting hard asset and industrial companies over asset-light tech sectors.