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Their wordsArt, for most of us, is connected to the feelings the artist is experiencing and the experiences the artist is responding to. You can't manufacture that with an algorithm.
Their wordsFor right now, the stocks of companies that inhabit the physical world - trucks, semiconductors, agriculture and construction equipment, chocolate, coffee, senior living facilities, medical offices, houses - these are the place to be while the disruption question hangs over the asset-light world of software and services.
Their wordsAnalog products, analog assets, analog places. Put another way, so far this year you want atoms, not bits. Will there be swings back in the other direction? Yes. Counter-trend rallies as things get carried too far? Yes. Rotations out of the blue that shake everyone up? Of course. But this is the major trend.
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