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Personal Finance Topics / Macroeconomic Trends and Risks❤
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Author: weatherman   😊 😞
Number: of 2027 
Subject: cap flows
Date: 09/02/2025 11:11 AM
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in case anyone is left that believes historical (inverse) correlation to future returns.

"...While investment in data centers continues to expand at the fastest rate, energy-
related projects, semiconductor manufacturing and real estate investment trust investments are also
expanding at an accelerated rate..."

https://robeco.substack.com/p/build-everything

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Author: Timer321   😊 😞
Number: of 2027 
Subject: Re: cap flows
Date: 09/02/2025 11:29 AM
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in case anyone is left that believes historical (inverse) correlation to future returns.

Weatherman,

I am unclear what that means or how you are applying it.
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