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I'm no seasoned economic analyst or economic thinker, but a lot of posts in this and related subreddits got me thinking. I see people musing over the beaten down prices of SAAS and consumer cyclicals and an implicit assumption that the divergence of these sectors and AI-related sectors will eventually lessen. But what if it doesn't? 250 years ago, agriculture was the dominant form of wealth production and employment. It's still around, obviously, but its relative weight in global equities …
— ORIGINAL POST ·
Automation and the K-Shaped Economy
· r/stocks
· May 14, 2026