The Great Rotation From Tech To REITs Is Finally Here

2026-02-14 07:50:00 ET

I have been warning about this since last Summer:

AI is a major headwind, not a tailwind, for most stocks.

Yes, it may boost profitability in the short-run by reducing costs and increasing margins, but at the same time, it also breaks down traditional barriers to entry and erodes moats that have historically protected the long-term earnings power of businesses from future potential competitors....

Read the full article on Seeking Alpha

For further details see: