K Now Means Kicking Private Equity Out of the House
There’s opportunity in inequality. There’s also an election coming up.
The affordability crisis is coming home.
Source: Bloomberg
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The AI investment phenomenon is getting old. It’s now into its fourth year. Could the next big thing be spelled with a K? US midterm elections are due in November, both main parties will be fighting them on the issue of affordability, and there could be an opportunity in growing inequality and the so-called K-shaped economy. It’s corroding social harmony and prompting a drastic response from the White House. But it might yet make money for stockpickers. The problem is to work out who will benefit.