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" ... "The absence of a blue wave outcome is causing investors to dial back fiscal stimulus assumptions and pile back into the growth or momentum stocks [like big tech] while booking profits in cyclical or value [like banks and autos]," says Crisafulli, noting that this will likely be "ephemeral" given that another coronavirus relief package of at least $1 trillion is still likely with a divided government and that "blowout numbers" regarding preliminary phase-three vaccine data "would arguably be more important to cyclical sentiment than a big stimulus figure." ... "
" ... But as the Smith School report highlights, the huge demand for new generation capacity is causing many governments to opt for short-term, carbon-intensive solutions to the energy problem. Without a long-term vision for sustainable energy provision, such countries may find themselves paying a high price for their electricity in the near future, in more ways than one. ... "
" ... It’s causing quite a boom for the early-stage companies that’ve pounced on the opportunity to make these things. That’s where I’m most focused today. ... "
" ... Overbuilding of stores is causing a one-time correction. I'd rate this one "true-ish." The United States has been over-stored and over-malled for more than a decade and eventually, the bubble had to burst. But the rationalization and consolidation of commercial real estate go beyond a mere correction, however deep. We are witnessing a fundamental re-structuring of both the number of retail locations and the size and configuration of those boxes. Certainly, a big whack to the stores counts of flagging retailers was (and remains) overdue. And I do expect that the pace of store closings will subside substantially after the first quarter of next year. But anyone who doesn't see the profound shift is missing the big picture. ... "
" ... The best way to move forward is to let go of the things that are causing stress or draining your energy. Sometimes these things are small, but other times they’re quite large, such as ending a business relationship or making the decision to abandon a project that you spent a lot of time and energy on. When you let go of the things that are ultimately holding you back, you regain time to focus on things that help drive success and keep you and your business moving forward. ... "