Soft and hard are different -- The Beta of the era!
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Since the beginning of the year, the strong performance of "hard assets" like gold (yellow line in the chart) stands in stark contrast to the decline of U.S. software stocks (red line). The former has benefited from various factors such as geopolitical tensions and fiscal crises, while the latter is "teetering" under the impact of epoch-making AI products like Claude Code. This may be the "characteristic of the era" in the 2020s: a intertwining of technological shocks, geopolitical risks, and fiscal crises
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