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Interactive Brokers Traders Insight
Interactive Brokers Traders’ Insight (IBTI) is a venue for market-related articles and commentary covering an array of asset classes and topics. All articles published on Traders’ Insight are simultaneously published directly to our trading platform (TWS).
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In the 20th century, power revolved around oil, steel and finance. In the 21st, it revolves around compute, certain design tools and semiconductors. For investors, this is both an opportunity and a warning. The rewards of scale, scarcity and sovereignty could be immense. But the risks are equally real.
Investors may be rotating into late-cycle industrial stocks.