The investment landscape has undergone a profound structural shift. The era of generalized, sweeping market rallies has been replaced by a highly bifurcated, "two-speed" ecosystem.
For decades, the global economic script followed a predictable pattern: when geopolitical tensions flared, oil prices spiked, and the stock market took a dive.
When we talk about the artificial intelligence boom, the conversation usually focuses on algorithmic breakthroughs, skyrocketing valuations, and GPU unit shipments.