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Jonathan Heathcote: Big tech is shifting to physical infrastructure investments, foreign capital is reshaping US asset valuations, and labor’s share of output is declining | Odd Lots

Jonathan Heathcote: Big tech is shifting to physical infrastructure investments, foreign capital is reshaping US asset valuations, and labor’s share of output is declining | Odd Lots

Jonathan Heathcote: Big tech is shifting to physical infrastructure investments, foreign capital is reshaping US asset valuations, and labor’s share of output is declining | Odd Lots