
The Great 2026 Rebalancing: Why Boring Wins, Wealth Taxes Fail, and AI Faces Political Peril
The 2026 market has turned hostile toward tech, fueling a massive rotation into 'boring' staples that may now be dangerously overvalued. As public resentment toward the billionaire class grows, the debate over wealth taxes and the political backlash against AI energy consumption are creating unprecedented risks for the Mag 7.