2min chapter

The Compound and Friends cover image

A Very Tom Lee Christmas | What Are Your Thoughts?

The Compound and Friends

CHAPTER

Technology, Energy, and Industrials to Lead?

The median P.E. is between 18.5 to almost 20 times depending on if you're doing tightening or non-tightening cycles. The world has been experiencing a shortage of prime workforce growth and the only way to solve that while population growth is still strong is to find non-human labor, digital or capital-based labor. So I think tech is really the way out of companies experiencing future inflation. That's what makes technology work next year.

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