This resonates with me, and I think it will with many on this board. Confirmation bias, or onto something? TLDR: inflation is here, will hurt high growth and many tech stocks, invest in industrials, commodities and staples as they will benefit from inflation.
https://www.rbadvisors.com/insights/the-start-of-a-new-inves…
(I do believe in the fundamental thesis, that “this time is different” was true 4-5 years ago, but it is also true once again, and we need to change our investments accordingly)