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Investment Themes for 2026 Part 2: Energy, Infrastructure, Private Equity, and the Currency Devaluation Strategy

In [Part 1](https://thedividendguyblog.com/investment-themes-2026-1/), we examined the significant transformation for 2026: AI has progressed from being merely technological to a macroeconomic force, instigating a capex surge that impacts investment, supply chains,…Continue readingInvestment Themes for 2026 Part 2: Energy, Infrastructure, Private Equity, and the Currency Devaluation Strategy