As legendary investor Stanley Druckenmiller recently put it, we are heading for perhaps the most dramatic moment of pent-up demand being unleashed in the economy (as vaccine-driven herd immunity helps reopen the economy to its full strength) and yet we still have trillions more in stimulus working and on the way over the intermediate term. That’s a powder keg of end demand driving asset prices higher. But, for investors, the golden question is about which areas may offer access to the most...

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