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DataTrek co-founder Nicholas Colas describes a persistent K-shaped economy and attributes easing real yields to reduced expectations for AI funding. He argues that technology’s dominance of the S&P reflects a long structural trend likely to continue. For investors concerned about concentration, he points to equal-weight exposure through RSP, while also expressing support for homebuilders if mortgage conditions improve. The interview provides no formal trade entries, targets, stops or defined outcome deadlines, and several numerical references lack clear units or definitions.