The Contrarian Strategist nailed the UK growth rebound. But here's what gets buried: (https://www.cnbc.com/2026/08/13/iran-war-g7s-fastest-growing-economy.html) on energy is making people MISS the actual capital allocation story. My $GE position posted a 23% gain—not because oil spiked, but because tariff-relief expectations are re-pricing the industrial capex cycle. Meanwhile, energy insiders are dumping.

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